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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
150+ 11.54% |
$27.2K - $29.8K
|
1.45K
$362K
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
150+ 0.79% |
$27.2K - $29.8K
|
19.2K
$4.8M
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
150+ 0.63% |
$27.2K - $29.8K
|
24.1K
$6.02M
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
150+ 0.69% |
$27.2K - $29.8K
|
21.8K
$5.45M
|
|
Jul 06, 2023
Q2 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
149+ 12.37% |
$27K - $29.6K
|
1.35K
$338K
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
147+ 0.65% |
$26.6K - $29.2K
|
22.8K
$5.69M
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
147+ 2.38% |
$26.6K - $29.2K
|
6.34K
$1.58M
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
146+ 1.89% |
$26.5K - $29K
|
7.86K
$1.96M
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
145+ 6.95% |
$26.3K - $28.8K
|
2.23K
$557K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
138+ 37.91% |
$25K - $27.4K
|
502
$125K
|
|
Aug 03, 2023
Q2 2023
|
Riverstone Advisors, LLC
|
BUY
|
- |
138+ 7.44% |
$25K - $27.4K
|
1.99K
$498K
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
137+ 0.98% |
$24.8K - $27.2K
|
14.2K
$3.53M
|
|
Jul 27, 2023
Q2 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
134+ 3.19% |
$24.3K - $26.7K
|
4.34K
$1.08M
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
134+ 1.19% |
$24.3K - $26.7K
|
11.4K
$2.85M
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
134+ 0.32% |
$24.3K - $26.7K
|
42.2K
$10.5M
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
132+ 5.79% |
$23.9K - $26.3K
|
2.41K
$602K
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
131+ 1.89% |
$23.7K - $26.1K
|
7.05K
$1.76M
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
130+ 3.6% |
$23.6K - $25.9K
|
3.74K
$933K
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
130+ 0.17% |
$23.6K - $25.9K
|
75.9K
$19M
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
BUY
|
- |
127+ 4.23% |
$23K - $25.3K
|
3.13K
$781K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
126+ 1.35% |
$22.8K - $25.1K
|
9.49K
$2.37M
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
125+ 2.49% |
$22.7K - $24.9K
|
5.15K
$1.28M
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
123+ 6.3% |
$22.3K - $24.5K
|
2.07K
$518K
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
122+ 0.38% |
$22.1K - $24.3K
|
32.5K
$8.1M
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
121+ 0.3% |
$21.9K - $24.1K
|
40.7K
$10.2M
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
120+ 5.17% |
$21.8K - $23.9K
|
2.44K
$609K
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
120+ 1.25% |
$21.8K - $23.9K
|
9.71K
$2.42M
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
120+ 3.35% |
$21.8K - $23.9K
|
3.7K
$924K
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
120+ 0.43% |
$21.8K - $23.9K
|
27.8K
$6.93M
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
120+ 1.11% |
$21.8K - $23.9K
|
10.9K
$2.73M
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
119+ 0.32% |
$21.6K - $23.7K
|
37.1K
$9.26M
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
118+ 8.13% |
$21.4K - $23.5K
|
1.57K
$392K
|
|
Aug 10, 2023
Q2 2023
|
Latigo Investments, LLC
|
BUY
|
- |
118+ 0.39% |
$21.4K - $23.5K
|
30.3K
$7.57M
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
115+ 0.18% |
$20.8K - $22.9K
|
62.4K
$15.6M
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
115+ 6.97% |
$20.8K - $22.9K
|
1.76K
$440K
|
|
Jul 11, 2023
Q2 2023
|
Selective Wealth Management, Inc.
|
BUY
|
- |
114+ 4.46% |
$20.7K - $22.7K
|
2.67K
$667K
|
|
Aug 02, 2023
Q2 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
113+ 0.66% |
$20.5K - $22.5K
|
17.3K
$4.31M
|
|
Aug 10, 2023
Q2 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
113+ 2.37% |
$20.5K - $22.5K
|
4.88K
$1.22M
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
111+ 0.56% |
$20.1K - $22.1K
|
19.9K
$4.96M
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
110+ 5.1% |
$19.9K - $21.9K
|
2.27K
$565K
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
110+ 171.88% |
$19.9K - $21.9K
|
174
$43.4K
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
108+ 0.06% |
$19.6K - $21.5K
|
179K
$44.7M
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
104+ 4.25% |
$18.9K - $20.7K
|
2.55K
$637K
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
102+ 9.04% |
$18.5K - $20.3K
|
1.23K
$307K
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
100+ 8.98% |
$18.1K - $19.9K
|
1.21K
$303K
|
|
Jul 28, 2023
Q2 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
100+ 8.55% |
$18.1K - $19.9K
|
1.27K
$317K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100+ 128.21% |
$18.1K - $19.9K
|
178
$44.4K
|
|
Aug 16, 2023
Q2 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
98+ 0.23% |
$17.8K - $19.5K
|
42.3K
$10.6M
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
98+ 0.54% |
$17.8K - $19.5K
|
18.4K
$4.58M
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
94+ 3.19% |
$17K - $18.7K
|
3.04K
$759K
|