Purchases and Sales Made in Q3 2023 in Vanguard Small Cap ETF (VB)

VB Quotes by TradingView

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 14, 2023 Q3 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
5.99K
+ 21.98%
$1.11M - $1.25M
33.2K $7.49M
Oct 25, 2023 Q3 2023
Calamos Wealth Management LLC

BUY
 -
5.92K
+ 51.75%
$1.1M - $1.23M
17.3K $3.91M
Oct 24, 2023 Q3 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
5.85K
+ 6.66%
$1.09M - $1.22M
93.6K $21.1M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
5.69K
New
$1.06M - $1.19M
5.69K $1.28M
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
5.66K
+ 59.35%
$1.05M - $1.18M
15.2K $3.42M
Nov 07, 2023 Q3 2023
Johnson Financial Group, LLC

Denver, CO
BUY
 -
5.64K
+ 2.82%
$1.05M - $1.18M
205K $46.3M
Oct 17, 2023 Q3 2023
Aspiriant, LLC

BUY
 -
5.6K
+ 28.41%
$1.04M - $1.17M
25.3K $5.7M
Nov 13, 2023 Q3 2023
Retirement Planning CO Of New England, Inc.

Warwick, RI
BUY
 -
5.5K
+ 67.95%
$1.02M - $1.15M
13.6K $3.06M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
5.47K
+ 110.64%
$1.02M - $1.14M
10.4K $2.35M
Oct 10, 2023 Q3 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
5.46K
+ 10.28%
$1.02M - $1.14M
58.6K $13.2M
Oct 17, 2023 Q3 2023
Ellenbecker Investment Group

BUY
 -
5.42K
+ 2.48%
$1.01M - $1.13M
223K $50.4M
Nov 09, 2023 Q3 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
5.33K
+ 13.07%
$992K - $1.11M
46.1K $10.4M
Nov 14, 2023 Q3 2023
Vident Advisory, LLC

Alpharetta, GA
BUY
 -
5.21K
New
$970K - $1.09M
5.21K $1.17M
Nov 14, 2023 Q3 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
4.95K
+ 276.7%
$922K - $1.03M
6.74K $1.52M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

BUY
 -
4.92K
+ 28.05%
$916K - $1.03M
22.4K $5.06M
Oct 19, 2023 Q3 2023
Investment Research & Advisory Group, Inc.

BUY
 -
4.81K
+ 56.33%
$897K - $1M
13.4K $3.01M
Oct 30, 2023 Q3 2023
Choate Investment Advisors

Boston, MA
BUY
 -
4.75K
New
$885K - $992K
4.75K $1.07M
Oct 10, 2023 Q3 2023
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
4.75K
+ 46.81%
$884K - $991K
14.9K $3.35M
Nov 14, 2023 Q3 2023
Mai Capital Management

BUY
 -
4.66K
+ 9.65%
$868K - $973K
52.9K $11.9M
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

BUY
 -
4.64K
+ 11.34%
$864K - $969K
45.6K $10.3M
Oct 26, 2023 Q3 2023
Strata Wealth Advisors, LLC

Dallas, TX
BUY
 -
4.45K
New
$828K - $928K
4.45K $1M
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
4.4K
+ 3.14%
$819K - $919K
144K $32.5M
Nov 13, 2023 Q3 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
4.39K
+ 0.66%
$818K - $917K
674K $152M
Nov 14, 2023 Q3 2023
Schonfeld Strategic Advisors LLC

New York, NY
BUY
 -
4.33K
New
$806K - $903K
4.33K $975K
Nov 14, 2023 Q3 2023
Y Intercept (Hong Kong) LTD

BUY
 -
4.26K
New
$793K - $889K
4.26K $960K
Nov 14, 2023 Q3 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
4.24K
+ 9.42%
$789K - $884K
49.2K $11.1M
Oct 31, 2023 Q3 2023
Leeward Financial Partners, LLC

BUY
 -
4.16K
+ 17.32%
$776K - $869K
28.2K $6.36M
Nov 03, 2023 Q3 2023
Ieq Capital, LLC

BUY
 -
4.14K
+ 49.86%
$772K - $865K
12.5K $2.81M
Oct 20, 2023 Q3 2023
Mitchell Mcleod Pugh & Williams Inc

BUY
 -
4.14K
+ 19.65%
$772K - $865K
25.2K $5.68M
Nov 08, 2023 Q3 2023
Sepio Capital, LP

BUY
 -
4.08K
+ 38.97%
$760K - $852K
14.6K $3.28M
Nov 13, 2023 Q3 2023
Riverview Capital Advisers, LLC

Boston, MA
BUY
 -
4.05K
+ 14.75%
$754K - $845K
31.5K $7.1M
Nov 14, 2023 Q3 2023
Staley Capital Advisers Inc

BUY
 -
3.98K
+ 7.48%
$741K - $830K
57.2K $12.9M
Oct 10, 2023 Q3 2023
Wedmont Private Capital

BUY
 -
3.95K
+ 9.69%
$735K - $824K
44.7K $10.1M
Oct 16, 2023 Q3 2023
Mbe Wealth Management, LLC

BUY
 -
3.91K
+ 2.64%
$729K - $817K
152K $34.3M
Nov 20, 2023 Q3 2023
Hohimer Wealth Management, LLC

BUY
 -
3.91K
+ 141.16%
$729K - $817K
6.69K $1.51M
Nov 08, 2023 Q3 2023
D.A. Davidson & Co.

BUY
 -
3.83K
+ 4.25%
$713K - $799K
93.8K $21.1M
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
3.82K
+ 23.26%
$712K - $798K
20.3K $4.57M
Oct 30, 2023 Q3 2023
First Citizens Bank & Trust CO

BUY
 -
3.77K
+ 68.75%
$701K - $786K
9.24K $2.08M
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
BUY
 -
3.76K
+ 2.9%
$700K - $784K
133K $30M
Oct 11, 2023 Q3 2023
Mc Carthy Grittinger Financial Group, LLC

Milwaukee, WI
BUY
 -
3.73K
+ 2.35%
$695K - $779K
162K $36.6M
Oct 20, 2023 Q3 2023
Whelan Financial

BUY
 -
3.7K
+ 2.94%
$688K - $771K
129K $29.1M
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
3.69K
+ 10.96%
$687K - $770K
37.3K $8.41M
Nov 07, 2023 Q3 2023
Mycio Wealth Partners, LLC

BUY
 -
3.69K
+ 30.68%
$686K - $769K
15.7K $3.54M
Oct 10, 2023 Q3 2023
Acorn Financial Advisory Services Inc

BUY
 -
3.62K
+ 1.97%
$673K - $755K
187K $42.1M
Mar 11, 2025 Q3 2023
Private Capital Management LLC

BUY
 -
3.58K
+ 4.99%
$666K - $746K
75.2K $16.9M
Nov 13, 2023 Q3 2023
Private Capital Management LLC

BUY
 -
3.57K
+ 4.98%
$665K - $746K
75.3K $17M
Oct 18, 2023 Q3 2023
Investments & Financial Planning, LLC

Lexington, KY
BUY
 -
3.56K
+ 3.32%
$664K - $744K
111K $25M
Oct 24, 2023 Q3 2023
Fusion Family Wealth LLC

BUY
 -
3.51K
+ 0.94%
$654K - $733K
379K $85.3M
Oct 30, 2023 Q3 2023
Trevian Wealth Management LLC

BUY
 -
3.51K
New
$653K - $732K
3.51K $790K

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