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 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
384+ 7.52% |
$66.4K - $75.5K
|
5.49K
$1.35M
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
370+ 5.45% |
$63.9K - $72.7K
|
7.15K
$1.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
370+ 1.27% |
$63.9K - $72.7K
|
29.5K
$7.22M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
367+ 5.25% |
$63.4K - $72.1K
|
7.35K
$1.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
367+ 2.38% |
$63.4K - $72.1K
|
15.8K
$3.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
348+ 10.63% |
$60.1K - $68.4K
|
3.62K
$888K
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
344+ 6.84% |
$59.5K - $67.6K
|
5.38K
$1.32M
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
344+ 48.93% |
$59.5K - $67.6K
|
1.05K
$256K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
343New |
$59.3K - $67.4K
|
343
$84K
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
340+ 3.73% |
$58.8K - $66.8K
|
9.46K
$2.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
340+ 27.96% |
$58.8K - $66.8K
|
1.56K
$381K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
340New |
$58.8K - $66.8K
|
340
$83.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
339+ 17.14% |
$58.6K - $66.6K
|
2.32K
$568K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
336+ 22.98% |
$58.1K - $66K
|
1.8K
$440K
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
334+ 1.11% |
$57.7K - $65.7K
|
30.5K
$7.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
332+ 28.23% |
$57.4K - $65.3K
|
1.51K
$369K
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
329+ 3.37% |
$56.9K - $64.7K
|
10.1K
$2.47M
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
328+ 3.55% |
$56.7K - $64.5K
|
9.56K
$2.34M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
328+ 11.91% |
$56.7K - $64.5K
|
3.08K
$755K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
328+ 11.18% |
$56.7K - $64.5K
|
3.26K
$799K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
328+ 0.21% |
$56.7K - $64.5K
|
158K
$38.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
325+ 0.88% |
$56.2K - $63.9K
|
37.1K
$9.08M
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
325New |
$56.2K - $63.9K
|
325
$79.6K
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
321+ 8.62% |
$55.5K - $63.1K
|
4.04K
$990K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
319+ 0.91% |
$55.1K - $62.7K
|
35.3K
$8.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
316+ 1.08% |
$54.6K - $62.1K
|
29.7K
$7.27M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
314+ 1.35% |
$54.3K - $61.7K
|
23.5K
$5.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
314+ 2.79% |
$54.3K - $61.7K
|
11.6K
$2.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
310+ 0.81% |
$53.6K - $60.9K
|
38.6K
$9.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
310+ 0.52% |
$53.6K - $60.9K
|
60K
$14.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
308+ 80.63% |
$53.2K - $60.5K
|
690
$169K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
306+ 6.88% |
$52.9K - $60.2K
|
4.76K
$1.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
306+ 0.09% |
$52.9K - $60.2K
|
332K
$81.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
305+ 3.29% |
$52.7K - $60K
|
9.57K
$2.34M
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
299+ 9.65% |
$51.7K - $58.8K
|
3.4K
$832K
|
|
|
Jan 19, 2023
Q4 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
291+ 16.66% |
$50.3K - $57.2K
|
2.04K
$499K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
BUY
|
- |
287+ 27.65% |
$49.6K - $56.4K
|
1.33K
$325K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
287+ 17.95% |
$49.6K - $56.4K
|
1.89K
$462K
|
|
|
Jan 18, 2023
Q4 2022
|
Advocate Group LLC
|
BUY
|
- |
279+ 10.98% |
$48.2K - $54.8K
|
2.82K
$691K
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
279+ 0.65% |
$48.2K - $54.8K
|
43.2K
$10.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Solitude Financial Services
|
BUY
|
- |
276+ 0.54% |
$47.7K - $54.3K
|
51.8K
$12.7M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
276+ 1.43% |
$47.7K - $54.3K
|
19.6K
$4.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
273+ 0.11% |
$47.2K - $53.7K
|
243K
$59.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
264+ 0.6% |
$45.6K - $51.9K
|
44.2K
$10.8M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
264+ 5.95% |
$45.6K - $51.9K
|
4.7K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
261New |
$45.1K - $51.3K
|
261
$63.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
260+ 4.69% |
$44.9K - $51.1K
|
5.8K
$1.42M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
255+ 4.69% |
$44.1K - $50.1K
|
5.69K
$1.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
254+ 8.41% |
$43.9K - $49.9K
|
3.28K
$803K
|
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
253+ 10.45% |
$43.7K - $49.7K
|
2.67K
$655K
|