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 24, 2023
Q2 2023
|
Legacy Financial Group LLC
|
SELL
|
- |
-7.79K- 5.27% |
$1.41M - $1.55M
|
140K
$35.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.83K- 49.64% |
$1.42M - $1.56M
|
7.94K
$2.01M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7.95K- 48.39% |
$1.44M - $1.58M
|
8.48K
$2.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.2K- 34.13% |
$1.49M - $1.63M
|
15.8K
$4M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.27K- 26.23% |
$1.5M - $1.65M
|
23.3K
$5.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.69K- 2.41% |
$1.58M - $1.73M
|
352K
$89M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-8.92K- 5.19% |
$1.62M - $1.77M
|
163K
$41.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-8.98K- 2.43% |
$1.63M - $1.79M
|
361K
$91.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-9.05K- 13.94% |
$1.64M - $1.8M
|
55.9K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.37K- 10.77% |
$1.7M - $1.86M
|
77.6K
$19.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-9.62K- 16.71% |
$1.74M - $1.91M
|
48K
$12.1M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9.84K- 12.8% |
$1.78M - $1.96M
|
67K
$16.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.86K- 6.72% |
$1.79M - $1.96M
|
137K
$34.6M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-9.87K- 53.74% |
$1.79M - $1.96M
|
8.49K
$2.15M
|
|
|
Jul 10, 2023
Q2 2023
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-9.92K- 20.75% |
$1.8M - $1.97M
|
37.9K
$9.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-9.92K- 8.04% |
$1.8M - $1.97M
|
114K
$28.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-10.1K- 75.47% |
$1.83M - $2.01M
|
3.28K
$828K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-11.1K- 3.14% |
$2.01M - $2.2M
|
342K
$86.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-12K- 29.01% |
$2.18M - $2.39M
|
29.4K
$7.43M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-12.3K- 1.5% |
$2.22M - $2.44M
|
805K
$203M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-12.4K- 2.24% |
$2.25M - $2.47M
|
541K
$137M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.6K- 3.83% |
$2.28M - $2.51M
|
316K
$79.8M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-12.8K- 52.26% |
$2.33M - $2.55M
|
11.7K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-13.6K- 24.78% |
$2.46M - $2.7M
|
41.2K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.2K- 1.56% |
$2.57M - $2.82M
|
897K
$227M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-14.4K- 4.85% |
$2.6M - $2.86M
|
282K
$71.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.4K- 11.67% |
$2.61M - $2.86M
|
109K
$27.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-14.7K- 22.14% |
$2.66M - $2.92M
|
51.6K
$13M
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-15.3K- 38.75% |
$2.77M - $3.04M
|
24.2K
$6.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-15.8K- 84.56% |
$2.86M - $3.14M
|
2.88K
$727K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-15.9K- 19.4% |
$2.89M - $3.17M
|
66.2K
$16.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-17K- 1.23% |
$3.07M - $3.37M
|
1.36M
$343M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-18.9K- 42.59% |
$3.42M - $3.76M
|
25.5K
$6.43M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-20.2K- 90.88% |
$3.66M - $4.02M
|
2.03K
$513K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.7K- 51.11% |
$3.93M - $4.32M
|
20.8K
$5.24M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-24.2K- 39.75% |
$4.39M - $4.81M
|
36.7K
$9.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-24.4K- 82.01% |
$4.42M - $4.85M
|
5.35K
$1.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-25.3K- 72.99% |
$4.59M - $5.03M
|
9.36K
$2.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
SELL
|
- |
-25.6K- 58.69% |
$4.63M - $5.09M
|
18K
$4.55M
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-26.1K- 61.0% |
$4.72M - $5.18M
|
16.7K
$4.21M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-27.9K- 20.53% |
$5.06M - $5.55M
|
108K
$27.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-27.9K- 1.67% |
$5.06M - $5.56M
|
1.64M
$415M
|
|
|
Aug 14, 2023
Q2 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-28.6K- 3.09% |
$5.18M - $5.68M
|
895K
$226M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-28.6K- 6.23% |
$5.19M - $5.69M
|
431K
$109M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-28.9K- 4.98% |
$5.24M - $5.75M
|
552K
$139M
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-29.3K- 89.45% |
$5.31M - $5.82M
|
3.45K
$872K
|
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-29.6K- 32.36% |
$5.36M - $5.88M
|
61.8K
$15.6M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-35.7K- 9.17% |
$6.46M - $7.09M
|
353K
$89.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-38.8K- 1.97% |
$7.04M - $7.72M
|
1.93M
$488M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-40.8K- 4.2% |
$7.39M - $8.11M
|
930K
$235M
|