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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-56- 4.97% |
$10.1K - $11.7K
|
1.07K
$260K
|
|
|
Apr 20, 2023
Q1 2023
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-57- 3.45% |
$10.2K - $11.9K
|
1.6K
$387K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-57- 1.52% |
$10.2K - $11.9K
|
3.69K
$896K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-60- 0.43% |
$10.8K - $12.5K
|
13.8K
$3.34M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-60- 0.66% |
$10.8K - $12.5K
|
8.97K
$2.18M
|
|
|
May 02, 2023
Q1 2023
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-61- 1.48% |
$11K - $12.7K
|
4.06K
$986K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-61- 1.67% |
$11K - $12.7K
|
3.58K
$870K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-63- 1.58% |
$11.3K - $13.2K
|
3.93K
$953K
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-66- 1.32% |
$11.8K - $13.8K
|
4.95K
$1.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-67- 30.18% |
$12K - $14K
|
155
$37.6K
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-70- 1.66% |
$12.6K - $14.6K
|
4.16K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-70- 2.9% |
$12.6K - $14.6K
|
2.35K
$569K
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-71- 4.45% |
$12.7K - $14.8K
|
1.52K
$370K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-71- 0.37% |
$12.7K - $14.8K
|
19.3K
$4.68M
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-72- 0.41% |
$12.9K - $15K
|
17.3K
$4.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-72- 0.19% |
$12.9K - $15K
|
37K
$8.98M
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-73- 3.95% |
$13.1K - $15.2K
|
1.77K
$430K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-75- 1.12% |
$13.5K - $15.7K
|
6.6K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-75- 0.78% |
$13.5K - $15.7K
|
9.5K
$2.31M
|
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-76- 1.0% |
$13.6K - $15.9K
|
7.52K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-76- 4.08% |
$13.6K - $15.9K
|
1.79K
$434K
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-77- 0.9% |
$13.8K - $16.1K
|
8.43K
$2.05M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-80- 0.38% |
$14.4K - $16.7K
|
20.8K
$5.05M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-83- 13.32% |
$14.9K - $17.3K
|
540
$131K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-84- 1.98% |
$15.1K - $17.5K
|
4.15K
$1.01M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-87- 0.62% |
$15.6K - $18.2K
|
13.9K
$3.37M
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-87- 14.08% |
$15.6K - $18.2K
|
531
$129K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-88- 0.12% |
$15.8K - $18.4K
|
75.3K
$18.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-89- 27.38% |
$16K - $18.6K
|
236
$57.3K
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-89- 18.82% |
$16K - $18.6K
|
384
$93.2K
|
|
|
May 08, 2023
Q1 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-90- 6.11% |
$16.2K - $18.8K
|
1.38K
$335K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-94- 0.22% |
$16.9K - $19.6K
|
42.6K
$10.3M
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-95- 2.27% |
$17.1K - $19.8K
|
4.09K
$992K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-96- 6.25% |
$17.2K - $20K
|
1.44K
$350K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-97- 0.77% |
$17.4K - $20.2K
|
12.6K
$3.05M
|
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-97- 4.13% |
$17.4K - $20.2K
|
2.25K
$546K
|
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
SELL
|
- |
-98- 2.91% |
$17.6K - $20.5K
|
3.27K
$793K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-99- 0.64% |
$17.8K - $20.7K
|
15.4K
$3.74M
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-99- 12.86% |
$17.8K - $20.7K
|
671
$163K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-104- 1.48% |
$18.7K - $21.7K
|
6.92K
$1.68M
|
|
|
May 09, 2023
Q1 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-106- 1.68% |
$19K - $22.1K
|
6.19K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-108- 0.87% |
$19.4K - $22.5K
|
12.3K
$3M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-108- 2.04% |
$19.4K - $22.5K
|
5.19K
$1.26M
|
|
|
Apr 13, 2023
Q1 2023
|
Bck Partners, Inc.
|
SELL
|
- |
-109- 0.12% |
$19.6K - $22.8K
|
93.8K
$22.8M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-109- 6.2% |
$19.6K - $22.8K
|
1.65K
$400K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-109- 4.26% |
$19.6K - $22.8K
|
2.45K
$595K
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-110- 0.86% |
$19.7K - $23K
|
12.6K
$3.07M
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-110- 15.69% |
$19.7K - $23K
|
591
$143K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-112- 1.14% |
$20.1K - $23.4K
|
9.75K
$2.37M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-112- 2.08% |
$20.1K - $23.4K
|
5.28K
$1.28M
|