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 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
1.08K+ 13.62% |
$196K - $215K
|
9.03K
$2.28M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
1.08KNew |
$195K - $214K
|
1.08K
$272K
|
|
|
Aug 02, 2023
Q2 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
1.07K+ 2.75% |
$195K - $214K
|
40.2K
$10.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
1.07K+ 7.57% |
$194K - $213K
|
15.2K
$3.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.07K+ 4.28% |
$193K - $212K
|
26K
$6.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$193K - $212K
|
1.06K
$269K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
1.06KNew |
$192K - $211K
|
1.06K
$268K
|
|
|
Jul 18, 2023
Q2 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
1.06K+ 3.31% |
$191K - $210K
|
33K
$8.34M
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
1.06KNew |
$191K - $210K
|
1.06K
$267K
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.05K+ 15.93% |
$191K - $209K
|
7.66K
$1.94M
|
|
|
Jul 14, 2023
Q2 2023
|
Sara Bay Financial
|
BUY
|
- |
1.05KNew |
$190K - $208K
|
1.05K
$264K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
1.04KNew |
$189K - $207K
|
1.04K
$263K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.04K+ 0.42% |
$188K - $206K
|
247K
$62.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.04KNew |
$188K - $206K
|
1.04K
$261K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
1.03KNew |
$187K - $205K
|
1.03K
$260K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
1.03K+ 9.91% |
$186K - $204K
|
11.4K
$2.88M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.03KNew |
$186K - $204K
|
1.03K
$259K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.02KNew |
$185K - $203K
|
1.02K
$258K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.02K+ 86.09% |
$185K - $203K
|
2.21K
$558K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.02K+ 1.32% |
$185K - $203K
|
78.1K
$19.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
1.02KNew |
$185K - $202K
|
1.02K
$257K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
BUY
|
- |
1.02KNew |
$184K - $202K
|
1.02K
$256K
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
BUY
|
- |
1.02KNew |
$184K - $202K
|
1.02K
$256K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.02KNew |
$184K - $202K
|
1.02K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.01K+ 4.74% |
$184K - $202K
|
22.4K
$5.67M
|
|
|
Jan 24, 2024
Q2 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.01K+ 5.18% |
$184K - $202K
|
20.6K
$5.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.01KNew |
$183K - $201K
|
1.01K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.01KNew |
$183K - $200K
|
1.01K
$254K
|
|
|
Jul 27, 2023
Q2 2023
|
ETF Store, Inc.
|
BUY
|
- |
1KNew |
$182K - $199K
|
1K
$253K
|
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
984+ 2.01% |
$178K - $196K
|
49.9K
$12.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
980+ 6.44% |
$178K - $195K
|
16.2K
$4.09M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
976+ 6.14% |
$177K - $194K
|
16.9K
$4.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Meridian Management CO
|
BUY
|
- |
971+ 44.71% |
$176K - $193K
|
3.14K
$794K
|
|
|
Aug 14, 2023
Q2 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
970+ 1.31% |
$176K - $193K
|
75K
$18.9M
|
|
|
Jul 31, 2023
Q2 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
956+ 1.86% |
$173K - $190K
|
52.4K
$13.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
943+ 7.51% |
$171K - $188K
|
13.5K
$3.41M
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
936+ 3.89% |
$170K - $186K
|
25K
$6.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
936+ 10.56% |
$170K - $186K
|
9.8K
$2.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
923+ 3.99% |
$167K - $184K
|
24.1K
$6.08M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
919+ 3.37% |
$167K - $183K
|
28.2K
$7.12M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
BUY
|
- |
919+ 0.25% |
$167K - $183K
|
363K
$91.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
912+ 0.58% |
$165K - $181K
|
159K
$40.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
907+ 5.72% |
$164K - $180K
|
16.8K
$4.24M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
900+ 1.63% |
$163K - $179K
|
56.2K
$14.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
BUY
|
- |
898+ 2.73% |
$163K - $179K
|
33.8K
$8.54M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
888+ 23.94% |
$161K - $177K
|
4.6K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
886+ 4.91% |
$161K - $176K
|
18.9K
$4.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
874+ 4.9% |
$158K - $174K
|
18.7K
$4.72M
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
BUY
|
- |
867New |
$157K - $172K
|
867
$219K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
866New |
$157K - $172K
|
866
$219K
|