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
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-373- 6.56% |
$67K - $77.9K
|
5.32K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-375- 8.57% |
$67.3K - $78.3K
|
4K
$913K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-378- 10.08% |
$67.9K - $78.9K
|
3.37K
$770K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-383- 9.43% |
$68.8K - $80K
|
3.68K
$839K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-385- 23.33% |
$69.1K - $80.4K
|
1.27K
$289K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-392- 4.73% |
$70.4K - $81.8K
|
7.89K
$1.8M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-397- 9.93% |
$71.3K - $82.9K
|
3.6K
$821K
|
|
|
Apr 12, 2023
Q1 2023
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-398- 9.64% |
$71.4K - $83.1K
|
3.73K
$851K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-411- 3.19% |
$73.8K - $85.8K
|
12.5K
$2.85M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-412- 5.46% |
$74K - $86K
|
7.14K
$1.63M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-413- 41.55% |
$74.1K - $86.2K
|
581
$133K
|
|
|
Apr 28, 2023
Q1 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-415- 2.01% |
$74.5K - $86.6K
|
20.3K
$4.63M
|
|
|
May 04, 2023
Q1 2023
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-415- 24.2% |
$74.5K - $86.6K
|
1.3K
$297K
|
|
|
May 11, 2023
Q1 2023
|
Kennicott Capital Management LLC
|
SELL
|
- |
-416- 2.63% |
$74.7K - $86.8K
|
15.4K
$3.51M
|
|
|
Apr 11, 2023
Q1 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-424- 2.97% |
$76.1K - $88.5K
|
13.9K
$3.17M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-424- 89.45% |
$76.1K - $88.5K
|
50
$11.4K
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-426- 1.0% |
$76.5K - $88.9K
|
42.3K
$9.65M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-427- 27.46% |
$76.7K - $89.1K
|
1.13K
$257K
|
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-432- 8.79% |
$77.5K - $90.2K
|
4.48K
$1.02M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-434- 5.18% |
$77.9K - $90.6K
|
7.95K
$1.81M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-435- 1.46% |
$78.1K - $90.8K
|
29.4K
$6.7M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-437- 6.2% |
$78.4K - $91.2K
|
6.62K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-442- 2.46% |
$79.3K - $92.3K
|
17.5K
$4M
|
|
|
Apr 26, 2023
Q1 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-443- 27.52% |
$79.5K - $92.5K
|
1.17K
$266K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-443- 2.2% |
$79.5K - $92.5K
|
19.7K
$4.5M
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-444- 3.81% |
$79.7K - $92.7K
|
11.2K
$2.56M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-444- 13.79% |
$79.7K - $92.7K
|
2.78K
$633K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-451- 4.17% |
$81K - $94.2K
|
10.4K
$2.37M
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-454- 6.43% |
$81.5K - $94.8K
|
6.61K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-455- 19.64% |
$81.7K - $95K
|
1.86K
$425K
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-457- 2.19% |
$82K - $95.4K
|
20.4K
$4.66M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-460- 7.06% |
$82.6K - $96K
|
6.06K
$1.38M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-462- 2.91% |
$82.9K - $96.4K
|
15.4K
$3.52M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-463- 16.45% |
$83.1K - $96.7K
|
2.35K
$537K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-473- 5.68% |
$84.9K - $98.7K
|
7.86K
$1.79M
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-473- 5.38% |
$84.9K - $98.7K
|
8.32K
$1.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-476- 3.97% |
$85.4K - $99.4K
|
11.5K
$2.63M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-480- 2.58% |
$86.2K - $100K
|
18.1K
$4.13M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-480- 21.96% |
$86.2K - $100K
|
1.71K
$389K
|
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-486- 27.11% |
$87.2K - $101K
|
1.31K
$298K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-490- 28.82% |
$88K - $102K
|
1.21K
$276K
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-499- 6.47% |
$89.6K - $104K
|
7.22K
$1.65M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-500- 1.7% |
$89.8K - $104K
|
29K
$6.61M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-501- 14.25% |
$89.9K - $105K
|
3.02K
$688K
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-506- 17.11% |
$90.8K - $106K
|
2.45K
$559K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-506- 36.64% |
$90.8K - $106K
|
875
$200K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-507- 3.57% |
$91K - $106K
|
13.7K
$3.13M
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-513- 1.22% |
$92.1K - $107K
|
41.6K
$9.5M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-513- 4.65% |
$92.1K - $107K
|
10.5K
$2.4M
|
|
|
Apr 10, 2023
Q1 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-520- 3.84% |
$93.3K - $109K
|
13K
$2.97M
|