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
|
Resource Planning Group
|
SELL
|
- |
-4- 0.01% |
$718 - $835
|
35.8K
$8.66M
|
|
|
Apr 14, 2023
Q1 2023
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-6- 0.03% |
$1.08K - $1.25K
|
17.7K
$4.28M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-6- 0.1% |
$1.08K - $1.25K
|
6.2K
$1.5M
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-7- 1.08% |
$1.26K - $1.46K
|
642
$155K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-7- 2.48% |
$1.26K - $1.46K
|
275
$66.6K
|
|
|
May 12, 2023
Q1 2023
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-7- 0.14% |
$1.26K - $1.46K
|
4.99K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-7- 1.35% |
$1.26K - $1.46K
|
510
$123K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-8- 0.46% |
$1.44K - $1.67K
|
1.74K
$422K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-8- 0.41% |
$1.44K - $1.67K
|
1.95K
$472K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-8- 0.25% |
$1.44K - $1.67K
|
3.15K
$763K
|
|
|
May 01, 2023
Q1 2023
|
Kearns & Associates LLC
|
SELL
|
- |
-8- 0.02% |
$1.44K - $1.67K
|
37.7K
$9.13M
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-8- 0.58% |
$1.44K - $1.67K
|
1.37K
$331K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-8- 0.61% |
$1.44K - $1.67K
|
1.31K
$318K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-9- 0.3% |
$1.62K - $1.88K
|
2.98K
$721K
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-9- 12.33% |
$1.62K - $1.88K
|
64
$15.5K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-9- 0.13% |
$1.62K - $1.88K
|
7.09K
$1.71M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-9- 0.24% |
$1.62K - $1.88K
|
3.67K
$888K
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-10- 0.78% |
$1.8K - $2.09K
|
1.28K
$309K
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-10- 0.63% |
$1.8K - $2.09K
|
1.57K
$379K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-10- 2.17% |
$1.8K - $2.09K
|
450
$109K
|
|
|
May 11, 2023
Q1 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-10- 0.21% |
$1.8K - $2.09K
|
4.77K
$1.15M
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-10- 0.78% |
$1.8K - $2.09K
|
1.27K
$308K
|
|
|
Apr 18, 2023
Q1 2023
|
Flower City Capital
|
SELL
|
- |
-11- 0.75% |
$1.97K - $2.3K
|
1.45K
$351K
|
|
|
Apr 05, 2023
Q1 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-12- 0.59% |
$2.15K - $2.51K
|
2.02K
$489K
|
|
|
Apr 28, 2023
Q1 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-12- 0.63% |
$2.15K - $2.51K
|
1.88K
$456K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-13- 0.22% |
$2.33K - $2.71K
|
5.89K
$1.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-14- 1.17% |
$2.51K - $2.92K
|
1.18K
$286K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-15- 0.65% |
$2.69K - $3.13K
|
2.29K
$554K
|
|
|
May 04, 2023
Q1 2023
|
Acorns Advisers, LLC
Irvine, CA |
SELL
|
- |
-15- 88.24% |
$2.69K - $3.13K
|
2
$484
|
|
|
May 08, 2023
Q1 2023
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-15- 0.75% |
$2.69K - $3.13K
|
1.98K
$480K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-16- 1.33% |
$2.87K - $3.34K
|
1.19K
$288K
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-16- 1.05% |
$2.87K - $3.34K
|
1.51K
$365K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-16- 0.35% |
$2.87K - $3.34K
|
4.58K
$1.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Trevian Wealth Management LLC
|
SELL
|
- |
-17- 0.45% |
$3.05K - $3.55K
|
3.75K
$908K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-17- 0.86% |
$3.05K - $3.55K
|
1.95K
$472K
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-17- 1.23% |
$3.05K - $3.55K
|
1.37K
$331K
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
SELL
|
- |
-17- 1.01% |
$3.05K - $3.55K
|
1.66K
$402K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-18- 1.26% |
$3.23K - $3.76K
|
1.41K
$340K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-19- 1.87% |
$3.41K - $3.97K
|
999
$242K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-20- 0.6% |
$3.59K - $4.18K
|
3.29K
$796K
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-20- 1.75% |
$3.59K - $4.18K
|
1.12K
$271K
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-20- 1.24% |
$3.59K - $4.18K
|
1.6K
$386K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-22- 62.86% |
$3.95K - $4.59K
|
13
$3.15K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-22- 1.22% |
$3.95K - $4.59K
|
1.79K
$432K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-22- 0.37% |
$3.95K - $4.59K
|
5.93K
$1.44M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-22- 0.07% |
$3.95K - $4.59K
|
32.4K
$7.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-23- 5.49% |
$4.13K - $4.8K
|
396
$95.8K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-23- 0.13% |
$4.13K - $4.8K
|
17.8K
$4.32M
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-23- 2.07% |
$4.13K - $4.8K
|
1.09K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-23- 1.28% |
$4.13K - $4.8K
|
1.77K
$428K
|