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 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-1.18K- 3.57% |
$213K - $234K
|
31.8K
$7.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-1.18K- 43.82% |
$213K - $234K
|
1.51K
$367K
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-1.2K- 21.88% |
$218K - $239K
|
4.29K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.22K- 6.02% |
$222K - $243K
|
19.1K
$4.65M
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-1.22K- 10.11% |
$222K - $243K
|
10.9K
$2.65M
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
SELL
|
- |
-1.28K- 11.82% |
$231K - $254K
|
9.53K
$2.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.32K- 22.37% |
$239K - $263K
|
4.58K
$1.12M
|
|
|
Jul 18, 2023
Q2 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-1.33K- 6.75% |
$241K - $265K
|
18.4K
$4.48M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.35K- 38.15% |
$245K - $268K
|
2.19K
$533K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1.35K- 0.93% |
$245K - $269K
|
144K
$35.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.38K- 10.02% |
$250K - $274K
|
12.4K
$3.02M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-1.4K- 8.7% |
$254K - $278K
|
14.7K
$3.58M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.41K- 3.99% |
$255K - $280K
|
33.9K
$8.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.41K- 0.64% |
$256K - $281K
|
218K
$53.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-1.44K- 40.72% |
$262K - $287K
|
2.1K
$512K
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.46K- 3.5% |
$264K - $290K
|
40.2K
$9.78M
|
|
|
Jul 19, 2023
Q2 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.47K- 14.15% |
$266K - $292K
|
8.9K
$2.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.47K- 0.65% |
$267K - $293K
|
224K
$54.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-1.48K- 4.2% |
$268K - $294K
|
33.7K
$8.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.52K- 7.4% |
$276K - $303K
|
19.1K
$4.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.53K- 3.98% |
$278K - $305K
|
37K
$9.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.54K- 29.3% |
$280K - $307K
|
3.72K
$907K
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-1.55K- 11.2% |
$282K - $309K
|
12.3K
$3M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.57K- 20.1% |
$285K - $313K
|
6.25K
$1.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-1.57K- 33.46% |
$285K - $313K
|
3.13K
$762K
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1.57K- 39.96% |
$285K - $313K
|
2.36K
$575K
|
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-1.65K- 4.17% |
$299K - $328K
|
37.9K
$9.22M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.65K- 4.38% |
$299K - $329K
|
36K
$8.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-1.68K- 3.18% |
$305K - $335K
|
51.2K
$12.5M
|
|
|
Jul 27, 2023
Q2 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-1.72K- 8.61% |
$312K - $343K
|
18.3K
$4.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.74K- 34.75% |
$315K - $346K
|
3.27K
$795K
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.74K- 33.4% |
$316K - $347K
|
3.48K
$847K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-1.8K- 34.43% |
$327K - $359K
|
3.44K
$836K
|
|
|
Jul 07, 2023
Q2 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.82K- 10.68% |
$329K - $361K
|
15.2K
$3.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-1.82K- 4.21% |
$330K - $363K
|
41.5K
$10.1M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-1.85K- 34.13% |
$335K - $368K
|
3.57K
$868K
|
|
|
Jul 11, 2023
Q2 2023
|
Baker Boyer National Bank
|
SELL
|
- |
-1.86K- 40.36% |
$337K - $370K
|
2.75K
$669K
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.86K- 25.85% |
$337K - $370K
|
5.34K
$1.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-1.88K- 11.81% |
$341K - $374K
|
14K
$3.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.9K- 56.34% |
$345K - $378K
|
1.47K
$359K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.91K- 16.1% |
$347K - $380K
|
9.96K
$2.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.92K- 40.22% |
$348K - $382K
|
2.86K
$696K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.09K- 62.43% |
$380K - $416K
|
1.26K
$307K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.11K- 1.66% |
$382K - $420K
|
125K
$30.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.13K- 10.81% |
$385K - $423K
|
17.5K
$4.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-2.15K- 10.8% |
$390K - $428K
|
17.8K
$4.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.25K- 4.01% |
$407K - $447K
|
53.9K
$13.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.3K- 10.33% |
$416K - $457K
|
19.9K
$4.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.34K- 47.76% |
$424K - $466K
|
2.56K
$624K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.36K- 7.11% |
$428K - $469K
|
30.8K
$7.5M
|