Purchases and Sales Made in Q2 2023 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
274+ 6.71% |
$49.7K - $54.5K
|
4.36K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
267+ 1.82% |
$48.4K - $53.1K
|
14.9K
$3.73M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
267+ 14.16% |
$48.4K - $53.1K
|
2.15K
$537K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
262New |
$47.5K - $52.1K
|
262
$65.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
261+ 3.64% |
$47.3K - $51.9K
|
7.43K
$1.85M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
259+ 4.81% |
$46.9K - $51.5K
|
5.64K
$1.41M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
257+ 10.55% |
$46.6K - $51.1K
|
2.69K
$673K
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
255+ 21.45% |
$46.2K - $50.7K
|
1.44K
$360K
|
|
|
Jul 13, 2023
Q2 2023
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
252+ 8.25% |
$45.7K - $50.1K
|
3.31K
$826K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
252+ 1.6% |
$45.7K - $50.1K
|
16K
$3.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
251+ 0.64% |
$45.5K - $49.9K
|
39.3K
$9.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
248+ 8.61% |
$45K - $49.3K
|
3.13K
$781K
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
245+ 16.97% |
$44.4K - $48.7K
|
1.69K
$422K
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
244+ 17.91% |
$44.2K - $48.5K
|
1.61K
$401K
|
|
|
Jul 20, 2023
Q2 2023
|
Newton One Investments LLC
|
BUY
|
- |
243+ 1.3% |
$44K - $48.3K
|
18.9K
$4.71M
|
|
|
Jul 17, 2023
Q2 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
241+ 8.58% |
$43.7K - $47.9K
|
3.05K
$761K
|
|
|
Jul 12, 2023
Q2 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
240+ 5.83% |
$43.5K - $47.7K
|
4.36K
$1.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
BUY
|
- |
234+ 1.49% |
$42.4K - $46.5K
|
15.9K
$3.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
229+ 2.92% |
$41.5K - $45.5K
|
8.06K
$2.01M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
228+ 5.49% |
$41.3K - $45.3K
|
4.38K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
221+ 8.47% |
$40.1K - $44K
|
2.83K
$706K
|
|
|
Aug 02, 2023
Q2 2023
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
220+ 2.9% |
$39.9K - $43.8K
|
7.82K
$1.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
205+ 2.72% |
$37.2K - $40.8K
|
7.75K
$1.93M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
205+ 11.75% |
$37.2K - $40.8K
|
1.95K
$487K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
204+ 1.26% |
$37K - $40.6K
|
16.4K
$4.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
202+ 1.29% |
$36.6K - $40.2K
|
15.8K
$3.96M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
201+ 8.84% |
$36.4K - $40K
|
2.48K
$618K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
200+ 11.15% |
$36.3K - $39.8K
|
1.99K
$498K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
200+ 2.54% |
$36.3K - $39.8K
|
8.06K
$2.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
197+ 0.5% |
$35.7K - $39.2K
|
40K
$9.98M
|
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
196+ 0.97% |
$35.5K - $39K
|
20.5K
$5.11M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
196+ 1.93% |
$35.5K - $39K
|
10.3K
$2.58M
|
|
|
Jul 13, 2023
Q2 2023
|
Olio Financial Planning
|
BUY
|
- |
191+ 13.07% |
$34.6K - $38K
|
1.65K
$412K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
191+ 6.06% |
$34.6K - $38K
|
3.35K
$835K
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
187+ 2.54% |
$33.9K - $37.2K
|
7.55K
$1.89M
|
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
186+ 6.95% |
$33.7K - $37K
|
2.86K
$715K
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
185+ 0.65% |
$33.5K - $36.8K
|
28.5K
$7.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
185+ 112.12% |
$33.5K - $36.8K
|
350
$87.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
180+ 2.16% |
$32.6K - $35.8K
|
8.5K
$2.12M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
176+ 0.11% |
$31.9K - $35K
|
157K
$39.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
175+ 13.73% |
$31.7K - $34.8K
|
1.45K
$362K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
174+ 7.08% |
$31.5K - $34.6K
|
2.63K
$657K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
166+ 0.78% |
$30.1K - $33K
|
21.5K
$5.38M
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
164+ 25.55% |
$29.7K - $32.6K
|
806
$201K
|
|
|
Jul 26, 2023
Q2 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
161+ 0.37% |
$29.2K - $32K
|
44K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
158New |
$28.6K - $31.4K
|
158
$39.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
157+ 1.93% |
$28.5K - $31.2K
|
8.3K
$2.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
156+ 4.35% |
$28.3K - $31K
|
3.74K
$933K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
155+ 645.83% |
$28.1K - $30.8K
|
179
$44.7K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150+ 2.27% |
$27.2K - $29.8K
|
6.76K
$1.69M
|