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
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-112- 0.26% |
$20.1K - $23.4K
|
43.1K
$10.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-114- 30.32% |
$20.5K - $23.8K
|
262
$63.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-114- 1.19% |
$20.5K - $23.8K
|
9.5K
$2.31M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-115- 3.24% |
$20.6K - $24K
|
3.43K
$833K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-117- 0.78% |
$21K - $24.4K
|
14.8K
$3.6M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-118- 0.88% |
$21.2K - $24.6K
|
13.3K
$3.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-121- 0.58% |
$21.7K - $25.3K
|
20.6K
$5M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-122- 2.38% |
$21.9K - $25.5K
|
5.01K
$1.22M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-122- 3.51% |
$21.9K - $25.5K
|
3.36K
$814K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-122- 3.22% |
$21.9K - $25.5K
|
3.66K
$889K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-122- 10.31% |
$21.9K - $25.5K
|
1.06K
$258K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-123- 0.4% |
$22.1K - $25.7K
|
30.4K
$7.38M
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-125- 20.9% |
$22.4K - $26.1K
|
473
$115K
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-125- 1.08% |
$22.4K - $26.1K
|
11.4K
$2.77M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-126- 3.38% |
$22.6K - $26.3K
|
3.6K
$873K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-127- 1.54% |
$22.8K - $26.5K
|
8.12K
$1.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-127- 4.38% |
$22.8K - $26.5K
|
2.77K
$673K
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
SELL
|
- |
-127- 0.59% |
$22.8K - $26.5K
|
21.6K
$5.23M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-127- 1.93% |
$22.8K - $26.5K
|
6.47K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-127- 1.14% |
$22.8K - $26.5K
|
11K
$2.66M
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-128- 1.06% |
$23K - $26.7K
|
12K
$2.91M
|
|
|
Apr 14, 2023
Q1 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-131- 4.74% |
$23.5K - $27.3K
|
2.63K
$639K
|
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-132- 1.18% |
$23.7K - $27.6K
|
11K
$2.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-133- 10.8% |
$23.9K - $27.8K
|
1.1K
$267K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
SELL
|
- |
-133- 6.61% |
$23.9K - $27.8K
|
1.88K
$456K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-133- 0.93% |
$23.9K - $27.8K
|
14.1K
$3.43M
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-135- 0.37% |
$24.2K - $28.2K
|
36.7K
$8.91M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-136- 1.33% |
$24.4K - $28.4K
|
10.1K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-137- 0.87% |
$24.6K - $28.6K
|
15.6K
$3.8M
|
|
|
May 09, 2023
Q1 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-140- 0.35% |
$25.1K - $29.2K
|
40.2K
$9.75M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-141- 2.45% |
$25.3K - $29.4K
|
5.61K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-141- 3.72% |
$25.3K - $29.4K
|
3.65K
$887K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-142- 7.53% |
$25.5K - $29.6K
|
1.74K
$423K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-143- 0.54% |
$25.7K - $29.9K
|
26.2K
$6.36M
|
|
|
Jul 31, 2024
Q1 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-143- 2.78% |
$25.7K - $29.9K
|
5K
$1.21M
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-144- 3.07% |
$25.8K - $30.1K
|
4.55K
$1.1M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-145- 6.71% |
$26K - $30.3K
|
2.02K
$490K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-146- 3.8% |
$26.2K - $30.5K
|
3.69K
$896K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-147- 11.3% |
$26.4K - $30.7K
|
1.15K
$280K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-149- 4.09% |
$26.7K - $31.1K
|
3.49K
$848K
|
|
|
Sep 26, 2023
Q1 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-149- 3.65% |
$26.7K - $31.1K
|
3.94K
$955K
|
|
|
Oct 04, 2023
Q1 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-151- 0.96% |
$27.1K - $31.5K
|
15.5K
$3.77M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-151- 86.29% |
$27.1K - $31.5K
|
24
$5.83K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-153- 8.12% |
$27.5K - $31.9K
|
1.73K
$420K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-154- 11.32% |
$27.6K - $32.1K
|
1.21K
$293K
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-155- 2.5% |
$27.8K - $32.4K
|
6.06K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-155- 7.44% |
$27.8K - $32.4K
|
1.93K
$468K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-156- 12.37% |
$28K - $32.6K
|
1.11K
$268K
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-160- 1.13% |
$28.7K - $33.4K
|
14.1K
$3.41M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-166- 0.44% |
$29.8K - $34.7K
|
37.6K
$9.13M
|