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 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
32+ 0.3% |
$5.96K - $6.68K
|
10.8K
$2.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
32+ 2.64% |
$5.96K - $6.68K
|
1.24K
$305K
|
|
|
Nov 02, 2023
Q3 2023
|
St. Louis Trust CO
|
BUY
|
- |
32+ 0.13% |
$5.96K - $6.68K
|
24.8K
$6.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
32+ 0.23% |
$5.96K - $6.68K
|
14.2K
$3.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
32+ 1.12% |
$5.96K - $6.68K
|
2.9K
$709K
|
|
|
Nov 06, 2023
Q3 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
31+ 0.4% |
$5.77K - $6.47K
|
7.85K
$1.92M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30+ 0.1% |
$5.59K - $6.26K
|
30.6K
$7.48M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
30+ 0.51% |
$5.59K - $6.26K
|
5.86K
$1.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
29+ 0.75% |
$5.4K - $6.05K
|
3.91K
$958K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
29+ 0.16% |
$5.4K - $6.05K
|
18.3K
$4.47M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
29+ 0.28% |
$5.4K - $6.05K
|
10.5K
$2.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
29+ 1.46% |
$5.4K - $6.05K
|
2.01K
$493K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
29+ 0.25% |
$5.4K - $6.05K
|
11.4K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
29+ 0.56% |
$5.4K - $6.05K
|
5.17K
$1.27M
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
26+ 0.44% |
$4.84K - $5.43K
|
5.91K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
26+ 0.08% |
$4.84K - $5.43K
|
33.9K
$8.31M
|
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
26+ 0.33% |
$4.84K - $5.43K
|
7.93K
$1.94M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
25+ 2.42% |
$4.66K - $5.22K
|
1.06K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
25+ 0.19% |
$4.66K - $5.22K
|
13.1K
$3.21M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
24+ 2.26% |
$4.47K - $5.01K
|
1.09K
$266K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
24+ 0.32% |
$4.47K - $5.01K
|
7.57K
$1.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
23+ 0.22% |
$4.28K - $4.8K
|
10.3K
$2.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
23+ 0.15% |
$4.28K - $4.8K
|
15.9K
$3.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
23+ 0.39% |
$4.28K - $4.8K
|
5.99K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
22+ 3.27% |
$4.1K - $4.59K
|
695
$170K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
21+ 0.15% |
$3.91K - $4.38K
|
13.9K
$3.41M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
21+ 0.13% |
$3.91K - $4.38K
|
15.8K
$3.88M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
21+ 0.18% |
$3.91K - $4.38K
|
11.9K
$2.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
21+ 0.45% |
$3.91K - $4.38K
|
4.74K
$1.16M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
21+ 0.13% |
$3.91K - $4.38K
|
15.8K
$3.88M
|
|
|
Oct 31, 2023
Q3 2023
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
20+ 13.51% |
$3.72K - $4.18K
|
168
$41.2K
|
|
|
Nov 03, 2023
Q3 2023
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
20+ 1.74% |
$3.72K - $4.18K
|
1.17K
$287K
|
|
|
Nov 06, 2023
Q3 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
20+ 0.15% |
$3.72K - $4.18K
|
13.2K
$3.24M
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
20+ 0.09% |
$3.72K - $4.18K
|
21.9K
$5.35M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
19+ 0.48% |
$3.54K - $3.97K
|
4.02K
$984K
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
19+ 1.4% |
$3.54K - $3.97K
|
1.38K
$337K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
19New |
$3.54K - $3.97K
|
19
$4.65K
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
19+ 0.13% |
$3.54K - $3.97K
|
14.7K
$3.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
18+ 0.63% |
$3.35K - $3.76K
|
2.86K
$701K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
18+ 1.29% |
$3.35K - $3.76K
|
1.41K
$345K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
18+ 0.32% |
$3.35K - $3.76K
|
5.56K
$1.36M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
18+ 0.62% |
$3.35K - $3.76K
|
2.92K
$714K
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
16+ 0.24% |
$2.98K - $3.34K
|
6.72K
$1.65M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
16+ 0.49% |
$2.98K - $3.34K
|
3.29K
$807K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
16+ 0.38% |
$2.98K - $3.34K
|
4.23K
$1.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
16+ 1.32% |
$2.98K - $3.34K
|
1.23K
$300K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
16+ 0.75% |
$2.98K - $3.34K
|
2.14K
$525K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
16+ 0.16% |
$2.98K - $3.34K
|
9.82K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
16+ 0.15% |
$2.98K - $3.34K
|
10.6K
$2.6M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
BUY
|
- |
15+ 0.31% |
$2.79K - $3.13K
|
4.92K
$1.2M
|