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 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.56K- 1.48% |
$279K - $325K
|
103K
$25.1M
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-1.57K- 95.9% |
$281K - $327K
|
67
$16.3K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.6K- 40.94% |
$287K - $334K
|
2.31K
$560K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.61K- 14.39% |
$289K - $336K
|
9.59K
$2.33M
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.62K- 9.73% |
$291K - $338K
|
15K
$3.65M
|
|
|
May 03, 2023
Q1 2023
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.66K- 6.11% |
$298K - $347K
|
25.5K
$6.2M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.68K- 7.65% |
$302K - $351K
|
20.3K
$4.93M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-1.7K- 13.7% |
$305K - $354K
|
10.7K
$2.59M
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
SELL
|
- |
-1.73K- 51.95% |
$311K - $361K
|
1.6K
$388K
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-1.77K- 62.03% |
$317K - $369K
|
1.08K
$262K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.81K- 2.01% |
$324K - $377K
|
88.2K
$21.4M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.82KClosed |
$327K - $380K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.82K- 1.05% |
$327K - $381K
|
172K
$41.7M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-1.85K- 14.64% |
$333K - $387K
|
10.8K
$2.62M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.86K- 2.01% |
$334K - $388K
|
90.8K
$22M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.88K- 2.92% |
$337K - $391K
|
62.2K
$15.1M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.9K- 32.38% |
$341K - $396K
|
3.96K
$962K
|
|
|
Apr 18, 2023
Q1 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-1.92K- 61.97% |
$344K - $400K
|
1.18K
$285K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.93K- 10.68% |
$346K - $402K
|
16.1K
$3.91M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.96K- 81.19% |
$352K - $409K
|
454
$110K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-1.98K- 9.84% |
$356K - $414K
|
18.2K
$4.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-2.03K- 9.24% |
$364K - $424K
|
19.9K
$4.84M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-2.03K- 5.81% |
$364K - $424K
|
32.9K
$7.99M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.04K- 31.71% |
$365K - $425K
|
4.38K
$1.06M
|
|
|
Apr 06, 2023
Q1 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-2.05K- 4.1% |
$367K - $427K
|
47.8K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-2.05K- 19.1% |
$368K - $428K
|
8.68K
$2.11M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.09K- 3.88% |
$375K - $436K
|
51.8K
$12.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.1K- 12.47% |
$377K - $438K
|
14.7K
$3.58M
|
|
|
May 23, 2024
Q1 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.18K- 10.53% |
$392K - $456K
|
18.5K
$4.5M
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-2.21K- 22.28% |
$396K - $461K
|
7.7K
$1.87M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.25K- 1.71% |
$404K - $470K
|
130K
$31.5M
|
|
|
May 09, 2023
Q1 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-2.28K- 1.43% |
$410K - $477K
|
158K
$38.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.29K- 15.42% |
$411K - $478K
|
12.6K
$3.05M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.31K- 3.62% |
$415K - $483K
|
61.5K
$14.9M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.35K- 66.46% |
$422K - $491K
|
1.19K
$288K
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.37K- 6.06% |
$425K - $495K
|
36.7K
$8.91M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.38K- 10.26% |
$427K - $497K
|
20.8K
$5.05M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-2.38K- 16.21% |
$428K - $497K
|
12.3K
$2.99M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.44K- 19.08% |
$439K - $510K
|
10.4K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.45K- 0.44% |
$440K - $512K
|
553K
$134M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.47K- 5.49% |
$443K - $515K
|
42.5K
$10.3M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-2.51K- 3.77% |
$450K - $523K
|
64K
$15.5M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 3.78% |
$456K - $530K
|
64.6K
$15.7M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-2.55K- 5.45% |
$457K - $532K
|
44.2K
$10.7M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.59K- 5.51% |
$464K - $540K
|
44.3K
$10.8M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.59K- 23.75% |
$464K - $540K
|
8.31K
$2.02M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.61K- 60.42% |
$469K - $545K
|
1.71K
$415K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.65K- 53.11% |
$475K - $553K
|
2.34K
$567K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.67K- 1.6% |
$480K - $558K
|
165K
$40M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.71K- 56.15% |
$486K - $565K
|
2.11K
$513K
|