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 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
BUY
|
- |
15.6K+ 81.08% |
$2.7M - $3.07M
|
34.9K
$8.52M
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
15.5K+ 67343.48% |
$2.68M - $3.04M
|
15.5K
$3.78M
|
|
Feb 14, 2023
Q4 2022
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
15.3KNew |
$2.65M - $3.01M
|
15.3K
$3.74M
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
15.3K+ 4.17% |
$2.65M - $3.01M
|
383K
$93.3M
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
15.1K+ 82.46% |
$2.61M - $2.97M
|
33.5K
$8.16M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14.9K+ 2.02% |
$2.57M - $2.92M
|
750K
$183M
|
|
Feb 01, 2023
Q4 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
14.6KNew |
$2.53M - $2.88M
|
14.6K
$3.57M
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
14.5K+ 20.68% |
$2.51M - $2.85M
|
84.6K
$20.6M
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
14.5K+ 263.49% |
$2.5M - $2.84M
|
19.9K
$4.86M
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
14.4K+ 29.24% |
$2.49M - $2.83M
|
63.7K
$15.5M
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 52.63% |
$2.48M - $2.83M
|
41.7K
$10.2M
|
|
Feb 02, 2023
Q4 2022
|
Davidson Investment Advisors
|
BUY
|
- |
14K+ 14.75% |
$2.42M - $2.75M
|
109K
$26.6M
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
14KNew |
$2.42M - $2.75M
|
14K
$3.41M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
13.7K+ 25.49% |
$2.36M - $2.68M
|
67.2K
$16.4M
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
13.6K+ 22.9% |
$2.34M - $2.67M
|
72.8K
$17.8M
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
13.5KNew |
$2.33M - $2.65M
|
13.5K
$3.29M
|
|
Feb 15, 2023
Q4 2022
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
13.5KNew |
$2.33M - $2.65M
|
13.5K
$3.29M
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
13.3K+ 462.83% |
$2.3M - $2.62M
|
16.2K
$3.96M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13K+ 78.54% |
$2.25M - $2.56M
|
29.6K
$7.22M
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 43.01% |
$2.22M - $2.53M
|
42.7K
$10.4M
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.7K+ 59.24% |
$2.2M - $2.5M
|
34.2K
$8.35M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
12.7K+ 18.75% |
$2.2M - $2.5M
|
80.6K
$19.7M
|
|
Jan 31, 2023
Q4 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
12.6K+ 157.97% |
$2.18M - $2.48M
|
20.6K
$5.03M
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
12.5KNew |
$2.16M - $2.46M
|
12.5K
$3.05M
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
12.2K+ 4.53% |
$2.11M - $2.41M
|
283K
$68.9M
|
|
Feb 14, 2023
Q4 2022
|
Zebra Capital Management LLC
Stamford, CT |
BUY
|
- |
12.1KNew |
$2.1M - $2.38M
|
12.1K
$2.96M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
12K+ 15.73% |
$2.08M - $2.36M
|
88.5K
$21.6M
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
11.8K+ 170.1% |
$2.05M - $2.33M
|
18.8K
$4.58M
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.8K+ 19.52% |
$2.03M - $2.31M
|
72K
$17.6M
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
11.8KNew |
$2.03M - $2.31M
|
11.8K
$2.87M
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
11.7K+ 3599.07% |
$2.02M - $2.29M
|
12K
$2.92M
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
11.6K+ 3.32% |
$2.01M - $2.29M
|
362K
$88.3M
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
11.5KNew |
$1.98M - $2.26M
|
11.5K
$2.8M
|
|
Feb 14, 2023
Q4 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
11.4K+ 28.12% |
$1.98M - $2.25M
|
52.2K
$12.7M
|
|
Jan 20, 2023
Q4 2022
|
Gpwm LLC
|
BUY
|
- |
11.4K+ 29.78% |
$1.97M - $2.24M
|
49.6K
$12.1M
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
11.1K+ 6.04% |
$1.92M - $2.18M
|
195K
$47.6M
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
11.1K+ 42.86% |
$1.92M - $2.18M
|
37K
$9.02M
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
10.8K+ 3.41% |
$1.87M - $2.13M
|
328K
$80.1M
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
10.8K+ 1.3% |
$1.87M - $2.12M
|
839K
$205M
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
10.7KNew |
$1.84M - $2.1M
|
10.7K
$2.6M
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
10.6K+ 1.56% |
$1.82M - $2.07M
|
687K
$167M
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.4K+ 8.44% |
$1.79M - $2.04M
|
133K
$32.5M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.3K+ 10.25% |
$1.78M - $2.02M
|
111K
$27M
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
10.2K+ 4.86% |
$1.77M - $2.01M
|
221K
$53.8M
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
10.2K+ 11.3% |
$1.76M - $2M
|
100K
$24.4M
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
10.1K+ 386.37% |
$1.75M - $1.99M
|
12.7K
$3.11M
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
9.95K+ 43.28% |
$1.72M - $1.96M
|
32.9K
$8.03M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
9.7K+ 3.14% |
$1.68M - $1.91M
|
319K
$77.8M
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.37K+ 25.0% |
$1.62M - $1.84M
|
46.8K
$11.4M
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.36KNew |
$1.62M - $1.84M
|
9.36K
$2.28M
|