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
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
27.4K+ 164.37% |
$5.1M - $5.72M
|
44K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26.7K+ 7.78% |
$4.97M - $5.57M
|
370K
$90.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
25.8K+ 267.68% |
$4.8M - $5.38M
|
35.4K
$8.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
25.3K+ 8.05% |
$4.71M - $5.28M
|
339K
$82.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
25.1K+ 20.91% |
$4.67M - $5.24M
|
145K
$35.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
24.4K+ 8.65% |
$4.54M - $5.09M
|
306K
$74.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
24K+ 23.18% |
$4.47M - $5.01M
|
127K
$31.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
23.9KNew |
$4.45M - $4.99M
|
23.9K
$5.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
23.5KNew |
$4.37M - $4.9M
|
23.5K
$5.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
23.5KNew |
$4.37M - $4.9M
|
23.5K
$5.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
22.8K+ 68.74% |
$4.25M - $4.77M
|
56.1K
$13.7M
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
22.3K+ 34.47% |
$4.15M - $4.66M
|
87K
$21.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
22.1K+ 96.75% |
$4.11M - $4.6M
|
44.9K
$10.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
21.4K+ 1.3% |
$3.99M - $4.47M
|
1.67M
$406M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
20.9K+ 225.19% |
$3.89M - $4.36M
|
30.2K
$7.36M
|
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
20.5K+ 417.9% |
$3.81M - $4.27M
|
25.4K
$6.18M
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
19.3K+ 51.23% |
$3.59M - $4.02M
|
56.8K
$13.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Michelson Medical Research Foundation, Inc.
Los Angeles, CA |
BUY
|
- |
18.9KNew |
$3.52M - $3.95M
|
18.9K
$4.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
18.9KNew |
$3.52M - $3.94M
|
18.9K
$4.61M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
18.8K+ 12.95% |
$3.5M - $3.92M
|
164K
$39.9M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
18.5KNew |
$3.44M - $3.86M
|
18.5K
$4.51M
|
|
|
Nov 07, 2023
Q3 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
18.5K+ 1097.56% |
$3.44M - $3.85M
|
20.1K
$4.91M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.1K+ 8.32% |
$3.37M - $3.78M
|
236K
$57.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
17.9KNew |
$3.33M - $3.73M
|
17.9K
$4.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.7K+ 7.52% |
$3.3M - $3.69M
|
253K
$61.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
17.7K+ 24.71% |
$3.29M - $3.69M
|
89.2K
$21.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Investment Advisors
|
BUY
|
- |
17.4K+ 12.27% |
$3.25M - $3.64M
|
160K
$38.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
17.2K+ 5.45% |
$3.2M - $3.59M
|
333K
$81.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
17.2KNew |
$3.2M - $3.59M
|
17.2K
$4.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
16.2K+ 4.47% |
$3.02M - $3.39M
|
379K
$92.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
16.2K+ 13.93% |
$3.01M - $3.38M
|
132K
$32.3M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.1K+ 0.87% |
$3.01M - $3.37M
|
1.88M
$457M
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
15.8K+ 1509.35% |
$2.95M - $3.3M
|
16.9K
$4.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15.4K+ 44.45% |
$2.88M - $3.22M
|
50.2K
$12.2M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.2K+ 2.0% |
$2.83M - $3.17M
|
775K
$189M
|
|
|
Nov 13, 2023
Q3 2023
|
Sawgrass Asset Management LLC
|
BUY
|
- |
15.1K+ 194.19% |
$2.8M - $3.14M
|
22.8K
$5.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
14.7K+ 3.28% |
$2.73M - $3.06M
|
462K
$113M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.5K+ 45.41% |
$2.71M - $3.04M
|
46.6K
$11.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Scott Capital Advisors, LLC
|
BUY
|
- |
14.4K+ 11.49% |
$2.68M - $3M
|
140K
$34M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
14.1KNew |
$2.63M - $2.95M
|
14.1K
$3.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
13.8K+ 3.43% |
$2.57M - $2.88M
|
417K
$102M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.5K+ 1.51% |
$2.52M - $2.82M
|
910K
$222M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
13.1K+ 4.24% |
$2.45M - $2.74M
|
323K
$78.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
13K+ 9.96% |
$2.42M - $2.72M
|
144K
$35M
|
|
|
Nov 13, 2023
Q3 2023
|
Mcia Inc
|
BUY
|
- |
12.5K+ 18.44% |
$2.33M - $2.62M
|
80.5K
$19.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
12.2K+ 130.44% |
$2.27M - $2.55M
|
21.6K
$5.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12K+ 51.61% |
$2.24M - $2.51M
|
35.3K
$8.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.8K+ 4.85% |
$2.2M - $2.47M
|
256K
$62.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.7K+ 4.18% |
$2.18M - $2.45M
|
293K
$71.4M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.5K+ 1.21% |
$2.14M - $2.39M
|
956K
$233M
|