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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.36K- 0.55% |
$428K - $469K
|
429K
$104M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.43K- 0.72% |
$440K - $483K
|
336K
$81.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-2.49K- 5.67% |
$451K - $494K
|
41.3K
$10.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-2.62K- 0.68% |
$475K - $521K
|
385K
$93.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-2.62K- 2.98% |
$475K - $522K
|
85.5K
$20.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.72K- 0.83% |
$494K - $542K
|
324K
$79M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.77K- 29.21% |
$502K - $551K
|
6.71K
$1.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.78K- 6.95% |
$504K - $553K
|
37.2K
$9.06M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.79K- 2.69% |
$505K - $554K
|
101K
$24.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-2.95K- 2.24% |
$534K - $586K
|
129K
$31.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.96K- 38.32% |
$537K - $589K
|
4.77K
$1.16M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-3.04K- 2.63% |
$551K - $604K
|
113K
$27.4M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.17K- 8.51% |
$574K - $630K
|
34.1K
$8.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.46K- 7.8% |
$627K - $688K
|
40.9K
$9.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-3.5K- 3.34% |
$634K - $696K
|
101K
$24.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.65K- 5.65% |
$662K - $726K
|
61K
$14.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.75K- 53.92% |
$679K - $745K
|
3.2K
$779K
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.78K- 10.02% |
$684K - $751K
|
33.9K
$8.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-3.78K- 20.87% |
$685K - $752K
|
14.3K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.88K- 11.05% |
$703K - $771K
|
31.2K
$7.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.94K- 44.35% |
$714K - $783K
|
4.94K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.01K- 2.42% |
$726K - $797K
|
161K
$39.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.04K- 2.19% |
$732K - $803K
|
180K
$43.8M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.04K- 2.19% |
$732K - $803K
|
180K
$43.8M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-4.13K- 70.05% |
$748K - $820K
|
1.76K
$430K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-4.25K- 5.59% |
$770K - $845K
|
71.7K
$17.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.47K- 35.83% |
$810K - $889K
|
8K
$1.95M
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-4.54K- 33.03% |
$823K - $903K
|
9.2K
$2.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-4.55K- 1.46% |
$824K - $905K
|
308K
$75M
|
|
|
Jul 31, 2023
Q2 2023
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.57K- 5.74% |
$828K - $909K
|
75K
$18.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-4.59K- 19.58% |
$832K - $913K
|
18.9K
$4.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-4.73K- 1.26% |
$857K - $941K
|
370K
$90.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-4.76K- 18.76% |
$864K - $948K
|
20.6K
$5.02M
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-4.96K- 70.97% |
$899K - $986K
|
2.03K
$494K
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.99K- 23.98% |
$904K - $992K
|
15.8K
$3.85M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.99K- 23.98% |
$904K - $992K
|
15.8K
$3.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-5.19K- 69.53% |
$941K - $1.03M
|
2.28K
$554K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.52K- 21.31% |
$1M - $1.1M
|
20.4K
$4.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.58K- 14.32% |
$1.01M - $1.11M
|
33.4K
$8.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-5.59K- 22.73% |
$1.01M - $1.11M
|
19K
$4.63M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.61K- 23.57% |
$1.02M - $1.12M
|
18.2K
$4.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-5.68K- 4.93% |
$1.03M - $1.13M
|
110K
$26.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-5.73K- 2.18% |
$1.04M - $1.14M
|
257K
$62.6M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-5.96K- 20.76% |
$1.08M - $1.19M
|
22.8K
$5.54M
|
|
|
Aug 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-6.76K- 16.83% |
$1.23M - $1.34M
|
33.4K
$8.14M
|
|
|
Aug 08, 2023
Q2 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-6.81K- 59.13% |
$1.23M - $1.35M
|
4.71K
$1.15M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-7.32K- 7.94% |
$1.33M - $1.46M
|
84.8K
$20.7M
|
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-7.39K- 6.78% |
$1.34M - $1.47M
|
102K
$24.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-7.59K- 3.66% |
$1.38M - $1.51M
|
200K
$48.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-7.66K- 99.4% |
$1.39M - $1.52M
|
46
$11.2K
|