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 |
---|---|---|---|---|---|---|---|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
6.3K+ 101.42% |
$1.09M - $1.24M
|
12.5K
$3.05M
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
6.21KNew |
$1.07M - $1.22M
|
6.21K
$1.51M
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
6.2K+ 105.17% |
$1.07M - $1.22M
|
12.1K
$2.95M
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
BUY
|
- |
6.17K+ 4.64% |
$1.07M - $1.21M
|
139K
$34M
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
6KNew |
$1.04M - $1.18M
|
6K
$1.46M
|
|
Feb 08, 2023
Q4 2022
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
5.91K+ 4.12% |
$1.02M - $1.16M
|
149K
$36.4M
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
5.88K+ 28.76% |
$1.02M - $1.16M
|
26.3K
$6.42M
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
5.81K+ 100.43% |
$1M - $1.14M
|
11.6K
$2.83M
|
|
Feb 14, 2023
Q4 2022
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
5.74KNew |
$991K - $1.13M
|
5.74K
$1.4M
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
5.71K+ 19.05% |
$987K - $1.12M
|
35.7K
$8.71M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.68K+ 2.57% |
$981K - $1.12M
|
226K
$55.2M
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
5.65K+ 4.63% |
$976K - $1.11M
|
128K
$31.2M
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
5.64K+ 14.57% |
$974K - $1.11M
|
44.3K
$10.8M
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.44K+ 9.92% |
$940K - $1.07M
|
60.3K
$14.7M
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
5.43K+ 112.06% |
$938K - $1.07M
|
10.3K
$2.5M
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
5.41K+ 12.49% |
$935K - $1.06M
|
48.7K
$11.9M
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
5.27K+ 867.43% |
$911K - $1.04M
|
5.88K
$1.43M
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.22KNew |
$902K - $1.03M
|
5.22K
$1.27M
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.15K+ 46.28% |
$890K - $1.01M
|
16.3K
$3.97M
|
|
Jan 26, 2023
Q4 2022
|
Gds Wealth Management
|
BUY
|
- |
5.13K+ 10.88% |
$887K - $1.01M
|
52.3K
$12.7M
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
5.08KNew |
$877K - $998K
|
5.08K
$1.24M
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
5.05KNew |
$872K - $992K
|
5.05K
$1.23M
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
5.04K+ 2.68% |
$872K - $991K
|
193K
$47.1M
|
|
Feb 02, 2023
Q4 2022
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
4.95KNew |
$855K - $973K
|
4.95K
$1.21M
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
4.91KNew |
$848K - $965K
|
4.91K
$1.2M
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
4.82KNew |
$833K - $947K
|
4.82K
$1.18M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.82K+ 6.35% |
$833K - $947K
|
80.8K
$19.7M
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
BUY
|
- |
4.81K+ 53.72% |
$832K - $946K
|
13.8K
$3.36M
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
BUY
|
- |
4.81K+ 107.73% |
$831K - $946K
|
9.28K
$2.26M
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.71KNew |
$814K - $926K
|
4.71K
$1.15M
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
4.69K+ 98.63% |
$811K - $922K
|
9.45K
$2.3M
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
4.66K+ 173.35% |
$806K - $917K
|
7.35K
$1.79M
|
|
Jan 20, 2023
Q4 2022
|
Bck Partners, Inc.
|
BUY
|
- |
4.63K+ 5.19% |
$800K - $910K
|
93.9K
$22.9M
|
|
Jan 11, 2023
Q4 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
4.62K+ 2.43% |
$798K - $907K
|
195K
$47.5M
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
BUY
|
- |
4.6K+ 4.43% |
$795K - $905K
|
109K
$26.5M
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
4.6KNew |
$794K - $904K
|
4.6K
$1.12M
|
|
Feb 01, 2023
Q4 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
4.44K+ 33.46% |
$766K - $872K
|
17.7K
$4.31M
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
4.42K+ 29.31% |
$765K - $870K
|
19.5K
$4.76M
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.41KNew |
$763K - $867K
|
4.41K
$1.08M
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
BUY
|
- |
4.4K+ 90.64% |
$760K - $864K
|
9.25K
$2.26M
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
4.38KNew |
$757K - $861K
|
4.38K
$1.07M
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
4.37KNew |
$756K - $860K
|
4.37K
$1.07M
|
|
Jan 27, 2023
Q4 2022
|
Equius Partners, Inc.
|
BUY
|
- |
4.32KNew |
$747K - $850K
|
4.32K
$1.05M
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.31K+ 13.24% |
$745K - $847K
|
36.9K
$8.99M
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
4.27K+ 29.62% |
$738K - $840K
|
18.7K
$4.56M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
4.1K+ 3.79% |
$708K - $805K
|
112K
$27.3M
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
4.09K+ 9.35% |
$706K - $803K
|
47.8K
$11.7M
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
4.09KNew |
$706K - $803K
|
4.09K
$996K
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
4.06KNew |
$702K - $798K
|
4.06K
$991K
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
4.02K+ 36.7% |
$695K - $790K
|
15K
$3.65M
|