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 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.19K+ 21.3% |
$572K - $666K
|
18.2K
$4.41M
|
|
|
May 04, 2023
Q1 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
3.16K+ 25.21% |
$567K - $660K
|
15.7K
$3.81M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.16KNew |
$566K - $659K
|
3.16K
$766K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.14K+ 2.36% |
$564K - $656K
|
136K
$33.1M
|
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
3.12K+ 25.81% |
$560K - $652K
|
15.2K
$3.69M
|
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3.07K+ 137.01% |
$550K - $640K
|
5.3K
$1.29M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.06K+ 5.71% |
$549K - $639K
|
56.6K
$13.7M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
BUY
|
- |
3.04K+ 5.82% |
$546K - $635K
|
55.3K
$13.4M
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
3.04K+ 2.36% |
$546K - $635K
|
132K
$32M
|
|
|
Apr 25, 2023
Q1 2023
|
Solitude Financial Services
|
BUY
|
- |
3.03K+ 5.84% |
$544K - $632K
|
54.9K
$13.3M
|
|
|
Apr 18, 2023
Q1 2023
|
Elm Partners Management LLC
|
BUY
|
- |
2.94K+ 5.84% |
$528K - $614K
|
53.3K
$12.9M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.92K+ 98.42% |
$524K - $610K
|
5.89K
$1.43M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.92K+ 98.42% |
$524K - $610K
|
5.89K
$1.43M
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.9KNew |
$521K - $606K
|
2.9K
$705K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.9K+ 58.43% |
$521K - $606K
|
7.87K
$1.91M
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.9K+ 51.31% |
$520K - $604K
|
8.54K
$2.07M
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.9K+ 51.31% |
$520K - $604K
|
8.54K
$2.07M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.87KNew |
$514K - $598K
|
2.87K
$696K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.86K+ 54.16% |
$514K - $597K
|
8.15K
$1.98M
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2.84K+ 3.42% |
$509K - $592K
|
85.7K
$20.8M
|
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2.82KNew |
$506K - $588K
|
2.82K
$684K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
2.73K+ 1.04% |
$489K - $569K
|
265K
$64.4M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.68K+ 6.42% |
$481K - $559K
|
44.4K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
2.68KNew |
$481K - $559K
|
2.68K
$650K
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
2.64K+ 11.58% |
$473K - $550K
|
25.4K
$6.16M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
2.64K+ 5.05% |
$473K - $550K
|
54.8K
$13.3M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
BUY
|
- |
2.62K+ 118.2% |
$470K - $546K
|
4.83K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.58K+ 13.83% |
$463K - $538K
|
21.2K
$5.15M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.58K+ 13.83% |
$463K - $538K
|
21.2K
$5.15M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.57K+ 6.91% |
$461K - $537K
|
39.8K
$9.66M
|
|
|
Apr 13, 2023
Q1 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
2.57K+ 44.1% |
$461K - $536K
|
8.39K
$2.04M
|
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
2.56K+ 22.05% |
$459K - $534K
|
14.2K
$3.44M
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.52K+ 191.72% |
$453K - $527K
|
3.84K
$932K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.51KNew |
$451K - $525K
|
2.51K
$610K
|
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.5K+ 4.54% |
$449K - $522K
|
57.6K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.5K+ 15.49% |
$449K - $522K
|
18.6K
$4.53M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.45KNew |
$439K - $511K
|
2.45K
$594K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.43K+ 18.27% |
$436K - $507K
|
15.7K
$3.82M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
2.37K+ 6.19% |
$426K - $495K
|
40.7K
$9.87M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.36KNew |
$423K - $492K
|
2.36K
$572K
|
|
|
Apr 20, 2023
Q1 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2.34K+ 2.31% |
$421K - $489K
|
104K
$25.2M
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
2.34K+ 5.7% |
$419K - $488K
|
43.3K
$10.5M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
2.33K+ 5.4% |
$419K - $487K
|
45.5K
$11M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
2.32K+ 4.85% |
$416K - $484K
|
50.1K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.32K+ 0.61% |
$416K - $484K
|
380K
$92.1M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.3KNew |
$414K - $481K
|
2.3K
$559K
|
|
|
Apr 21, 2023
Q1 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.29K+ 38.59% |
$411K - $478K
|
8.22K
$1.99M
|
|
|
Apr 20, 2023
Q1 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.27K+ 4.23% |
$407K - $473K
|
55.9K
$13.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.23K+ 9.13% |
$401K - $466K
|
26.7K
$6.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
2.22K+ 25.77% |
$398K - $463K
|
10.8K
$2.63M
|