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 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.03KNew |
$197K - $222K
|
1.03K
$308K
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.02K+ 4.41% |
$195K - $220K
|
24.1K
$7.23M
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
988+ 54.35% |
$190K - $213K
|
2.81K
$842K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
973+ 3.08% |
$187K - $210K
|
32.6K
$9.77M
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
964New |
$185K - $208K
|
964
$289K
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
955New |
$183K - $206K
|
955
$286K
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
950+ 1.38% |
$182K - $205K
|
70K
$21M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
893+ 3.85% |
$171K - $193K
|
24.1K
$7.22M
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
848+ 10.59% |
$163K - $183K
|
8.86K
$2.66M
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
827+ 9.18% |
$159K - $179K
|
9.84K
$2.95M
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
815+ 2.37% |
$156K - $176K
|
35.2K
$10.6M
|
|
Jan 10, 2023
Q4 2022
|
Fc Advisory LLC
|
BUY
|
- |
802+ 2.24% |
$154K - $173K
|
36.7K
$11M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
798+ 2.66% |
$153K - $172K
|
30.8K
$9.24M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
787+ 0.46% |
$151K - $170K
|
171K
$51.2M
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
755New |
$145K - $163K
|
755
$226K
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
751+ 3.93% |
$144K - $162K
|
19.9K
$5.96M
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
748+ 40.81% |
$144K - $162K
|
2.58K
$774K
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
725+ 34.17% |
$139K - $157K
|
2.85K
$854K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
721+ 1.86% |
$138K - $156K
|
39.4K
$11.8M
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
720+ 17.15% |
$138K - $156K
|
4.92K
$1.48M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
717+ 16.67% |
$138K - $155K
|
5.02K
$1.51M
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
705+ 16.24% |
$135K - $152K
|
5.05K
$1.51M
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
700+ 897.44% |
$134K - $151K
|
778
$233K
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
698+ 276.98% |
$134K - $151K
|
950
$285K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
691+ 14.05% |
$133K - $149K
|
5.61K
$1.68M
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
683New |
$131K - $148K
|
683
$205K
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
670+ 42.06% |
$129K - $145K
|
2.26K
$679K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
661+ 10.08% |
$127K - $143K
|
7.22K
$2.16M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
651+ 10.32% |
$125K - $141K
|
6.96K
$2.09M
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
650New |
$125K - $140K
|
650
$195K
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
647+ 4.02% |
$124K - $140K
|
16.7K
$5.02M
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
BUY
|
- |
644+ 3.67% |
$124K - $139K
|
18.2K
$5.46M
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
624+ 39.57% |
$120K - $135K
|
2.2K
$660K
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
620+ 9.06% |
$119K - $134K
|
7.47K
$2.24M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
608+ 25.42% |
$117K - $131K
|
3K
$900K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
608+ 0.49% |
$117K - $131K
|
124K
$37.3M
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
608+ 16.02% |
$117K - $131K
|
4.4K
$1.32M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
608+ 5.96% |
$117K - $131K
|
10.8K
$3.24M
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
570+ 3.91% |
$109K - $123K
|
15.2K
$4.55M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
569New |
$109K - $123K
|
569
$171K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
560+ 1.0% |
$108K - $121K
|
56.5K
$16.9M
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
555+ 37.12% |
$107K - $120K
|
2.05K
$615K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
555New |
$107K - $120K
|
555
$166K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
555New |
$107K - $120K
|
555
$166K
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
551+ 27.01% |
$106K - $119K
|
2.59K
$777K
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
545+ 10.5% |
$105K - $118K
|
5.74K
$1.72M
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
538+ 6.25% |
$103K - $116K
|
9.15K
$2.74M
|
|
Feb 10, 2023
Q4 2022
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
535+ 9.5% |
$103K - $116K
|
6.17K
$1.85M
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
500New |
$96K - $108K
|
500
$150K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
497New |
$95.4K - $107K
|
497
$149K
|