Purchases and Sales Made in Q1 2023 in Vanguard Small Cap ETF (VB)
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 |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
1.13K+ 100.36% |
$202K - $235K
|
2.25K
$536K
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
1.13K+ 7.67% |
$202K - $235K
|
15.8K
$3.76M
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
1.12K+ 12.32% |
$201K - $234K
|
10.2K
$2.44M
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
1.11K+ 10.39% |
$200K - $232K
|
11.8K
$2.82M
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
1.11K+ 28.59% |
$199K - $231K
|
4.98K
$1.19M
|
|
Apr 25, 2023
Q1 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.11K+ 2.34% |
$199K - $231K
|
48.3K
$11.5M
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
1.1KNew |
$197K - $229K
|
1.1K
$261K
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.09KNew |
$196K - $228K
|
1.09K
$260K
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.09KNew |
$195K - $227K
|
1.09K
$259K
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
1.08KNew |
$193K - $225K
|
1.08K
$256K
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
1.08KNew |
$193K - $224K
|
1.08K
$256K
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
BUY
|
- |
1.07KNew |
$192K - $224K
|
1.07K
$255K
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
1.07KNew |
$192K - $223K
|
1.07K
$254K
|
|
May 03, 2023
Q1 2023
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
1.06K+ 4.01% |
$191K - $222K
|
27.6K
$6.58M
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.06K+ 6.4% |
$191K - $222K
|
17.7K
$4.21M
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
1.06K+ 2.73% |
$191K - $222K
|
40K
$9.52M
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.06KNew |
$190K - $221K
|
1.06K
$252K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.04K+ 0.98% |
$187K - $217K
|
107K
$25.4M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.03KNew |
$184K - $214K
|
1.03K
$244K
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.02K+ 71.37% |
$183K - $212K
|
2.44K
$581K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.02K+ 6.3% |
$182K - $212K
|
17.1K
$4.08M
|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1K+ 0.55% |
$180K - $209K
|
182K
$43.3M
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
998+ 5.21% |
$179K - $208K
|
20.2K
$4.8M
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
994+ 6.38% |
$178K - $208K
|
16.6K
$3.95M
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
993+ 2.74% |
$178K - $207K
|
37.2K
$8.87M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
983+ 3.43% |
$176K - $205K
|
29.7K
$7.06M
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
983+ 5.74% |
$176K - $205K
|
18.1K
$4.31M
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
978+ 6.1% |
$176K - $204K
|
17K
$4.05M
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
966+ 0.69% |
$173K - $202K
|
140K
$33.4M
|
|
Apr 21, 2023
Q1 2023
|
Brown Financial Advisory
|
BUY
|
- |
955+ 1.44% |
$171K - $199K
|
67.5K
$16.1M
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
952+ 1.95% |
$171K - $199K
|
49.7K
$11.8M
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
912+ 8.75% |
$164K - $190K
|
11.3K
$2.7M
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
900+ 40.91% |
$162K - $188K
|
3.1K
$738K
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
900+ 40.91% |
$162K - $188K
|
3.1K
$738K
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
895+ 2.27% |
$161K - $187K
|
40.3K
$9.59M
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
895+ 1.49% |
$161K - $187K
|
60.9K
$14.5M
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
884+ 5.31% |
$159K - $185K
|
17.5K
$4.17M
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
883+ 1.32% |
$159K - $184K
|
67.5K
$16.1M
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
875New |
$157K - $183K
|
875
$208K
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
855+ 4.45% |
$153K - $178K
|
20.1K
$4.78M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
838+ 2.83% |
$150K - $175K
|
30.4K
$7.25M
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
828+ 0.83% |
$149K - $173K
|
100K
$23.9M
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
827+ 4.75% |
$148K - $173K
|
18.2K
$4.34M
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
809+ 2.51% |
$145K - $169K
|
33.1K
$7.88M
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
801+ 6.24% |
$144K - $167K
|
13.6K
$3.25M
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
790+ 2.87% |
$142K - $165K
|
28.3K
$6.75M
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
787+ 10.92% |
$141K - $164K
|
8K
$1.9M
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
785+ 6.12% |
$141K - $164K
|
13.6K
$3.24M
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
757+ 1.53% |
$136K - $158K
|
50.2K
$12M
|
|
May 11, 2023
Q1 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
750+ 3.95% |
$135K - $157K
|
19.7K
$4.7M
|