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 25, 2023
Q3 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-849- 2.66% |
$158K - $177K
|
31.1K
$7.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-856- 2.3% |
$159K - $179K
|
36.4K
$8.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-858- 25.94% |
$160K - $179K
|
2.45K
$597K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-864- 32.43% |
$161K - $180K
|
1.8K
$439K
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-868- 2.42% |
$162K - $181K
|
35K
$8.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Fidelis I M, LLC
Medford, OR |
SELL
|
- |
-889- 14.6% |
$166K - $186K
|
5.2K
$1.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-908- 36.2% |
$169K - $190K
|
1.6K
$390K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-921- 11.45% |
$172K - $192K
|
7.12K
$1.74M
|
|
|
Oct 13, 2023
Q3 2023
|
Veery Capital, LLC
|
SELL
|
- |
-925- 18.79% |
$172K - $193K
|
4K
$975K
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-942- 6.61% |
$175K - $197K
|
13.3K
$3.25M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-953- 20.73% |
$177K - $199K
|
3.64K
$889K
|
|
|
Nov 08, 2023
Q3 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-953- 8.22% |
$177K - $199K
|
10.6K
$2.59M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-956- 2.39% |
$178K - $200K
|
39K
$9.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-961- 15.27% |
$179K - $201K
|
5.33K
$1.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-967- 1.91% |
$180K - $202K
|
49.7K
$12.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-971- 37.91% |
$181K - $203K
|
1.59K
$388K
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-980- 6.98% |
$183K - $205K
|
13.1K
$3.19M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-1K- 18.86% |
$187K - $209K
|
4.31K
$1.05M
|
|
|
Mar 06, 2024
Q3 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-1.02KClosed |
$190K - $213K
|
0
$0
|
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-1.02K- 3.67% |
$190K - $213K
|
26.8K
$6.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.02K- 25.6% |
$191K - $214K
|
2.98K
$726K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.03K- 2.0% |
$191K - $215K
|
50.4K
$12.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.03K- 2.09% |
$192K - $216K
|
48.5K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-1.04K- 37.04% |
$193K - $216K
|
1.76K
$429K
|
|
|
Oct 23, 2023
Q3 2023
|
Moneywise, Inc.
|
SELL
|
- |
-1.05K- 14.19% |
$195K - $219K
|
6.35K
$1.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-1.08K- 8.04% |
$202K - $226K
|
12.4K
$3.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.09K- 2.64% |
$203K - $227K
|
40.1K
$9.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.11K- 7.88% |
$206K - $231K
|
12.9K
$3.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.13K- 49.91% |
$210K - $235K
|
1.13K
$276K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.14K- 5.3% |
$212K - $237K
|
20.3K
$4.96M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.18K- 24.65% |
$220K - $247K
|
3.62K
$882K
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.19K- 8.05% |
$221K - $248K
|
13.6K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.21K- 4.1% |
$225K - $253K
|
28.3K
$6.91M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.21K- 13.77% |
$226K - $253K
|
7.58K
$1.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.21K- 3.7% |
$226K - $253K
|
31.6K
$7.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.24K- 1.76% |
$230K - $258K
|
68.9K
$16.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.25K- 20.16% |
$233K - $261K
|
4.95K
$1.21M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.26K- 6.43% |
$235K - $264K
|
18.4K
$4.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.27K- 9.91% |
$237K - $266K
|
11.6K
$2.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.32K- 7.24% |
$245K - $275K
|
16.9K
$4.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.35K- 7.67% |
$250K - $281K
|
16.2K
$3.95M
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.35K- 12.49% |
$251K - $281K
|
9.43K
$2.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.36K- 11.39% |
$253K - $284K
|
10.6K
$2.58M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.38K- 9.66% |
$258K - $289K
|
12.9K
$3.16M
|
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-1.42K- 15.96% |
$264K - $296K
|
7.48K
$1.82M
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.44K- 9.64% |
$268K - $300K
|
13.5K
$3.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.45K- 5.57% |
$269K - $302K
|
24.5K
$5.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.47K- 0.97% |
$273K - $306K
|
151K
$36.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.47K- 10.49% |
$275K - $308K
|
12.6K
$3.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.48K- 0.81% |
$275K - $309K
|
181K
$44.3M
|