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 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
11.1K+ 4.51% |
$2.07M - $2.32M
|
258K
$62.9M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11K+ 38.71% |
$2.04M - $2.29M
|
39.2K
$9.57M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
10.9K+ 7.46% |
$2.02M - $2.27M
|
157K
$38.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10.9K+ 1.44% |
$2.02M - $2.27M
|
766K
$187M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
10.6KNew |
$1.98M - $2.21M
|
10.6K
$2.59M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
10.4K+ 54.68% |
$1.94M - $2.17M
|
29.4K
$7.18M
|
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
10.2K+ 95.79% |
$1.89M - $2.12M
|
20.8K
$5.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
10.2K+ 9.6% |
$1.89M - $2.12M
|
116K
$28.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.1KNew |
$1.88M - $2.11M
|
10.1K
$2.46M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
9.98K+ 4.02% |
$1.86M - $2.08M
|
258K
$63M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
9.91K+ 657.16% |
$1.85M - $2.07M
|
11.4K
$2.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.76K+ 71.86% |
$1.82M - $2.04M
|
23.3K
$5.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
9.64K+ 957.6% |
$1.8M - $2.01M
|
10.7K
$2.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
9.63K+ 53.51% |
$1.79M - $2.01M
|
27.6K
$6.74M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.6K+ 14.32% |
$1.79M - $2M
|
76.6K
$18.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
9.58K+ 9.45% |
$1.78M - $2M
|
111K
$27.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
9.52K+ 3.51% |
$1.77M - $1.99M
|
280K
$68.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
9.46K+ 39.13% |
$1.76M - $1.98M
|
33.6K
$8.21M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
9.44K+ 144.18% |
$1.76M - $1.97M
|
16K
$3.9M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
9.33K+ 3.32% |
$1.74M - $1.95M
|
291K
$70.9M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.19K+ 46.11% |
$1.71M - $1.92M
|
29.1K
$7.1M
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
8.92K+ 3.3% |
$1.66M - $1.86M
|
279K
$68.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.67K+ 2.38% |
$1.62M - $1.81M
|
373K
$90.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
8.55K+ 20.72% |
$1.59M - $1.78M
|
49.8K
$12.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8.41K+ 4.26% |
$1.57M - $1.76M
|
206K
$50.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
8.4K+ 17.34% |
$1.56M - $1.75M
|
56.9K
$13.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
8.18K+ 3.37% |
$1.52M - $1.71M
|
251K
$61.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
8.08KNew |
$1.5M - $1.69M
|
8.08K
$1.97M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
8K+ 2.6% |
$1.49M - $1.67M
|
316K
$77M
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
7.91K+ 273.99% |
$1.47M - $1.65M
|
10.8K
$2.63M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.74K+ 8.1% |
$1.44M - $1.62M
|
103K
$25.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
7.52K+ 17.22% |
$1.4M - $1.57M
|
51.2K
$12.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.37K+ 36.16% |
$1.37M - $1.54M
|
27.7K
$6.76M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.32K+ 117.33% |
$1.36M - $1.53M
|
13.6K
$3.31M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.3KNew |
$1.36M - $1.52M
|
7.3K
$1.78M
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
7.26K+ 111.7% |
$1.35M - $1.51M
|
13.8K
$3.35M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
7.23KNew |
$1.35M - $1.51M
|
7.23K
$1.76M
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
7.23KNew |
$1.35M - $1.51M
|
7.23K
$1.76M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7.22KNew |
$1.34M - $1.51M
|
7.22K
$1.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
7.21KNew |
$1.34M - $1.51M
|
7.21K
$1.76M
|
|
|
Oct 30, 2023
Q3 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
7.21K+ 21.36% |
$1.34M - $1.5M
|
41K
$9.99M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
7.07K+ 12.65% |
$1.32M - $1.48M
|
63K
$15.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
6.87K+ 5.99% |
$1.28M - $1.43M
|
122K
$29.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
6.85K+ 9.84% |
$1.28M - $1.43M
|
76.5K
$18.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
6.68K+ 17.64% |
$1.24M - $1.39M
|
44.6K
$10.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
6.57K+ 58.02% |
$1.22M - $1.37M
|
17.9K
$4.37M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6.43KNew |
$1.2M - $1.34M
|
6.43K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.11K+ 6.47% |
$1.14M - $1.28M
|
101K
$24.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
6.1K+ 1.06% |
$1.14M - $1.27M
|
583K
$142M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
6.05K+ 5.75% |
$1.13M - $1.26M
|
111K
$27.2M
|