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 09, 2023
Q3 2023
|
Wbi Investments, Inc.
|
SELL
|
- |
-3.79K- 6.95% |
$706K - $791K
|
50.7K
$12.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-3.79K- 33.26% |
$706K - $792K
|
7.61K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.83K- 8.05% |
$714K - $800K
|
43.8K
$10.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4K- 3.97% |
$744K - $834K
|
96.7K
$23.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-4.03K- 32.92% |
$750K - $840K
|
8.2K
$1.97M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.16K- 26.47% |
$774K - $868K
|
11.6K
$2.77M
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-4.19K- 28.6% |
$781K - $875K
|
10.5K
$2.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.23K- 11.53% |
$788K - $883K
|
32.5K
$7.79M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.37K- 4.04% |
$814K - $912K
|
104K
$24.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-4.47K- 3.92% |
$832K - $933K
|
110K
$26.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-4.6K- 27.49% |
$857K - $961K
|
12.1K
$2.91M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-4.61K- 5.9% |
$858K - $962K
|
73.5K
$17.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-4.67K- 6.16% |
$870K - $976K
|
71.2K
$17.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.73K- 7.15% |
$881K - $988K
|
61.4K
$14.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-4.74K- 5.62% |
$882K - $988K
|
79.5K
$19.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Certus Wealth Management, LLC
Redwood City, CA |
SELL
|
- |
-4.77K- 66.37% |
$887K - $995K
|
2.41K
$579K
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
SELL
|
- |
-4.78K- 41.53% |
$890K - $998K
|
6.73K
$1.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.81K- 50.01% |
$895K - $1M
|
4.8K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5K- 20.0% |
$931K - $1.04M
|
20K
$4.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.07K- 1.56% |
$943K - $1.06M
|
319K
$76.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.29K- 35.36% |
$985K - $1.1M
|
9.67K
$2.32M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.58K- 6.02% |
$1.04M - $1.16M
|
87.1K
$20.9M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.59K- 8.07% |
$1.04M - $1.17M
|
63.6K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.74K- 14.48% |
$1.07M - $1.2M
|
33.9K
$8.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-5.84K- 17.82% |
$1.09M - $1.22M
|
26.9K
$6.46M
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-6.41K- 2.2% |
$1.19M - $1.34M
|
285K
$68.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6.42K- 12.29% |
$1.2M - $1.34M
|
45.8K
$11M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-6.64K- 56.52% |
$1.24M - $1.39M
|
5.11K
$1.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-6.68K- 1.42% |
$1.24M - $1.39M
|
463K
$111M
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-6.73K- 15.32% |
$1.25M - $1.41M
|
37.2K
$8.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-7.05K- 17.07% |
$1.31M - $1.47M
|
34.3K
$8.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.62K- 3.54% |
$1.42M - $1.59M
|
208K
$49.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.74K- 42.51% |
$1.44M - $1.62M
|
10.5K
$2.51M
|
|
|
Nov 03, 2023
Q3 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-7.79K- 2.5% |
$1.45M - $1.63M
|
303K
$72.8M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-7.95K- 2.33% |
$1.48M - $1.66M
|
334K
$80.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-8.09K- 2.66% |
$1.51M - $1.69M
|
296K
$71M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-8.1K- 2.19% |
$1.51M - $1.69M
|
362K
$86.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-8.29K- 56.95% |
$1.54M - $1.73M
|
6.26K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-8.37K- 2.17% |
$1.56M - $1.75M
|
377K
$90.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-9.15K- 1.66% |
$1.7M - $1.91M
|
543K
$130M
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-9.19K- 14.87% |
$1.71M - $1.92M
|
52.6K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-9.21K- 24.71% |
$1.72M - $1.92M
|
28.1K
$6.74M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-9.22K- 71.5% |
$1.72M - $1.92M
|
3.68K
$882K
|
|
|
Oct 24, 2023
Q3 2023
|
Elm Partners Management LLC
|
SELL
|
- |
-10.3K- 14.14% |
$1.91M - $2.15M
|
62.4K
$15M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-11.8K- 2.76% |
$2.2M - $2.47M
|
417K
$100M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Bluffs Wealth Management LLC
Columbia, MO |
SELL
|
- |
-12K- 75.44% |
$2.24M - $2.51M
|
3.91K
$939K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-13.3K- 14.17% |
$2.47M - $2.77M
|
80.3K
$19.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-13.3K- 0.69% |
$2.49M - $2.79M
|
1.92M
$460M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-13.5K- 13.31% |
$2.52M - $2.82M
|
88.1K
$21.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.6K- 10.3% |
$2.53M - $2.83M
|
118K
$28.4M
|