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 14, 2023
Q3 2023
|
Arcadia Wealth Management, LLC
Manchester, NH |
BUY
|
- |
1.02K+ 6.12% |
$190K - $213K
|
17.7K
$4.24M
|
|
|
Oct 20, 2023
Q3 2023
|
Manning & Napier Group, LLC
|
BUY
|
- |
1.02K+ 2.31% |
$189K - $212K
|
45K
$10.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
999+ 18.89% |
$186K - $209K
|
6.29K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
990+ 7.4% |
$184K - $207K
|
14.4K
$3.45M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
989+ 8.42% |
$184K - $206K
|
12.7K
$3.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
986+ 2.0% |
$184K - $206K
|
50.2K
$12M
|
|
|
Dec 05, 2023
Q3 2023
|
Advisory Resource Group
|
BUY
|
- |
984+ 96.95% |
$183K - $205K
|
2K
$480K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
981+ 1.26% |
$183K - $205K
|
79.1K
$19M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
979+ 5.27% |
$182K - $204K
|
19.6K
$4.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
971+ 13.4% |
$181K - $203K
|
8.22K
$1.97M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
962+ 5.48% |
$179K - $201K
|
18.5K
$4.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
941+ 6.41% |
$175K - $196K
|
15.6K
$3.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
BUY
|
- |
935+ 46.01% |
$174K - $195K
|
2.97K
$712K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
929+ 8.03% |
$173K - $194K
|
12.5K
$3M
|
|
|
Nov 03, 2023
Q3 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
922+ 2.17% |
$172K - $192K
|
43.4K
$10.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
915+ 5.59% |
$170K - $191K
|
17.3K
$4.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
906+ 10.48% |
$169K - $189K
|
9.55K
$2.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
886+ 5.9% |
$165K - $185K
|
15.9K
$3.82M
|
|
|
Oct 17, 2023
Q3 2023
|
Advocate Group LLC
|
BUY
|
- |
861+ 30.77% |
$160K - $180K
|
3.66K
$878K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
860+ 7.5% |
$160K - $180K
|
12.3K
$2.96M
|
|
|
Oct 31, 2023
Q3 2023
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
856+ 9.05% |
$159K - $179K
|
10.3K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
846+ 3.93% |
$158K - $177K
|
22.4K
$5.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
844+ 22.3% |
$157K - $176K
|
4.63K
$1.11M
|
|
|
Nov 06, 2023
Q3 2023
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
843+ 1.61% |
$157K - $176K
|
53.3K
$12.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
840+ 6.8% |
$156K - $175K
|
13.2K
$3.17M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
813+ 8.12% |
$151K - $170K
|
10.8K
$2.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
811+ 8.98% |
$151K - $169K
|
9.85K
$2.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
808+ 70.02% |
$150K - $169K
|
1.96K
$471K
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
801+ 41.1% |
$149K - $167K
|
2.75K
$660K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
787+ 10.15% |
$147K - $164K
|
8.54K
$2.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
786+ 1.73% |
$146K - $164K
|
46.1K
$11.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
786+ 11.17% |
$146K - $164K
|
7.82K
$1.88M
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
782+ 3400.0% |
$146K - $163K
|
805
$193K
|
|
|
Oct 16, 2023
Q3 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
776+ 3.59% |
$145K - $162K
|
22.4K
$5.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
761+ 18.19% |
$142K - $159K
|
4.95K
$1.19M
|
|
|
Sep 11, 2024
Q3 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
742+ 3.77% |
$138K - $155K
|
20.4K
$4.9M
|
|
|
Oct 12, 2023
Q3 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
740+ 1.19% |
$138K - $154K
|
62.9K
$15.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
740+ 1.84% |
$138K - $154K
|
40.9K
$9.83M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
738+ 3.88% |
$137K - $154K
|
19.8K
$4.74M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
717+ 18.78% |
$134K - $150K
|
4.54K
$1.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
705+ 8.5% |
$131K - $147K
|
9K
$2.16M
|
|
|
Jun 06, 2024
Q3 2023
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
705+ 3.61% |
$131K - $147K
|
20.2K
$4.86M
|
|
|
Oct 16, 2023
Q3 2023
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
702+ 32.73% |
$131K - $147K
|
2.85K
$683K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
678+ 0.62% |
$126K - $142K
|
110K
$26.5M
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
667+ 1.24% |
$124K - $139K
|
54.6K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
665+ 21.38% |
$124K - $139K
|
3.78K
$906K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
BUY
|
- |
664+ 1.64% |
$124K - $139K
|
41.1K
$9.86M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
662+ 4.9% |
$123K - $138K
|
14.2K
$3.4M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
659+ 11.42% |
$123K - $138K
|
6.43K
$1.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
654+ 0.84% |
$122K - $137K
|
78.6K
$18.9M
|