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 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-400- 3.7% |
$68.2K - $82.6K
|
10.4K
$2.54M
|
|
Nov 02, 2022
Q3 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-400- 3.78% |
$68.2K - $82.6K
|
10.2K
$2.49M
|
|
Oct 20, 2022
Q3 2022
|
S.A. Mason LLC
|
SELL
|
- |
-402- 1.99% |
$68.5K - $83.1K
|
19.8K
$4.83M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-406- 2.55% |
$69.2K - $83.9K
|
15.5K
$3.78M
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-406- 1.38% |
$69.2K - $83.9K
|
29.1K
$7.09M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-406- 2.55% |
$69.2K - $83.9K
|
15.5K
$3.78M
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-407- 16.89% |
$69.4K - $84.1K
|
2K
$489K
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-410- 4.43% |
$69.9K - $84.7K
|
8.85K
$2.16M
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-414- 3.78% |
$70.6K - $85.5K
|
10.6K
$2.57M
|
|
Nov 08, 2022
Q3 2022
|
5th Street Advisors, LLC
|
SELL
|
- |
-415- 1.62% |
$70.7K - $85.7K
|
25.2K
$6.15M
|
|
Oct 24, 2022
Q3 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-423- 11.95% |
$72.1K - $87.4K
|
3.12K
$760K
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-425- 17.09% |
$72.4K - $87.8K
|
2.06K
$503K
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-429- 63.74% |
$73.1K - $88.6K
|
244
$59.5K
|
|
Nov 14, 2022
Q3 2022
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-430- 1.05% |
$73.3K - $88.8K
|
40.7K
$9.93M
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-435Closed |
$74.1K - $89.9K
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-436- 23.24% |
$74.3K - $90.1K
|
1.44K
$351K
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-437- 4.09% |
$74.5K - $90.3K
|
10.2K
$2.5M
|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-437- 2.07% |
$74.5K - $90.3K
|
20.7K
$5.06M
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-443- 0.4% |
$75.5K - $91.5K
|
112K
$27.2M
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-450- 1.1% |
$76.7K - $93K
|
40.6K
$9.9M
|
|
Oct 31, 2022
Q3 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-451- 4.3% |
$76.9K - $93.2K
|
10K
$2.45M
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
SELL
|
- |
-456- 1.14% |
$77.7K - $94.2K
|
39.5K
$9.64M
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-457- 0.71% |
$77.9K - $94.4K
|
63.7K
$15.5M
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
SELL
|
- |
-459- 6.35% |
$78.2K - $94.8K
|
6.77K
$1.65M
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-459- 10.41% |
$78.2K - $94.8K
|
3.95K
$963K
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-460- 1.84% |
$78.4K - $95K
|
24.5K
$5.98M
|
|
Nov 04, 2022
Q3 2022
|
Cypress Capital Group
|
SELL
|
- |
-464- 18.73% |
$79.1K - $95.9K
|
2.01K
$491K
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-469- 13.23% |
$79.9K - $96.9K
|
3.08K
$751K
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-486- 13.26% |
$82.8K - $100K
|
3.18K
$775K
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-487- 10.89% |
$83K - $101K
|
3.99K
$973K
|
|
Oct 31, 2022
Q3 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-487- 7.93% |
$83K - $101K
|
5.65K
$1.38M
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-491- 43.37% |
$83.7K - $101K
|
641
$156K
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-502- 1.28% |
$85.6K - $104K
|
38.7K
$9.43M
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-502- 5.62% |
$85.6K - $104K
|
8.44K
$2.06M
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-503- 4.25% |
$85.7K - $104K
|
11.3K
$2.77M
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
SELL
|
- |
-511- 10.39% |
$87.1K - $106K
|
4.41K
$1.07M
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-514- 2.37% |
$87.6K - $106K
|
21.1K
$5.16M
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-546- 3.99% |
$93.1K - $113K
|
13.1K
$3.2M
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-551- 2.5% |
$93.9K - $114K
|
21.5K
$5.24M
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-552- 5.23% |
$94.1K - $114K
|
9.99K
$2.44M
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-554- 16.36% |
$94.4K - $114K
|
2.83K
$691K
|
|
Oct 12, 2022
Q3 2022
|
Veery Capital, LLC
|
SELL
|
- |
-568- 7.72% |
$96.8K - $117K
|
6.79K
$1.66M
|
|
Nov 14, 2022
Q3 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-577- 1.22% |
$98.3K - $119K
|
46.8K
$11.4M
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-580- 3.06% |
$98.9K - $120K
|
18.3K
$4.47M
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-587- 4.41% |
$100K - $121K
|
12.7K
$3.1M
|
|
Nov 14, 2022
Q3 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-593- 11.44% |
$101K - $123K
|
4.59K
$1.12M
|
|
Nov 09, 2022
Q3 2022
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-594- 17.77% |
$101K - $123K
|
2.75K
$671K
|
|
Oct 12, 2022
Q3 2022
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-606- 7.44% |
$103K - $125K
|
7.53K
$1.84M
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-615- 12.44% |
$105K - $127K
|
4.33K
$1.06M
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
SELL
|
- |
-627- 7.03% |
$107K - $130K
|
8.29K
$2.02M
|