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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
81+ 4.29% |
$14K - $15.9K
|
1.97K
$477K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
80+ 3.6% |
$13.8K - $15.7K
|
2.3K
$558K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
79+ 0.57% |
$13.7K - $15.5K
|
14K
$3.4M
|
|
|
Jan 12, 2023
Q4 2022
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
76+ 1.94% |
$13.1K - $14.9K
|
3.99K
$966K
|
|
|
Oct 25, 2024
Q4 2022
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
76+ 0.53% |
$13.1K - $14.9K
|
14.3K
$3.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
75+ 0.9% |
$13K - $14.7K
|
8.39K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
75New |
$13K - $14.7K
|
75
$18.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
74+ 21.08% |
$12.8K - $14.5K
|
425
$103K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
73+ 0.89% |
$12.6K - $14.3K
|
8.25K
$2M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
73+ 3.49% |
$12.6K - $14.3K
|
2.16K
$524K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
72New |
$12.4K - $14.2K
|
72
$17.4K
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
70+ 1.46% |
$12.1K - $13.8K
|
4.88K
$1.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
70+ 0.48% |
$12.1K - $13.8K
|
14.5K
$3.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
68New |
$11.8K - $13.4K
|
68
$16.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
67+ 9.63% |
$11.6K - $13.2K
|
763
$185K
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
66+ 275.0% |
$11.4K - $13K
|
90
$21.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Twele Capital Management, Inc.
|
BUY
|
- |
65+ 0.14% |
$11.2K - $12.8K
|
45.4K
$11M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
65+ 282.61% |
$11.2K - $12.8K
|
88
$21.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverview Capital Advisers, LLC
Boston, MA |
BUY
|
- |
65+ 0.25% |
$11.2K - $12.8K
|
26.6K
$6.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
63New |
$10.9K - $12.4K
|
63
$15.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
62+ 0.55% |
$10.7K - $12.2K
|
11.3K
$2.73M
|
|
|
Jan 05, 2023
Q4 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
60+ 3.41% |
$10.4K - $11.8K
|
1.82K
$441K
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
60New |
$10.4K - $11.8K
|
60
$14.5K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
60+ 12.2% |
$10.4K - $11.8K
|
552
$134K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
59+ 2.47% |
$10.2K - $11.6K
|
2.45K
$592K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
58New |
$10K - $11.4K
|
58
$14K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
57+ 10.07% |
$9.85K - $11.2K
|
623
$151K
|
|
|
Jan 25, 2023
Q4 2022
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
57+ 0.18% |
$9.85K - $11.2K
|
31.4K
$7.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
57+ 0.32% |
$9.85K - $11.2K
|
18K
$4.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
56+ 2.97% |
$9.68K - $11K
|
1.94K
$471K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
55+ 0.85% |
$9.51K - $10.8K
|
6.53K
$1.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
55+ 1.35% |
$9.51K - $10.8K
|
4.12K
$997K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
55+ 1.0% |
$9.51K - $10.8K
|
5.56K
$1.35M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
55+ 1.35% |
$9.51K - $10.8K
|
4.12K
$997K
|
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
53+ 2.69% |
$9.16K - $10.4K
|
2.02K
$490K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
51+ 1.01% |
$8.81K - $10K
|
5.11K
$1.24M
|
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
50+ 0.71% |
$8.64K - $9.83K
|
7.05K
$1.71M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
50+ 51.02% |
$8.64K - $9.83K
|
148
$35.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
50+ 2.98% |
$8.64K - $9.83K
|
1.73K
$418K
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
48+ 0.88% |
$8.3K - $9.44K
|
5.49K
$1.33M
|
|
|
Jan 19, 2023
Q4 2022
|
Ridgewood Investments LLC
|
BUY
|
- |
47+ 0.49% |
$8.12K - $9.24K
|
9.62K
$2.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
47New |
$8.12K - $9.24K
|
47
$11.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
46+ 0.81% |
$7.95K - $9.04K
|
5.75K
$1.39M
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
45+ 2.81% |
$7.78K - $8.85K
|
1.65K
$398K
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
44+ 7.1% |
$7.6K - $8.65K
|
664
$161K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
44+ 3.3% |
$7.6K - $8.65K
|
1.38K
$333K
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
44New |
$7.6K - $8.65K
|
44
$10.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
43+ 2.21% |
$7.43K - $8.45K
|
1.99K
$481K
|
|
|
Feb 10, 2023
Q4 2022
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
43+ 59.72% |
$7.43K - $8.45K
|
115
$27.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
41+ 0.38% |
$7.09K - $8.06K
|
10.8K
$2.62M
|