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 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
8.66K+ 8.96% |
$1.57M - $1.72M
|
105K
$25.7M
|
|
|
Oct 20, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
8.54KNew |
$1.55M - $1.7M
|
8.54K
$2.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
8.41K+ 2.78% |
$1.52M - $1.67M
|
311K
$75.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
8.36K+ 1.91% |
$1.52M - $1.66M
|
447K
$109M
|
|
|
Jul 25, 2023
Q2 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
8.24K+ 14.6% |
$1.49M - $1.64M
|
64.7K
$15.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
8.23K+ 6.78% |
$1.49M - $1.64M
|
130K
$31.6M
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
8.16K+ 7.56% |
$1.48M - $1.62M
|
116K
$28.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
8.1K+ 5.78% |
$1.47M - $1.61M
|
148K
$36.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
BUY
|
- |
8.08K+ 17.67% |
$1.46M - $1.61M
|
53.8K
$13.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
7.97K+ 560.55% |
$1.44M - $1.59M
|
9.39K
$2.29M
|
|
|
Oct 10, 2023
Q2 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
7.84K+ 35.81% |
$1.42M - $1.56M
|
29.7K
$7.25M
|
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
7.69KNew |
$1.39M - $1.53M
|
7.69K
$1.88M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
7.45K+ 18.25% |
$1.35M - $1.48M
|
48.3K
$11.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
7.42KNew |
$1.35M - $1.48M
|
7.42K
$1.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.34K+ 2.18% |
$1.33M - $1.46M
|
344K
$83.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
7.28K+ 3.02% |
$1.32M - $1.45M
|
248K
$60.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
7.24K+ 17.55% |
$1.31M - $1.44M
|
48.5K
$11.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
BUY
|
- |
7.18KNew |
$1.3M - $1.43M
|
7.18K
$1.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
7.17KNew |
$1.3M - $1.43M
|
7.17K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.12K+ 0.5% |
$1.29M - $1.42M
|
1.44M
$352M
|
|
|
Aug 03, 2023
Q2 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
7.12K+ 6.62% |
$1.29M - $1.42M
|
115K
$28M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
7.11K+ 17.48% |
$1.29M - $1.41M
|
47.8K
$11.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
7.07K+ 8.34% |
$1.28M - $1.41M
|
91.9K
$22.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
6.91K+ 87.55% |
$1.25M - $1.37M
|
14.8K
$3.61M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.87K+ 4.18% |
$1.25M - $1.37M
|
171K
$41.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
6.86K+ 25.52% |
$1.24M - $1.36M
|
33.7K
$8.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.61K+ 20.0% |
$1.2M - $1.32M
|
39.7K
$9.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
6.61K+ 4.28% |
$1.2M - $1.31M
|
161K
$39.3M
|
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
6.56K+ 50.54% |
$1.19M - $1.3M
|
19.5K
$4.77M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.51K+ 32.22% |
$1.18M - $1.3M
|
26.7K
$6.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
6.49K+ 7.0% |
$1.18M - $1.29M
|
99.2K
$24.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
6.44K+ 7.92% |
$1.17M - $1.28M
|
87.8K
$21.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
6.42K+ 48.45% |
$1.16M - $1.28M
|
19.7K
$4.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
6.38K+ 333.51% |
$1.16M - $1.27M
|
8.29K
$2.02M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.31K+ 24.51% |
$1.14M - $1.25M
|
32K
$7.81M
|
|
|
Jul 20, 2023
Q2 2023
|
Boyd Wealth Management, LLC
|
BUY
|
- |
6.17K+ 258.87% |
$1.12M - $1.23M
|
8.56K
$2.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.04K+ 39.19% |
$1.09M - $1.2M
|
21.4K
$5.23M
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
5.83KNew |
$1.06M - $1.16M
|
5.83K
$1.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
5.61K+ 50.97% |
$1.02M - $1.12M
|
16.6K
$4.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
5.56K+ 43.79% |
$1.01M - $1.11M
|
18.3K
$4.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.56K+ 49.74% |
$1.01M - $1.11M
|
16.7K
$4.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
BUY
|
- |
5.52K+ 60.46% |
$1M - $1.1M
|
14.7K
$3.58M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.47K+ 5.78% |
$991K - $1.09M
|
100K
$24.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.41K+ 43.29% |
$981K - $1.08M
|
17.9K
$4.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
5.37K+ 3552.98% |
$972K - $1.07M
|
5.52K
$1.35M
|
|
|
Jul 11, 2023
Q2 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
5.22K+ 4.35% |
$946K - $1.04M
|
125K
$30.5M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
5.2K+ 22.95% |
$943K - $1.03M
|
27.9K
$6.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.17K+ 0.28% |
$936K - $1.03M
|
1.86M
$453M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
5.16K+ 3.33% |
$935K - $1.03M
|
160K
$39M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
BUY
|
- |
5.16K+ 3.33% |
$935K - $1.03M
|
160K
$39M
|