Purchases and Sales Made in Q4 2022 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q4 2022. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP GROWTH ETF .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
8.43KNew |
$1.62M - $1.82M
|
8.43K
$2.53M
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
8.31K+ 501.69% |
$1.6M - $1.8M
|
9.97K
$2.99M
|
|
Feb 14, 2023
Q4 2022
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
8.14KNew |
$1.56M - $1.76M
|
8.14K
$2.44M
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8K+ 11.28% |
$1.54M - $1.73M
|
79K
$23.7M
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.93K+ 48.02% |
$1.52M - $1.71M
|
24.5K
$7.34M
|
|
Jan 13, 2023
Q4 2022
|
Cohen Klingenstein LLC
|
BUY
|
- |
7.88K+ 2.35% |
$1.51M - $1.7M
|
343K
$103M
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.81K+ 3.86% |
$1.5M - $1.69M
|
210K
$63M
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
7.69K+ 18.97% |
$1.48M - $1.66M
|
48.2K
$14.5M
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
7.5K+ 28.79% |
$1.44M - $1.62M
|
33.5K
$10.1M
|
|
Oct 09, 2024
Q4 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
7.44K+ 94.49% |
$1.43M - $1.61M
|
15.3K
$4.59M
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
7.19KNew |
$1.38M - $1.55M
|
7.19K
$2.16M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
7.16KNew |
$1.37M - $1.55M
|
7.16K
$2.15M
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.9K+ 25.03% |
$1.32M - $1.49M
|
34.4K
$10.3M
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.78K+ 62.51% |
$1.3M - $1.46M
|
17.6K
$5.28M
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
6.76KNew |
$1.3M - $1.46M
|
6.76K
$2.03M
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
6.75KNew |
$1.3M - $1.46M
|
6.75K
$2.03M
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
6.75K+ 36.23% |
$1.3M - $1.46M
|
25.4K
$7.61M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.65K+ 27.71% |
$1.28M - $1.44M
|
30.7K
$9.19M
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
6.46KNew |
$1.24M - $1.39M
|
6.46K
$1.94M
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
6.4KNew |
$1.23M - $1.38M
|
6.4K
$1.92M
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
6.4KNew |
$1.23M - $1.38M
|
6.4K
$1.92M
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
6.27K+ 40.48% |
$1.2M - $1.35M
|
21.8K
$6.53M
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6.12K+ 78.27% |
$1.17M - $1.32M
|
13.9K
$4.18M
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.07KNew |
$1.17M - $1.31M
|
6.07K
$1.82M
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
5.84KNew |
$1.12M - $1.26M
|
5.84K
$1.75M
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
5.8K+ 49.22% |
$1.11M - $1.25M
|
17.6K
$5.27M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
5.67K+ 40.29% |
$1.09M - $1.22M
|
19.7K
$5.92M
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
BUY
|
- |
5.65KNew |
$1.08M - $1.22M
|
5.65K
$1.69M
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
5.2K+ 21.75% |
$997K - $1.12M
|
29.1K
$8.72M
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.11K+ 5.0% |
$981K - $1.1M
|
107K
$32.1M
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.07KNew |
$973K - $1.1M
|
5.07K
$1.52M
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
4.95K+ 5.33% |
$950K - $1.07M
|
97.7K
$29.3M
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
4.93K+ 3.35% |
$947K - $1.07M
|
152K
$45.6M
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
4.79K+ 13.59% |
$919K - $1.03M
|
40K
$12M
|
|
Feb 06, 2023
Q4 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.65KNew |
$893K - $1.01M
|
4.65K
$1.4M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.59K+ 29.78% |
$881K - $992K
|
20K
$6M
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.57K+ 51.83% |
$877K - $987K
|
13.4K
$4.01M
|
|
Feb 21, 2023
Q4 2022
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
4.52KNew |
$868K - $977K
|
4.52K
$1.36M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
4.36K+ 5.61% |
$836K - $941K
|
82K
$24.6M
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
4.19K+ 1.68% |
$805K - $906K
|
254K
$76.1M
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
4.18KNew |
$802K - $903K
|
4.18K
$1.25M
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.1K+ 46.1% |
$787K - $886K
|
13K
$3.9M
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
3.99KNew |
$766K - $862K
|
3.99K
$1.2M
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
3.99K+ 24.49% |
$766K - $862K
|
20.3K
$6.08M
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
3.83KNew |
$735K - $827K
|
3.83K
$1.15M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.73K+ 7762.5% |
$715K - $805K
|
3.77K
$1.13M
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
3.69K+ 213.97% |
$709K - $798K
|
5.42K
$1.62M
|
|
Feb 07, 2023
Q4 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
3.64K+ 19.46% |
$698K - $786K
|
22.3K
$6.7M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.61K+ 8.26% |
$693K - $780K
|
47.3K
$14.2M
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.55K+ 3.53% |
$681K - $766K
|
104K
$31.2M
|