Purchases and Sales Made in Q3 2023 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
817KNew |
$152M - $170M
|
817K
$199M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
554KNew |
$103M - $116M
|
554K
$135M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
383KNew |
$71.4M - $80M
|
383K
$93.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
300K+ 24.01% |
$55.8M - $62.6M
|
1.55M
$378M
|
|
|
Nov 14, 2023
Q3 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
270K+ 60.79% |
$50.4M - $56.5M
|
715K
$175M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
254KNew |
$47.3M - $53M
|
254K
$61.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
229K+ 5.74% |
$42.6M - $47.7M
|
4.21M
$1.03B
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
222K+ 3879.76% |
$41.4M - $46.4M
|
228K
$55.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
222K+ 1146.79% |
$41.3M - $46.3M
|
241K
$58.8M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
192K+ 2.85% |
$35.7M - $40M
|
6.93M
$1.69B
|
|
|
Mar 05, 2024
Q3 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
191KNew |
$35.5M - $39.8M
|
191K
$46.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
177KNew |
$32.9M - $36.9M
|
177K
$43.1M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
163KNew |
$30.4M - $34M
|
163K
$39.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
156K+ 5.3% |
$29M - $32.5M
|
3.09M
$754M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
124KNew |
$23.1M - $25.8M
|
124K
$30.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
110K+ 577.76% |
$20.6M - $23M
|
129K
$31.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
107K+ 12.16% |
$20M - $22.4M
|
991K
$242M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
105K+ 9.4% |
$19.6M - $22M
|
1.22M
$298M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
105K+ 4.6% |
$19.5M - $21.9M
|
2.38M
$582M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
105K+ 2288.76% |
$19.5M - $21.9M
|
109K
$26.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
103KNew |
$19.1M - $21.5M
|
103K
$25.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
96.3K+ 10.35% |
$17.9M - $20.1M
|
1.03M
$250M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
95.6K+ 4.96% |
$17.8M - $20M
|
2.02M
$494M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
90.7K+ 173.53% |
$16.9M - $18.9M
|
143K
$34.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
86K+ 4240.38% |
$16M - $18M
|
88K
$21.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
71.7K+ 1.97% |
$13.4M - $15M
|
3.72M
$906M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
68.7K+ 1.67% |
$12.8M - $14.3M
|
4.19M
$1.02B
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
64.6K+ 184.95% |
$12M - $13.5M
|
99.5K
$24.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
62.1K+ 12.48% |
$11.6M - $13M
|
560K
$137M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
57.2K+ 33.02% |
$10.7M - $11.9M
|
230K
$56.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Single Point Partners, LLC
|
BUY
|
- |
51.5KNew |
$9.6M - $10.8M
|
51.5K
$12.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
50.8K+ 15.76% |
$9.46M - $10.6M
|
373K
$91M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
50K+ 81.92% |
$9.31M - $10.4M
|
111K
$27.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
48.6K+ 6.1% |
$9.05M - $10.1M
|
844K
$206M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
46.9K+ 1260.5% |
$8.74M - $9.8M
|
50.7K
$12.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
46.8K+ 3.45% |
$8.71M - $9.77M
|
1.4M
$343M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
46.4K+ 4.94% |
$8.64M - $9.68M
|
985K
$240M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
43.5K+ 20.86% |
$8.1M - $9.08M
|
252K
$61.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
40.9K+ 0.63% |
$7.61M - $8.53M
|
6.51M
$1.59B
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.5K+ 4.04% |
$7.55M - $8.46M
|
1.04M
$255M
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
40.4K+ 19.42% |
$7.51M - $8.42M
|
248K
$60.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
36.9K+ 10.48% |
$6.87M - $7.7M
|
389K
$94.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
35.6K+ 508.89% |
$6.63M - $7.43M
|
42.6K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
31.9K+ 1042.07% |
$5.95M - $6.67M
|
35K
$8.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.7K+ 2.2% |
$5.9M - $6.61M
|
1.47M
$360M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
30.5K+ 9.07% |
$5.68M - $6.37M
|
367K
$89.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
29.8KNew |
$5.55M - $6.22M
|
29.8K
$7.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
28.3K+ 6.58% |
$5.28M - $5.92M
|
459K
$112M
|
|
|
Oct 12, 2023
Q3 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
28.3KNew |
$5.27M - $5.91M
|
28.3K
$6.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
27.7K+ 8.09% |
$5.15M - $5.77M
|
369K
$90.1M
|