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
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-375- 5.39% |
$69.8K - $78.3K
|
6.58K
$1.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-380- 15.68% |
$70.8K - $79.3K
|
2.04K
$499K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-381- 4.76% |
$71K - $79.5K
|
7.62K
$1.86M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-384- 24.0% |
$71.5K - $80.2K
|
1.22K
$297K
|
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-386- 5.75% |
$71.9K - $80.6K
|
6.32K
$1.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-390- 9.18% |
$72.6K - $81.4K
|
3.86K
$941K
|
|
|
Oct 31, 2023
Q3 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-391- 2.54% |
$72.8K - $81.6K
|
15K
$3.66M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-395- 0.58% |
$73.6K - $82.5K
|
67.3K
$16.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-402- 8.96% |
$74.9K - $83.9K
|
4.09K
$997K
|
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-402- 20.33% |
$74.9K - $83.9K
|
1.58K
$384K
|
|
|
Dec 12, 2024
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-402- 8.96% |
$74.9K - $83.9K
|
4.09K
$997K
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-404- 12.72% |
$75.2K - $84.3K
|
2.77K
$676K
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-409- 0.27% |
$76.2K - $85.4K
|
152K
$37.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-411- 15.63% |
$76.5K - $85.8K
|
2.22K
$541K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-413- 0.23% |
$76.9K - $86.2K
|
180K
$43.8M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-413- 0.23% |
$76.9K - $86.2K
|
180K
$43.8M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-419- 23.14% |
$78K - $87.5K
|
1.39K
$340K
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-422- 4.51% |
$78.6K - $88.1K
|
8.94K
$2.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-425- 13.01% |
$79.2K - $88.7K
|
2.84K
$693K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-428- 0.65% |
$79.7K - $89.3K
|
65.3K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-428- 4.08% |
$79.7K - $89.3K
|
10.1K
$2.45M
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-430- 3.74% |
$80.1K - $89.8K
|
11.1K
$2.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
SELL
|
- |
-430- 10.03% |
$80.1K - $89.8K
|
3.86K
$941K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-430- 0.77% |
$80.1K - $89.8K
|
55.7K
$13.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-435- 28.9% |
$81K - $90.8K
|
1.07K
$261K
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-438- 2.71% |
$81.6K - $91.4K
|
15.8K
$3.84M
|
|
|
Oct 24, 2023
Q3 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-442- 1.76% |
$82.3K - $92.3K
|
24.6K
$6.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-449- 1.57% |
$83.6K - $93.7K
|
28.1K
$6.85M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-453- 4.89% |
$84.4K - $94.6K
|
8.81K
$2.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-454- 0.33% |
$84.6K - $94.8K
|
136K
$33.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-455- 14.54% |
$84.7K - $95K
|
2.67K
$652K
|
|
|
Nov 13, 2023
Q3 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-459- 2.69% |
$85.5K - $95.8K
|
16.6K
$4.04M
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-463- 0.94% |
$86.2K - $96.7K
|
48.8K
$11.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-468- 2.55% |
$87.2K - $97.7K
|
17.9K
$4.36M
|
|
|
Oct 16, 2023
Q3 2023
|
First Premier Bank
|
SELL
|
- |
-472- 1.63% |
$87.9K - $98.5K
|
28.5K
$6.95M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-478- 62.16% |
$89K - $99.8K
|
291
$71K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-485- 12.53% |
$90.3K - $101K
|
3.39K
$826K
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-485- 2.55% |
$90.3K - $101K
|
18.5K
$4.51M
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-485- 4.81% |
$90.3K - $101K
|
9.6K
$2.34M
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-486- 5.72% |
$90.5K - $101K
|
8.01K
$1.95M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-492- 70.49% |
$91.6K - $103K
|
206
$50.2K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-500- 1.64% |
$93.1K - $104K
|
30K
$7.31M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-501- 5.43% |
$93.3K - $105K
|
8.73K
$2.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-509- 26.01% |
$94.8K - $106K
|
1.45K
$353K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-512- 71.51% |
$95.4K - $107K
|
204
$49.8K
|
|
|
Oct 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-514- 3.68% |
$95.7K - $107K
|
13.5K
$3.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-519- 20.82% |
$96.7K - $108K
|
1.97K
$481K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-525- 2.05% |
$97.8K - $110K
|
25.1K
$6.13M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-527- 36.5% |
$98.1K - $110K
|
917
$224K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-529- 1.28% |
$98.5K - $110K
|
40.7K
$9.93M
|