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
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-196- 8.95% |
$33.9K - $38.5K
|
2K
$487K
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-200- 27.25% |
$34.6K - $39.3K
|
534
$130K
|
|
|
Feb 01, 2023
Q4 2022
|
First Bancorp, Inc
|
SELL
|
- |
-207- 1.06% |
$35.8K - $40.7K
|
19.4K
$4.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-207- 4.3% |
$35.8K - $40.7K
|
4.61K
$1.12M
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-209- 1.55% |
$36.1K - $41.1K
|
13.3K
$3.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-215- 16.54% |
$37.2K - $42.3K
|
1.09K
$265K
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
SELL
|
- |
-218- 12.67% |
$37.7K - $42.9K
|
1.5K
$366K
|
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
SELL
|
- |
-219- 6.11% |
$37.8K - $43K
|
3.36K
$821K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-222- 15.81% |
$38.4K - $43.6K
|
1.18K
$288K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-225- 12.64% |
$38.9K - $44.2K
|
1.56K
$379K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-227- 4.39% |
$39.2K - $44.6K
|
4.94K
$1.21M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-228- 7.49% |
$39.4K - $44.8K
|
2.82K
$687K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-229- 2.24% |
$39.6K - $45K
|
10K
$2.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-233- 0.57% |
$40.3K - $45.8K
|
40.3K
$9.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-234- 3.77% |
$40.4K - $46K
|
5.97K
$1.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-237- 2.35% |
$41K - $46.6K
|
9.86K
$2.41M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
SELL
|
- |
-240- 4.24% |
$41.5K - $47.2K
|
5.41K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-240- 2.47% |
$41.5K - $47.2K
|
9.46K
$2.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-242- 3.58% |
$41.8K - $47.6K
|
6.52K
$1.59M
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-244- 5.9% |
$42.2K - $48K
|
3.89K
$950K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-247- 1.78% |
$42.7K - $48.6K
|
13.6K
$3.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-247- 1.69% |
$42.7K - $48.6K
|
14.3K
$3.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-251- 13.15% |
$43.4K - $49.3K
|
1.66K
$404K
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-255- 0.61% |
$44.1K - $50.1K
|
41.5K
$10.1M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-255- 0.35% |
$44.1K - $50.1K
|
71.8K
$17.5M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-255- 3.95% |
$44.1K - $50.1K
|
6.2K
$1.51M
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-268- 3.35% |
$46.3K - $52.7K
|
7.74K
$1.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-271- 0.68% |
$46.8K - $53.3K
|
39.4K
$9.61M
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-273- 1.04% |
$47.2K - $53.7K
|
26K
$6.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
SELL
|
- |
-280- 0.87% |
$48.4K - $55K
|
32.1K
$7.83M
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-282- 4.35% |
$48.7K - $55.4K
|
6.2K
$1.51M
|
|
|
Jan 30, 2023
Q4 2022
|
Waterfront Wealth Inc.
|
SELL
|
- |
-282- 14.47% |
$48.7K - $55.4K
|
1.67K
$407K
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-286- 2.25% |
$49.4K - $56.2K
|
12.4K
$3.03M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-289- 7.84% |
$49.9K - $56.8K
|
3.4K
$829K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-289- 2.6% |
$49.9K - $56.8K
|
10.8K
$2.64M
|
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-289- 1.3% |
$49.9K - $56.8K
|
21.9K
$5.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-301- 12.49% |
$52K - $59.2K
|
2.11K
$514K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-305- 3.3% |
$52.7K - $60K
|
8.93K
$2.18M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-307- 3.97% |
$53.1K - $60.3K
|
7.43K
$1.81M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-313- 2.15% |
$54.1K - $61.5K
|
14.3K
$3.48M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-313- 94.28% |
$54.1K - $61.5K
|
19
$4.63K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-323- 20.39% |
$55.8K - $63.5K
|
1.26K
$308K
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-328- 2.92% |
$56.7K - $64.5K
|
10.9K
$2.66M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-328- 10.9% |
$56.7K - $64.5K
|
2.68K
$654K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-337- 37.32% |
$58.2K - $66.2K
|
566
$138K
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-338- 0.63% |
$58.4K - $66.4K
|
53.4K
$13M
|
|
|
Oct 04, 2023
Q4 2022
|
Financial Advisory Partners, LLC
Winter Park, FL |
SELL
|
- |
-345- 2.15% |
$59.6K - $67.8K
|
15.7K
$3.83M
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-348- 6.46% |
$60.1K - $68.4K
|
5.04K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-348- 2.81% |
$60.1K - $68.4K
|
12.1K
$2.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-355- 0.94% |
$61.4K - $69.8K
|
37.6K
$9.17M
|