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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Belmont Capital, LLC
|
BUY
|
- |
4+ 0.46% |
$745 - $835
|
871
$217K
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
4+ 0.33% |
$745 - $835
|
1.2K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
4+ 8.7% |
$745 - $835
|
50
$12.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
3+ 0.04% |
$559 - $626
|
6.72K
$1.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3+ 0.28% |
$559 - $626
|
1.08K
$269K
|
|
|
Oct 19, 2023
Q3 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
3+ 0.02% |
$559 - $626
|
17.2K
$4.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3+ 0.17% |
$559 - $626
|
1.76K
$440K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3+ 0.09% |
$559 - $626
|
3.23K
$806K
|
|
|
Nov 06, 2023
Q3 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
3+ 0.2% |
$559 - $626
|
1.53K
$382K
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3+ 0.12% |
$559 - $626
|
2.47K
$616K
|
|
|
Nov 13, 2023
Q3 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
3+ 4.11% |
$559 - $626
|
76
$19K
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
3+ 0.06% |
$559 - $626
|
5.03K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3+ 20.0% |
$559 - $626
|
18
$4.49K
|
|
|
Jan 28, 2025
Q3 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.28% |
$559 - $626
|
1.08K
$269K
|
|
|
Oct 10, 2023
Q3 2023
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$372 - $418
|
3.72K
$930K
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
2+ 0.1% |
$372 - $418
|
2.08K
$519K
|
|
|
Oct 30, 2023
Q3 2023
|
Wp Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$372 - $418
|
13.5K
$3.37M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
2+ 0.06% |
$372 - $418
|
3.63K
$905K
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2+ 0.16% |
$372 - $418
|
1.29K
$323K
|
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2+ 0.12% |
$372 - $418
|
1.74K
$434K
|
|
|
Nov 13, 2023
Q3 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
2+ 0.13% |
$372 - $418
|
1.49K
$372K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.4% |
$372 - $418
|
504
$126K
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
1+ 0.02% |
$186 - $209
|
5.03K
$1.25M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$186 - $209
|
1.91K
$476K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.48% |
$186 - $209
|
208
$51.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1+ 0.03% |
$186 - $209
|
3.79K
$945K
|
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
BUY
|
- |
1+ 0.08% |
$186 - $209
|
1.25K
$313K
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.09% |
$186 - $209
|
1.06K
$265K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1+ 0.0% |
$186 - $209
|
62.2K
$15.5M
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
1+ 0.69% |
$186 - $209
|
145
$36.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1+ 0.03% |
$186 - $209
|
3.6K
$898K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.67% |
$186 - $209
|
151
$37.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1+ 0.02% |
$186 - $209
|
5.54K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.25% |
$186 - $209
|
395
$98.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$186 - $209
|
1.23K
$306K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
SELL
|
- |
-1- 0.01% |
$186 - $209
|
15.2K
$3.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1- 0.01% |
$186 - $209
|
13.9K
$3.46M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1- 0.16% |
$186 - $209
|
639
$160K
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-1- 0.04% |
$186 - $209
|
2.68K
$668K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-1- 0.02% |
$186 - $209
|
6.4K
$1.6M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2- 0.42% |
$372 - $418
|
471
$118K
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-2- 0.05% |
$372 - $418
|
3.9K
$974K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-3- 3.45% |
$559 - $626
|
84
$21K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-3- 0.25% |
$559 - $626
|
1.2K
$299K
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3- 0.08% |
$559 - $626
|
3.91K
$975K
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3- 0.08% |
$559 - $626
|
3.91K
$975K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4- 0.08% |
$745 - $835
|
5.17K
$1.29M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-4- 0.17% |
$745 - $835
|
2.35K
$586K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-4- 0.29% |
$745 - $835
|
1.38K
$346K
|