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 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-995- 15.19% |
$172K - $196K
|
5.56K
$1.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.04K- 7.12% |
$179K - $204K
|
13.5K
$3.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-1.05K- 2.63% |
$182K - $207K
|
39.1K
$9.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.06K- 4.93% |
$183K - $208K
|
20.4K
$4.98M
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.08K- 13.87% |
$186K - $211K
|
6.68K
$1.63M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.1K- 2.38% |
$189K - $215K
|
44.9K
$11M
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.1K- 27.52% |
$190K - $216K
|
2.89K
$706K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.11K- 66.35% |
$193K - $219K
|
565
$138K
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-1.18K- 62.77% |
$204K - $232K
|
701
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.18KClosed |
$204K - $232K
|
0
$0
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.19K- 15.08% |
$206K - $234K
|
6.7K
$1.63M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-1.19K- 6.21% |
$206K - $235K
|
18K
$4.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-1.2K- 13.34% |
$207K - $236K
|
7.79K
$1.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-1.21K- 2.78% |
$209K - $237K
|
42.2K
$10.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-1.21K- 34.91% |
$209K - $238K
|
2.26K
$551K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.23K- 5.58% |
$212K - $241K
|
20.7K
$5.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.25K- 10.41% |
$216K - $246K
|
10.8K
$2.62M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.25K- 26.51% |
$217K - $246K
|
3.48K
$848K
|
|
|
Feb 02, 2023
Q4 2022
|
Nelson Capital Management, LLC
|
SELL
|
- |
-1.28K- 1.5% |
$221K - $251K
|
84K
$20.5M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1.28K- 3.63% |
$221K - $251K
|
33.9K
$8.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.31K- 7.63% |
$227K - $258K
|
15.9K
$3.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.35K- 1.01% |
$234K - $266K
|
133K
$32.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.38K- 14.04% |
$239K - $272K
|
8.46K
$2.06M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.4K- 2.14% |
$241K - $275K
|
63.8K
$15.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.4K- 10.38% |
$242K - $275K
|
12.1K
$2.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.46K- 0.74% |
$252K - $286K
|
197K
$48M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-1.46K- 4.58% |
$253K - $288K
|
30.5K
$7.44M
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.48K- 17.21% |
$255K - $290K
|
7.1K
$1.73M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.48K- 2.84% |
$256K - $291K
|
50.6K
$12.4M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.48K- 2.84% |
$256K - $291K
|
50.6K
$12.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.51K- 24.37% |
$261K - $297K
|
4.68K
$1.14M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.51K- 10.54% |
$261K - $297K
|
12.8K
$3.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.53K- 23.31% |
$265K - $301K
|
5.04K
$1.23M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-1.54K- 1.87% |
$265K - $302K
|
80.7K
$19.7M
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.57K- 3.87% |
$271K - $308K
|
39K
$9.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Compass Financial Group, Inc.
|
SELL
|
- |
-1.59K- 3.91% |
$274K - $312K
|
39K
$9.51M
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.64K- 10.54% |
$283K - $322K
|
13.9K
$3.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.75K- 8.51% |
$303K - $345K
|
18.9K
$4.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-1.86K- 13.58% |
$322K - $366K
|
11.9K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.87K- 11.76% |
$323K - $368K
|
14K
$3.42M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.91K- 14.96% |
$330K - $375K
|
10.8K
$2.65M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.91K- 28.59% |
$330K - $376K
|
4.78K
$1.16M
|
|
|
Jan 24, 2023
Q4 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-1.95K- 38.84% |
$337K - $383K
|
3.07K
$748K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.96K- 45.56% |
$338K - $385K
|
2.34K
$571K
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.97K- 41.96% |
$340K - $386K
|
2.72K
$663K
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.99K- 25.13% |
$344K - $391K
|
5.93K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-2.02K- 47.82% |
$349K - $396K
|
2.2K
$537K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.09K- 16.43% |
$360K - $410K
|
10.6K
$2.59M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
SELL
|
- |
-2.18K- 9.15% |
$377K - $429K
|
21.7K
$5.29M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-2.26K- 8.87% |
$390K - $444K
|
23.2K
$5.66M
|