Purchases and Sales Made in Q4 2022 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
812+ 28.67% |
$140K - $160K
|
3.64K
$889K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
806+ 12.82% |
$139K - $158K
|
7.1K
$1.73M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
805+ 15.69% |
$139K - $158K
|
5.94K
$1.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
798+ 2.29% |
$138K - $157K
|
35.7K
$8.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
794+ 1.63% |
$137K - $156K
|
49.5K
$12.1M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
765+ 0.21% |
$132K - $150K
|
364K
$88.8M
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
764+ 20.66% |
$132K - $150K
|
4.46K
$1.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
764+ 10.47% |
$132K - $150K
|
8.06K
$1.97M
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
763+ 1.29% |
$132K - $150K
|
60K
$14.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
758+ 63.06% |
$131K - $149K
|
1.96K
$478K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
757+ 24.3% |
$131K - $149K
|
3.87K
$944K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
742+ 10.9% |
$128K - $146K
|
7.55K
$1.84M
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
736+ 2.1% |
$127K - $145K
|
35.8K
$8.73M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
719+ 7.04% |
$124K - $141K
|
10.9K
$2.67M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
715+ 19.2% |
$124K - $141K
|
4.44K
$1.08M
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
714+ 11.64% |
$123K - $140K
|
6.85K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
703+ 1.2% |
$121K - $138K
|
59.5K
$14.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
694+ 16.07% |
$120K - $136K
|
5.01K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
BUY
|
- |
691+ 4.27% |
$119K - $136K
|
16.9K
$4.12M
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
BUY
|
- |
681New |
$118K - $134K
|
681
$166K
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
672+ 28.54% |
$116K - $132K
|
3.03K
$738K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
667+ 3.03% |
$115K - $131K
|
22.7K
$5.54M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
660+ 5.67% |
$114K - $130K
|
12.3K
$3M
|
|
|
Jan 24, 2023
Q4 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
657+ 4.5% |
$114K - $129K
|
15.2K
$3.72M
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
654+ 45.57% |
$113K - $129K
|
2.09K
$510K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
650+ 5.31% |
$112K - $128K
|
12.9K
$3.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
642+ 1.01% |
$111K - $126K
|
63.9K
$15.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
638+ 9.27% |
$110K - $125K
|
7.52K
$1.83M
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
635+ 23.19% |
$110K - $125K
|
3.37K
$823K
|
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
BUY
|
- |
631+ 1.43% |
$109K - $124K
|
44.7K
$10.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
631+ 36.24% |
$109K - $124K
|
2.37K
$579K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
628+ 27.94% |
$109K - $123K
|
2.88K
$702K
|
|
|
Jan 20, 2023
Q4 2022
|
Kearns & Associates LLC
|
BUY
|
- |
627+ 1.69% |
$108K - $123K
|
37.7K
$9.21M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
626+ 3.76% |
$108K - $123K
|
17.3K
$4.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
610+ 4.54% |
$105K - $120K
|
14.1K
$3.43M
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
609+ 18.76% |
$105K - $120K
|
3.86K
$940K
|
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
604+ 28.61% |
$104K - $119K
|
2.72K
$662K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
604+ 4.94% |
$104K - $119K
|
12.8K
$3.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
603+ 36.33% |
$104K - $119K
|
2.26K
$552K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
603New |
$104K - $119K
|
603
$147K
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
599+ 13.88% |
$104K - $118K
|
4.92K
$1.2M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
598New |
$103K - $118K
|
598
$146K
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
594+ 3.7% |
$103K - $117K
|
16.7K
$4.06M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
592+ 37.14% |
$102K - $116K
|
2.19K
$533K
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
592+ 4.82% |
$102K - $116K
|
12.9K
$3.14M
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
582+ 1.76% |
$101K - $114K
|
33.7K
$8.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
581+ 5.25% |
$100K - $114K
|
11.6K
$2.84M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
579+ 1.58% |
$100K - $114K
|
37.1K
$9.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
572+ 23.86% |
$98.9K - $112K
|
2.97K
$724K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
570+ 3.29% |
$98.5K - $112K
|
17.9K
$4.36M
|