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
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
301+ 2.32% |
$56.1K - $62.8K
|
13.3K
$3.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
299+ 3.45% |
$55.7K - $62.4K
|
8.96K
$2.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
292+ 9.3% |
$54.4K - $61K
|
3.43K
$864K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
290+ 12.84% |
$54K - $60.5K
|
2.55K
$642K
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
278+ 19.65% |
$51.8K - $58K
|
1.69K
$426K
|
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
271+ 2.07% |
$50.5K - $56.6K
|
13.3K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
269+ 0.18% |
$50.1K - $56.2K
|
148K
$37.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
262+ 2.43% |
$48.8K - $54.7K
|
11K
$2.78M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
261+ 5.99% |
$48.6K - $54.5K
|
4.62K
$1.16M
|
|
|
Oct 18, 2023
Q3 2023
|
Nova R Wealth, Inc.
|
BUY
|
- |
258+ 20.48% |
$48K - $53.9K
|
1.52K
$382K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
257+ 6.94% |
$47.9K - $53.6K
|
3.96K
$997K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
257+ 10.38% |
$47.9K - $53.6K
|
2.73K
$688K
|
|
|
Oct 25, 2023
Q3 2023
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
251+ 1.0% |
$46.7K - $52.4K
|
25.5K
$6.41M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
251+ 5.14% |
$46.7K - $52.4K
|
5.14K
$1.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
249+ 8.35% |
$46.4K - $52K
|
3.23K
$814K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
248+ 1.68% |
$46.2K - $51.8K
|
15K
$3.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
246+ 1.25% |
$45.8K - $51.4K
|
19.9K
$5.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
240+ 13.3% |
$44.7K - $50.1K
|
2.05K
$515K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
240+ 7.5% |
$44.7K - $50.1K
|
3.44K
$866K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
238+ 3.0% |
$44.3K - $49.7K
|
8.17K
$2.06M
|
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
234+ 10.38% |
$43.6K - $48.8K
|
2.49K
$627K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
234+ 1.52% |
$43.6K - $48.8K
|
15.7K
$3.94M
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
233+ 8.12% |
$43.4K - $48.6K
|
3.1K
$781K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
233+ 17.62% |
$43.4K - $48.6K
|
1.56K
$392K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
231+ 4.85% |
$43K - $48.2K
|
4.99K
$1.26M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
229+ 3.92% |
$42.6K - $47.8K
|
6.07K
$1.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
224+ 6.96% |
$41.7K - $46.8K
|
3.44K
$867K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
223+ 1.07% |
$41.5K - $46.6K
|
21K
$5.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
221+ 7.71% |
$41.2K - $46.1K
|
3.09K
$778K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
221+ 1.5% |
$41.2K - $46.1K
|
14.9K
$3.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
220+ 8.8% |
$41K - $45.9K
|
2.72K
$685K
|
|
|
Oct 24, 2023
Q3 2023
|
Eclectic Associates Inc
|
BUY
|
- |
219+ 2.62% |
$40.8K - $45.7K
|
8.58K
$2.16M
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
218+ 1.18% |
$40.6K - $45.5K
|
18.7K
$4.7M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
212+ 2.47% |
$39.5K - $44.3K
|
8.79K
$2.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
211+ 8.26% |
$39.3K - $44K
|
2.76K
$696K
|
|
|
Nov 07, 2023
Q3 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
210+ 0.28% |
$39.1K - $43.8K
|
75.2K
$18.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
208+ 1.52% |
$38.7K - $43.4K
|
13.9K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
207+ 5.51% |
$38.6K - $43.2K
|
3.97K
$998K
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
BUY
|
- |
205+ 0.43% |
$38.2K - $42.8K
|
47.6K
$12M
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
200+ 0.52% |
$37.2K - $41.8K
|
38.3K
$9.64M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
200+ 8.53% |
$37.2K - $41.8K
|
2.55K
$641K
|
|
|
Nov 03, 2023
Q3 2023
|
Compass Financial Group, Inc.
|
BUY
|
- |
196+ 0.49% |
$36.5K - $40.9K
|
40.4K
$10.2M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
196+ 2.78% |
$36.5K - $40.9K
|
7.25K
$1.82M
|
|
|
Nov 01, 2023
Q3 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
195+ 0.61% |
$36.3K - $40.7K
|
32K
$8.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
190+ 2.24% |
$35.4K - $39.7K
|
8.69K
$2.19M
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
183+ 2.41% |
$34.1K - $38.2K
|
7.78K
$1.96M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
180+ 0.48% |
$33.5K - $37.6K
|
38.1K
$9.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
179+ 2.13% |
$33.3K - $37.4K
|
8.58K
$2.16M
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
BUY
|
- |
175+ 1.53% |
$32.6K - $36.5K
|
11.6K
$2.92M
|
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
175+ 14.78% |
$32.6K - $36.5K
|
1.36K
$342K
|