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 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.5K+ 19.15% |
$651K - $730K
|
21.8K
$4.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
3.48K+ 22.85% |
$648K - $726K
|
18.7K
$4.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.45K+ 6.58% |
$643K - $721K
|
55.9K
$12.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.43K+ 73.78% |
$639K - $717K
|
8.09K
$1.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
3.43KNew |
$639K - $716K
|
3.43K
$773K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
3.36K+ 16.78% |
$626K - $702K
|
23.4K
$5.27M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
3.36K+ 2.6% |
$625K - $701K
|
133K
$29.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Gds Wealth Management
|
BUY
|
- |
3.29K+ 5.71% |
$612K - $686K
|
60.8K
$13.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
3.2K+ 7.17% |
$596K - $668K
|
47.9K
$10.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.19K+ 16.69% |
$594K - $666K
|
22.3K
$5.03M
|
|
|
Oct 16, 2023
Q3 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.19K+ 2.69% |
$594K - $665K
|
122K
$27.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.15KNew |
$586K - $657K
|
3.15K
$710K
|
|
|
Nov 15, 2023
Q3 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
3.14K+ 2.4% |
$584K - $655K
|
134K
$30.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.12K+ 16.22% |
$581K - $651K
|
22.3K
$5.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.11K+ 2.82% |
$580K - $650K
|
113K
$25.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3.08K+ 18.14% |
$573K - $643K
|
20.1K
$4.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
3.07K+ 2.96% |
$572K - $641K
|
107K
$24M
|
|
|
Oct 24, 2023
Q3 2023
|
Solitude Financial Services
|
BUY
|
- |
3.06K+ 5.27% |
$569K - $638K
|
61K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
3.05K+ 8.96% |
$568K - $637K
|
37.1K
$8.37M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
2.98K+ 67.96% |
$556K - $623K
|
7.38K
$1.66M
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.87K+ 3.34% |
$534K - $598K
|
88.7K
$20M
|
|
|
Nov 02, 2023
Q3 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
2.84K+ 4.97% |
$528K - $592K
|
59.9K
$13.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.79K+ 15.55% |
$519K - $581K
|
20.7K
$4.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
2.77K+ 5.8% |
$516K - $578K
|
50.5K
$11.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.76K+ 4.83% |
$514K - $576K
|
59.9K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
2.72K+ 21.58% |
$507K - $568K
|
15.3K
$3.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.7K+ 1.67% |
$504K - $564K
|
165K
$37.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
2.69K+ 6.82% |
$501K - $562K
|
42.2K
$9.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.58K+ 68.91% |
$480K - $539K
|
6.32K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.54K+ 1.48% |
$472K - $529K
|
174K
$39.2M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
BUY
|
- |
2.52K+ 14.78% |
$469K - $526K
|
19.6K
$4.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.52K+ 6.31% |
$469K - $526K
|
42.4K
$9.56M
|
|
|
Oct 10, 2023
Q3 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
2.5K+ 7.57% |
$465K - $521K
|
35.5K
$8M
|
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.44KNew |
$455K - $510K
|
2.44K
$551K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.44K+ 3.0% |
$454K - $509K
|
83.6K
$18.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.43K+ 3.03% |
$452K - $507K
|
82.4K
$18.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.43K+ 1.51% |
$452K - $506K
|
164K
$36.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.41K+ 13.13% |
$450K - $504K
|
20.8K
$4.69M
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.38K+ 32.0% |
$442K - $496K
|
9.8K
$2.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
2.36K+ 21.8% |
$440K - $493K
|
13.2K
$2.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.34K+ 4.63% |
$435K - $488K
|
52.8K
$11.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
2.32K+ 3.01% |
$433K - $485K
|
79.6K
$17.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.28K+ 3.68% |
$425K - $477K
|
64.3K
$14.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.25K+ 11.33% |
$419K - $470K
|
22.1K
$4.98M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.24K+ 2.24% |
$417K - $467K
|
102K
$23.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
2.23K+ 9.43% |
$415K - $465K
|
25.9K
$5.83M
|
|
|
Oct 25, 2023
Q3 2023
|
Bck Partners, Inc.
|
BUY
|
- |
2.22K+ 2.3% |
$413K - $463K
|
98.5K
$22.2M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.21K+ 4.14% |
$412K - $461K
|
55.5K
$12.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
2.21K+ 4.12% |
$411K - $461K
|
55.8K
$12.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.16K+ 4.18% |
$402K - $450K
|
53.7K
$12.1M
|