Purchases and Sales Made in Q3 2022 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
456+ 23.24% |
$77.7K - $94.2K
|
2.42K
$590K
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
454+ 10.75% |
$77.4K - $93.8K
|
4.68K
$1.14M
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
450+ 7.59% |
$76.7K - $93K
|
6.38K
$1.56M
|
|
Oct 12, 2022
Q3 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
440+ 3.28% |
$75K - $90.9K
|
13.9K
$3.38M
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
439+ 1.03% |
$74.8K - $90.7K
|
43K
$10.5M
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
437+ 0.63% |
$74.5K - $90.3K
|
70.1K
$17.1M
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
437+ 3.07% |
$74.5K - $90.3K
|
14.7K
$3.58M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
435New |
$74.1K - $89.9K
|
435
$106K
|
|
Nov 09, 2022
Q3 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
430+ 4.77% |
$73.3K - $88.8K
|
9.44K
$2.3M
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
430+ 6.26% |
$73.3K - $88.8K
|
7.3K
$1.78M
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
429+ 1.57% |
$73.1K - $88.6K
|
27.8K
$6.79M
|
|
Oct 24, 2022
Q3 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
428+ 18.53% |
$73K - $88.4K
|
2.74K
$668K
|
|
Nov 14, 2022
Q3 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
419+ 3.74% |
$71.4K - $86.6K
|
11.6K
$2.83M
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
BUY
|
- |
417+ 8.96% |
$71.1K - $86.2K
|
5.07K
$1.24M
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
417+ 3.7% |
$71.1K - $86.2K
|
11.7K
$2.85M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
416+ 3.18% |
$70.9K - $86K
|
13.5K
$3.3M
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
406+ 37.08% |
$69.2K - $83.9K
|
1.5K
$366K
|
|
Nov 14, 2022
Q3 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
400+ 0.55% |
$68.2K - $82.6K
|
73.2K
$17.9M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
395+ 13.93% |
$67.3K - $81.6K
|
3.23K
$788K
|
|
Oct 06, 2022
Q3 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
388+ 4.86% |
$66.1K - $80.2K
|
8.38K
$2.04M
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
376+ 2.23% |
$64.1K - $77.7K
|
17.2K
$4.21M
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
375+ 3.51% |
$63.9K - $77.5K
|
11.1K
$2.7M
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
BUY
|
- |
370+ 0.58% |
$63.1K - $76.4K
|
64.2K
$15.7M
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
370+ 2.83% |
$63.1K - $76.4K
|
13.4K
$3.28M
|
|
Oct 25, 2022
Q3 2022
|
Sam Advisors, LLC
|
BUY
|
- |
368+ 0.55% |
$62.7K - $76K
|
67.8K
$16.5M
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
BUY
|
- |
368+ 27.24% |
$62.7K - $76K
|
1.72K
$419K
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
365+ 2.73% |
$62.2K - $75.4K
|
13.7K
$3.35M
|
|
Nov 14, 2022
Q3 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
360+ 4.76% |
$61.4K - $74.4K
|
7.92K
$1.93M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
357+ 5.85% |
$60.9K - $73.8K
|
6.46K
$1.58M
|
|
Oct 12, 2022
Q3 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
349+ 8.8% |
$59.5K - $72.1K
|
4.32K
$1.05M
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
347+ 2.27% |
$59.1K - $71.7K
|
15.6K
$3.82M
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
344+ 2.66% |
$58.6K - $71.1K
|
13.3K
$3.23M
|
|
Oct 17, 2022
Q3 2022
|
Mayport, LLC
|
BUY
|
- |
342+ 18.54% |
$58.3K - $70.7K
|
2.19K
$533K
|
|
Oct 11, 2022
Q3 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
335+ 2.78% |
$57.1K - $69.2K
|
12.4K
$3.02M
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
335+ 15.52% |
$57.1K - $69.2K
|
2.49K
$608K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
335+ 77.01% |
$57.1K - $69.2K
|
770
$188K
|
|
Oct 19, 2022
Q3 2022
|
Randolph CO Inc
Cincinnati, OH |
BUY
|
- |
334+ 0.28% |
$56.9K - $69K
|
121K
$29.5M
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
334+ 3.75% |
$56.9K - $69K
|
9.23K
$2.25M
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
334+ 3.35% |
$56.9K - $69K
|
10.3K
$2.52M
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
333+ 17.95% |
$56.8K - $68.8K
|
2.19K
$534K
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
332New |
$56.6K - $68.6K
|
332
$81K
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
BUY
|
- |
327+ 4.15% |
$55.7K - $67.6K
|
8.2K
$2M
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
320+ 1.24% |
$54.5K - $66.1K
|
26.1K
$6.37M
|
|
Feb 13, 2024
Q3 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
320+ 13.81% |
$54.5K - $66.1K
|
2.64K
$643K
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
313+ 0.77% |
$53.4K - $64.7K
|
41.2K
$10M
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
307+ 5.6% |
$52.3K - $63.4K
|
5.79K
$1.41M
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
301+ 3.37% |
$51.3K - $62.2K
|
9.23K
$2.25M
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
300+ 9.55% |
$51.1K - $62K
|
3.44K
$840K
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
298+ 1.84% |
$50.8K - $61.6K
|
16.5K
$4.02M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
298+ 1.87% |
$50.8K - $61.6K
|
16.3K
$3.97M
|