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 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.54KNew |
$679K - $765K
|
3.54K
$1.06M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
3.47KNew |
$667K - $750K
|
3.47K
$1.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
3.37K+ 7.95% |
$647K - $728K
|
45.8K
$13.7M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.29KNew |
$632K - $712K
|
3.29K
$988K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
BUY
|
- |
3.25K+ 105.45% |
$625K - $703K
|
6.34K
$1.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
3.23KNew |
$620K - $698K
|
3.23K
$968K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
3.17K+ 5.54% |
$609K - $686K
|
60.4K
$18.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
3.15KNew |
$604K - $680K
|
3.15K
$944K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
BUY
|
- |
3.14K+ 4.26% |
$602K - $677K
|
76.7K
$23M
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
3.12K+ 24.84% |
$599K - $674K
|
15.7K
$4.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.06KNew |
$588K - $662K
|
3.06K
$918K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
3.01K+ 8.55% |
$578K - $650K
|
38.2K
$11.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
2.99KNew |
$574K - $647K
|
2.99K
$897K
|
|
|
Feb 09, 2023
Q4 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
2.94KNew |
$564K - $634K
|
2.94K
$880K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.84K+ 4.1% |
$546K - $615K
|
72.2K
$21.6M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
2.84KNew |
$546K - $614K
|
2.84K
$853K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
2.81K+ 39.18% |
$539K - $607K
|
9.98K
$2.99M
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.67KNew |
$512K - $576K
|
2.67K
$800K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
2.67KNew |
$512K - $576K
|
2.67K
$800K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.64K+ 9.37% |
$507K - $571K
|
30.8K
$9.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.62K+ 21.99% |
$504K - $567K
|
14.6K
$4.37M
|
|
|
Jan 11, 2023
Q4 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
2.59KNew |
$497K - $559K
|
2.59K
$776K
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.51K+ 5.3% |
$482K - $543K
|
49.9K
$15M
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.41KNew |
$462K - $520K
|
2.41K
$721K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.35K+ 41.23% |
$452K - $509K
|
8.06K
$2.42M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.29K+ 4.33% |
$440K - $496K
|
55.3K
$16.6M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
2.29K+ 333.97% |
$440K - $495K
|
2.98K
$893K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2.28K+ 330.19% |
$437K - $492K
|
2.96K
$889K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.18K+ 25.86% |
$418K - $470K
|
10.6K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
2.17K+ 68.34% |
$416K - $469K
|
5.34K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
BUY
|
- |
2.08K+ 2.13% |
$399K - $449K
|
99.8K
$29.9M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.03KNew |
$390K - $439K
|
2.03K
$610K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.03K+ 53.38% |
$390K - $439K
|
5.84K
$1.75M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.03K+ 10.03% |
$390K - $438K
|
22.3K
$6.68M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.02KNew |
$388K - $437K
|
2.02K
$607K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.02KNew |
$387K - $436K
|
2.02K
$605K
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.96KNew |
$376K - $423K
|
1.96K
$587K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
1.95KNew |
$375K - $422K
|
1.95K
$585K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.94KNew |
$373K - $419K
|
1.94K
$582K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.93K+ 12.13% |
$371K - $417K
|
17.9K
$5.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.93KNew |
$371K - $417K
|
1.93K
$579K
|
|
|
Jan 26, 2023
Q4 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.91K+ 129.82% |
$366K - $412K
|
3.38K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.89K+ 14.36% |
$363K - $408K
|
15.1K
$4.51M
|
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
1.89K+ 3.03% |
$363K - $408K
|
64.2K
$19.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1.88KNew |
$361K - $406K
|
1.88K
$563K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.87K+ 9.6% |
$359K - $404K
|
21.4K
$6.41M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.83K+ 4.81% |
$351K - $395K
|
39.8K
$11.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.82K+ 56.67% |
$350K - $394K
|
5.04K
$1.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
1.82KNew |
$350K - $394K
|
1.82K
$547K
|
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.81KNew |
$347K - $390K
|
1.81K
$541K
|