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 01, 2023
Q4 2022
|
My Wealth Management Inc.
|
SELL
|
- |
-12.2K- 41.64% |
$2.11M - $2.4M
|
17.1K
$4.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-12.2K- 19.89% |
$2.12M - $2.41M
|
49.3K
$12M
|
|
|
Jun 06, 2024
Q4 2022
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-12.5K- 64.4% |
$2.17M - $2.46M
|
6.93K
$1.69M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.7K- 16.98% |
$2.2M - $2.5M
|
62.3K
$15.2M
|
|
|
Mar 21, 2023
Q4 2022
|
Cabot Wellington, LLC
Boston, MA |
SELL
|
- |
-13.1K- 36.62% |
$2.26M - $2.57M
|
22.6K
$5.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-14.8K- 65.18% |
$2.55M - $2.91M
|
7.9K
$1.93M
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-14.9K- 3.88% |
$2.58M - $2.93M
|
370K
$90.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-15.3K- 79.27% |
$2.64M - $3M
|
4K
$975K
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-15.8K- 44.43% |
$2.73M - $3.11M
|
19.8K
$4.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16K- 20.78% |
$2.77M - $3.15M
|
61K
$14.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-16.7K- 4.2% |
$2.89M - $3.29M
|
381K
$93M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-17.3K- 90.51% |
$2.98M - $3.39M
|
1.81K
$441K
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-17.4K- 12.95% |
$3.01M - $3.42M
|
117K
$28.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-17.8K- 69.33% |
$3.07M - $3.5M
|
7.87K
$1.92M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-18.9K- 28.8% |
$3.27M - $3.72M
|
46.7K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-19.3K- 5.04% |
$3.34M - $3.79M
|
363K
$88.6M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-19.7K- 15.72% |
$3.41M - $3.88M
|
106K
$25.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-20.6K- 51.13% |
$3.55M - $4.04M
|
19.6K
$4.79M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-20.7K- 32.14% |
$3.59M - $4.08M
|
43.8K
$10.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-22.3K- 5.86% |
$3.86M - $4.39M
|
359K
$87.6M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-22.3K- 5.86% |
$3.86M - $4.39M
|
359K
$87.6M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-22.9K- 57.97% |
$3.96M - $4.5M
|
16.6K
$4.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-23K- 41.95% |
$3.97M - $4.52M
|
31.8K
$7.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-23.3K- 9.04% |
$4.02M - $4.57M
|
234K
$57M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-23.5K- 44.87% |
$4.07M - $4.63M
|
28.9K
$7.05M
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-24.4K- 81.05% |
$4.21M - $4.79M
|
5.7K
$1.39M
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-25.8K- 99.02% |
$4.46M - $5.07M
|
255
$62.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-26K- 77.73% |
$4.5M - $5.12M
|
7.46K
$1.82M
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-32.6K- 27.06% |
$5.63M - $6.4M
|
87.8K
$21.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-34.9K- 96.54% |
$6.03M - $6.86M
|
1.25K
$305K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-36K- 54.11% |
$6.23M - $7.08M
|
30.6K
$7.45M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-39.2K- 78.07% |
$6.78M - $7.71M
|
11K
$2.69M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
SELL
|
- |
-40K- 64.07% |
$6.92M - $7.87M
|
22.4K
$5.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.3K- 58.41% |
$8.17M - $9.29M
|
33.7K
$8.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-49.3K- 2.75% |
$8.52M - $9.69M
|
1.74M
$426M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-52K- 10.25% |
$8.99M - $10.2M
|
455K
$111M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-62.8K- 32.31% |
$10.9M - $12.3M
|
132K
$32.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.9K- 4.67% |
$12.6M - $14.3M
|
1.49M
$363M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-92K- 13.6% |
$15.9M - $18.1M
|
585K
$143M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-98.5K- 1.52% |
$17M - $19.4M
|
6.37M
$1.55B
|
|
|
Feb 14, 2023
Q4 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-169K- 30.42% |
$29.2M - $33.2M
|
386K
$94.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-186K- 7.41% |
$32.2M - $36.7M
|
2.33M
$569M
|
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-356K- 30.66% |
$61.5M - $69.9M
|
805K
$196M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-689K- 3.66% |
$119M - $135M
|
18.1M
$4.43B
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-828K- 49.67% |
$143M - $163M
|
839K
$205M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.02M- 21.34% |
$349M - $397M
|
7.45M
$1.82B
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-205M- 99.98% |
$35.5B - $40.4B
|
33.5K
$8.17M
|