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 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
175+ 3.87% |
$32.6K - $36.5K
|
4.7K
$1.15M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
172+ 4.89% |
$32K - $35.9K
|
3.69K
$899K
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
170+ 16.63% |
$31.7K - $35.5K
|
1.19K
$291K
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
170+ 1.4% |
$31.7K - $35.5K
|
12.3K
$3M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
169+ 4.97% |
$31.5K - $35.3K
|
3.57K
$870K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
168+ 0.68% |
$31.3K - $35.1K
|
25K
$6.09M
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
168+ 5.37% |
$31.3K - $35.1K
|
3.29K
$803K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
166+ 1.0% |
$30.9K - $34.7K
|
16.7K
$4.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
165+ 1.4% |
$30.7K - $34.4K
|
12K
$2.92M
|
|
|
Oct 13, 2023
Q3 2023
|
Sara Bay Financial
|
BUY
|
- |
162+ 15.49% |
$30.2K - $33.8K
|
1.21K
$295K
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
162+ 2.45% |
$30.2K - $33.8K
|
6.78K
$1.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
160+ 0.39% |
$29.8K - $33.4K
|
41.3K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
160+ 0.37% |
$29.8K - $33.4K
|
43.7K
$10.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
159+ 1.38% |
$29.6K - $33.2K
|
11.7K
$2.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
158+ 0.96% |
$29.4K - $33K
|
16.6K
$4.04M
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
158New |
$29.4K - $33K
|
158
$38.5K
|
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
158+ 9.18% |
$29.4K - $33K
|
1.88K
$459K
|
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
157+ 0.84% |
$29.2K - $32.8K
|
18.9K
$4.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
155+ 9.38% |
$28.9K - $32.4K
|
1.81K
$441K
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
155+ 10.67% |
$28.9K - $32.4K
|
1.61K
$392K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
152+ 5.3% |
$28.3K - $31.7K
|
3.02K
$736K
|
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
152+ 2.38% |
$28.3K - $31.7K
|
6.55K
$1.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
151+ 8.36% |
$28.1K - $31.5K
|
1.96K
$477K
|
|
|
Oct 31, 2023
Q3 2023
|
Rocky Mountain Advisers, LLC
|
BUY
|
- |
151+ 169.66% |
$28.1K - $31.5K
|
240
$58.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
150+ 2.68% |
$27.9K - $31.3K
|
5.75K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
148+ 3.94% |
$27.6K - $30.9K
|
3.91K
$953K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
147New |
$27.4K - $30.7K
|
147
$35.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
146+ 0.28% |
$27.2K - $30.5K
|
52.2K
$12.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
145+ 1.83% |
$27K - $30.3K
|
8.07K
$1.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
142+ 14.05% |
$26.4K - $29.6K
|
1.15K
$281K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
142+ 110.08% |
$26.4K - $29.6K
|
271
$66.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
BUY
|
- |
140+ 0.38% |
$26.1K - $29.2K
|
36.7K
$8.94M
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
BUY
|
- |
139+ 0.87% |
$25.9K - $29K
|
16.1K
$3.92M
|
|
|
Nov 03, 2023
Q3 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
137+ 5.48% |
$25.5K - $28.6K
|
2.64K
$643K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
137+ 24.46% |
$25.5K - $28.6K
|
697
$170K
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
134+ 0.91% |
$25K - $28K
|
14.9K
$3.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
131+ 1.41% |
$24.4K - $27.3K
|
9.43K
$2.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
130+ 1.22% |
$24.2K - $27.1K
|
10.8K
$2.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
130+ 0.89% |
$24.2K - $27.1K
|
14.7K
$3.59M
|
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
130+ 3.36% |
$24.2K - $27.1K
|
4K
$976K
|
|
|
Nov 14, 2023
Q3 2023
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
129New |
$24K - $26.9K
|
129
$31.5K
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
125+ 7.03% |
$23.3K - $26.1K
|
1.9K
$464K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
121New |
$22.5K - $25.3K
|
121
$29.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
121+ 1.43% |
$22.5K - $25.3K
|
8.61K
$2.1M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
121+ 1.43% |
$22.5K - $25.3K
|
8.61K
$2.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
120+ 18.87% |
$22.3K - $25.1K
|
756
$184K
|
|
|
Oct 20, 2023
Q3 2023
|
Capital Planning LLC
|
BUY
|
- |
119+ 0.32% |
$22.2K - $24.8K
|
37.4K
$9.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Latigo Investments, LLC
|
BUY
|
- |
118+ 0.39% |
$22K - $24.6K
|
30.4K
$7.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
118+ 6.79% |
$22K - $24.6K
|
1.86K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
116+ 5.39% |
$21.6K - $24.2K
|
2.27K
$553K
|