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
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
115+ 16.52% |
$21.4K - $24K
|
811
$198K
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
112+ 1.17% |
$20.9K - $23.4K
|
9.69K
$2.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
110+ 31.43% |
$20.5K - $23K
|
460
$112K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
110+ 0.5% |
$20.5K - $23K
|
22.1K
$5.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Baker Boyer National Bank
|
BUY
|
- |
109+ 3.97% |
$20.3K - $22.8K
|
2.86K
$697K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
108+ 9.07% |
$20.1K - $22.5K
|
1.3K
$317K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
105+ 5.99% |
$19.6K - $21.9K
|
1.86K
$453K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
105+ 87.5% |
$19.6K - $21.9K
|
225
$54.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
102+ 3.35% |
$19K - $21.3K
|
3.15K
$769K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
102+ 9.95% |
$19K - $21.3K
|
1.13K
$275K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
102+ 1.54% |
$19K - $21.3K
|
6.74K
$1.64M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
101+ 4.87% |
$18.8K - $21.1K
|
2.17K
$530K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
100+ 1.05% |
$18.6K - $20.9K
|
9.62K
$2.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
100+ 0.06% |
$18.6K - $20.9K
|
179K
$43.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
100+ 3.05% |
$18.6K - $20.9K
|
3.38K
$825K
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
100+ 1.47% |
$18.6K - $20.9K
|
6.9K
$1.68M
|
|
|
Nov 08, 2023
Q3 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
100+ 6.9% |
$18.6K - $20.9K
|
1.55K
$378K
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
100+ 1.77% |
$18.6K - $20.9K
|
5.74K
$1.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
99+ 1.84% |
$18.4K - $20.7K
|
5.48K
$1.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
99+ 0.74% |
$18.4K - $20.7K
|
13.5K
$3.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
95+ 0.1% |
$17.7K - $19.8K
|
92K
$22.4M
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
95New |
$17.7K - $19.8K
|
95
$23.2K
|
|
|
Oct 19, 2023
Q3 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
94+ 4.13% |
$17.5K - $19.6K
|
2.37K
$579K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
94+ 3.1% |
$17.5K - $19.6K
|
3.13K
$764K
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
93+ 1.08% |
$17.3K - $19.4K
|
8.68K
$2.12M
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
91+ 0.22% |
$16.9K - $19K
|
42.4K
$10.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
90+ 1.59% |
$16.8K - $18.8K
|
5.74K
$1.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
89+ 0.5% |
$16.6K - $18.6K
|
17.9K
$4.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
88+ 2.13% |
$16.4K - $18.4K
|
4.22K
$1.03M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
86+ 4.56% |
$16K - $18K
|
1.97K
$481K
|
|
|
Oct 26, 2023
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
86+ 0.19% |
$16K - $18K
|
44.4K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
86+ 35.83% |
$16K - $18K
|
326
$79.5K
|
|
|
Apr 22, 2024
Q3 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
86+ 0.19% |
$16K - $18K
|
44.4K
$10.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
85+ 1.91% |
$15.8K - $17.7K
|
4.53K
$1.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
84+ 0.2% |
$15.6K - $17.5K
|
42.5K
$10.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
83+ 7.64% |
$15.5K - $17.3K
|
1.17K
$285K
|
|
|
Oct 18, 2023
Q3 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
80+ 0.62% |
$14.9K - $16.7K
|
13.1K
$3.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
80+ 0.67% |
$14.9K - $16.7K
|
12.1K
$2.95M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
79+ 3.96% |
$14.7K - $16.5K
|
2.08K
$506K
|
|
|
Oct 10, 2023
Q3 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
77+ 0.31% |
$14.3K - $16.1K
|
25.1K
$6.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
77+ 14.98% |
$14.3K - $16.1K
|
591
$144K
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
76+ 0.8% |
$14.2K - $15.9K
|
9.57K
$2.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
76+ 422.22% |
$14.2K - $15.9K
|
94
$22.9K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
75+ 2.24% |
$14K - $15.7K
|
3.42K
$834K
|
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
75+ 0.5% |
$14K - $15.7K
|
15K
$3.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
75+ 4.04% |
$14K - $15.7K
|
1.93K
$471K
|
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
75+ 0.5% |
$14K - $15.7K
|
15K
$3.67M
|
|
|
Oct 13, 2023
Q3 2023
|
S.A. Mason LLC
|
BUY
|
- |
74+ 0.42% |
$13.8K - $15.4K
|
17.8K
$4.34M
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
73+ 18.72% |
$13.6K - $15.2K
|
463
$113K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
73New |
$13.6K - $15.2K
|
73
$17.8K
|