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 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
2.62KNew |
$453K - $515K
|
2.62K
$639K
|
|
Jan 19, 2023
Q4 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
2.61K+ 172.23% |
$451K - $513K
|
4.13K
$1.01M
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.61K+ 2.49% |
$450K - $512K
|
107K
$26.2M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
2.6KNew |
$450K - $512K
|
2.6K
$635K
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.6K+ 23.17% |
$450K - $511K
|
13.8K
$3.37M
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
2.57KNew |
$445K - $506K
|
2.57K
$628K
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
2.57K+ 23.72% |
$444K - $505K
|
13.4K
$3.27M
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
2.56K+ 27.94% |
$443K - $504K
|
11.7K
$2.86M
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
2.46K+ 1.04% |
$425K - $484K
|
239K
$58.4M
|
|
Nov 17, 2023
Q4 2022
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.45KNew |
$423K - $482K
|
2.45K
$598K
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.44K+ 13.32% |
$421K - $479K
|
20.7K
$5.06M
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.42KNew |
$419K - $476K
|
2.42K
$591K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.42K+ 6.65% |
$418K - $476K
|
38.9K
$9.48M
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.41K+ 6.94% |
$417K - $475K
|
37.2K
$9.08M
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.38KNew |
$412K - $468K
|
2.38K
$581K
|
|
Feb 09, 2023
Q4 2022
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
2.37K+ 5.34% |
$409K - $465K
|
46.7K
$11.4M
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
2.36K+ 173.4% |
$408K - $464K
|
3.72K
$908K
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.36KNew |
$408K - $464K
|
2.36K
$575K
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.34K+ 18.62% |
$405K - $461K
|
14.9K
$3.64M
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
2.33K+ 6.72% |
$402K - $457K
|
36.9K
$9.01M
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.28KNew |
$394K - $448K
|
2.28K
$556K
|
|
Jan 18, 2023
Q4 2022
|
Sam Advisors, LLC
|
BUY
|
- |
2.27K+ 3.34% |
$392K - $445K
|
70.1K
$17.1M
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
2.25K+ 4.15% |
$388K - $441K
|
56.4K
$13.8M
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.24KNew |
$387K - $440K
|
2.24K
$546K
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.23KNew |
$386K - $439K
|
2.23K
$544K
|
|
Feb 14, 2023
Q4 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
2.22K+ 2.79% |
$384K - $437K
|
81.8K
$20M
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
2.19KNew |
$378K - $430K
|
2.19K
$533K
|
|
Jan 11, 2023
Q4 2022
|
Bluestem Financial Advisors, LLC
Champaign, IL |
BUY
|
- |
2.18K+ 2.2% |
$377K - $429K
|
102K
$24.8M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.16K+ 1.35% |
$374K - $425K
|
162K
$39.5M
|
|
Feb 02, 2023
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
2.15K+ 61.71% |
$372K - $423K
|
5.64K
$1.38M
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.15K+ 49.56% |
$371K - $422K
|
6.47K
$1.58M
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
2.14KNew |
$371K - $421K
|
2.14K
$523K
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
2.14K+ 0.92% |
$369K - $420K
|
234K
$57M
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
2.13KNew |
$368K - $419K
|
2.13K
$520K
|
|
Feb 13, 2023
Q4 2022
|
Champlain Investment Partners, LLC
Burlington, VT |
BUY
|
- |
2.13KNew |
$368K - $419K
|
2.13K
$520K
|
|
Sep 11, 2024
Q4 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.12K+ 11.72% |
$367K - $417K
|
20.2K
$4.93M
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.11K+ 20.49% |
$365K - $415K
|
12.4K
$3.03M
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
2.09K+ 28.21% |
$362K - $411K
|
9.51K
$2.32M
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.08K+ 1.66% |
$359K - $408K
|
127K
$31M
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.07K+ 5925.71% |
$358K - $408K
|
2.11K
$514K
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.07K+ 36.97% |
$358K - $407K
|
7.67K
$1.87M
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.06K+ 163.34% |
$357K - $406K
|
3.33K
$811K
|
|
Feb 10, 2023
Q4 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
2K+ 237.72% |
$346K - $394K
|
2.85K
$694K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.98K+ 32.43% |
$343K - $390K
|
8.1K
$1.98M
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.97K+ 3.13% |
$341K - $387K
|
64.9K
$15.8M
|
|
Jan 17, 2023
Q4 2022
|
First Financial Corp
|
BUY
|
- |
1.97K+ 35.18% |
$340K - $387K
|
7.56K
$1.84M
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.92K+ 37.73% |
$333K - $378K
|
7.02K
$1.71M
|
|
Feb 13, 2023
Q4 2022
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
1.91KNew |
$331K - $376K
|
1.91K
$467K
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.91K+ 2.15% |
$330K - $375K
|
90.7K
$22.1M
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.91K+ 112.24% |
$330K - $375K
|
3.61K
$880K
|