Purchases and Sales Made in Q3 2023 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
71+ 0.38% |
$13.2K - $14.8K
|
18.6K
$4.64M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
71+ 0.7% |
$13.2K - $14.8K
|
10.2K
$2.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
71+ 2.6% |
$13.2K - $14.8K
|
2.8K
$700K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
70+ 29.54% |
$13K - $14.6K
|
307
$76.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
70+ 6.19% |
$13K - $14.6K
|
1.2K
$300K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
69+ 1.52% |
$12.9K - $14.4K
|
4.61K
$1.15M
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
69+ 10.45% |
$12.9K - $14.4K
|
729
$182K
|
|
|
Nov 07, 2023
Q3 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
68+ 0.13% |
$12.7K - $14.2K
|
51.2K
$12.8M
|
|
|
Jul 31, 2024
Q3 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
66+ 1.32% |
$12.3K - $13.8K
|
5.07K
$1.27M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
65+ 8.93% |
$12.1K - $13.6K
|
793
$198K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
65+ 0.34% |
$12.1K - $13.6K
|
19.1K
$4.76M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
65+ 2.56% |
$12.1K - $13.6K
|
2.61K
$650K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
64+ 0.99% |
$11.9K - $13.4K
|
6.5K
$1.62M
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
60+ 1.92% |
$11.2K - $12.5K
|
3.18K
$795K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
59+ 3.52% |
$11K - $12.3K
|
1.73K
$433K
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
59+ 0.12% |
$11K - $12.3K
|
50.1K
$12.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
58+ 1.57% |
$10.8K - $12.1K
|
3.75K
$936K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
58+ 2.58% |
$10.8K - $12.1K
|
2.31K
$576K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
57+ 0.97% |
$10.6K - $11.9K
|
5.94K
$1.48M
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
57+ 0.3% |
$10.6K - $11.9K
|
19.2K
$4.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
56+ 2.7% |
$10.4K - $11.7K
|
2.13K
$532K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
55+ 1.49% |
$10.2K - $11.5K
|
3.75K
$935K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
55+ 1.78% |
$10.2K - $11.5K
|
3.14K
$784K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
50+ 0.86% |
$9.31K - $10.4K
|
5.87K
$1.46M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
50+ 2.0% |
$9.31K - $10.4K
|
2.55K
$637K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
50+ 0.52% |
$9.31K - $10.4K
|
9.76K
$2.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
48+ 0.17% |
$8.94K - $10K
|
28.3K
$7.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
48+ 1.94% |
$8.94K - $10K
|
2.52K
$629K
|
|
|
Nov 13, 2023
Q3 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
48+ 133.33% |
$8.94K - $10K
|
84
$21K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
45+ 1.12% |
$8.38K - $9.39K
|
4.05K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
45New |
$8.38K - $9.39K
|
45
$11.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
45+ 8.89% |
$8.38K - $9.39K
|
551
$138K
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
44+ 0.81% |
$8.19K - $9.19K
|
5.49K
$1.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
43+ 3.33% |
$8.01K - $8.98K
|
1.34K
$334K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
43+ 3.11% |
$8.01K - $8.98K
|
1.43K
$356K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
41+ 0.3% |
$7.64K - $8.56K
|
13.6K
$3.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Plancorp, LLC
|
BUY
|
- |
41+ 1.89% |
$7.64K - $8.56K
|
2.22K
$553K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
41New |
$7.64K - $8.56K
|
41
$10.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
40+ 2.74% |
$7.45K - $8.35K
|
1.5K
$374K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
39+ 1.87% |
$7.26K - $8.14K
|
2.13K
$530K
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
39+ 8.01% |
$7.26K - $8.14K
|
526
$131K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
38+ 0.42% |
$7.08K - $7.93K
|
9.07K
$2.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
38+ 0.37% |
$7.08K - $7.93K
|
10.3K
$2.56M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
37+ 12.59% |
$6.89K - $7.72K
|
331
$82.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
36+ 1.59% |
$6.7K - $7.52K
|
2.3K
$574K
|
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
36+ 2.29% |
$6.7K - $7.52K
|
1.61K
$401K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
36New |
$6.7K - $7.52K
|
36
$8.99K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
35+ 0.51% |
$6.52K - $7.31K
|
6.89K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
35+ 0.72% |
$6.52K - $7.31K
|
4.92K
$1.23M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
34+ 7.98% |
$6.33K - $7.1K
|
460
$115K
|