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 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.44K+ 3.51% |
$267K - $300K
|
42.3K
$10.3M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.43KNew |
$266K - $299K
|
1.43K
$349K
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.43K+ 41.1% |
$266K - $298K
|
4.91K
$1.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.41K+ 2.28% |
$263K - $295K
|
63.5K
$15.5M
|
|
|
Nov 07, 2023
Q3 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
1.41K+ 12.38% |
$262K - $294K
|
12.8K
$3.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.4K+ 18.31% |
$261K - $293K
|
9.07K
$2.21M
|
|
|
Oct 13, 2023
Q3 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1.4K+ 2.71% |
$260K - $292K
|
53K
$12.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.39K+ 31.83% |
$258K - $290K
|
5.74K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.39K+ 10.51% |
$258K - $289K
|
14.6K
$3.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
BUY
|
- |
1.37KNew |
$255K - $286K
|
1.37K
$334K
|
|
|
Oct 17, 2023
Q3 2023
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
1.36K+ 43.48% |
$253K - $284K
|
4.49K
$1.09M
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.35K+ 3.73% |
$251K - $281K
|
37.4K
$9.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.34K+ 5.6% |
$250K - $280K
|
25.3K
$6.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.34K+ 19.82% |
$250K - $280K
|
8.1K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.34K+ 13.68% |
$250K - $280K
|
11.1K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.33K+ 60.22% |
$248K - $277K
|
3.54K
$863K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.33KNew |
$247K - $277K
|
1.33K
$323K
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
BUY
|
- |
1.32K+ 3.89% |
$245K - $275K
|
35.1K
$8.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.31KNew |
$245K - $274K
|
1.31K
$320K
|
|
|
Oct 17, 2023
Q3 2023
|
Roberts Wealth Advisors, LLC
|
BUY
|
- |
1.31K+ 3.18% |
$244K - $274K
|
42.6K
$10.4M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
1.3K+ 24.31% |
$242K - $271K
|
6.63K
$1.62M
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.29K+ 1.77% |
$241K - $270K
|
74.4K
$18.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.29K+ 3.49% |
$241K - $270K
|
38.3K
$9.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.27KNew |
$237K - $266K
|
1.27K
$311K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.27K+ 41.69% |
$237K - $266K
|
4.32K
$1.05M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.25K+ 0.95% |
$233K - $261K
|
132K
$32.3M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.23K+ 3.34% |
$229K - $257K
|
38.1K
$9.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
1.22K+ 34.02% |
$226K - $254K
|
4.79K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
1.21KNew |
$226K - $253K
|
1.21K
$296K
|
|
|
Oct 23, 2023
Q3 2023
|
Rosenbaum Jay D.
Boston, MA |
BUY
|
- |
1.21KNew |
$225K - $252K
|
1.21K
$294K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.2K+ 68.25% |
$224K - $251K
|
2.97K
$724K
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.19K+ 2.96% |
$222K - $248K
|
41.4K
$10.1M
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 5.86% |
$221K - $247K
|
21.4K
$5.21M
|
|
|
Nov 14, 2023
Q3 2023
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
1.16KNew |
$216K - $242K
|
1.16K
$283K
|
|
|
Oct 12, 2023
Q3 2023
|
Capital City Trust CO
|
BUY
|
- |
1.14KNew |
$212K - $238K
|
1.14K
$278K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.14K+ 4.57% |
$212K - $238K
|
26.1K
$6.37M
|
|
|
Nov 15, 2023
Q3 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.14KNew |
$212K - $238K
|
1.14K
$278K
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
1.13KNew |
$211K - $236K
|
1.13K
$276K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.12K+ 4.58% |
$209K - $234K
|
25.6K
$6.23M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.12K+ 8.33% |
$208K - $233K
|
14.5K
$3.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.12KNew |
$208K - $233K
|
1.12K
$272K
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
1.11K+ 5.29% |
$206K - $231K
|
22.1K
$5.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.08KNew |
$202K - $226K
|
1.08K
$264K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.08K+ 4.23% |
$201K - $225K
|
26.5K
$6.47M
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
1.08K+ 3.16% |
$200K - $224K
|
35.1K
$8.57M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.07K+ 0.82% |
$200K - $224K
|
132K
$32.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
1.05K+ 4.35% |
$195K - $218K
|
25.1K
$6.12M
|
|
|
Oct 31, 2023
Q3 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
1.04K+ 24.84% |
$193K - $216K
|
5.2K
$1.27M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.03K+ 9.56% |
$191K - $214K
|
11.8K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1.03KNew |
$191K - $214K
|
1.03K
$250K
|