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 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-55- 0.15% |
$10.2K - $11.5K
|
36.8K
$9.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-55- 0.07% |
$10.2K - $11.5K
|
74.9K
$18.6M
|
|
|
May 28, 2024
Q3 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-56- 0.9% |
$10.4K - $11.7K
|
6.16K
$1.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-57- 0.6% |
$10.6K - $11.9K
|
9.39K
$2.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
SELL
|
- |
-58- 2.48% |
$10.8K - $12.1K
|
2.28K
$567K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-58- 0.2% |
$10.8K - $12.1K
|
28.3K
$7.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-58- 0.44% |
$10.8K - $12.1K
|
13K
$3.23M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-59- 0.56% |
$11K - $12.3K
|
10.6K
$2.62M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-59- 4.06% |
$11K - $12.3K
|
1.39K
$346K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-60- 4.7% |
$11.2K - $12.5K
|
1.22K
$302K
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-60- 0.53% |
$11.2K - $12.5K
|
11.2K
$2.78M
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-61- 1.71% |
$11.4K - $12.7K
|
3.51K
$871K
|
|
|
Oct 24, 2023
Q3 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-61- 2.22% |
$11.4K - $12.7K
|
2.68K
$667K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-61- 0.97% |
$11.4K - $12.7K
|
6.23K
$1.55M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-61- 2.46% |
$11.4K - $12.7K
|
2.41K
$600K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-62- 0.68% |
$11.5K - $12.9K
|
9.06K
$2.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Wells Financial Advisors Inc
|
SELL
|
- |
-63- 0.21% |
$11.7K - $13.2K
|
29.4K
$7.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-63- 4.75% |
$11.7K - $13.2K
|
1.26K
$314K
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-63- 3.0% |
$11.7K - $13.2K
|
2.04K
$507K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-63- 1.16% |
$11.7K - $13.2K
|
5.36K
$1.33M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-63- 0.62% |
$11.7K - $13.2K
|
10.1K
$2.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Provident Wealth Management, LLC
|
SELL
|
- |
-64- 42.38% |
$11.9K - $13.4K
|
87
$21.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-65- 1.1% |
$12.1K - $13.6K
|
5.82K
$1.45M
|
|
|
Oct 19, 2023
Q3 2023
|
First Personal Financial Services
|
SELL
|
- |
-65- 17.52% |
$12.1K - $13.6K
|
306
$76K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-65- 5.18% |
$12.1K - $13.6K
|
1.19K
$295K
|
|
|
Nov 17, 2023
Q3 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-65- 2.84% |
$12.1K - $13.6K
|
2.23K
$553K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-67- 0.73% |
$12.5K - $14K
|
9.16K
$2.28M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-70- 1.87% |
$13K - $14.6K
|
3.67K
$912K
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-71- 1.33% |
$13.2K - $14.8K
|
5.25K
$1.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
SELL
|
- |
-72- 1.91% |
$13.4K - $15K
|
3.7K
$920K
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-72- 2.18% |
$13.4K - $15K
|
3.23K
$802K
|
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-72- 2.6% |
$13.4K - $15K
|
2.7K
$672K
|
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-73- 0.34% |
$13.6K - $15.2K
|
21.5K
$5.35M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-74- 0.45% |
$13.8K - $15.4K
|
16.2K
$4.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-74- 6.57% |
$13.8K - $15.4K
|
1.05K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-75- 0.4% |
$14K - $15.7K
|
18.9K
$4.68M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-77- 0.13% |
$14.3K - $16.1K
|
58.9K
$14.6M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-79- 4.24% |
$14.7K - $16.5K
|
1.78K
$443K
|
|
|
Nov 13, 2023
Q3 2023
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-80- 2.26% |
$14.9K - $16.7K
|
3.46K
$861K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-81- 0.4% |
$15.1K - $16.9K
|
20.4K
$5.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-81- 0.67% |
$15.1K - $16.9K
|
12.1K
$2.99M
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-81- 0.64% |
$15.1K - $16.9K
|
12.7K
$3.14M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-84- 0.72% |
$15.6K - $17.5K
|
11.7K
$2.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-86- 2.59% |
$16K - $18K
|
3.23K
$804K
|
|
|
Nov 13, 2023
Q3 2023
|
Pecaut & Co.
|
SELL
|
- |
-86- 3.56% |
$16K - $18K
|
2.33K
$578K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
SELL
|
- |
-88- 7.06% |
$16.4K - $18.4K
|
1.16K
$288K
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-88- 3.47% |
$16.4K - $18.4K
|
2.45K
$608K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-90- 1.27% |
$16.8K - $18.8K
|
6.99K
$1.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-90- 0.65% |
$16.8K - $18.8K
|
13.7K
$3.42M
|
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-90- 2.2% |
$16.8K - $18.8K
|
4.01K
$996K
|