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 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
653+ 2.09% |
$122K - $136K
|
31.9K
$7.77M
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
651+ 53.67% |
$121K - $136K
|
1.86K
$455K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
648+ 0.76% |
$121K - $135K
|
86.2K
$21M
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
BUY
|
- |
644+ 46.73% |
$120K - $134K
|
2.02K
$493K
|
|
Nov 03, 2023
Q3 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
638+ 3.35% |
$119K - $133K
|
19.7K
$4.8M
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
636+ 15900.0% |
$118K - $133K
|
640
$156K
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
632+ 3.06% |
$118K - $132K
|
21.3K
$5.19M
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
622+ 41.94% |
$116K - $130K
|
2.11K
$513K
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
622+ 2.52% |
$116K - $130K
|
25.4K
$6.18M
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
621+ 4.64% |
$116K - $130K
|
14K
$3.41M
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
619+ 3.67% |
$115K - $129K
|
17.5K
$4.27M
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
614+ 13.74% |
$114K - $128K
|
5.08K
$1.24M
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
608+ 2.43% |
$113K - $127K
|
25.6K
$6.25M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
600+ 6.39% |
$112K - $125K
|
9.99K
$2.44M
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
598+ 2.66% |
$111K - $125K
|
23.1K
$5.63M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
588+ 20.42% |
$110K - $123K
|
3.47K
$846K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
578+ 3.48% |
$108K - $121K
|
17.2K
$4.19M
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
570+ 28.15% |
$106K - $119K
|
2.6K
$633K
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
570+ 1.42% |
$106K - $119K
|
40.8K
$9.94M
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
BUY
|
- |
557+ 3.77% |
$104K - $116K
|
15.3K
$3.74M
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
556+ 28.24% |
$104K - $116K
|
2.53K
$616K
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
545+ 18.45% |
$102K - $114K
|
3.5K
$853K
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
544+ 35.03% |
$101K - $114K
|
2.1K
$512K
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
543+ 4.7% |
$101K - $113K
|
12.1K
$2.95M
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
532+ 29.26% |
$99.1K - $111K
|
2.35K
$573K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
526+ 19.16% |
$98K - $110K
|
3.27K
$798K
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
525+ 4.02% |
$97.8K - $110K
|
13.6K
$3.32M
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
518+ 1.58% |
$96.5K - $108K
|
33.4K
$8.15M
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
515+ 1.15% |
$95.9K - $108K
|
45.4K
$11.1M
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
514+ 6.92% |
$95.7K - $107K
|
7.95K
$1.94M
|
|
Oct 25, 2023
Q3 2023
|
Pachira Investments Inc.
|
BUY
|
- |
512+ 27.37% |
$95.4K - $107K
|
2.38K
$581K
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
512+ 0.83% |
$95.4K - $107K
|
62.5K
$15.3M
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
511+ 136.27% |
$95.2K - $107K
|
886
$216K
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
501+ 7.83% |
$93.3K - $105K
|
6.9K
$1.68M
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
499+ 1.95% |
$92.9K - $104K
|
26.1K
$6.36M
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
497+ 1.45% |
$92.6K - $104K
|
34.8K
$8.48M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
497+ 6.17% |
$92.6K - $104K
|
8.56K
$2.09M
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
495+ 4950.0% |
$92.2K - $103K
|
505
$123K
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
BUY
|
- |
494+ 8.5% |
$92K - $103K
|
6.31K
$1.54M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
491New |
$91.4K - $102K
|
491
$120K
|
|
Oct 13, 2023
Q3 2023
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
489+ 1.57% |
$91.1K - $102K
|
31.6K
$7.71M
|
|
Nov 08, 2023
Q3 2023
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
486+ 9.21% |
$90.5K - $101K
|
5.76K
$1.41M
|
|
Nov 09, 2023
Q3 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
482+ 6.6% |
$89.8K - $101K
|
7.79K
$1.9M
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
480+ 4.41% |
$89.4K - $100K
|
11.4K
$2.77M
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
480+ 17.58% |
$89.4K - $100K
|
3.21K
$783K
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
468+ 10.41% |
$87.2K - $97.7K
|
4.96K
$1.21M
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
462+ 15.32% |
$86K - $96.4K
|
3.48K
$848K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
453+ 2.02% |
$84.4K - $94.6K
|
22.9K
$5.58M
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
452+ 4.34% |
$84.2K - $94.4K
|
10.9K
$2.65M
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
451+ 4.51% |
$84K - $94.1K
|
10.5K
$2.55M
|