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 28, 2024
Q3 2023
|
Old North State Wealth Management, LLC
Wilmington, NC |
SELL
|
- |
-514- 3.68% |
$95.7K - $107K
|
13.5K
$3.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-519- 20.82% |
$96.7K - $108K
|
1.97K
$445K
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-525- 2.05% |
$97.8K - $110K
|
25.1K
$5.66M
|
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-527- 36.5% |
$98.1K - $110K
|
917
$207K
|
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-529- 1.28% |
$98.5K - $110K
|
40.7K
$9.18M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-543- 1.81% |
$101K - $113K
|
29.5K
$6.65M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-550- 9.97% |
$102K - $115K
|
4.97K
$1.12M
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-551- 1.3% |
$103K - $115K
|
41.7K
$9.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-578- 4.66% |
$108K - $121K
|
11.8K
$2.66M
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
SELL
|
- |
-578- 3.9% |
$108K - $121K
|
14.2K
$3.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-585- 4.47% |
$109K - $122K
|
12.5K
$2.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-600- 10.92% |
$112K - $125K
|
4.9K
$1.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-600- 4.96% |
$112K - $125K
|
11.5K
$2.59M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-604- 3.19% |
$112K - $126K
|
18.3K
$4.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-607- 3.62% |
$113K - $127K
|
16.2K
$3.64M
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-645- 4.04% |
$120K - $135K
|
15.3K
$3.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-645- 9.56% |
$120K - $135K
|
6.1K
$1.38M
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-645- 31.14% |
$120K - $135K
|
1.43K
$321K
|
|
|
Oct 10, 2023
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-648- 5.66% |
$121K - $135K
|
10.8K
$2.43M
|
|
|
Jun 03, 2024
Q3 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-648- 5.66% |
$121K - $135K
|
10.8K
$2.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-655- 4.76% |
$122K - $137K
|
13.1K
$2.95M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-661- 0.29% |
$123K - $138K
|
224K
$50.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-667- 2.45% |
$124K - $139K
|
26.6K
$5.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-671- 3.23% |
$125K - $140K
|
20.1K
$4.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-676- 1.93% |
$126K - $141K
|
34.3K
$7.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-677- 4.92% |
$126K - $141K
|
13.1K
$2.95M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-680- 2.6% |
$127K - $142K
|
25.5K
$5.74M
|
|
|
Oct 05, 2023
Q3 2023
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-683- 0.57% |
$127K - $143K
|
120K
$27.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-685- 8.9% |
$128K - $143K
|
7.01K
$1.58M
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-695- 0.48% |
$129K - $145K
|
143K
$32.3M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-705- 8.64% |
$131K - $147K
|
7.46K
$1.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
SELL
|
- |
-707- 3.02% |
$132K - $148K
|
22.7K
$5.11M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-708- 1.51% |
$132K - $148K
|
46.2K
$10.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-720- 22.26% |
$134K - $150K
|
2.52K
$567K
|
|
|
Oct 26, 2023
Q3 2023
|
Mosaic Advisors LLC
Houston, TX |
SELL
|
- |
-725- 5.98% |
$135K - $151K
|
11.4K
$2.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-725- 2.17% |
$135K - $151K
|
32.7K
$7.37M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-733- 7.7% |
$137K - $153K
|
8.78K
$1.98M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-734- 3.3% |
$137K - $153K
|
21.5K
$4.84M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-734- 1.56% |
$137K - $153K
|
46.2K
$10.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-754- 7.33% |
$140K - $157K
|
9.53K
$2.15M
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-759- 2.24% |
$141K - $158K
|
33.1K
$7.46M
|
|
|
Nov 09, 2023
Q3 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-763- 1.1% |
$142K - $159K
|
68.7K
$15.5M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-765- 38.37% |
$142K - $160K
|
1.23K
$277K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-777- 0.12% |
$145K - $162K
|
669K
$151M
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-777- 0.28% |
$145K - $162K
|
273K
$61.6M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-784- 0.96% |
$146K - $164K
|
80.9K
$18.2M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-786- 15.23% |
$146K - $164K
|
4.38K
$986K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-799- 2.3% |
$149K - $167K
|
33.9K
$7.64M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-802- 5.07% |
$149K - $167K
|
15K
$3.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-806- 3.36% |
$150K - $168K
|
23.2K
$5.22M
|