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 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.13K+ 2.89% |
$930K - $1.02M
|
183K
$46.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
5.07K+ 26.84% |
$919K - $1.01M
|
24K
$6.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
4.88K+ 3.93% |
$885K - $971K
|
129K
$32.6M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
4.87K+ 102.91% |
$883K - $969K
|
9.61K
$2.43M
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
4.84K+ 30.04% |
$877K - $963K
|
21K
$5.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
4.75KNew |
$860K - $944K
|
4.75K
$1.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
4.7K+ 32.58% |
$852K - $935K
|
19.1K
$4.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
4.7K+ 4.01% |
$851K - $934K
|
122K
$30.8M
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
4.66K+ 43.09% |
$845K - $927K
|
15.5K
$3.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
4.57K+ 349.16% |
$829K - $910K
|
5.88K
$1.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.53K+ 7.65% |
$821K - $901K
|
63.8K
$16.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.33K+ 4.32% |
$786K - $862K
|
105K
$26.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
4.24K+ 36.79% |
$769K - $844K
|
15.8K
$3.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
BUY
|
- |
4.24K+ 25.32% |
$768K - $842K
|
21K
$5.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.18K+ 119.55% |
$757K - $831K
|
7.67K
$1.94M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
4.14K+ 32.21% |
$750K - $822K
|
17K
$4.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Wbi Investments, Inc.
|
BUY
|
- |
4.09K+ 8.1% |
$740K - $812K
|
54.5K
$13.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
4.05K+ 3.92% |
$735K - $806K
|
107K
$27.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4K+ 116.42% |
$725K - $795K
|
7.43K
$1.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.98K+ 19.85% |
$722K - $792K
|
24K
$6.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.96K+ 3.71% |
$719K - $788K
|
111K
$28M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.91K+ 1.23% |
$708K - $777K
|
322K
$81.5M
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.87K+ 9.96% |
$701K - $769K
|
42.7K
$10.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
3.84K+ 14.39% |
$696K - $764K
|
30.5K
$7.71M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.76K+ 1.57% |
$682K - $748K
|
244K
$61.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
3.75K+ 77.6% |
$680K - $746K
|
8.58K
$2.17M
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
3.74KNew |
$677K - $743K
|
3.74K
$944K
|
|
|
Jul 21, 2023
Q2 2023
|
Brown Financial Advisory
|
BUY
|
- |
3.73K+ 5.52% |
$675K - $741K
|
71.2K
$18M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
3.72K+ 224.74% |
$675K - $741K
|
5.38K
$1.36M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
3.7K+ 469.54% |
$671K - $736K
|
4.49K
$1.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
3.57KNew |
$648K - $711K
|
3.57K
$903K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.53K+ 11.44% |
$639K - $701K
|
34.3K
$8.68M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
3.52K+ 3.42% |
$638K - $700K
|
107K
$26.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3.44K+ 6.93% |
$624K - $684K
|
53.1K
$13.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
3.42K+ 34.01% |
$620K - $680K
|
13.5K
$3.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
3.38K+ 9.35% |
$612K - $671K
|
39.5K
$9.98M
|
|
|
Jul 18, 2023
Q2 2023
|
Whelan Financial
|
BUY
|
- |
3.29K+ 2.69% |
$597K - $655K
|
126K
$31.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
3.29K+ 3.28% |
$596K - $654K
|
103K
$26.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
3.28KNew |
$594K - $652K
|
3.28K
$828K
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
3.27K+ 26.99% |
$593K - $650K
|
15.4K
$3.89M
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
3.16K+ 4.22% |
$573K - $629K
|
78.1K
$19.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.14K+ 2.73% |
$569K - $625K
|
118K
$29.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Northeast Investment Management
|
BUY
|
- |
3.13K+ 4.63% |
$567K - $622K
|
70.7K
$17.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.12KNew |
$565K - $620K
|
3.12K
$787K
|
|
|
Jul 06, 2023
Q2 2023
|
Solitude Financial Services
|
BUY
|
- |
3.11K+ 5.67% |
$564K - $619K
|
58K
$14.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
3.1K+ 8.68% |
$562K - $616K
|
38.8K
$9.8M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
3.07K+ 12.17% |
$556K - $611K
|
28.3K
$7.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
3.05K+ 6.09% |
$553K - $607K
|
53.2K
$13.4M
|
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
BUY
|
- |
3.03K+ 17.5% |
$549K - $603K
|
20.3K
$5.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
3.01K+ 17.99% |
$545K - $598K
|
19.7K
$4.98M
|