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 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-5- 0.39% |
$931 - $1.04K
|
1.27K
$308K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-5- 0.04% |
$931 - $1.04K
|
11.4K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-5- 0.07% |
$931 - $1.04K
|
6.85K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.26% |
$931 - $1.04K
|
1.92K
$466K
|
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-6- 0.15% |
$1.12K - $1.25K
|
4.1K
$993K
|
|
|
Oct 30, 2023
Q3 2023
|
Waycross Investment Management CO
Bellingham, WA |
SELL
|
- |
-6- 0.03% |
$1.12K - $1.25K
|
18.3K
$4.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6- 0.06% |
$1.12K - $1.25K
|
10.9K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-6- 0.12% |
$1.12K - $1.25K
|
4.8K
$1.16M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-7- 0.22% |
$1.3K - $1.46K
|
3.14K
$759K
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-7- 77.78% |
$1.3K - $1.46K
|
2
$484
|
|
|
Oct 19, 2023
Q3 2023
|
Derbend Asset Management
|
SELL
|
- |
-7- 0.56% |
$1.3K - $1.46K
|
1.24K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-7- 0.28% |
$1.3K - $1.46K
|
2.48K
$599K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-7- 0.29% |
$1.3K - $1.46K
|
2.38K
$575K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-7- 0.48% |
$1.3K - $1.46K
|
1.44K
$349K
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-8- 0.38% |
$1.49K - $1.67K
|
2.1K
$508K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-8- 0.45% |
$1.49K - $1.67K
|
1.76K
$425K
|
|
|
Oct 16, 2023
Q3 2023
|
Refined Wealth Management
|
SELL
|
- |
-9- 0.17% |
$1.68K - $1.88K
|
5.43K
$1.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-10- 0.17% |
$1.86K - $2.09K
|
5.81K
$1.41M
|
|
|
Oct 30, 2023
Q3 2023
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-10- 0.22% |
$1.86K - $2.09K
|
4.5K
$1.09M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-10- 0.43% |
$1.86K - $2.09K
|
2.31K
$559K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10- 0.04% |
$1.86K - $2.09K
|
23.1K
$5.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-11- 7.19% |
$2.05K - $2.3K
|
142
$34.4K
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-11- 1.03% |
$2.05K - $2.3K
|
1.06K
$257K
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-11- 0.85% |
$2.05K - $2.3K
|
1.28K
$309K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12- 0.26% |
$2.23K - $2.51K
|
4.61K
$1.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-12- 0.94% |
$2.23K - $2.51K
|
1.26K
$305K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-13- 1.1% |
$2.42K - $2.71K
|
1.17K
$283K
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-13- 11.21% |
$2.42K - $2.71K
|
103
$24.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-13- 0.51% |
$2.42K - $2.71K
|
2.52K
$610K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-13- 0.77% |
$2.42K - $2.71K
|
1.67K
$405K
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-14- 0.61% |
$2.61K - $2.92K
|
2.3K
$557K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-14- 0.97% |
$2.61K - $2.92K
|
1.43K
$347K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-14- 1.74% |
$2.61K - $2.92K
|
790
$191K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-15- 1.03% |
$2.79K - $3.13K
|
1.45K
$351K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-15- 0.32% |
$2.79K - $3.13K
|
4.61K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-15- 0.74% |
$2.79K - $3.13K
|
2.01K
$486K
|
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-16- 0.54% |
$2.98K - $3.34K
|
2.95K
$714K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-16- 0.45% |
$2.98K - $3.34K
|
3.57K
$864K
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-17- 0.4% |
$3.17K - $3.55K
|
4.29K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-17- 1.36% |
$3.17K - $3.55K
|
1.24K
$299K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-18- 0.49% |
$3.35K - $3.76K
|
3.62K
$877K
|
|
|
Nov 13, 2023
Q3 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-19- 11.59% |
$3.54K - $3.97K
|
145
$35.1K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-19- 1.41% |
$3.54K - $3.97K
|
1.32K
$321K
|
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-20- 0.12% |
$3.72K - $4.18K
|
16.4K
$3.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-20- 0.14% |
$3.72K - $4.18K
|
14.1K
$3.42M
|
|
|
Oct 13, 2023
Q3 2023
|
Courage Miller Partners, LLC
|
SELL
|
- |
-21- 1.81% |
$3.91K - $4.38K
|
1.14K
$277K
|
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-21- 14.38% |
$3.91K - $4.38K
|
125
$30.3K
|
|
|
Nov 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-21- 32.81% |
$3.91K - $4.38K
|
43
$10.4K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-21Closed |
$3.91K - $4.38K
|
0
$0
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-22- 1.82% |
$4.1K - $4.59K
|
1.19K
$287K
|