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 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.45K- 0.44% |
$440K - $512K
|
553K
$126M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.47K- 5.49% |
$443K - $515K
|
42.5K
$9.69M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-2.51K- 3.77% |
$450K - $523K
|
64K
$14.6M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.54K- 3.78% |
$456K - $530K
|
64.6K
$14.8M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-2.55K- 5.45% |
$457K - $532K
|
44.2K
$10.1M
|
|
|
May 11, 2023
Q1 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.59K- 5.51% |
$464K - $540K
|
44.3K
$10.1M
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.59K- 23.75% |
$464K - $540K
|
8.31K
$1.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.61K- 60.42% |
$469K - $545K
|
1.71K
$390K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.65K- 53.11% |
$475K - $553K
|
2.34K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.67K- 1.6% |
$480K - $558K
|
165K
$37.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.71K- 56.15% |
$486K - $565K
|
2.11K
$482K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.8K- 14.07% |
$503K - $585K
|
17.1K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.85K- 0.89% |
$511K - $595K
|
319K
$72.7M
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-2.87K- 58.05% |
$516K - $600K
|
2.08K
$474K
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-2.93K- 26.99% |
$526K - $611K
|
7.92K
$1.81M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.98K- 7.46% |
$535K - $623K
|
37K
$8.44M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.05K- 68.77% |
$548K - $637K
|
1.39K
$316K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.07K- 3.83% |
$550K - $640K
|
77K
$17.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-3.12K- 2.07% |
$560K - $651K
|
148K
$33.7M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3.15K- 26.86% |
$566K - $658K
|
8.58K
$1.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-3.27K- 4.67% |
$587K - $683K
|
66.8K
$15.2M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-3.32K- 11.72% |
$595K - $692K
|
25K
$5.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.32K- 3.86% |
$595K - $692K
|
82.6K
$18.8M
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-3.32K- 4.53% |
$597K - $694K
|
70.1K
$16M
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-3.36K- 57.12% |
$603K - $701K
|
2.52K
$575K
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3.36K- 21.72% |
$603K - $701K
|
12.1K
$2.76M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-3.42K- 6.19% |
$613K - $713K
|
51.8K
$11.8M
|
|
|
May 02, 2023
Q1 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-3.45K- 31.63% |
$620K - $721K
|
7.47K
$1.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.56K- 51.47% |
$640K - $744K
|
3.36K
$767K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.68K- 79.71% |
$661K - $769K
|
938
$214K
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
SELL
|
- |
-3.73K- 19.85% |
$670K - $779K
|
15.1K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.75K- 4.26% |
$673K - $783K
|
84.3K
$19.2M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-3.75K- 24.57% |
$673K - $783K
|
11.5K
$2.63M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.8K- 0.65% |
$682K - $793K
|
581K
$133M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-3.86K- 53.83% |
$693K - $806K
|
3.31K
$756K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.93K- 11.66% |
$705K - $819K
|
29.7K
$6.79M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.96K- 45.37% |
$711K - $826K
|
4.77K
$1.09M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-4.21K- 12.59% |
$756K - $880K
|
29.3K
$6.68M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-4.34K- 55.84% |
$780K - $907K
|
3.43K
$784K
|
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-4.47K- 62.25% |
$803K - $934K
|
2.71K
$619K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-4.55K- 14.31% |
$817K - $950K
|
27.3K
$6.22M
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-4.61K- 1.2% |
$827K - $962K
|
378K
$86.2M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-4.7K- 13.23% |
$844K - $982K
|
30.9K
$7.04M
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-4.71K- 6.33% |
$845K - $982K
|
69.7K
$15.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-4.77K- 24.12% |
$857K - $996K
|
15K
$3.43M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-4.86K- 26.39% |
$872K - $1.01M
|
13.5K
$3.09M
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-4.88K- 5.94% |
$876K - $1.02M
|
77.4K
$17.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-4.93K- 7.59% |
$884K - $1.03M
|
60K
$13.7M
|
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.07K- 36.43% |
$909K - $1.06M
|
8.84K
$2.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-5.08K- 13.01% |
$912K - $1.06M
|
33.9K
$7.74M
|