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 |
---|---|---|---|---|---|---|---|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
451+ 2.76% |
$84K - $94.1K
|
16.8K
$4.1M
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
446+ 7.87% |
$83.1K - $93.1K
|
6.11K
$1.49M
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
442+ 8.53% |
$82.3K - $92.3K
|
5.62K
$1.37M
|
|
Nov 03, 2023
Q3 2023
|
Searle & Co.
|
BUY
|
- |
440+ 24.44% |
$81.9K - $91.9K
|
2.24K
$546K
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
433+ 6.04% |
$80.6K - $90.4K
|
7.6K
$1.85M
|
|
Oct 30, 2023
Q3 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
425+ 9.03% |
$79.2K - $88.7K
|
5.13K
$1.25M
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
424+ 0.28% |
$79K - $88.5K
|
154K
$37.4M
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
BUY
|
- |
421+ 0.6% |
$78.4K - $87.9K
|
71.1K
$17.3M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
419New |
$78K - $87.5K
|
419
$102K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
410+ 0.38% |
$76.4K - $85.6K
|
109K
$26.7M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
406+ 8.51% |
$75.6K - $84.8K
|
5.18K
$1.26M
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
402+ 0.64% |
$74.9K - $83.9K
|
62.8K
$15.3M
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
400+ 714.29% |
$74.5K - $83.5K
|
456
$111K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
398+ 2.2% |
$74.1K - $83.1K
|
18.5K
$4.5M
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
389+ 18.51% |
$72.4K - $81.2K
|
2.49K
$607K
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
386+ 2.31% |
$71.9K - $80.6K
|
17.1K
$4.16M
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
385+ 9.39% |
$71.7K - $80.4K
|
4.49K
$1.09M
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
379+ 2.37% |
$70.6K - $79.1K
|
16.4K
$3.99M
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
377+ 4.01% |
$70.2K - $78.7K
|
9.77K
$2.38M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
377New |
$70.2K - $78.7K
|
377
$92K
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
375New |
$69.8K - $78.3K
|
375
$91.5K
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
374+ 4.76% |
$69.7K - $78.1K
|
8.23K
$2.01M
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
374+ 0.33% |
$69.7K - $78.1K
|
114K
$27.8M
|
|
Oct 24, 2023
Q3 2023
|
Brown Financial Advisory
|
BUY
|
- |
373+ 0.52% |
$69.5K - $77.9K
|
71.6K
$17.5M
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
368+ 5.57% |
$68.5K - $76.8K
|
6.97K
$1.7M
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
367+ 16.87% |
$68.4K - $76.6K
|
2.54K
$620K
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
367+ 9.94% |
$68.4K - $76.6K
|
4.06K
$990K
|
|
Oct 16, 2023
Q3 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
361+ 1.29% |
$67.2K - $75.4K
|
28.3K
$6.9M
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
356+ 31.84% |
$66.3K - $74.3K
|
1.47K
$360K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
356+ 6.32% |
$66.3K - $74.3K
|
5.99K
$1.46M
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
354+ 0.99% |
$65.9K - $73.9K
|
36.1K
$8.8M
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
352+ 0.34% |
$65.6K - $73.5K
|
105K
$25.6M
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
351+ 0.79% |
$65.4K - $73.3K
|
44.9K
$10.9M
|
|
Oct 31, 2023
Q3 2023
|
Kendall Capital Management
|
BUY
|
- |
350+ 13.59% |
$65.2K - $73.1K
|
2.93K
$713K
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
346+ 1.83% |
$64.4K - $72.2K
|
19.2K
$4.68M
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
346+ 5.03% |
$64.4K - $72.2K
|
7.22K
$1.76M
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
342+ 0.5% |
$63.7K - $71.4K
|
69.3K
$16.9M
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
337+ 11.22% |
$62.8K - $70.3K
|
3.34K
$815K
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
336+ 17.58% |
$62.6K - $70.1K
|
2.25K
$548K
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
336+ 58.43% |
$62.6K - $70.1K
|
911
$222K
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
335+ 15.02% |
$62.4K - $69.9K
|
2.57K
$626K
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
333+ 0.54% |
$62K - $69.5K
|
62.5K
$15.3M
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
333+ 30.49% |
$62K - $69.5K
|
1.43K
$348K
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
320+ 1.8% |
$59.6K - $66.8K
|
18.1K
$4.42M
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
317+ 11.77% |
$59K - $66.2K
|
3.01K
$734K
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
BUY
|
- |
311+ 10.09% |
$57.9K - $64.9K
|
3.39K
$828K
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
310+ 6.62% |
$57.7K - $64.7K
|
4.99K
$1.22M
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
304+ 4.09% |
$56.6K - $63.5K
|
7.73K
$1.89M
|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
303+ 1.75% |
$56.4K - $63.3K
|
17.6K
$4.29M
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
303+ 1.72% |
$56.4K - $63.3K
|
17.9K
$4.37M
|