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
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-259- 15.21% |
$46.5K - $54.1K
|
1.44K
$351K
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-260- 5.43% |
$46.7K - $54.3K
|
4.53K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-262- 2.46% |
$47K - $54.7K
|
10.4K
$2.52M
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-263- 8.88% |
$47.2K - $54.9K
|
2.7K
$655K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-266- 44.11% |
$47.7K - $55.5K
|
337
$81.8K
|
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-272- 2.79% |
$48.8K - $56.8K
|
9.46K
$2.3M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-274- 1.06% |
$49.2K - $57.2K
|
25.7K
$6.24M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-277- 1.86% |
$49.7K - $57.8K
|
14.6K
$3.55M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-283- 14.56% |
$50.8K - $59.1K
|
1.66K
$403K
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-297- 1.94% |
$53.3K - $62K
|
15K
$3.64M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-297- 20.81% |
$53.3K - $62K
|
1.13K
$274K
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-298- 11.18% |
$53.5K - $62.2K
|
2.37K
$575K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-300- 20.56% |
$53.9K - $62.6K
|
1.16K
$281K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-302- 2.47% |
$54.2K - $63K
|
11.9K
$2.89M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-307- 0.91% |
$55.1K - $64.1K
|
33.3K
$8.09M
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-308- 1.55% |
$55.3K - $64.3K
|
19.6K
$4.75M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-310- 5.82% |
$55.6K - $64.7K
|
5.02K
$1.22M
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-313- 8.48% |
$56.2K - $65.3K
|
3.38K
$820K
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-313- 1.69% |
$56.2K - $65.3K
|
18.3K
$4.43M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-315- 2.61% |
$56.5K - $65.8K
|
11.8K
$2.86M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-316- 7.09% |
$56.7K - $66K
|
4.14K
$1.01M
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-318- 11.44% |
$57.1K - $66.4K
|
2.46K
$597K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-319- 2.69% |
$57.3K - $66.6K
|
11.5K
$2.8M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-324- 5.45% |
$58.2K - $67.6K
|
5.62K
$1.36M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-326- 2.64% |
$58.5K - $68.1K
|
12K
$2.91M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-327- 11.15% |
$58.7K - $68.3K
|
2.61K
$632K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-332- 12.1% |
$59.6K - $69.3K
|
2.41K
$585K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-332- 5.69% |
$59.6K - $69.3K
|
5.51K
$1.34M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-339- 6.72% |
$60.9K - $70.8K
|
4.7K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-343- 18.05% |
$61.6K - $71.6K
|
1.56K
$378K
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-344- 6.4% |
$61.8K - $71.8K
|
5.03K
$1.22M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
SELL
|
- |
-351- 6.19% |
$63K - $73.3K
|
5.32K
$1.29M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-353- 7.5% |
$63.4K - $73.7K
|
4.36K
$1.06M
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-354- 21.49% |
$63.5K - $73.9K
|
1.29K
$314K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-360- 34.38% |
$64.6K - $75.2K
|
687
$167K
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-362- 16.22% |
$65K - $75.6K
|
1.87K
$454K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-363- 13.26% |
$65.2K - $75.8K
|
2.38K
$577K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-364- 2.45% |
$65.3K - $76K
|
14.5K
$3.52M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-367- 1.1% |
$65.9K - $76.6K
|
33K
$8.01M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-373- 6.56% |
$67K - $77.9K
|
5.32K
$1.29M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-375- 8.57% |
$67.3K - $78.3K
|
4K
$971K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-378- 10.08% |
$67.9K - $78.9K
|
3.37K
$819K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-383- 9.43% |
$68.8K - $80K
|
3.68K
$893K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-385- 23.33% |
$69.1K - $80.4K
|
1.27K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-392- 4.73% |
$70.4K - $81.8K
|
7.89K
$1.92M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-397- 9.93% |
$71.3K - $82.9K
|
3.6K
$874K
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-398- 9.64% |
$71.4K - $83.1K
|
3.73K
$905K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-411- 3.19% |
$73.8K - $85.8K
|
12.5K
$3.03M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-412- 5.46% |
$74K - $86K
|
7.14K
$1.73M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-413- 41.55% |
$74.1K - $86.2K
|
581
$141K
|