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 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.5K- 1.17% |
$280K - $314K
|
127K
$31M
|
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.58K- 45.61% |
$293K - $329K
|
1.88K
$458K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.59K- 1.88% |
$296K - $331K
|
82.7K
$20.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Forte Capital LLC
|
SELL
|
- |
-1.63K- 5.01% |
$303K - $340K
|
30.8K
$7.52M
|
|
|
Oct 13, 2023
Q3 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-1.64K- 3.85% |
$306K - $343K
|
41.1K
$10M
|
|
|
Oct 13, 2023
Q3 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.65K- 4.26% |
$307K - $345K
|
37.1K
$9.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.7K- 13.82% |
$316K - $355K
|
10.6K
$2.58M
|
|
|
Oct 16, 2023
Q3 2023
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-1.73K- 4.58% |
$322K - $361K
|
36K
$8.78M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.75K- 3.94% |
$326K - $365K
|
42.6K
$10.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.75K- 3.41% |
$327K - $366K
|
49.6K
$12.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.76K- 0.45% |
$327K - $366K
|
386K
$94.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.77K- 11.84% |
$329K - $368K
|
13.1K
$3.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.77K- 4.92% |
$330K - $370K
|
34.3K
$8.36M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.8K- 14.96% |
$336K - $376K
|
10.3K
$2.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.82K- 9.34% |
$339K - $380K
|
17.7K
$4.31M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.82K- 2.15% |
$340K - $381K
|
83K
$20.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.84K- 8.58% |
$343K - $384K
|
19.6K
$4.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.85K- 3.43% |
$344K - $386K
|
52K
$12.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-1.85K- 1.48% |
$345K - $387K
|
123K
$30M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.99K- 3.54% |
$370K - $415K
|
54.2K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-2K- 6.84% |
$372K - $417K
|
27.2K
$6.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.01K- 4.49% |
$373K - $419K
|
42.7K
$10.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.02K- 4.78% |
$376K - $421K
|
40.2K
$9.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.02K- 16.41% |
$377K - $422K
|
10.3K
$2.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.2K- 70.97% |
$410K - $459K
|
900
$220K
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.27K- 6.62% |
$423K - $474K
|
32.1K
$7.82M
|
|
|
Oct 26, 2023
Q3 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-2.28K- 13.73% |
$424K - $475K
|
14.3K
$3.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.36K- 1.5% |
$439K - $492K
|
155K
$37.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-2.37K- 11.91% |
$442K - $496K
|
17.6K
$4.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.42K- 13.19% |
$451K - $505K
|
15.9K
$3.88M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-2.44K- 21.34% |
$454K - $509K
|
8.98K
$2.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.59K- 5.25% |
$483K - $541K
|
46.8K
$11.4M
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.59K- 5.25% |
$483K - $541K
|
46.8K
$11.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-2.61K- 17.15% |
$486K - $545K
|
12.6K
$3.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.63K- 12.26% |
$490K - $549K
|
18.8K
$4.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.63K- 0.73% |
$490K - $549K
|
358K
$87.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.97K- 14.27% |
$554K - $620K
|
17.9K
$4.36M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-2.98K- 10.69% |
$555K - $622K
|
24.9K
$6.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-3.04K- 19.04% |
$566K - $634K
|
12.9K
$3.15M
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
SELL
|
- |
-3.05K- 2.86% |
$568K - $636K
|
104K
$25.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-3.08K- 5.73% |
$574K - $644K
|
50.7K
$12.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-3.18K- 16.56% |
$592K - $664K
|
16K
$3.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.3K- 11.54% |
$615K - $689K
|
25.3K
$6.17M
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-3.37K- 8.17% |
$628K - $704K
|
37.9K
$9.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.42K- 8.24% |
$637K - $714K
|
38.1K
$9.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-3.45K- 17.45% |
$642K - $720K
|
16.3K
$3.98M
|
|
|
Oct 27, 2023
Q3 2023
|
Spectrum Financial Alliance LTD LLC
|
SELL
|
- |
-3.56K- 6.35% |
$663K - $743K
|
52.5K
$12.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Arrow Financial Corp
|
SELL
|
- |
-3.65K- 4.99% |
$679K - $761K
|
69.4K
$16.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.76K- 1.23% |
$701K - $786K
|
303K
$74M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.78K- 6.71% |
$704K - $789K
|
52.6K
$12.8M
|