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 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
330+ 12.69% |
$59.2K - $68.9K
|
2.93K
$711K
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
329+ 1.97% |
$59.1K - $68.7K
|
17K
$4.13M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
328+ 0.3% |
$58.9K - $68.5K
|
109K
$26.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
327+ 24.26% |
$58.7K - $68.3K
|
1.68K
$407K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
326+ 0.82% |
$58.5K - $68.1K
|
40K
$9.71M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
317+ 8.61% |
$56.9K - $66.2K
|
4K
$971K
|
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
315+ 9.34% |
$56.5K - $65.8K
|
3.69K
$895K
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
314+ 4.58% |
$56.4K - $65.6K
|
7.16K
$1.74M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
314+ 6.15% |
$56.4K - $65.6K
|
5.42K
$1.32M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
311+ 4.6% |
$55.8K - $64.9K
|
7.08K
$1.72M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
311+ 9.15% |
$55.8K - $64.9K
|
3.71K
$900K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
309+ 8.3% |
$55.5K - $64.5K
|
4.03K
$978K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
308+ 10.0% |
$55.3K - $64.3K
|
3.39K
$823K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
308+ 16.63% |
$55.3K - $64.3K
|
2.16K
$524K
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
306+ 15.45% |
$54.9K - $63.9K
|
2.29K
$555K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
304+ 0.58% |
$54.6K - $63.5K
|
52.4K
$12.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
303+ 1.39% |
$54.4K - $63.3K
|
22.1K
$5.37M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
301+ 0.59% |
$54K - $62.8K
|
51.2K
$12.4M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
296+ 2.38% |
$53.1K - $61.8K
|
12.7K
$3.09M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
282+ 376.0% |
$50.6K - $58.9K
|
357
$86.7K
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
278+ 0.63% |
$49.9K - $58K
|
44.6K
$10.8M
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
273+ 1.75% |
$49K - $57K
|
15.9K
$3.86M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
268+ 0.88% |
$48.1K - $55.9K
|
30.8K
$7.48M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
267+ 1.1% |
$47.9K - $55.7K
|
24.6K
$5.98M
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
266+ 0.52% |
$47.7K - $55.5K
|
51.5K
$12.5M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
263+ 2.59% |
$47.2K - $54.9K
|
10.4K
$2.53M
|
|
|
Apr 25, 2023
Q1 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
261+ 10.02% |
$46.9K - $54.5K
|
2.87K
$695K
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
256+ 2.25% |
$46K - $53.4K
|
11.6K
$2.82M
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
245+ 7.37% |
$44K - $51.1K
|
3.57K
$867K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
245+ 20.73% |
$44K - $51.1K
|
1.43K
$346K
|
|
|
Apr 24, 2023
Q1 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
244+ 1.03% |
$43.8K - $50.9K
|
24K
$5.84M
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
242+ 9.77% |
$43.4K - $50.5K
|
2.72K
$660K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
242+ 7.87% |
$43.4K - $50.5K
|
3.32K
$805K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
240+ 0.39% |
$43.1K - $50.1K
|
62.2K
$15.1M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
227+ 6.68% |
$40.7K - $47.4K
|
3.63K
$880K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
224+ 2.85% |
$40.2K - $46.8K
|
8.1K
$1.97M
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
222+ 10.28% |
$39.9K - $46.3K
|
2.38K
$578K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
222+ 23.97% |
$39.9K - $46.3K
|
1.15K
$279K
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
215+ 12.87% |
$38.6K - $44.9K
|
1.89K
$458K
|
|
|
Apr 13, 2023
Q1 2023
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
211+ 0.17% |
$37.9K - $44K
|
121K
$29.4M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
206+ 14.88% |
$37K - $43K
|
1.59K
$386K
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
205+ 7.88% |
$36.8K - $42.8K
|
2.81K
$682K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
202+ 4.09% |
$36.3K - $42.2K
|
5.15K
$1.25M
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
201+ 56.3% |
$36.1K - $42K
|
558
$135K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
199+ 452.27% |
$35.7K - $41.5K
|
243
$59K
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
198+ 3.07% |
$35.5K - $41.3K
|
6.64K
$1.61M
|
|
|
May 02, 2023
Q1 2023
|
Mayport, LLC
|
BUY
|
- |
192+ 2.02% |
$34.5K - $40.1K
|
9.69K
$2.35M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
192+ 9.29% |
$34.5K - $40.1K
|
2.26K
$548K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
192+ 1.04% |
$34.5K - $40.1K
|
18.6K
$4.51M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
190+ 0.77% |
$34.1K - $39.7K
|
24.8K
$6.02M
|