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 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
4.01K+ 0.94% |
$692K - $787K
|
429K
$105M
|
|
|
Feb 08, 2023
Q4 2022
|
Sofi Wealth, LLC
|
BUY
|
- |
3.91K+ 3.97% |
$676K - $769K
|
103K
$25M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
3.91KNew |
$675K - $768K
|
3.91K
$953K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
3.84K+ 36.19% |
$663K - $754K
|
14.4K
$3.52M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
3.82K+ 59.8% |
$661K - $751K
|
10.2K
$2.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
3.79K+ 2.57% |
$655K - $745K
|
151K
$36.9M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.78K+ 173.09% |
$652K - $742K
|
5.96K
$1.45M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
3.77K+ 10.93% |
$652K - $741K
|
38.3K
$9.34M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.73K+ 23.08% |
$645K - $734K
|
19.9K
$4.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
3.73KNew |
$644K - $733K
|
3.73K
$909K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.61K+ 1.72% |
$624K - $710K
|
214K
$52.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3.58K+ 39.24% |
$619K - $705K
|
12.7K
$3.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3.56K+ 133.13% |
$616K - $701K
|
6.24K
$1.52M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.51K+ 23.23% |
$606K - $689K
|
18.6K
$4.54M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
3.49K+ 5.51% |
$603K - $686K
|
66.8K
$16.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
3.45KNew |
$597K - $679K
|
3.45K
$842K
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.42K+ 18.65% |
$590K - $671K
|
21.7K
$5.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.39K+ 4.42% |
$586K - $666K
|
80.1K
$19.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.3K+ 34.79% |
$571K - $649K
|
12.8K
$3.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.3KNew |
$570K - $649K
|
3.3K
$805K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
3.18K+ 1.35% |
$550K - $625K
|
239K
$58.2M
|
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
3.16KNew |
$545K - $620K
|
3.16K
$770K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.13K+ 12.34% |
$541K - $615K
|
28.5K
$6.95M
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
3.11K+ 16.54% |
$537K - $611K
|
21.9K
$5.34M
|
|
|
Sep 07, 2023
Q4 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
3.09K+ 28.36% |
$534K - $607K
|
14K
$3.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.08K+ 9.49% |
$532K - $605K
|
35.6K
$8.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.07KNew |
$530K - $602K
|
3.07K
$748K
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
3.05KNew |
$527K - $599K
|
3.05K
$743K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.03KNew |
$524K - $596K
|
3.03K
$740K
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.02K+ 5.97% |
$521K - $593K
|
53.6K
$13.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
2.99K+ 145.53% |
$517K - $588K
|
5.05K
$1.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.99KNew |
$517K - $588K
|
2.99K
$729K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.97KNew |
$513K - $583K
|
2.97K
$724K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.97KNew |
$513K - $583K
|
2.97K
$724K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
2.95K+ 170.6% |
$510K - $580K
|
4.68K
$1.14M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.93K+ 23.82% |
$506K - $575K
|
15.2K
$3.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.91KNew |
$502K - $571K
|
2.91K
$709K
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.85K+ 79.58% |
$492K - $559K
|
6.42K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.83K+ 59.79% |
$489K - $556K
|
7.56K
$1.84M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.81K+ 91.45% |
$486K - $553K
|
5.89K
$1.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
2.8K+ 16.84% |
$484K - $550K
|
19.4K
$4.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
2.74K+ 5.03% |
$474K - $539K
|
57.4K
$14M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.74KNew |
$473K - $538K
|
2.74K
$668K
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
2.68KNew |
$462K - $526K
|
2.68K
$652K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.67K+ 67.61% |
$461K - $524K
|
6.61K
$1.61M
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast, Inc.
|
BUY
|
- |
2.65K+ 2.68% |
$459K - $522K
|
102K
$24.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.65K+ 7.13% |
$457K - $520K
|
39.8K
$9.7M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.64K+ 3.7% |
$457K - $519K
|
74.1K
$18.1M
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
2.64K+ 5.63% |
$456K - $518K
|
49.5K
$12.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
2.63K+ 43.94% |
$454K - $516K
|
8.6K
$2.1M
|