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 |
---|---|---|---|---|---|---|---|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
SELL
|
- |
-13.8K- 65.96% |
$2.57M - $2.89M
|
7.13K
$1.74M
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-14.5K- 19.04% |
$2.69M - $3.02M
|
61.5K
$15M
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-14.5K- 1.52% |
$2.7M - $3.02M
|
940K
$229M
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-16.9K- 39.87% |
$3.16M - $3.54M
|
25.6K
$6.23M
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-17.4K- 12.69% |
$3.25M - $3.64M
|
120K
$29.3M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.8K- 1.37% |
$3.69M - $4.14M
|
1.42M
$347M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-20.2K- 55.71% |
$3.77M - $4.22M
|
16.1K
$3.92M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-20.7K- 12.83% |
$3.86M - $4.32M
|
141K
$34.3M
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-26.9K- 68.48% |
$5.02M - $5.62M
|
12.4K
$3.02M
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-27.1K- 60.05% |
$5.05M - $5.66M
|
18K
$4.4M
|
|
Nov 15, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-28.8K- 75.61% |
$5.36M - $6.01M
|
9.29K
$2.26M
|
|
Nov 14, 2023
Q3 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-31.1K- 67.45% |
$5.8M - $6.5M
|
15K
$3.67M
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-35.8K- 83.99% |
$6.66M - $7.47M
|
6.82K
$1.66M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-37.5K- 32.36% |
$6.98M - $7.83M
|
78.4K
$19.1M
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-38.9K- 31.97% |
$7.25M - $8.13M
|
82.8K
$20.2M
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-40.4K- 45.19% |
$7.53M - $8.44M
|
49K
$12M
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-45.1K- 96.27% |
$8.39M - $9.4M
|
1.74K
$425K
|
|
Oct 04, 2023
Q3 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-46.4K- 46.8% |
$8.65M - $9.69M
|
52.8K
$12.9M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-48.7K- 46.54% |
$9.08M - $10.2M
|
56K
$13.7M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-48.7K- 46.54% |
$9.08M - $10.2M
|
56K
$13.7M
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-58.5K- 22.21% |
$10.9M - $12.2M
|
205K
$50M
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-59.9K- 31.31% |
$11.2M - $12.5M
|
131K
$32M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-63.5K- 16.01% |
$11.8M - $13.3M
|
333K
$81.2M
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
SELL
|
- |
-65.5K- 94.55% |
$12.2M - $13.7M
|
3.77K
$920K
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-90.4K- 63.26% |
$16.8M - $18.9M
|
52.5K
$12.8M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-98.2K- 4.63% |
$18.3M - $20.5M
|
2.02M
$494M
|
|
Nov 14, 2023
Q3 2023
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-287K- 73.4% |
$53.4M - $59.9M
|
104K
$25.4M
|
|
Nov 09, 2023
Q3 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-397K- 54.8% |
$73.9M - $82.8M
|
327K
$79.8M
|
|
Nov 02, 2023
Q3 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-397K- 54.81% |
$73.9M - $82.8M
|
327K
$79.8M
|