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 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
9.09K+ 7.12% |
$1.57M - $1.79M
|
137K
$33.4M
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
8.87K+ 15.34% |
$1.53M - $1.74M
|
66.7K
$16.3M
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8.83KNew |
$1.53M - $1.74M
|
8.83K
$2.15M
|
|
May 30, 2023
Q4 2022
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
8.76KNew |
$1.51M - $1.72M
|
8.76K
$2.14M
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
8.72KNew |
$1.51M - $1.71M
|
8.72K
$2.13M
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
8.71K+ 31.6% |
$1.5M - $1.71M
|
36.3K
$8.84M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.67K+ 56.09% |
$1.5M - $1.7M
|
24.1K
$5.88M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
8.36K+ 10.67% |
$1.44M - $1.64M
|
86.7K
$21.1M
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
8.36K+ 17.76% |
$1.44M - $1.64M
|
55.4K
$13.5M
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
8.34K+ 7.54% |
$1.44M - $1.64M
|
119K
$29M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8K+ 0.42% |
$1.38M - $1.57M
|
1.9M
$465M
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.94K+ 12.46% |
$1.37M - $1.56M
|
71.6K
$17.5M
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
7.92K+ 9.74% |
$1.37M - $1.56M
|
89.1K
$21.7M
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
BUY
|
- |
7.88K+ 77.39% |
$1.36M - $1.55M
|
18.1K
$4.41M
|
|
Jan 19, 2023
Q4 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
7.87KNew |
$1.36M - $1.55M
|
7.87K
$1.92M
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
7.77K+ 8.72% |
$1.34M - $1.53M
|
96.9K
$23.6M
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
7.76K+ 5.61% |
$1.34M - $1.52M
|
146K
$35.6M
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
7.66KNew |
$1.32M - $1.51M
|
7.66K
$1.87M
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
7.6K+ 6.73% |
$1.31M - $1.49M
|
120K
$29.4M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.33K+ 29.28% |
$1.27M - $1.44M
|
32.3K
$7.89M
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
BUY
|
- |
7.31K+ 334.25% |
$1.26M - $1.44M
|
9.5K
$2.32M
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
7.22K+ 22.32% |
$1.25M - $1.42M
|
39.6K
$9.66M
|
|
Feb 24, 2023
Q4 2022
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
7.22KNew |
$1.25M - $1.42M
|
7.22K
$1.76M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.21K+ 47.72% |
$1.25M - $1.42M
|
22.3K
$5.44M
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
7.2K+ 4.15% |
$1.24M - $1.41M
|
181K
$44.1M
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
7.2KNew |
$1.24M - $1.41M
|
7.2K
$1.76M
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
7.19K+ 6.3% |
$1.24M - $1.41M
|
121K
$29.6M
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.18K+ 11.92% |
$1.24M - $1.41M
|
67.4K
$16.4M
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
7.17KNew |
$1.24M - $1.41M
|
7.17K
$1.75M
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
7.17K+ 201.18% |
$1.24M - $1.41M
|
10.7K
$2.62M
|
|
Feb 09, 2023
Q4 2022
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
7.14KNew |
$1.23M - $1.4M
|
7.14K
$1.74M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.13K+ 0.78% |
$1.23M - $1.4M
|
917K
$224M
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
7.13K+ 31.48% |
$1.23M - $1.4M
|
29.8K
$7.27M
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
7.03K+ 1333.02% |
$1.21M - $1.38M
|
7.55K
$1.84M
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7.02K+ 90.54% |
$1.21M - $1.38M
|
14.8K
$3.6M
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
6.98K+ 79.84% |
$1.21M - $1.37M
|
15.7K
$3.84M
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.98K+ 88.55% |
$1.21M - $1.37M
|
14.9K
$3.62M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
6.94K+ 8.3% |
$1.2M - $1.36M
|
90.5K
$22.1M
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
6.9KNew |
$1.19M - $1.36M
|
6.9K
$1.68M
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
6.83KNew |
$1.18M - $1.34M
|
6.83K
$1.67M
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
6.8KNew |
$1.18M - $1.34M
|
6.8K
$1.66M
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
6.71K+ 8.8% |
$1.16M - $1.32M
|
82.9K
$20.2M
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.7KNew |
$1.16M - $1.32M
|
6.7K
$1.64M
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
6.7K+ 39.12% |
$1.16M - $1.32M
|
23.8K
$5.81M
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
6.68KNew |
$1.15M - $1.31M
|
6.68K
$1.63M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
6.64K+ 21.3% |
$1.15M - $1.3M
|
37.8K
$9.22M
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.63K+ 9.27% |
$1.15M - $1.3M
|
78.1K
$19.1M
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
6.43K+ 1.97% |
$1.11M - $1.26M
|
333K
$81.3M
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.32KNew |
$1.09M - $1.24M
|
6.32K
$1.54M
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
6.3K+ 94.0% |
$1.09M - $1.24M
|
13K
$3.17M
|