Purchases and Sales Made in Q3 2023 in Vanguard Small Cap ETF (VB)

VB Quotes by TradingView

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 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
2.11K
+ 6.07%
$392K - $440K
36.8K $8.98M
Nov 08, 2023 Q3 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
2.11K
+ 33.32%
$392K - $439K
8.42K $2.05M
Oct 24, 2023 Q3 2023
Windsor Group LTD

BUY
 -
2.1K
+ 13.57%
$391K - $439K
17.6K $4.29M
Nov 15, 2023 Q3 2023
Wolverine Trading, LLC

Chicago, IL
BUY
 -
2.05K
New
$381K - $428K
2.05K $500K
Oct 20, 2023 Q3 2023
Newton One Investments LLC

BUY
 -
2.03K
+ 10.75%
$378K - $423K
20.9K $5.1M
Nov 09, 2023 Q3 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
2.02K
+ 367.58%
$376K - $421K
2.57K $626K
Oct 18, 2023 Q3 2023
Iron Horse Wealth Management, LLC

BUY
 -
2.01K
+ 4.2%
$375K - $420K
50K $12.2M
Nov 13, 2023 Q3 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
2.01K
+ 11.87%
$374K - $419K
18.9K $4.62M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.98K
+ 10.47%
$370K - $414K
20.9K $5.1M
Nov 14, 2023 Q3 2023
Tiedemann Advisors, LLC

BUY
 -
1.95K
+ 38.43%
$363K - $407K
7.02K $1.71M
Oct 05, 2023 Q3 2023
Life Pro Asset Management

BUY
 -
1.9K
New
$355K - $397K
1.9K $464K
Oct 25, 2023 Q3 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
1.9K
+ 1.71%
$353K - $396K
113K $27.5M
Nov 09, 2023 Q3 2023
Curran Financial Partners, LLC

BUY
 -
1.89K
+ 6.7%
$351K - $394K
30.1K $7.33M
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
1.87K
+ 5.32%
$348K - $391K
37.1K $9.04M
Oct 27, 2023 Q3 2023
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
1.84K
+ 4.87%
$342K - $383K
39.5K $9.65M
Oct 19, 2023 Q3 2023
Dohj, LLC

Seattle, WA
BUY
 -
1.83K
+ 6.67%
$341K - $383K
29.3K $7.15M
Oct 24, 2023 Q3 2023
Beacon Financial Planning, Inc

Hyannis, MA
BUY
 -
1.82K
+ 11.88%
$338K - $379K
17.1K $4.17M
Oct 12, 2023 Q3 2023
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
1.82K
New
$338K - $379K
1.82K $443K
Nov 15, 2023 Q3 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
1.74K
+ 27.81%
$324K - $363K
7.99K $1.95M
Oct 10, 2023 Q3 2023
Webster Bank, N. A.

BUY
 -
1.73K
+ 4.38%
$322K - $361K
41.2K $10M
Nov 14, 2023 Q3 2023
Bokf, Na

Tulsa, OK
BUY
 -
1.73K
+ 9.47%
$322K - $361K
20K $4.87M
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
1.72K
+ 8.52%
$320K - $359K
21.9K $5.35M
Nov 03, 2023 Q3 2023
Black Diamond Financial, LLC

BUY
 -
1.71K
+ 5.11%
$319K - $358K
35.2K $8.59M
Oct 25, 2023 Q3 2023
Gill Capital Partners, LLC

Denver, CO
BUY
 -
1.71K
+ 9.81%
$318K - $356K
19.1K $4.66M
Oct 20, 2023 Q3 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
1.69K
+ 3.59%
$314K - $352K
48.7K $11.9M
Nov 15, 2023 Q3 2023
Monograph Wealth Advisors, LLC

BUY
 -
1.69K
New
$314K - $352K
1.69K $411K
Jul 22, 2024 Q3 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
1.67K
+ 72.8%
$311K - $349K
3.96K $967K
Nov 13, 2023 Q3 2023
Ifg Advisory, LLC

BUY
 -
1.66K
New
$310K - $347K
1.66K $406K
Oct 11, 2023 Q3 2023
Gpwm LLC

BUY
 -
1.66K
+ 3.36%
$310K - $347K
51.2K $12.5M
Nov 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
BUY
 -
1.66K
+ 9.55%
$310K - $347K
19.1K $4.65M
Oct 31, 2023 Q3 2023
Delta Financial Group, Inc.

Basking Ridge, NJ
BUY
 -
1.62K
New
$302K - $339K
1.62K $396K
Nov 13, 2023 Q3 2023
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
1.6K
New
$298K - $334K
1.6K $391K
Oct 17, 2023 Q3 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
1.6K
+ 11.95%
$297K - $333K
15K $3.65M
Oct 17, 2023 Q3 2023
Heartwood Wealth Advisors LLC

BUY
 -
1.59K
+ 0.46%
$296K - $331K
346K $84.3M
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

BUY
 -
1.58K
+ 4.74%
$294K - $330K
34.9K $8.52M
Nov 13, 2023 Q3 2023
Glenview Trust CO

Louisville, KY
BUY
 -
1.58K
+ 2.34%
$294K - $329K
68.8K $16.8M
Oct 30, 2023 Q3 2023
Libra Wealth LLC

BUY
 -
1.56K
+ 38.0%
$290K - $325K
5.65K $1.38M
Nov 09, 2023 Q3 2023
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
1.54K
+ 2.75%
$286K - $321K
57.4K $14M
Nov 01, 2023 Q3 2023
Principle Wealth Partners LLC

BUY
 -
1.53K
+ 14.31%
$285K - $319K
12.2K $2.98M
Oct 10, 2023 Q3 2023
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
1.53K
+ 90.41%
$284K - $319K
3.22K $784K
Nov 08, 2023 Q3 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
1.5K
New
$280K - $314K
1.5K $367K
Nov 01, 2023 Q3 2023
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
1.5K
+ 8.61%
$279K - $312K
18.9K $4.6M
Nov 09, 2023 Q3 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
1.49K
+ 11.06%
$277K - $311K
15K $3.65M
Nov 14, 2023 Q3 2023
Ratio Wealth Group

Denver, CO
BUY
 -
1.47K
+ 4.94%
$274K - $307K
31.2K $7.61M
Nov 07, 2023 Q3 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
1.46K
+ 6.11%
$271K - $304K
25.3K $6.17M
Nov 07, 2023 Q3 2023
Warwick Investment Management, Inc.

BUY
 -
1.45K
+ 2.01%
$271K - $304K
73.7K $18M
Nov 06, 2023 Q3 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
1.45K
+ 16.98%
$270K - $303K
9.99K $2.44M
Apr 25, 2024 Q3 2023
Wall Street Access Asset Management, LLC

New York, NY
BUY
 -
1.45K
+ 16.98%
$270K - $303K
9.99K $2.44M
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

BUY
 -
1.44K
+ 4.95%
$268K - $301K
30.5K $7.45M

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