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 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
1.91K+ 5.29% |
$347K - $380K
|
38.1K
$9.28M
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
1.91K+ 6.54% |
$346K - $380K
|
31.1K
$7.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.9K+ 4.41% |
$344K - $378K
|
45K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.9K+ 36.73% |
$344K - $377K
|
7.06K
$1.72M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.86K+ 19.13% |
$336K - $369K
|
11.6K
$2.82M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.85K+ 11.05% |
$335K - $368K
|
18.6K
$4.53M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.85K+ 2.7% |
$334K - $367K
|
70.2K
$17.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.84K+ 20.81% |
$334K - $366K
|
10.7K
$2.61M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.84K+ 8.53% |
$333K - $366K
|
23.4K
$5.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.83K+ 1.97% |
$331K - $363K
|
94.5K
$23.1M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.82K+ 3.63% |
$330K - $363K
|
52.1K
$12.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.81K+ 64.27% |
$328K - $360K
|
4.62K
$1.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
1.81K+ 12.41% |
$327K - $359K
|
16.3K
$3.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1.8K+ 4.57% |
$326K - $358K
|
41.3K
$10.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.8K+ 1.4% |
$326K - $358K
|
131K
$31.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.79K+ 2.35% |
$324K - $356K
|
77.9K
$19M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
1.78K+ 449.49% |
$323K - $354K
|
2.18K
$531K
|
|
|
Jul 31, 2023
Q2 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
1.78K+ 2.35% |
$322K - $353K
|
77.2K
$18.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
1.78KNew |
$322K - $353K
|
1.78K
$433K
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.75K+ 10.16% |
$318K - $349K
|
19K
$4.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
1.75KNew |
$318K - $348K
|
1.75K
$427K
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.75K+ 36.01% |
$317K - $348K
|
6.61K
$1.61M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.73KNew |
$313K - $344K
|
1.73K
$422K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.72K+ 12.9% |
$311K - $341K
|
15K
$3.66M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.71K+ 2.07% |
$310K - $340K
|
84.3K
$20.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.71K+ 4.74% |
$309K - $339K
|
37.7K
$9.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Moller Financial Services
|
BUY
|
- |
1.69K+ 1.53% |
$307K - $337K
|
112K
$27.4M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.68KNew |
$305K - $335K
|
1.68K
$410K
|
|
|
Jul 28, 2023
Q2 2023
|
Middleton & CO Inc
|
BUY
|
- |
1.68KNew |
$305K - $334K
|
1.68K
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.67K+ 0.97% |
$302K - $332K
|
173K
$42.3M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.66K+ 22.46% |
$300K - $330K
|
9.04K
$2.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.65K+ 3.83% |
$299K - $328K
|
44.7K
$10.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.64KNew |
$297K - $326K
|
1.64K
$400K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1.61K+ 0.89% |
$292K - $320K
|
183K
$44.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1.6K+ 3.28% |
$290K - $318K
|
50.5K
$12.3M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.6KNew |
$290K - $318K
|
1.6K
$390K
|
|
|
Jul 19, 2023
Q2 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.59K+ 4.4% |
$288K - $316K
|
37.7K
$9.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.55K+ 2.31% |
$282K - $309K
|
68.9K
$16.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.55K+ 2.36% |
$281K - $309K
|
67.3K
$16.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.54K+ 0.49% |
$280K - $307K
|
314K
$76.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.53K+ 2.67% |
$278K - $305K
|
58.9K
$14.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.53K+ 12.9% |
$277K - $304K
|
13.4K
$3.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.52K+ 3.72% |
$276K - $303K
|
42.5K
$10.4M
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
1.5K+ 2.86% |
$272K - $299K
|
53.9K
$13.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.5K+ 5.18% |
$272K - $298K
|
30.5K
$7.43M
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.5K+ 6.95% |
$272K - $298K
|
23.1K
$5.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Jvl Associates LLC
|
BUY
|
- |
1.48K+ 20.12% |
$269K - $295K
|
8.85K
$2.16M
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.45KNew |
$263K - $289K
|
1.45K
$354K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.43K+ 16.44% |
$260K - $285K
|
10.1K
$2.47M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.43K+ 12.12% |
$258K - $284K
|
13.2K
$3.22M
|