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
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.24K+ 15.33% |
$941K - $1.09M
|
39.5K
$9.58M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.17KNew |
$928K - $1.08M
|
5.17K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5.11K+ 1.66% |
$917K - $1.07M
|
313K
$75.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
5.1K+ 0.68% |
$915K - $1.06M
|
755K
$183M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.1K+ 7.1% |
$915K - $1.06M
|
76.9K
$18.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Sofi Wealth, LLC
|
BUY
|
- |
5.01K+ 4.89% |
$899K - $1.05M
|
108K
$26.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.01K+ 10.69% |
$898K - $1.04M
|
51.8K
$12.6M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.97K+ 31.37% |
$891K - $1.04M
|
20.8K
$5.05M
|
|
|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
4.92K+ 1.33% |
$883K - $1.03M
|
375K
$91M
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
4.86K+ 5.49% |
$873K - $1.02M
|
93.5K
$22.7M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
4.83KNew |
$866K - $1.01M
|
4.83K
$1.17M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4.82K+ 16.71% |
$865K - $1.01M
|
33.7K
$8.17M
|
|
|
May 19, 2023
Q1 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4.8K+ 15.3% |
$861K - $1M
|
36.2K
$8.78M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
4.79K+ 2.03% |
$859K - $999K
|
241K
$58.5M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
4.64K+ 57.53% |
$833K - $968K
|
12.7K
$3.08M
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
BUY
|
- |
4.63K+ 169.25% |
$831K - $966K
|
7.36K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
4.5K+ 68.0% |
$807K - $939K
|
11.1K
$2.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.48K+ 12.48% |
$804K - $935K
|
40.4K
$9.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
4.47K+ 6.35% |
$803K - $934K
|
74.9K
$18.2M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.38K+ 22.27% |
$785K - $913K
|
24K
$5.83M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.31K+ 43.02% |
$773K - $899K
|
14.3K
$3.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
4.29K+ 9.46% |
$771K - $896K
|
49.7K
$12.1M
|
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
4.29K+ 3.83% |
$770K - $895K
|
116K
$28.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.2K+ 15.35% |
$754K - $876K
|
31.5K
$7.66M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.18K+ 10.5% |
$750K - $872K
|
43.9K
$10.7M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.15K+ 7150.0% |
$744K - $866K
|
4.21K
$1.02M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.01K+ 2.48% |
$719K - $837K
|
165K
$40.1M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.97K+ 5.08% |
$712K - $828K
|
82.1K
$19.9M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.85K+ 36.45% |
$692K - $804K
|
14.4K
$3.5M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.85K+ 5.48% |
$691K - $804K
|
74K
$18M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
3.84K+ 3.19% |
$690K - $802K
|
124K
$30.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.79K+ 4.18% |
$681K - $792K
|
94.6K
$23M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
3.78K+ 10.66% |
$679K - $789K
|
39.2K
$9.53M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
3.71K+ 3.31% |
$665K - $774K
|
116K
$28.1M
|
|
|
May 02, 2023
Q1 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
3.61KNew |
$648K - $753K
|
3.61K
$876K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
3.55K+ 0.93% |
$637K - $741K
|
385K
$93.4M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.54K+ 8.89% |
$635K - $739K
|
43.3K
$10.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
3.52K+ 4.33% |
$632K - $735K
|
84.8K
$20.6M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.51K+ 117.73% |
$629K - $732K
|
6.48K
$1.57M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
3.51K+ 22.79% |
$629K - $732K
|
18.9K
$4.59M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
3.48K+ 46.31% |
$625K - $727K
|
11K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
3.39K+ 2.88% |
$609K - $709K
|
121K
$29.5M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
3.39K+ 1.75% |
$608K - $707K
|
197K
$47.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
3.34K+ 2.5% |
$599K - $696K
|
137K
$33.2M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
3.31K+ 2.19% |
$595K - $691K
|
155K
$37.5M
|
|
|
May 11, 2023
Q1 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.3K+ 11.2% |
$592K - $688K
|
32.7K
$7.95M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
3.29K+ 24.56% |
$591K - $688K
|
16.7K
$4.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
3.27K+ 23.73% |
$587K - $682K
|
17K
$4.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3.21K+ 2.7% |
$576K - $670K
|
122K
$29.7M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
3.19K+ 4.39% |
$573K - $666K
|
76K
$18.4M
|