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 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-144- 1.87% |
$26.8K - $30.1K
|
7.55K
$1.7M
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-145- 0.98% |
$27K - $30.3K
|
14.6K
$3.29M
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-147- 4.32% |
$27.4K - $30.7K
|
3.26K
$734K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-148- 1.03% |
$27.6K - $30.9K
|
14.2K
$3.19M
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-150- 1.97% |
$27.9K - $31.3K
|
7.46K
$1.68M
|
|
Nov 09, 2023
Q3 2023
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-150- 7.42% |
$27.9K - $31.3K
|
1.87K
$422K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-151- 0.82% |
$28.1K - $31.5K
|
18.2K
$4.1M
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-153- 6.27% |
$28.5K - $31.9K
|
2.29K
$515K
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-154- 86.03% |
$28.7K - $32.1K
|
25
$5.63K
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
SELL
|
- |
-157- 1.42% |
$29.2K - $32.8K
|
10.9K
$2.46M
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-157- 0.52% |
$29.2K - $32.8K
|
29.8K
$6.71M
|
|
Nov 13, 2023
Q3 2023
|
Chandler Asset Management, Inc.
|
SELL
|
- |
-158- 0.06% |
$29.4K - $33K
|
257K
$57.9M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-162- 0.53% |
$30.2K - $33.8K
|
30.7K
$6.91M
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-162- 13.93% |
$30.2K - $33.8K
|
1K
$226K
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-164- 2.69% |
$30.5K - $34.2K
|
5.93K
$1.34M
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-165- 6.98% |
$30.7K - $34.4K
|
2.2K
$495K
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-165- 0.84% |
$30.7K - $34.4K
|
19.5K
$4.39M
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-166- 1.08% |
$30.9K - $34.7K
|
15.2K
$3.42M
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-169- 0.83% |
$31.5K - $35.3K
|
20.3K
$4.56M
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-170- 2.36% |
$31.7K - $35.5K
|
7.03K
$1.58M
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-172- 1.32% |
$32K - $35.9K
|
12.9K
$2.91M
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-174- 5.74% |
$32.4K - $36.3K
|
2.86K
$644K
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-174- 1.83% |
$32.4K - $36.3K
|
9.32K
$2.1M
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-175- 42.48% |
$32.6K - $36.5K
|
237
$53.4K
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
SELL
|
- |
-177- 5.97% |
$33K - $36.9K
|
2.79K
$628K
|
|
Oct 18, 2023
Q3 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-177- 0.49% |
$33K - $36.9K
|
35.9K
$8.09M
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-180- 0.35% |
$33.5K - $37.6K
|
51K
$11.5M
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-180- 6.05% |
$33.5K - $37.6K
|
2.8K
$630K
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-181- 3.03% |
$33.7K - $37.8K
|
5.79K
$1.3M
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-182- 3.46% |
$33.9K - $38K
|
5.07K
$1.14M
|
|
Nov 09, 2023
Q3 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-183- 13.0% |
$34.1K - $38.2K
|
1.23K
$276K
|
|
Nov 09, 2023
Q3 2023
|
Waterfront Wealth Inc.
|
SELL
|
- |
-183- 12.74% |
$34.1K - $38.2K
|
1.25K
$282K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-184- 1.54% |
$34.3K - $38.4K
|
11.8K
$2.66M
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
SELL
|
- |
-186- 9.67% |
$34.6K - $38.8K
|
1.74K
$391K
|
|
Oct 27, 2023
Q3 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-186- 0.18% |
$34.6K - $38.8K
|
102K
$23M
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-186- 2.46% |
$34.6K - $38.8K
|
7.39K
$1.66M
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-187- 1.55% |
$34.8K - $39K
|
11.8K
$2.67M
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-189- 5.62% |
$35.2K - $39.5K
|
3.18K
$715K
|
|
Nov 14, 2023
Q3 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-191- 1.03% |
$35.6K - $39.9K
|
18.3K
$4.12M
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-193- 1.48% |
$35.9K - $40.3K
|
12.8K
$2.89M
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-193- 0.65% |
$35.9K - $40.3K
|
29.3K
$6.61M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-200- 33.33% |
$37.2K - $41.8K
|
400
$90.1K
|
|
Nov 15, 2023
Q3 2023
|
Wilson & Boucher Capital Management, LLC
|
SELL
|
- |
-200- 1.03% |
$37.2K - $41.8K
|
19.1K
$4.31M
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-201- 6.73% |
$37.4K - $42K
|
2.78K
$627K
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
SELL
|
- |
-205- 4.7% |
$38.2K - $42.8K
|
4.16K
$936K
|
|
Nov 02, 2023
Q3 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-205- 9.01% |
$38.2K - $42.8K
|
2.07K
$466K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-206- 16.79% |
$38.4K - $43K
|
1.02K
$230K
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-206- 1.51% |
$38.4K - $43K
|
13.4K
$3.02M
|
|
Nov 08, 2023
Q3 2023
|
Total Wealth Planning, LLC
|
SELL
|
- |
-208- 8.1% |
$38.7K - $43.4K
|
2.36K
$532K
|
|
Mar 04, 2025
Q3 2023
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-208- 2.99% |
$38.7K - $43.4K
|
6.76K
$1.52M
|