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 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-88- 3.47% |
$16.4K - $18.4K
|
2.45K
$552K
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-90- 1.27% |
$16.8K - $18.8K
|
6.99K
$1.57M
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-90- 0.65% |
$16.8K - $18.8K
|
13.7K
$3.1M
|
|
Oct 30, 2023
Q3 2023
|
Redw Wealth LLC
|
SELL
|
- |
-90- 2.2% |
$16.8K - $18.8K
|
4.01K
$903K
|
|
Nov 13, 2023
Q3 2023
|
Kearns & Associates LLC
|
SELL
|
- |
-91- 0.24% |
$16.9K - $19K
|
38.1K
$8.58M
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-91- 0.15% |
$16.9K - $19K
|
60K
$13.5M
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-92- 4.32% |
$17.1K - $19.2K
|
2.04K
$459K
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-93- 2.37% |
$17.3K - $19.4K
|
3.83K
$863K
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-93- 4.74% |
$17.3K - $19.4K
|
1.87K
$421K
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-95- 8.14% |
$17.7K - $19.8K
|
1.07K
$242K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-95- 5.55% |
$17.7K - $19.8K
|
1.62K
$364K
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-96- 7.71% |
$17.9K - $20K
|
1.15K
$259K
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-96- 0.06% |
$17.9K - $20K
|
163K
$36.7M
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-96- 3.85% |
$17.9K - $20K
|
2.4K
$541K
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-97- 0.91% |
$18.1K - $20.2K
|
10.6K
$2.39M
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-98- 5.56% |
$18.3K - $20.5K
|
1.67K
$375K
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-98- 2.62% |
$18.3K - $20.5K
|
3.64K
$820K
|
|
Oct 23, 2023
Q3 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-100- 1.73% |
$18.6K - $20.9K
|
5.68K
$1.28M
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-100- 0.88% |
$18.6K - $20.9K
|
11.3K
$2.54M
|
|
Oct 31, 2023
Q3 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-100- 4.99% |
$18.6K - $20.9K
|
1.9K
$429K
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
SELL
|
- |
-100- 0.68% |
$18.6K - $20.9K
|
14.7K
$3.31M
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-102- 2.03% |
$19K - $21.3K
|
4.92K
$1.11M
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-103- 2.28% |
$19.2K - $21.5K
|
4.41K
$994K
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-103- 1.71% |
$19.2K - $21.5K
|
5.92K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-105- 6.55% |
$19.6K - $21.9K
|
1.5K
$338K
|
|
Nov 14, 2023
Q3 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-107- 14.36% |
$19.9K - $22.3K
|
638
$144K
|
|
Oct 10, 2023
Q3 2023
|
Jvl Associates LLC
|
SELL
|
- |
-108- 1.22% |
$20.1K - $22.5K
|
8.74K
$1.97M
|
|
Oct 27, 2023
Q3 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-108- 2.01% |
$20.1K - $22.5K
|
5.25K
$1.18M
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-110- 63.22% |
$20.5K - $23K
|
64
$14.4K
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-110- 3.89% |
$20.5K - $23K
|
2.72K
$613K
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
SELL
|
- |
-111- 8.56% |
$20.7K - $23.2K
|
1.19K
$267K
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-111- 1.07% |
$20.7K - $23.2K
|
10.3K
$2.32M
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-112- 7.17% |
$20.9K - $23.4K
|
1.45K
$327K
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-112- 1.16% |
$20.9K - $23.4K
|
9.56K
$2.15M
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-115- 6.55% |
$21.4K - $24K
|
1.64K
$370K
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-119- 4.19% |
$22.2K - $24.8K
|
2.72K
$613K
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-120- 0.76% |
$22.3K - $25.1K
|
15.8K
$3.55M
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-123- 1.18% |
$22.9K - $25.7K
|
10.3K
$2.32M
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-123- 5.23% |
$22.9K - $25.7K
|
2.23K
$503K
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-124- 2.14% |
$23.1K - $25.9K
|
5.68K
$1.28M
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-124- 0.46% |
$23.1K - $25.9K
|
26.6K
$5.99M
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-126- 1.61% |
$23.5K - $26.3K
|
7.72K
$1.74M
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-126- 0.35% |
$23.5K - $26.3K
|
35.9K
$8.09M
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-127- 9.63% |
$23.7K - $26.5K
|
1.19K
$269K
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-127- 0.68% |
$23.7K - $26.5K
|
18.5K
$4.16M
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-135- 91.84% |
$25.1K - $28.2K
|
12
$2.7K
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-138- 1.39% |
$25.7K - $28.8K
|
9.82K
$2.21M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-140- 25.59% |
$26.1K - $29.2K
|
407
$91.7K
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-143- 8.82% |
$26.6K - $29.9K
|
1.48K
$333K
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-143- 0.52% |
$26.6K - $29.9K
|
27.6K
$6.22M
|