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 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
1.41K+ 103.23% |
$255K - $280K
|
2.77K
$700K
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
BUY
|
- |
1.4K+ 21.11% |
$254K - $279K
|
8.04K
$2.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.4K+ 1.99% |
$254K - $278K
|
71.9K
$18.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
1.39K+ 4.17% |
$252K - $277K
|
34.7K
$8.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.38K+ 119.32% |
$250K - $274K
|
2.53K
$639K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.38K+ 6.86% |
$249K - $274K
|
21.4K
$5.42M
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
BUY
|
- |
1.36K+ 4.92% |
$246K - $270K
|
28.9K
$7.31M
|
|
|
Aug 10, 2023
Q2 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
1.35K+ 6.4% |
$245K - $269K
|
22.5K
$5.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Clark Estates Inc
New York, NY |
BUY
|
- |
1.35KNew |
$245K - $269K
|
1.35K
$341K
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.35K+ 3.11% |
$244K - $268K
|
44.7K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.34K+ 5.18% |
$243K - $267K
|
27.2K
$6.88M
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
BUY
|
- |
1.34K+ 9.96% |
$243K - $266K
|
14.8K
$3.73M
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1.33K+ 5.92% |
$241K - $265K
|
23.8K
$6.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Ddd Partners, LLC
|
BUY
|
- |
1.33KNew |
$241K - $265K
|
1.33K
$337K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
1.33K+ 2.18% |
$241K - $264K
|
62.2K
$15.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.32K+ 1.21% |
$240K - $263K
|
110K
$27.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.3KNew |
$236K - $259K
|
1.3K
$329K
|
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.3K+ 3.04% |
$235K - $258K
|
43.9K
$11.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.29K+ 77.84% |
$234K - $257K
|
2.95K
$746K
|
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.29KNew |
$234K - $257K
|
1.29K
$326K
|
|
|
Jul 27, 2023
Q2 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
1.26KNew |
$228K - $251K
|
1.26K
$318K
|
|
|
Jul 31, 2023
Q2 2023
|
My Wealth Management Inc.
|
BUY
|
- |
1.26K+ 7.31% |
$228K - $250K
|
18.5K
$4.67M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.25KNew |
$227K - $249K
|
1.25K
$317K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.25KNew |
$226K - $248K
|
1.25K
$315K
|
|
|
Aug 07, 2023
Q2 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
1.24K+ 15.13% |
$225K - $247K
|
9.46K
$2.39M
|
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.23K+ 1.71% |
$223K - $245K
|
73.1K
$18.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.23K+ 2.02% |
$223K - $244K
|
62.1K
$15.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.22K+ 4.11% |
$221K - $243K
|
30.9K
$7.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.21K+ 72.24% |
$219K - $241K
|
2.89K
$729K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.2K+ 4.81% |
$218K - $239K
|
26.2K
$6.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
1.2KNew |
$218K - $239K
|
1.2K
$303K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
1.18K+ 11.53% |
$214K - $235K
|
11.4K
$2.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.18K+ 35.54% |
$214K - $234K
|
4.5K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.17K+ 4.98% |
$213K - $233K
|
24.7K
$6.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.17K+ 7.15% |
$212K - $233K
|
17.5K
$4.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.16K+ 9.74% |
$210K - $231K
|
13.1K
$3.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
1.16KNew |
$210K - $231K
|
1.16K
$293K
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
BUY
|
- |
1.16K+ 32.77% |
$210K - $230K
|
4.68K
$1.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.15K+ 2.06% |
$209K - $229K
|
57.1K
$14.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
1.14K+ 2.59% |
$207K - $227K
|
45.3K
$11.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
1.13K+ 13.47% |
$205K - $225K
|
9.52K
$2.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.13KNew |
$204K - $224K
|
1.13K
$285K
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.13K+ 3.04% |
$204K - $224K
|
38.1K
$9.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.11K+ 15.35% |
$200K - $220K
|
8.31K
$2.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
1.1K+ 10.82% |
$200K - $219K
|
11.3K
$2.85M
|
|
|
Jul 19, 2023
Q2 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
1.1K+ 7.74% |
$199K - $218K
|
15.3K
$3.86M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.1K+ 23.97% |
$199K - $218K
|
5.68K
$1.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.09KNew |
$198K - $218K
|
1.09K
$276K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.09KNew |
$198K - $217K
|
1.09K
$276K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.09K+ 4.44% |
$197K - $216K
|
25.6K
$6.47M
|