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
|
Scott Capital Advisors, LLC
|
BUY
|
- |
1.79K+ 1.59% |
$304K - $369K
|
114K
$27.9M
|
|
|
Oct 06, 2022
Q3 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.78K+ 7.34% |
$304K - $368K
|
26.1K
$6.36M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.77K+ 2.9% |
$301K - $365K
|
62.7K
$15.3M
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.76K+ 1.93% |
$300K - $364K
|
92.9K
$22.7M
|
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.75KNew |
$298K - $361K
|
1.75K
$426K
|
|
|
Nov 10, 2022
Q3 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.74K+ 39.14% |
$297K - $360K
|
6.19K
$1.51M
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.73KNew |
$295K - $358K
|
1.73K
$422K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.71K+ 95.04% |
$291K - $352K
|
3.5K
$854K
|
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.7K+ 4.93% |
$290K - $351K
|
36.2K
$8.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.7K+ 0.71% |
$290K - $351K
|
242K
$59.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
1.69K+ 7.98% |
$288K - $350K
|
22.9K
$5.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.68KNew |
$286K - $347K
|
1.68K
$410K
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
BUY
|
- |
1.66K+ 19.53% |
$284K - $344K
|
10.2K
$2.48M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.64K+ 25.15% |
$279K - $338K
|
8.14K
$1.99M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
1.62K+ 2.03% |
$276K - $335K
|
81.2K
$19.8M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.6K+ 1.16% |
$272K - $330K
|
140K
$34.1M
|
|
|
Oct 24, 2022
Q3 2022
|
First National Corp
|
BUY
|
- |
1.59K+ 3.84% |
$270K - $327K
|
42.9K
$10.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
1.58K+ 3.6% |
$269K - $326K
|
45.3K
$11.1M
|
|
|
Oct 12, 2022
Q3 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
1.57KNew |
$267K - $324K
|
1.57K
$382K
|
|
|
Oct 18, 2022
Q3 2022
|
Ballast, Inc.
|
BUY
|
- |
1.57K+ 1.61% |
$267K - $324K
|
99K
$24.2M
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.55K+ 8.52% |
$265K - $321K
|
19.8K
$4.82M
|
|
|
Oct 21, 2022
Q3 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
1.55K+ 3.71% |
$264K - $320K
|
43.3K
$10.6M
|
|
|
Nov 01, 2022
Q3 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
1.53K+ 44.29% |
$261K - $316K
|
4.99K
$1.22M
|
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
1.52K+ 27.49% |
$260K - $315K
|
7.06K
$1.72M
|
|
|
Oct 18, 2022
Q3 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
1.52K+ 9.69% |
$259K - $314K
|
17.2K
$4.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 3.4% |
$258K - $313K
|
46.1K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.51KNew |
$257K - $311K
|
1.51K
$367K
|
|
|
Oct 20, 2022
Q3 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.5K+ 68.01% |
$255K - $309K
|
3.7K
$902K
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.5KNew |
$255K - $309K
|
1.5K
$365K
|
|
|
Nov 07, 2022
Q3 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.48KNew |
$253K - $307K
|
1.48K
$362K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.48K+ 2.23% |
$252K - $305K
|
67.9K
$16.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.48K+ 1.24% |
$251K - $305K
|
121K
$29.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.47K+ 0.32% |
$251K - $305K
|
459K
$112M
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.47K+ 1.85% |
$250K - $304K
|
80.9K
$19.7M
|
|
|
Dec 09, 2022
Q3 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.46KNew |
$249K - $302K
|
1.46K
$357K
|
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
1.45K+ 977.03% |
$246K - $299K
|
1.59K
$389K
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.44K+ 36.91% |
$246K - $298K
|
5.36K
$1.31M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Asset Management CO
|
BUY
|
- |
1.44KNew |
$246K - $298K
|
1.44K
$352K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.44K+ 11.73% |
$246K - $298K
|
13.7K
$3.35M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.44K+ 1.17% |
$245K - $297K
|
124K
$30.2M
|
|
|
Oct 14, 2022
Q3 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
1.44KNew |
$245K - $297K
|
1.44K
$350K
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.43K+ 10.68% |
$244K - $296K
|
14.8K
$3.62M
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
BUY
|
- |
1.43K+ 2.68% |
$243K - $295K
|
54.6K
$13.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
1.42K+ 11.7% |
$242K - $294K
|
13.6K
$3.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.42K+ 24.24% |
$242K - $293K
|
7.27K
$1.77M
|
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.4KNew |
$239K - $290K
|
1.4K
$342K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.4K+ 1.26% |
$238K - $289K
|
113K
$27.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.39K+ 6.25% |
$237K - $287K
|
23.6K
$5.77M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.39K+ 0.42% |
$236K - $286K
|
332K
$80.9M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.38K+ 7.48% |
$236K - $286K
|
19.9K
$4.85M
|