Purchases and Sales Made in Q2 2023 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q2 2023. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-717- 3.64% |
$130K - $143K
|
19K
$4.63M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-726- 20.33% |
$132K - $144K
|
2.85K
$693K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-730- 11.03% |
$132K - $145K
|
5.89K
$1.43M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-746- 18.0% |
$135K - $148K
|
3.4K
$827K
|
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-748- 0.86% |
$136K - $149K
|
85.8K
$20.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-754- 5.45% |
$137K - $150K
|
13.1K
$3.18M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-761- 6.3% |
$138K - $151K
|
11.3K
$2.76M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-765- 20.08% |
$139K - $152K
|
3.04K
$741K
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-780- 32.76% |
$141K - $155K
|
1.6K
$390K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-806- 4.71% |
$146K - $160K
|
16.3K
$3.97M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-811- 6.83% |
$147K - $161K
|
11.1K
$2.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-825- 13.99% |
$150K - $164K
|
5.07K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-825- 7.3% |
$150K - $164K
|
10.5K
$2.55M
|
|
|
Aug 03, 2023
Q2 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-844- 0.28% |
$153K - $168K
|
304K
$74M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-847- 40.92% |
$154K - $168K
|
1.22K
$298K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-848- 2.52% |
$154K - $169K
|
32.8K
$7.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-854- 2.38% |
$155K - $170K
|
35K
$8.51M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-861- 5.86% |
$156K - $171K
|
13.8K
$3.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-874- 11.31% |
$158K - $174K
|
6.85K
$1.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-880- 38.18% |
$160K - $175K
|
1.43K
$347K
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-884- 2.41% |
$160K - $176K
|
35.8K
$8.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-894- 6.91% |
$162K - $178K
|
12K
$2.93M
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-896- 29.62% |
$162K - $178K
|
2.13K
$518K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-907- 6.65% |
$164K - $180K
|
12.7K
$3.1M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-913- 23.03% |
$165K - $182K
|
3.05K
$743K
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-924- 10.19% |
$167K - $184K
|
8.15K
$1.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-944- 0.72% |
$171K - $188K
|
131K
$31.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-948- 19.89% |
$172K - $189K
|
3.82K
$930K
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-966- 6.55% |
$175K - $192K
|
13.8K
$3.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-974- 3.32% |
$177K - $194K
|
28.4K
$6.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-990- 2.34% |
$179K - $197K
|
41.3K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-992- 3.22% |
$180K - $197K
|
29.9K
$7.27M
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1K- 6.12% |
$181K - $199K
|
15.3K
$3.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
SELL
|
- |
-1K- 16.94% |
$182K - $200K
|
4.92K
$1.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.01K- 26.72% |
$182K - $200K
|
2.76K
$671K
|
|
|
Jul 31, 2023
Q2 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.01K- 6.98% |
$183K - $201K
|
13.5K
$3.28M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.01K- 3.59% |
$184K - $201K
|
27.2K
$6.63M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.02K- 31.05% |
$185K - $202K
|
2.26K
$551K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.03K- 15.73% |
$187K - $206K
|
5.54K
$1.35M
|
|
|
Aug 03, 2023
Q2 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.04K- 8.23% |
$188K - $207K
|
11.6K
$2.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.05K- 17.66% |
$190K - $208K
|
4.89K
$1.19M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.07K- 5.12% |
$193K - $212K
|
19.8K
$4.81M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.09K- 6.81% |
$198K - $218K
|
15K
$3.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.11K- 2.13% |
$200K - $220K
|
50.7K
$12.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-1.11K- 6.27% |
$201K - $221K
|
16.6K
$4.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-1.12K- 7.05% |
$202K - $222K
|
14.7K
$3.58M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.12K- 9.97% |
$202K - $222K
|
10.1K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-1.13K- 6.59% |
$204K - $224K
|
16K
$3.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.16K- 5.63% |
$211K - $232K
|
19.5K
$4.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.17K- 4.71% |
$212K - $233K
|
23.6K
$5.76M
|