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 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-524- 17.13% |
$94.1K - $109K
|
2.54K
$578K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-529- 5.67% |
$95K - $110K
|
8.81K
$2.01M
|
|
|
May 03, 2023
Q1 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-532- 0.17% |
$95.5K - $111K
|
305K
$69.5M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-534Closed |
$95.9K - $111K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-562- 0.82% |
$101K - $117K
|
68.3K
$15.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-566- 6.08% |
$102K - $118K
|
8.74K
$1.99M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-573- 6.06% |
$103K - $120K
|
8.88K
$2.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-586- 22.04% |
$105K - $122K
|
2.07K
$473K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-591- 0.59% |
$106K - $123K
|
100K
$22.9M
|
|
|
Apr 05, 2023
Q1 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-610- 4.24% |
$110K - $127K
|
13.8K
$3.14M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-610- 1.47% |
$110K - $127K
|
40.8K
$9.32M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-614- 4.83% |
$110K - $128K
|
12.1K
$2.76M
|
|
|
May 03, 2023
Q1 2023
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-615- 20.5% |
$110K - $128K
|
2.39K
$544K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-619- 13.58% |
$111K - $129K
|
3.94K
$899K
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-633- 5.36% |
$114K - $132K
|
11.2K
$2.55M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-633- 4.98% |
$114K - $132K
|
12.1K
$2.76M
|
|
|
May 03, 2023
Q1 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-641- 32.31% |
$115K - $134K
|
1.34K
$306K
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-641- 6.14% |
$115K - $134K
|
9.8K
$2.24M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-642- 1.2% |
$115K - $134K
|
52.8K
$12.1M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-645- 3.6% |
$116K - $135K
|
17.3K
$3.94M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-648- 11.9% |
$116K - $135K
|
4.8K
$1.1M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-660- 45.3% |
$118K - $138K
|
797
$182K
|
|
|
May 03, 2023
Q1 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-663- 16.76% |
$119K - $138K
|
3.29K
$752K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-671- 0.43% |
$120K - $140K
|
157K
$35.9M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-672- 1.88% |
$121K - $140K
|
35K
$7.99M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-673- 2.63% |
$121K - $140K
|
24.9K
$5.68M
|
|
|
Apr 11, 2023
Q1 2023
|
Gpwm LLC
|
SELL
|
- |
-684- 1.38% |
$123K - $143K
|
48.9K
$11.2M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-691- 6.39% |
$124K - $144K
|
10.1K
$2.31M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-692- 10.03% |
$124K - $144K
|
6.2K
$1.42M
|
|
|
May 15, 2023
Q1 2023
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-692- 3.06% |
$124K - $144K
|
21.9K
$5.01M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-700- 3.13% |
$126K - $146K
|
21.7K
$4.95M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-709- 8.23% |
$127K - $148K
|
7.91K
$1.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-711- 37.52% |
$128K - $148K
|
1.18K
$270K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-718- 0.56% |
$129K - $150K
|
127K
$29M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-723- 29.51% |
$130K - $151K
|
1.73K
$394K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-728- 34.16% |
$131K - $152K
|
1.4K
$320K
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-739- 2.05% |
$133K - $154K
|
35.3K
$8.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Newton One Investments LLC
|
SELL
|
- |
-747- 3.86% |
$134K - $156K
|
18.6K
$4.25M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-750- 35.9% |
$135K - $157K
|
1.34K
$306K
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-756- 4.66% |
$136K - $158K
|
15.5K
$3.53M
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-756- 4.66% |
$136K - $158K
|
15.5K
$3.53M
|
|
|
Apr 21, 2023
Q1 2023
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-767- 5.03% |
$138K - $160K
|
14.5K
$3.3M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-786- 1.31% |
$141K - $164K
|
59.3K
$13.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-787- 0.54% |
$141K - $164K
|
145K
$33.2M
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-788- 11.53% |
$141K - $165K
|
6.05K
$1.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Melone Private Wealth, LLC
|
SELL
|
- |
-800- 24.82% |
$144K - $167K
|
2.42K
$553K
|
|
|
Apr 17, 2023
Q1 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-801- 2.47% |
$144K - $167K
|
31.6K
$7.2M
|
|
|
May 15, 2023
Q1 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-806- 33.26% |
$145K - $168K
|
1.62K
$369K
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-822- 28.42% |
$148K - $172K
|
2.07K
$472K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-828- 1.28% |
$149K - $173K
|
63.8K
$14.6M
|