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 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.34K- 62.86% |
$404K - $459K
|
1.38K
$337K
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.42K- 15.47% |
$418K - $476K
|
13.2K
$3.23M
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-2.43K- 45.06% |
$419K - $477K
|
2.96K
$721K
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-2.51K- 8.98% |
$434K - $494K
|
25.5K
$6.22M
|
|
Jan 26, 2023
Q4 2022
|
Legacy Financial Group LLC
|
SELL
|
- |
-2.56K- 1.67% |
$442K - $503K
|
151K
$36.8M
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-2.62K- 3.53% |
$453K - $515K
|
71.7K
$17.5M
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-2.63K- 10.71% |
$455K - $517K
|
22K
$5.35M
|
|
Feb 13, 2024
Q4 2022
|
United Community Bank
Greenville, SC |
SELL
|
- |
-2.64KClosed |
$456K - $519K
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.71K- 25.48% |
$468K - $532K
|
7.92K
$1.93M
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.74K- 5.52% |
$474K - $539K
|
46.9K
$11.4M
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.75K- 0.89% |
$476K - $541K
|
305K
$74.5M
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.78K- 7.9% |
$480K - $546K
|
32.4K
$7.89M
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.81K- 19.91% |
$486K - $553K
|
11.3K
$2.76M
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-2.85K- 7.33% |
$493K - $560K
|
36K
$8.79M
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-2.91K- 51.47% |
$503K - $572K
|
2.74K
$669K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.93K- 3.7% |
$505K - $575K
|
76K
$18.5M
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-2.93K- 5.04% |
$506K - $575K
|
55.2K
$13.5M
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.95K- 9.74% |
$510K - $580K
|
27.3K
$6.67M
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
SELL
|
- |
-3K- 64.14% |
$519K - $590K
|
1.68K
$409K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.05K- 2.46% |
$527K - $599K
|
121K
$29.5M
|
|
Feb 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-3.09K- 11.95% |
$534K - $607K
|
22.8K
$5.55M
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-3.1K- 71.17% |
$536K - $609K
|
1.26K
$306K
|
|
Feb 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-3.18K- 40.38% |
$549K - $625K
|
4.69K
$1.14M
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.2K- 3.41% |
$554K - $630K
|
90.8K
$22.2M
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.21K- 20.93% |
$554K - $631K
|
12.1K
$2.96M
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-3.26K- 16.23% |
$564K - $641K
|
16.8K
$4.11M
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.27K- 1.56% |
$565K - $643K
|
207K
$50.4M
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.31K- 17.25% |
$572K - $650K
|
15.9K
$3.87M
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-3.32K- 8.98% |
$573K - $652K
|
33.6K
$8.2M
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-3.36K- 22.14% |
$581K - $660K
|
11.8K
$2.88M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-3.45K- 4.77% |
$596K - $678K
|
68.9K
$16.8M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.53K- 4.99% |
$610K - $693K
|
67.2K
$16.4M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.53K- 4.87% |
$610K - $694K
|
68.9K
$16.8M
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-3.54K- 8.62% |
$611K - $695K
|
37.5K
$9.15M
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-3.58K- 5.11% |
$618K - $703K
|
66.5K
$16.2M
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-3.58K- 7.91% |
$618K - $703K
|
41.7K
$10.2M
|
|
Jan 17, 2023
Q4 2022
|
Whelan Financial
|
SELL
|
- |
-3.71K- 3.22% |
$640K - $728K
|
111K
$27.2M
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-3.79K- 2.15% |
$654K - $744K
|
172K
$42M
|
|
Feb 02, 2023
Q4 2022
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-3.88K- 66.67% |
$671K - $763K
|
1.94K
$473K
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.89K- 19.55% |
$672K - $764K
|
16K
$3.9M
|
|
Jan 10, 2023
Q4 2022
|
Roberts Wealth Advisors, LLC
|
SELL
|
- |
-3.9K- 8.71% |
$675K - $767K
|
40.9K
$9.97M
|
|
May 20, 2024
Q4 2022
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-3.91K- 8.59% |
$675K - $768K
|
41.6K
$10.1M
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-3.98K- 4.14% |
$687K - $781K
|
92.1K
$22.5M
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-3.98K- 38.21% |
$688K - $783K
|
6.44K
$1.57M
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.05K- 5.36% |
$699K - $795K
|
71.5K
$17.4M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-4.06K- 8.06% |
$702K - $799K
|
46.4K
$11.3M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.14K- 41.37% |
$715K - $813K
|
5.86K
$1.43M
|
|
Feb 15, 2023
Q4 2022
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-4.18K- 41.72% |
$723K - $822K
|
5.84K
$1.43M
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-4.3K- 3.84% |
$743K - $845K
|
108K
$26.3M
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.46K- 2.39% |
$771K - $877K
|
183K
$44.5M
|