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 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-23- 0.83% |
$4.28K - $4.8K
|
2.73K
$679K
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-24- 0.29% |
$4.47K - $5.01K
|
8.37K
$2.08M
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-24- 0.32% |
$4.47K - $5.01K
|
7.55K
$1.88M
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-24- 2.2% |
$4.47K - $5.01K
|
1.07K
$265K
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-24- 0.68% |
$4.47K - $5.01K
|
3.49K
$867K
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-24- 1.13% |
$4.47K - $5.01K
|
2.1K
$522K
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-24- 0.26% |
$4.47K - $5.01K
|
9.18K
$2.28M
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 0.56% |
$4.66K - $5.22K
|
4.41K
$1.09M
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-25- 0.47% |
$4.66K - $5.22K
|
5.35K
$1.33M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-26- 0.9% |
$4.84K - $5.43K
|
2.86K
$711K
|
|
Oct 31, 2023
Q3 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-27- 0.08% |
$5.03K - $5.64K
|
34.5K
$8.58M
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-28- 1.66% |
$5.21K - $5.85K
|
1.66K
$413K
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-28- 0.02% |
$5.21K - $5.85K
|
113K
$28M
|
|
Oct 16, 2023
Q3 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-29- 1.97% |
$5.4K - $6.05K
|
1.45K
$359K
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-30- 2.06% |
$5.59K - $6.26K
|
1.43K
$355K
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-30- 6.67% |
$5.59K - $6.26K
|
420
$104K
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-31- 0.28% |
$5.77K - $6.47K
|
10.9K
$2.71M
|
|
Oct 26, 2023
Q3 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-32- 2.66% |
$5.96K - $6.68K
|
1.17K
$291K
|
|
Nov 02, 2023
Q3 2023
|
Millington Financial Advisors, LLC
Naperville, IL |
SELL
|
- |
-32- 2.61% |
$5.96K - $6.68K
|
1.19K
$296K
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-33- 1.23% |
$6.15K - $6.89K
|
2.65K
$657K
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-33- 2.46% |
$6.15K - $6.89K
|
1.31K
$325K
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-33- 3.88% |
$6.15K - $6.89K
|
817
$203K
|
|
Oct 31, 2023
Q3 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-34- 0.76% |
$6.33K - $7.1K
|
4.44K
$1.1M
|
|
Oct 20, 2023
Q3 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-35- 0.35% |
$6.52K - $7.31K
|
10K
$2.49M
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-35- 2.1% |
$6.52K - $7.31K
|
1.64K
$406K
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-35- 1.4% |
$6.52K - $7.31K
|
2.46K
$612K
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-36- 0.41% |
$6.7K - $7.52K
|
8.81K
$2.19M
|
|
Oct 10, 2023
Q3 2023
|
Roth Financial Partners LLC
|
SELL
|
- |
-37- 0.27% |
$6.89K - $7.72K
|
13.6K
$3.38M
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-37- 1.02% |
$6.89K - $7.72K
|
3.6K
$893K
|
|
Oct 13, 2023
Q3 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-38- 0.17% |
$7.08K - $7.93K
|
22.7K
$5.65M
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.42% |
$7.08K - $7.93K
|
9.12K
$2.27M
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-39- 0.12% |
$7.26K - $8.14K
|
32.4K
$8.05M
|
|
Oct 24, 2023
Q3 2023
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-40- 1.76% |
$7.45K - $8.35K
|
2.23K
$554K
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-40- 2.46% |
$7.45K - $8.35K
|
1.59K
$394K
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-41- 0.14% |
$7.64K - $8.56K
|
29.8K
$7.41M
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-41- 0.49% |
$7.64K - $8.56K
|
8.37K
$2.08M
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-42- 2.17% |
$7.82K - $8.77K
|
1.89K
$470K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-42- 1.24% |
$7.82K - $8.77K
|
3.35K
$832K
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-42- 6.11% |
$7.82K - $8.77K
|
645
$160K
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-43- 10.8% |
$8.01K - $8.98K
|
355
$88.2K
|
|
Nov 15, 2023
Q3 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-44- 0.3% |
$8.19K - $9.19K
|
14.8K
$3.69M
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-47- 3.86% |
$8.75K - $9.81K
|
1.17K
$291K
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-47- 7.0% |
$8.75K - $9.81K
|
624
$155K
|
|
Oct 12, 2023
Q3 2023
|
Mayport, LLC
|
SELL
|
- |
-50- 0.52% |
$9.31K - $10.4K
|
9.63K
$2.39M
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-50- 2.98% |
$9.31K - $10.4K
|
1.63K
$405K
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 9.23% |
$9.31K - $10.4K
|
492
$122K
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-51- 3.53% |
$9.5K - $10.6K
|
1.39K
$346K
|
|
Oct 23, 2023
Q3 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-51- 4.16% |
$9.5K - $10.6K
|
1.17K
$292K
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-51- 0.39% |
$9.5K - $10.6K
|
13K
$3.24M
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-54- 16.62% |
$10.1K - $11.3K
|
271
$67.3K
|