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 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
38.9K+ 7.74% |
$6.73M - $7.65M
|
542K
$132M
|
|
Feb 07, 2023
Q4 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
38.1K+ 20.73% |
$6.59M - $7.5M
|
222K
$54.2M
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
37.6KNew |
$6.49M - $7.38M
|
37.6K
$9.16M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37K+ 1.09% |
$6.39M - $7.27M
|
3.42M
$834M
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
36.3K+ 10.12% |
$6.27M - $7.13M
|
395K
$96.2M
|
|
Feb 01, 2023
Q4 2022
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
35.9K+ 82.46% |
$6.2M - $7.06M
|
79.4K
$19.4M
|
|
Feb 14, 2023
Q4 2022
|
Auto Owners Insurance CO
Lansing, MI |
BUY
|
- |
33.6KNew |
$5.81M - $6.6M
|
33.6K
$8.2M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.5K+ 23.93% |
$5.79M - $6.58M
|
173K
$42.3M
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
33.3KNew |
$5.76M - $6.55M
|
33.3K
$8.12M
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
32.4K+ 143.18% |
$5.6M - $6.37M
|
55.1K
$13.4M
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
32.3KNew |
$5.58M - $6.34M
|
32.3K
$7.87M
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
31.8K+ 36.96% |
$5.5M - $6.26M
|
118K
$28.8M
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
31.8K+ 55.89% |
$5.49M - $6.25M
|
88.6K
$21.6M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
31.5K+ 10.08% |
$5.45M - $6.2M
|
344K
$84M
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
31.4KNew |
$5.42M - $6.16M
|
31.4K
$7.65M
|
|
Jan 30, 2023
Q4 2022
|
Latigo Investments, LLC
|
BUY
|
- |
30.1KNew |
$5.2M - $5.91M
|
30.1K
$7.33M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.5K+ 1.55% |
$5.11M - $5.81M
|
1.94M
$473M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
29.5K+ 1.55% |
$5.11M - $5.81M
|
1.94M
$473M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28.8K+ 3.47% |
$4.97M - $5.66M
|
858K
$209M
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
28.7K+ 45.2% |
$4.96M - $5.64M
|
92.1K
$22.5M
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
28.5K+ 244.14% |
$4.93M - $5.61M
|
40.2K
$9.81M
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
28.5K+ 722.65% |
$4.93M - $5.61M
|
32.5K
$7.92M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
28.3KNew |
$4.89M - $5.56M
|
28.3K
$6.9M
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
27.2KNew |
$4.71M - $5.35M
|
27.2K
$6.64M
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
26.8K+ 5.84% |
$4.64M - $5.28M
|
486K
$119M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
26.7KNew |
$4.62M - $5.26M
|
26.7K
$6.52M
|
|
Feb 07, 2023
Q4 2022
|
Hardy Reed LLC
|
BUY
|
- |
25KNew |
$4.33M - $4.92M
|
25K
$6.11M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
24.7K+ 20.5% |
$4.27M - $4.86M
|
145K
$35.5M
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
24.6KNew |
$4.25M - $4.83M
|
24.6K
$6M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
24.4KNew |
$4.23M - $4.81M
|
24.4K
$5.96M
|
|
Feb 13, 2023
Q4 2022
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
24.4KNew |
$4.21M - $4.79M
|
24.4K
$5.94M
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
22.7K+ 25.45% |
$3.93M - $4.47M
|
112K
$27.3M
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
21.6KNew |
$3.73M - $4.24M
|
21.6K
$5.27M
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
21.1K+ 5.23% |
$3.65M - $4.15M
|
425K
$104M
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
21K+ 158.96% |
$3.63M - $4.13M
|
34.2K
$8.34M
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
20.9KNew |
$3.61M - $4.11M
|
20.9K
$5.09M
|
|
Feb 07, 2023
Q4 2022
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
19.9KNew |
$3.45M - $3.92M
|
19.9K
$4.86M
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
19.5K+ 153.41% |
$3.37M - $3.83M
|
32.2K
$7.86M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.2K+ 2.1% |
$3.32M - $3.78M
|
935K
$228M
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
18.6K+ 29.3% |
$3.22M - $3.66M
|
82.2K
$20.1M
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 19.01% |
$3.12M - $3.55M
|
113K
$27.6M
|
|
Jan 25, 2023
Q4 2022
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
17.1KNew |
$2.95M - $3.36M
|
17.1K
$4.17M
|
|
Apr 20, 2023
Q4 2022
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
17KNew |
$2.93M - $3.33M
|
17K
$4.14M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.8K+ 87.15% |
$2.9M - $3.29M
|
36K
$8.78M
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
16.3K+ 28.7% |
$2.82M - $3.21M
|
73.2K
$17.9M
|
|
Jan 26, 2023
Q4 2022
|
Elm Partners Management LLC
|
BUY
|
- |
16.2K+ 47.28% |
$2.8M - $3.18M
|
50.4K
$12.3M
|
|
Mar 22, 2024
Q4 2022
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
16.1KNew |
$2.78M - $3.16M
|
16.1K
$3.92M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
16KNew |
$2.77M - $3.15M
|
16K
$3.91M
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
15.8K+ 272.5% |
$2.73M - $3.1M
|
21.6K
$5.26M
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
15.7KNew |
$2.71M - $3.09M
|
15.7K
$3.83M
|