Purchases and Sales Made in Q1 2023 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.5M+ 361.97% |
$1.89B - $2.2B
|
13.4M
$3.26B
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.54M+ 8.49% |
$276M - $321M
|
19.7M
$4.78B
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
294K+ 12.62% |
$52.8M - $61.4M
|
2.63M
$637M
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
288K+ 1968.07% |
$51.7M - $60.1M
|
303K
$73.4M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
266K+ 33.44% |
$47.8M - $55.6M
|
1.06M
$258M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
256K+ 62.97% |
$46M - $53.5M
|
664K
$161M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
248KNew |
$44.6M - $51.8M
|
248K
$60.3M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
BUY
|
- |
220K+ 56.96% |
$39.5M - $45.9M
|
607K
$147M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
164K+ 124.9% |
$29.5M - $34.3M
|
296K
$71.8M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
154K+ 16094.97% |
$27.6M - $32.1M
|
155K
$37.5M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
154K+ 16094.97% |
$27.6M - $32.1M
|
155K
$37.5M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
151K+ 4.42% |
$27.1M - $31.6M
|
3.57M
$867M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
145K+ 367.42% |
$26M - $30.2M
|
184K
$44.7M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
144K+ 86.85% |
$25.9M - $30.1M
|
310K
$75.3M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
119K+ 14.73% |
$21.3M - $24.8M
|
923K
$224M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
101K+ 843966.69% |
$18.2M - $21.1M
|
101K
$24.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
100K+ 2098.49% |
$18M - $20.9M
|
105K
$25.5M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
96.8K+ 1.52% |
$17.4M - $20.2M
|
6.47M
$1.57B
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
96.6KNew |
$17.3M - $20.2M
|
96.6K
$23.5M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
57.3K+ 24.48% |
$10.3M - $12M
|
291K
$70.7M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
56.5KNew |
$10.1M - $11.8M
|
56.5K
$13.7M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
56K+ 8.15% |
$10M - $11.7M
|
743K
$180M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
51.8K+ 35.66% |
$9.31M - $10.8M
|
197K
$47.9M
|
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
50.1KNew |
$8.99M - $10.5M
|
50.1K
$12.2M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
46.6KNew |
$8.37M - $9.74M
|
46.6K
$11.3M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
44.6K+ 15.79% |
$8.01M - $9.31M
|
327K
$79.4M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
43.9K+ 59.92% |
$7.87M - $9.16M
|
117K
$28.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
41.4K+ 1893.82% |
$7.43M - $8.64M
|
43.6K
$10.6M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
41.3K+ 28.74% |
$7.42M - $8.63M
|
185K
$44.9M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
41.2K+ 6.43% |
$7.39M - $8.6M
|
682K
$166M
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
39.9K+ 5.84% |
$7.17M - $8.34M
|
724K
$176M
|
|
|
May 12, 2023
Q1 2023
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
39.9K+ 5.83% |
$7.16M - $8.33M
|
724K
$176M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
37.3K+ 4.35% |
$6.7M - $7.79M
|
896K
$217M
|
|
|
May 03, 2023
Q1 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
36.6K+ 16.49% |
$6.58M - $7.65M
|
259K
$62.8M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
35.7KNew |
$6.4M - $7.44M
|
35.7K
$8.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
BUY
|
- |
35.2KNew |
$6.31M - $7.34M
|
35.2K
$8.54M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
34.8K+ 564.63% |
$6.26M - $7.28M
|
41K
$9.96M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
34.2KNew |
$6.13M - $7.13M
|
34.2K
$8.29M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
32.6K+ 9.88% |
$5.85M - $6.8M
|
362K
$87.9M
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
32.3KNew |
$5.8M - $6.75M
|
32.3K
$7.85M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
32.3KNew |
$5.8M - $6.74M
|
32.3K
$7.84M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
31.9KNew |
$5.73M - $6.67M
|
31.9K
$7.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
30K+ 19632.68% |
$5.39M - $6.27M
|
30.2K
$7.33M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
27.9K+ 189.22% |
$5.02M - $5.83M
|
42.7K
$10.4M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
27.2K+ 22.73% |
$4.88M - $5.67M
|
147K
$35.6M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.4K+ 0.33% |
$4.38M - $5.09M
|
7.48M
$1.82B
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
23.2K+ 20.53% |
$4.17M - $4.85M
|
136K
$33.1M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
21.1KNew |
$3.79M - $4.41M
|
21.1K
$5.13M
|
|
|
May 08, 2023
Q1 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
20.7K+ 147.73% |
$3.71M - $4.31M
|
34.7K
$8.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20.4K+ 32.72% |
$3.66M - $4.25M
|
82.6K
$20.1M
|