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 28, 2022
Q3 2022
|
Comerica Bank
|
SELL
|
- |
-2.1K- 2.67% |
$358K - $434K
|
76.5K
$18.7M
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.13K- 5.8% |
$362K - $439K
|
34.5K
$8.42M
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.16K- 5.8% |
$367K - $445K
|
35K
$8.54M
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-2.18K- 1.81% |
$371K - $449K
|
118K
$28.7M
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.19K- 3.54% |
$374K - $453K
|
59.7K
$14.6M
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-2.21K- 47.38% |
$377K - $457K
|
2.45K
$599K
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.22K- 14.26% |
$378K - $458K
|
13.3K
$3.25M
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.25K- 51.82% |
$383K - $464K
|
2.09K
$510K
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-2.26K- 1.27% |
$386K - $468K
|
176K
$43M
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-2.26KClosed |
$386K - $468K
|
0
$0
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-2.27K- 4.78% |
$387K - $469K
|
45.3K
$11M
|
|
Nov 02, 2022
Q3 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-2.28K- 2.6% |
$388K - $470K
|
85.3K
$20.8M
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.28K- 14.37% |
$389K - $472K
|
13.6K
$3.32M
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.37K- 5.63% |
$403K - $489K
|
39.7K
$9.68M
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.4K- 8.62% |
$409K - $496K
|
25.5K
$6.21M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.42K- 3.12% |
$412K - $499K
|
75K
$18.3M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-2.44K- 4.62% |
$417K - $505K
|
50.4K
$12.3M
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-2.55KClosed |
$434K - $526K
|
0
$0
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-2.55K- 19.06% |
$435K - $528K
|
10.8K
$2.64M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.56K- 6.87% |
$436K - $529K
|
34.7K
$8.45M
|
|
Oct 07, 2022
Q3 2022
|
Roth Financial Partners LLC
|
SELL
|
- |
-2.66K- 15.62% |
$453K - $550K
|
14.4K
$3.51M
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.76K- 7.03% |
$471K - $571K
|
36.5K
$8.91M
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.79K- 15.38% |
$475K - $576K
|
15.3K
$3.74M
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2.8K- 37.11% |
$477K - $579K
|
4.75K
$1.16M
|
|
Nov 09, 2022
Q3 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-2.87K- 20.37% |
$489K - $593K
|
11.2K
$2.74M
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-2.97K- 49.1% |
$507K - $614K
|
3.08K
$752K
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-2.99K- 13.43% |
$509K - $617K
|
19.2K
$4.69M
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-3.05K- 15.94% |
$519K - $629K
|
16.1K
$3.92M
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3.07K- 8.03% |
$523K - $634K
|
35.1K
$8.57M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.1K- 3.89% |
$529K - $641K
|
76.7K
$18.7M
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.19K- 19.58% |
$544K - $660K
|
13.1K
$3.2M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.19K- 1.5% |
$544K - $660K
|
210K
$51.2M
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.36K- 9.16% |
$573K - $695K
|
33.4K
$8.14M
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.5K- 2.5% |
$597K - $723K
|
137K
$33.3M
|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-3.82K- 67.22% |
$650K - $788K
|
1.86K
$454K
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-4.02K- 12.42% |
$684K - $830K
|
28.3K
$6.91M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-4.06K- 53.36% |
$691K - $838K
|
3.55K
$865K
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-4.09K- 9.06% |
$696K - $844K
|
41K
$10M
|
|
Nov 10, 2022
Q3 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-4.26K- 44.83% |
$726K - $880K
|
5.24K
$1.28M
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-4.36K- 54.72% |
$742K - $900K
|
3.61K
$879K
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.42K- 18.74% |
$754K - $913K
|
19.2K
$4.68M
|
|
Nov 07, 2022
Q3 2022
|
Bck Partners, Inc.
|
SELL
|
- |
-4.55K- 4.85% |
$775K - $940K
|
89.2K
$21.8M
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-4.69K- 1.21% |
$800K - $970K
|
383K
$93.3M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.77K- 26.15% |
$813K - $986K
|
13.5K
$3.29M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.85K- 0.83% |
$827K - $1M
|
577K
$141M
|
|
Oct 18, 2022
Q3 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-5K- 12.75% |
$852K - $1.03M
|
34.2K
$8.34M
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-5.02K- 13.56% |
$855K - $1.04M
|
32K
$7.8M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.18K- 6.82% |
$882K - $1.07M
|
70.7K
$17.2M
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.36K- 22.82% |
$913K - $1.11M
|
18.1K
$4.42M
|
|
Nov 09, 2022
Q3 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-5.38K- 15.25% |
$916K - $1.11M
|
29.9K
$7.29M
|