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 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
93+ 2.13% |
$16.9K - $18.5K
|
4.47K
$1.13M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
93+ 0.5% |
$16.9K - $18.5K
|
18.6K
$4.71M
|
|
|
Jul 26, 2023
Q2 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
92+ 5.33% |
$16.7K - $18.3K
|
1.82K
$459K
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
92+ 1.53% |
$16.7K - $18.3K
|
6.1K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
91+ 1.65% |
$16.5K - $18.1K
|
5.6K
$1.41M
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
90+ 0.57% |
$16.3K - $17.9K
|
15.9K
$4.02M
|
|
|
Jul 28, 2023
Q2 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
90+ 0.22% |
$16.3K - $17.9K
|
41.1K
$10.4M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
86+ 4.58% |
$15.6K - $17.1K
|
1.96K
$496K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
86+ 7.67% |
$15.6K - $17.1K
|
1.21K
$305K
|
|
|
Jan 02, 2024
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
86+ 3.7% |
$15.6K - $17.1K
|
2.41K
$610K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
85+ 1.18% |
$15.4K - $16.9K
|
7.31K
$1.85M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
85+ 1.64% |
$15.4K - $16.9K
|
5.25K
$1.33M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
84+ 40.0% |
$15.2K - $16.7K
|
294
$74.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
82+ 2.27% |
$14.9K - $16.3K
|
3.69K
$932K
|
|
|
Jul 17, 2023
Q2 2023
|
Refined Wealth Management
|
BUY
|
- |
81+ 1.51% |
$14.7K - $16.1K
|
5.44K
$1.37M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
81+ 6.34% |
$14.7K - $16.1K
|
1.36K
$343K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
81+ 115.71% |
$14.7K - $16.1K
|
151
$38.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
81+ 0.28% |
$14.7K - $16.1K
|
29.4K
$7.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
80New |
$14.5K - $15.9K
|
80
$20.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
80+ 6.14% |
$14.5K - $15.9K
|
1.38K
$349K
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
77+ 0.39% |
$14K - $15.3K
|
19.7K
$4.97M
|
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
75+ 2.35% |
$13.6K - $14.9K
|
3.27K
$825K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
74+ 2.02% |
$13.4K - $14.7K
|
3.74K
$946K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
72+ 0.39% |
$13.1K - $14.3K
|
18.5K
$4.68M
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
70+ 4.88% |
$12.7K - $13.9K
|
1.51K
$380K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
69+ 6.03% |
$12.5K - $13.7K
|
1.21K
$306K
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
68+ 2.43% |
$12.3K - $13.5K
|
2.87K
$725K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
68+ 1.18% |
$12.3K - $13.5K
|
5.84K
$1.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
BUY
|
- |
67New |
$12.1K - $13.3K
|
67
$16.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
65+ 4.84% |
$11.8K - $12.9K
|
1.41K
$356K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
64+ 1.47% |
$11.6K - $12.7K
|
4.43K
$1.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Ma Private Wealth
|
BUY
|
- |
64+ 0.14% |
$11.6K - $12.7K
|
45.2K
$11.4M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
64+ 5.09% |
$11.6K - $12.7K
|
1.32K
$334K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
63+ 484.62% |
$11.4K - $12.5K
|
76
$19.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
63New |
$11.4K - $12.5K
|
63
$15.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
62+ 1.08% |
$11.2K - $12.3K
|
5.81K
$1.47M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
62+ 0.17% |
$11.2K - $12.3K
|
35.7K
$9.02M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
62+ 2.57% |
$11.2K - $12.3K
|
2.48K
$625K
|
|
|
Jul 25, 2023
Q2 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
61+ 1.35% |
$11.1K - $12.1K
|
4.59K
$1.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
60+ 1.57% |
$10.9K - $11.9K
|
3.88K
$980K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
58+ 4.91% |
$10.5K - $11.5K
|
1.24K
$313K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
BUY
|
- |
58+ 2.74% |
$10.5K - $11.5K
|
2.18K
$549K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
57+ 14.84% |
$10.3K - $11.3K
|
441
$111K
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
56+ 1.83% |
$10.2K - $11.1K
|
3.11K
$786K
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
55+ 1.44% |
$9.97K - $10.9K
|
3.87K
$978K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
55+ 3.1% |
$9.97K - $10.9K
|
1.83K
$463K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
55+ 9.47% |
$9.97K - $10.9K
|
636
$161K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
55+ 3.66% |
$9.97K - $10.9K
|
1.56K
$394K
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
55+ 2.73% |
$9.97K - $10.9K
|
2.07K
$523K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
52+ 2.27% |
$9.43K - $10.3K
|
2.34K
$591K
|