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 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
8.96K+ 12.08% |
$1.61M - $1.87M
|
83.1K
$20.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
8.85K+ 56.31% |
$1.59M - $1.85M
|
24.6K
$5.97M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.77K+ 26.71% |
$1.57M - $1.83M
|
41.6K
$10.1M
|
|
|
Jan 09, 2024
Q1 2023
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
8.76KNew |
$1.57M - $1.83M
|
8.76K
$2.13M
|
|
|
Jun 05, 2023
Q1 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
8.73K+ 3.49% |
$1.57M - $1.82M
|
259K
$62.8M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
8.7K+ 172.6% |
$1.56M - $1.82M
|
13.7K
$3.34M
|
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
8.69K+ 21.58% |
$1.56M - $1.81M
|
49K
$11.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.54K+ 1.34% |
$1.53M - $1.78M
|
645K
$156M
|
|
|
Apr 10, 2023
Q1 2023
|
Caliber Wealth Management, LLC
|
BUY
|
- |
8.38K+ 44.16% |
$1.5M - $1.75M
|
27.4K
$6.64M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
8.37K+ 2.55% |
$1.5M - $1.75M
|
337K
$81.7M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
8.21K+ 13.53% |
$1.47M - $1.71M
|
68.9K
$16.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
8.08K+ 18.44% |
$1.45M - $1.69M
|
51.9K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.94K+ 7.39% |
$1.43M - $1.66M
|
115K
$28M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
7.89K+ 8.14% |
$1.42M - $1.65M
|
105K
$25.4M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.84K+ 22.26% |
$1.41M - $1.64M
|
43.1K
$10.5M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7.72K+ 7.7% |
$1.38M - $1.61M
|
108K
$26.2M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.65K+ 24.46% |
$1.37M - $1.6M
|
38.9K
$9.45M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
7.65K+ 2.11% |
$1.37M - $1.6M
|
370K
$89.7M
|
|
|
May 04, 2023
Q1 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
7.5K+ 6.97% |
$1.35M - $1.57M
|
115K
$28M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
BUY
|
- |
7.48K+ 80.89% |
$1.34M - $1.56M
|
16.7K
$4.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
7.33K+ 2.08% |
$1.32M - $1.53M
|
361K
$87.5M
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
7.27K+ 47.8% |
$1.31M - $1.52M
|
22.5K
$5.46M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
7.22K+ 13.04% |
$1.3M - $1.51M
|
62.6K
$15.2M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.1K+ 9.91% |
$1.27M - $1.48M
|
78.7K
$19.1M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.74K+ 55.65% |
$1.21M - $1.41M
|
18.8K
$4.58M
|
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
6.61KNew |
$1.19M - $1.38M
|
6.61K
$1.6M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6.61KNew |
$1.19M - $1.38M
|
6.61K
$1.6M
|
|
|
May 10, 2023
Q1 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
6.55K+ 89.98% |
$1.18M - $1.37M
|
13.8K
$3.36M
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
6.5K+ 6.71% |
$1.17M - $1.36M
|
103K
$25.1M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.43K+ 2.68% |
$1.15M - $1.34M
|
246K
$59.7M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
6.4K+ 2.26% |
$1.15M - $1.34M
|
290K
$70.4M
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
6.28K+ 152.93% |
$1.13M - $1.31M
|
10.4K
$2.52M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.26K+ 7.75% |
$1.12M - $1.31M
|
87K
$21.1M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.13K+ 3.45% |
$1.1M - $1.28M
|
184K
$44.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.1K+ 7.56% |
$1.09M - $1.27M
|
86.7K
$21M
|
|
|
Jun 06, 2024
Q1 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
6.05K+ 87.42% |
$1.09M - $1.26M
|
13K
$3.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
6.05KNew |
$1.09M - $1.26M
|
6.05K
$1.47M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
6.04K+ 6.66% |
$1.08M - $1.26M
|
96.8K
$23.5M
|
|
|
May 15, 2023
Q1 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
6.02K+ 13.54% |
$1.08M - $1.26M
|
50.4K
$12.2M
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.96KNew |
$1.07M - $1.24M
|
5.96K
$1.45M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.93K+ 8.01% |
$1.06M - $1.24M
|
80K
$19.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
5.81K+ 6.68% |
$1.04M - $1.21M
|
92.8K
$22.5M
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
5.73K+ 13.8% |
$1.03M - $1.2M
|
47.3K
$11.5M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
5.68K+ 13.67% |
$1.02M - $1.19M
|
47.2K
$11.5M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
5.68KNew |
$1.02M - $1.18M
|
5.68K
$1.38M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.66K+ 2.65% |
$1.02M - $1.18M
|
219K
$53.2M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
5.54KNew |
$994K - $1.16M
|
5.54K
$1.34M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
5.49KNew |
$985K - $1.15M
|
5.49K
$1.33M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.34K+ 1.6% |
$959K - $1.11M
|
339K
$82.2M
|
|
|
May 11, 2023
Q1 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5.25K+ 15.61% |
$942K - $1.09M
|
38.8K
$9.43M
|