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 |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
237+ 4.4% |
$45.5K - $51.2K
|
5.62K
$1.63M
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
233+ 1.66% |
$44.7K - $50.3K
|
14.3K
$4.16M
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
229+ 1.72% |
$44K - $49.5K
|
13.6K
$3.94M
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
225+ 18.72% |
$43.2K - $48.6K
|
1.43K
$415K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
210+ 4.47% |
$40.3K - $45.4K
|
4.91K
$1.43M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
205+ 17.48% |
$39.4K - $44.3K
|
1.38K
$401K
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
203+ 9.36% |
$39K - $43.9K
|
2.37K
$690K
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
202+ 53.02% |
$38.8K - $43.7K
|
583
$170K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
202New |
$38.8K - $43.7K
|
202
$58.8K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
201+ 4.27% |
$38.6K - $43.4K
|
4.91K
$1.43M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
201+ 0.59% |
$38.6K - $43.4K
|
34.4K
$10M
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
199+ 280.28% |
$38.2K - $43K
|
270
$78.5K
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
192+ 1.96% |
$36.9K - $41.5K
|
9.97K
$2.9M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
187New |
$35.9K - $40.4K
|
187
$54.4K
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
177New |
$34K - $38.2K
|
177
$51.5K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
175+ 5.26% |
$33.6K - $37.8K
|
3.51K
$1.02M
|
|
Feb 06, 2023
Q4 2022
|
Tenret CO LLC
|
BUY
|
- |
174+ 1.2% |
$33.4K - $37.6K
|
14.7K
$4.27M
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
169+ 14.54% |
$32.4K - $36.5K
|
1.33K
$387K
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
163+ 9.59% |
$31.3K - $35.2K
|
1.86K
$542K
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
159+ 3.89% |
$30.5K - $34.4K
|
4.25K
$1.24M
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
157+ 7.71% |
$30.1K - $33.9K
|
2.19K
$638K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
156New |
$30K - $33.7K
|
156
$45.4K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
156+ 3.1% |
$30K - $33.7K
|
5.19K
$1.51M
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
145+ 94.77% |
$27.8K - $31.3K
|
298
$86.7K
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
142+ 5.1% |
$27.3K - $30.7K
|
2.93K
$851K
|
|
Jan 12, 2024
Q4 2022
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
142+ 7.45% |
$27.3K - $30.7K
|
2.05K
$596K
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
140+ 0.29% |
$26.9K - $30.3K
|
48.7K
$14.2M
|
|
Jan 31, 2023
Q4 2022
|
Triumph Capital Management
|
BUY
|
- |
135+ 11.88% |
$25.9K - $29.2K
|
1.27K
$370K
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
130+ 3.31% |
$25K - $28.1K
|
4.06K
$1.18M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
127+ 16.24% |
$24.4K - $27.4K
|
909
$264K
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
126New |
$24.2K - $27.2K
|
126
$36.7K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
125New |
$24K - $27K
|
125
$36.4K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
122+ 0.41% |
$23.4K - $26.4K
|
30.2K
$8.79M
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
121+ 3.45% |
$23.2K - $26.1K
|
3.63K
$1.06M
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
117+ 7.02% |
$22.5K - $25.3K
|
1.78K
$519K
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
117+ 0.18% |
$22.5K - $25.3K
|
65.8K
$19.1M
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
115+ 4.63% |
$22.1K - $24.9K
|
2.6K
$756K
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
110+ 1.03% |
$21.1K - $23.8K
|
10.8K
$3.13M
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
109New |
$20.9K - $23.6K
|
109
$31.7K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
100New |
$19.2K - $21.6K
|
100
$29.1K
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
96+ 0.64% |
$18.4K - $20.7K
|
15.1K
$4.38M
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
95New |
$18.2K - $20.5K
|
95
$27.6K
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
95New |
$18.2K - $20.5K
|
95
$27.6K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
94+ 2.86% |
$18K - $20.3K
|
3.38K
$983K
|
|
Jan 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
88+ 0.13% |
$16.9K - $19K
|
65.9K
$19.2M
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
82+ 53.59% |
$15.7K - $17.7K
|
235
$68.4K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
80New |
$15.4K - $17.3K
|
80
$23.3K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
80New |
$15.4K - $17.3K
|
80
$23.3K
|
|
Jan 31, 2023
Q4 2022
|
Bell Bank
|
BUY
|
- |
79+ 3.78% |
$15.2K - $17.1K
|
2.17K
$630K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
76+ 24.2% |
$14.6K - $16.4K
|
390
$113K
|