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 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-222- 5.94% |
$41.3K - $46.3K
|
3.52K
$857K
|
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
SELL
|
- |
-222- 1.03% |
$41.3K - $46.3K
|
21.4K
$5.22M
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-222- 1.37% |
$41.3K - $46.3K
|
16K
$3.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-225- 0.27% |
$41.9K - $47K
|
82K
$20M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-227- 1.28% |
$42.3K - $47.4K
|
17.5K
$4.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-233- 0.11% |
$43.4K - $48.6K
|
207K
$50.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-242- 9.06% |
$45.1K - $50.5K
|
2.43K
$593K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-248- 7.46% |
$46.2K - $51.8K
|
3.08K
$751K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-252- 1.17% |
$46.9K - $52.6K
|
21.3K
$5.19M
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-253- 2.95% |
$47.1K - $52.8K
|
8.31K
$2.03M
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-257- 5.52% |
$47.9K - $53.6K
|
4.4K
$1.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-258- 4.08% |
$48K - $53.9K
|
6.06K
$1.48M
|
|
|
Oct 23, 2023
Q3 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-271- 4.87% |
$50.5K - $56.6K
|
5.29K
$1.29M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-274- 3.57% |
$51K - $57.2K
|
7.41K
$1.81M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-278- 5.86% |
$51.8K - $58K
|
4.47K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-279- 2.2% |
$52K - $58.2K
|
12.4K
$3.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-280- 1.65% |
$52.1K - $58.5K
|
16.7K
$4.08M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-285- 3.53% |
$53.1K - $59.5K
|
7.78K
$1.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-289- 0.74% |
$53.8K - $60.3K
|
38.9K
$9.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Resource Planning Group
|
SELL
|
- |
-290- 0.82% |
$54K - $60.5K
|
35K
$8.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-294- 4.17% |
$54.8K - $61.4K
|
6.76K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-295- 0.42% |
$54.9K - $61.6K
|
69.9K
$17.1M
|
|
|
May 10, 2024
Q3 2023
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-298- 6.59% |
$55.5K - $62.2K
|
4.23K
$1.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-305- 3.9% |
$56.8K - $63.7K
|
7.52K
$1.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-305- 3.26% |
$56.8K - $63.7K
|
9.06K
$2.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-310- 2.85% |
$57.7K - $64.7K
|
10.6K
$2.58M
|
|
|
Oct 16, 2023
Q3 2023
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-314- 3.61% |
$58.5K - $65.5K
|
8.39K
$2.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-317- 3.13% |
$59K - $66.2K
|
9.81K
$2.39M
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-317- 16.73% |
$59K - $66.2K
|
1.58K
$385K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-319- 2.34% |
$59.4K - $66.6K
|
13.3K
$3.25M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-323- 0.45% |
$60.2K - $67.4K
|
71.6K
$17.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-323- 17.46% |
$60.2K - $67.4K
|
1.53K
$372K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-325- 12.13% |
$60.5K - $67.8K
|
2.36K
$574K
|
|
|
Nov 13, 2023
Q3 2023
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-328- 9.98% |
$61.1K - $68.5K
|
2.96K
$722K
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-331- 18.81% |
$61.6K - $69.1K
|
1.43K
$349K
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-332- 3.0% |
$61.8K - $69.3K
|
10.7K
$2.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-335- 7.75% |
$62.4K - $69.9K
|
3.99K
$973K
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-338- 0.3% |
$62.9K - $70.6K
|
112K
$27.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Management CO
|
SELL
|
- |
-342- 10.88% |
$63.7K - $71.4K
|
2.8K
$683K
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-342- 1.5% |
$63.7K - $71.4K
|
22.4K
$5.47M
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-344- 6.71% |
$64.1K - $71.8K
|
4.79K
$1.17M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-351- 3.51% |
$65.4K - $73.3K
|
9.66K
$2.36M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-352- 75.54% |
$65.6K - $73.5K
|
114
$27.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-354- 1.08% |
$65.9K - $73.9K
|
32.3K
$7.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-357- 6.47% |
$66.5K - $74.5K
|
5.16K
$1.26M
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-359- 3.84% |
$66.9K - $74.9K
|
8.99K
$2.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-365- 21.11% |
$68K - $76.2K
|
1.36K
$333K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-367- 3.69% |
$68.4K - $76.6K
|
9.57K
$2.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-369- 7.35% |
$68.7K - $77K
|
4.65K
$1.13M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
SELL
|
- |
-372- 67.39% |
$69.3K - $77.7K
|
180
$43.9K
|