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
|
Advisory Alpha, LLC
|
BUY
|
- |
2.99KNew |
$541K - $594K
|
2.99K
$728K
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.97K+ 214.36% |
$539K - $591K
|
4.36K
$1.06M
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2.97KNew |
$537K - $590K
|
2.97K
$723K
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
2.95K+ 3.75% |
$535K - $587K
|
81.7K
$19.9M
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.93K+ 0.76% |
$532K - $584K
|
388K
$94.6M
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.93K+ 2256.92% |
$532K - $584K
|
3.06K
$747K
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
2.92K+ 16.1% |
$530K - $581K
|
21.1K
$5.14M
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
2.9K+ 8.35% |
$525K - $576K
|
37.6K
$9.17M
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.86K+ 3.3% |
$518K - $569K
|
89.6K
$21.8M
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
2.84KNew |
$514K - $564K
|
2.84K
$692K
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
2.75K+ 14.69% |
$498K - $547K
|
21.5K
$5.23M
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
BUY
|
- |
2.74KNew |
$496K - $544K
|
2.74K
$668K
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.66KNew |
$483K - $530K
|
2.66K
$650K
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
BUY
|
- |
2.64K+ 3.95% |
$479K - $525K
|
69.4K
$16.9M
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
2.64K+ 3.83% |
$478K - $524K
|
71.5K
$17.4M
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
2.63K+ 71.24% |
$476K - $523K
|
6.32K
$1.54M
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
2.61K+ 5.59% |
$472K - $518K
|
49.2K
$12M
|
|
Jul 20, 2023
Q2 2023
|
Bck Partners, Inc.
|
BUY
|
- |
2.58K+ 2.75% |
$467K - $512K
|
96.3K
$23.5M
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.52K+ 27.82% |
$456K - $501K
|
11.6K
$2.82M
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.48K+ 143.33% |
$450K - $493K
|
4.21K
$1.03M
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.46K+ 7.06% |
$446K - $489K
|
37.3K
$9.09M
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
2.42K+ 2.42% |
$439K - $482K
|
102K
$25M
|
|
Aug 08, 2023
Q2 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
2.34KNew |
$424K - $466K
|
2.34K
$571K
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
2.3K+ 23.17% |
$417K - $457K
|
12.2K
$2.98M
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.3KNew |
$416K - $457K
|
2.3K
$560K
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.26KNew |
$410K - $450K
|
2.26K
$552K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.25K+ 89.42% |
$407K - $447K
|
4.76K
$1.16M
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
2.24K+ 13.2% |
$406K - $446K
|
19.2K
$4.69M
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.23K+ 49.24% |
$403K - $443K
|
6.75K
$1.65M
|
|
Jul 27, 2023
Q2 2023
|
Gds Wealth Management
|
BUY
|
- |
2.2K+ 3.98% |
$399K - $438K
|
57.5K
$14M
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
2.16K+ 3.07% |
$391K - $429K
|
72.3K
$17.6M
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.16K+ 14.59% |
$391K - $429K
|
16.9K
$4.13M
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.15K+ 4.21% |
$390K - $428K
|
53.3K
$13M
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.15K+ 4.18% |
$390K - $428K
|
53.6K
$13.1M
|
|
Jul 10, 2023
Q2 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
2.15KNew |
$389K - $427K
|
2.15K
$523K
|
|
Jul 05, 2023
Q2 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
2.13K+ 6.27% |
$386K - $423K
|
36.1K
$8.8M
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.11K+ 8.07% |
$382K - $420K
|
28.3K
$6.89M
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
BUY
|
- |
2.05K+ 4.52% |
$371K - $408K
|
47.4K
$11.6M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.04K+ 4.48% |
$370K - $406K
|
47.6K
$11.6M
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.04K+ 3.4% |
$369K - $405K
|
62K
$15.1M
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.03KNew |
$367K - $403K
|
2.03K
$494K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.01K+ 17.72% |
$365K - $400K
|
13.4K
$3.26M
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
2KNew |
$363K - $398K
|
2K
$489K
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.97KNew |
$357K - $392K
|
1.97K
$480K
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.97K+ 6.35% |
$356K - $391K
|
32.9K
$8.02M
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
1.96K+ 10.84% |
$355K - $389K
|
20K
$4.88M
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
1.95K+ 7.15% |
$353K - $387K
|
29.2K
$7.13M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.93K+ 3.03% |
$351K - $385K
|
65.7K
$16M
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.93K+ 5.65% |
$350K - $384K
|
36.1K
$8.8M
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.92K+ 3.86% |
$348K - $382K
|
51.6K
$12.6M
|