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 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15+ 0.48% |
$2.79K - $3.13K
|
3.13K
$767K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
15+ 0.88% |
$2.79K - $3.13K
|
1.72K
$421K
|
|
|
Nov 06, 2023
Q3 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
14+ 1.17% |
$2.61K - $2.92K
|
1.21K
$296K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
14+ 0.58% |
$2.61K - $2.92K
|
2.41K
$590K
|
|
|
Nov 08, 2023
Q3 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
13+ 0.21% |
$2.42K - $2.71K
|
6.35K
$1.56M
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
13New |
$2.42K - $2.71K
|
13
$3.18K
|
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
12+ 0.14% |
$2.23K - $2.51K
|
8.5K
$2.08M
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
12+ 1.49% |
$2.23K - $2.51K
|
818
$200K
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
12New |
$2.23K - $2.51K
|
12
$2.94K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12New |
$2.23K - $2.51K
|
12
$2.94K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
11+ 1.09% |
$2.05K - $2.3K
|
1.02K
$251K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
11+ 0.14% |
$2.05K - $2.3K
|
8.05K
$1.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
11+ 1.86% |
$2.05K - $2.3K
|
603
$148K
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
11+ 0.38% |
$2.05K - $2.3K
|
2.93K
$717K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
11+ 0.11% |
$2.05K - $2.3K
|
9.73K
$2.38M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
10+ 0.46% |
$1.86K - $2.09K
|
2.19K
$537K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
10+ 0.06% |
$1.86K - $2.09K
|
15.4K
$3.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
10+ 0.39% |
$1.86K - $2.09K
|
2.6K
$637K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
10+ 0.23% |
$1.86K - $2.09K
|
4.39K
$1.08M
|
|
|
Nov 09, 2023
Q3 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.43% |
$1.86K - $2.09K
|
2.33K
$570K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
9+ 0.24% |
$1.68K - $1.88K
|
3.75K
$919K
|
|
|
Nov 08, 2023
Q3 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
9+ 0.38% |
$1.68K - $1.88K
|
2.38K
$583K
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
9+ 30.0% |
$1.68K - $1.88K
|
39
$9.55K
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
8+ 0.22% |
$1.49K - $1.67K
|
3.72K
$912K
|
|
|
Oct 17, 2023
Q3 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
8+ 0.39% |
$1.49K - $1.67K
|
2.06K
$504K
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
8+ 0.26% |
$1.49K - $1.67K
|
3.12K
$764K
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
8+ 0.32% |
$1.49K - $1.67K
|
2.47K
$606K
|
|
|
Oct 23, 2023
Q3 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
8+ 0.1% |
$1.49K - $1.67K
|
7.7K
$1.89M
|
|
|
Oct 31, 2023
Q3 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
8+ 0.5% |
$1.49K - $1.67K
|
1.61K
$394K
|
|
|
Nov 03, 2023
Q3 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
8+ 0.16% |
$1.49K - $1.67K
|
5K
$1.22M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
8+ 0.45% |
$1.49K - $1.67K
|
1.78K
$437K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 0.14% |
$1.49K - $1.67K
|
5.74K
$1.41M
|
|
|
Oct 16, 2023
Q3 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
7+ 0.13% |
$1.3K - $1.46K
|
5.4K
$1.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
7+ 0.97% |
$1.3K - $1.46K
|
731
$179K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
7+ 0.12% |
$1.3K - $1.46K
|
5.8K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
7+ 0.08% |
$1.3K - $1.46K
|
8.31K
$2.04M
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6+ 0.31% |
$1.12K - $1.25K
|
1.93K
$472K
|
|
|
Oct 30, 2023
Q3 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
6+ 0.14% |
$1.12K - $1.25K
|
4.34K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.36% |
$1.12K - $1.25K
|
1.68K
$412K
|
|
|
Nov 09, 2023
Q3 2023
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
6+ 0.14% |
$1.12K - $1.25K
|
4.31K
$1.06M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
6+ 26.09% |
$1.12K - $1.25K
|
29
$7.1K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
5+ 0.04% |
$931 - $1.04K
|
11.3K
$2.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
5+ 0.29% |
$931 - $1.04K
|
1.75K
$429K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
5+ 0.28% |
$931 - $1.04K
|
1.77K
$434K
|
|
|
Oct 10, 2023
Q3 2023
|
Melone Private Wealth, LLC
|
BUY
|
- |
4+ 0.17% |
$745 - $835
|
2.43K
$595K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
BUY
|
- |
4+ 0.13% |
$745 - $835
|
3.13K
$768K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
4+ 0.07% |
$745 - $835
|
5.61K
$1.37M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
4+ 5.26% |
$745 - $835
|
80
$19.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
4+ 0.27% |
$745 - $835
|
1.51K
$371K
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
4+ 0.15% |
$745 - $835
|
2.75K
$673K
|