Purchases and Sales Made in Q1 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 Q1 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
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
19.9K
+ 869.49%
$3.58M - $4.16M
22.2K $5.3M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
19.7K
+ 32.93%
$3.54M - $4.12M
79.6K $19M
Apr 20, 2023 Q1 2023
Perfromance Wealth Partners, LLC

BUY
 -
19K
+ 241.67%
$3.41M - $3.97M
26.9K $6.4M
May 02, 2023 Q1 2023
Davidson Investment Advisors

BUY
 -
19K
+ 17.41%
$3.41M - $3.96M
128K $30.5M
May 11, 2023 Q1 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
18.5K
New
$3.32M - $3.87M
18.5K $4.41M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
18.4K
+ 251.76%
$3.3M - $3.84M
25.7K $6.13M
May 10, 2023 Q1 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
18.2K
+ 38.99%
$3.27M - $3.8M
64.9K $15.5M
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
17.9K
+ 10.88%
$3.21M - $3.74M
183K $43.5M
Apr 27, 2023 Q1 2023
Annex Advisory Services, LLC

BUY
 -
17.6K
+ 1.62%
$3.16M - $3.68M
1.11M $263M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
17.5K
+ 2.77%
$3.15M - $3.66M
651K $155M
May 15, 2023 Q1 2023
Laird Norton Trust Company, LLC

BUY
 -
16.2K
+ 124.95%
$2.91M - $3.39M
29.2K $6.96M
May 15, 2023 Q1 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
16K
+ 522.22%
$2.87M - $3.34M
19.1K $4.54M
Jul 14, 2023 Q1 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
14.4K
+ 3.81%
$2.59M - $3.01M
392K $93.4M
May 12, 2023 Q1 2023
Haverford Trust CO

Radnor, PA
BUY
 -
14.3K
+ 119.87%
$2.56M - $2.98M
26.1K $6.22M
May 15, 2023 Q1 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
14K
New
$2.51M - $2.92M
14K $3.33M
May 09, 2023 Q1 2023
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
13.9K
+ 20.64%
$2.5M - $2.9M
81.3K $19.4M
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
13.8K
+ 6.1%
$2.48M - $2.88M
240K $57.2M
May 16, 2023 Q1 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
13.7K
New
$2.45M - $2.85M
13.7K $3.26M
Jun 27, 2024 Q1 2023
Hfg Wealth Management, LLC

The Woodlands, TX
BUY
 -
13.7K
New
$2.45M - $2.85M
13.7K $3.25M
May 10, 2023 Q1 2023
Pittenger & Anderson Inc

BUY
 -
13.6K
+ 6.16%
$2.44M - $2.84M
234K $55.8M
Apr 18, 2023 Q1 2023
Ellenbecker Investment Group

BUY
 -
13.2K
+ 6.78%
$2.37M - $2.75M
208K $49.5M
May 17, 2023 Q1 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
12.8K
+ 11.56%
$2.29M - $2.67M
123K $29.4M
May 05, 2023 Q1 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
12.7K
+ 101.77%
$2.28M - $2.66M
25.2K $6.01M
May 09, 2023 Q1 2023
Efficient Advisors, LLC

BUY
 -
12.3K
+ 2.88%
$2.2M - $2.56M
437K $104M
May 15, 2023 Q1 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
12.2K
New
$2.18M - $2.54M
12.2K $2.9M
May 04, 2023 Q1 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
12.1K
+ 32.18%
$2.17M - $2.52M
49.7K $11.8M
Apr 18, 2023 Q1 2023
Park Avenue Securities LLC

BUY
 -
11.7K
+ 13.55%
$2.11M - $2.45M
98.4K $23.4M
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
11.7K
+ 15.91%
$2.1M - $2.45M
85.3K $20.3M
Apr 03, 2023 Q1 2023
Goal Vest Advisory LLC

BUY
 -
11.6K
+ 56.83%
$2.08M - $2.42M
32K $7.61M
May 22, 2023 Q1 2023
Whelan Financial

BUY
 -
10.9K
+ 9.82%
$1.96M - $2.28M
122K $29.1M
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
10.8K
New
$1.94M - $2.26M
10.8K $2.58M
May 11, 2023 Q1 2023
Intelligence Driven Advisers, LLC

BUY
 -
10.7K
+ 13.21%
$1.91M - $2.23M
91.4K $21.8M
May 08, 2023 Q1 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
10.6K
+ 8.79%
$1.91M - $2.22M
132K $31.3M
May 30, 2023 Q1 2023
Fullen Financial Group

BUY
 -
10.6K
+ 16.53%
$1.9M - $2.21M
74.5K $17.7M
Apr 28, 2023 Q1 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
10.4K
+ 2.42%
$1.86M - $2.16M
439K $105M
May 09, 2023 Q1 2023
Johnson Financial Group, LLC

Denver, CO
BUY
 -
10.3K
+ 5.2%
$1.84M - $2.14M
207K $49.4M
Apr 14, 2023 Q1 2023
Wp Advisors, LLC

BUY
 -
10.1K
+ 371.7%
$1.82M - $2.11M
12.8K $3.06M
May 10, 2023 Q1 2023
Bip Wealth, LLC

Atlanta, GA
BUY
 -
10.1K
New
$1.8M - $2.1M
10.1K $2.39M
Apr 20, 2023 Q1 2023
Lynch Asset Management, Inc.

BUY
 -
10K
New
$1.8M - $2.09M
10K $2.38M
May 15, 2023 Q1 2023
Angeles Investment Advisors, LLC

BUY
 -
9.93K
New
$1.78M - $2.07M
9.93K $2.36M
May 12, 2023 Q1 2023
Hanseatic Management Services Inc

BUY
 -
9.86K
+ 21441.3%
$1.77M - $2.06M
9.91K $2.36M
Apr 14, 2023 Q1 2023
Crane Advisory, LLC

Fullerton, CA
BUY
 -
9.81K
+ 31.21%
$1.76M - $2.05M
41.2K $9.82M
Apr 16, 2024 Q1 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
9.43K
New
$1.69M - $1.97M
9.43K $2.24M
Apr 24, 2023 Q1 2023
Mc Adam, LLC

BUY
 -
9.39K
+ 35.11%
$1.68M - $1.96M
36.1K $8.6M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
9.38K
+ 91.32%
$1.68M - $1.96M
19.7K $4.68M
May 15, 2023 Q1 2023
5th Street Advisors, LLC

BUY
 -
9.07K
+ 55.83%
$1.63M - $1.89M
25.3K $6.03M
May 10, 2023 Q1 2023
San Luis Wealth Advisors LLC

San Luis Obispo, CA
BUY
 -
9.07K
New
$1.63M - $1.89M
9.07K $2.16M
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
8.99K
+ 384.19%
$1.61M - $1.88M
11.3K $2.7M
May 03, 2023 Q1 2023
Alpha Star Capital Management, LLC

BUY
 -
8.98K
+ 95.8%
$1.61M - $1.88M
18.4K $4.37M

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