Purchases and Sales Made in Q3 2022 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Exchange Capital Management, Inc.
|
BUY
|
- |
30+ 0.89% |
$5.11K - $6.2K
|
3.4K
$809K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
28+ 0.4% |
$4.77K - $5.79K
|
6.95K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
28+ 0.19% |
$4.77K - $5.79K
|
14.8K
$3.52M
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
26+ 4.81% |
$4.43K - $5.37K
|
566
$135K
|
|
|
Nov 10, 2022
Q3 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
26+ 0.89% |
$4.43K - $5.37K
|
2.94K
$699K
|
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
25+ 1.65% |
$4.26K - $5.17K
|
1.54K
$366K
|
|
|
Oct 19, 2022
Q3 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
24+ 0.29% |
$4.09K - $4.96K
|
8.17K
$1.95M
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
24+ 0.32% |
$4.09K - $4.96K
|
7.56K
$1.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
24+ 0.8% |
$4.09K - $4.96K
|
3.04K
$724K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
24+ 0.17% |
$4.09K - $4.96K
|
14K
$3.34M
|
|
|
Oct 28, 2022
Q3 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
23+ 0.3% |
$3.92K - $4.75K
|
7.64K
$1.82M
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
23+ 0.06% |
$3.92K - $4.75K
|
37.8K
$9M
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
21+ 1.69% |
$3.58K - $4.34K
|
1.27K
$301K
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
21+ 1.0% |
$3.58K - $4.34K
|
2.12K
$505K
|
|
|
Nov 09, 2022
Q3 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
BUY
|
- |
21+ 0.15% |
$3.58K - $4.34K
|
14.2K
$3.37M
|
|
|
Nov 10, 2022
Q3 2022
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
21+ 0.44% |
$3.58K - $4.34K
|
4.81K
$1.15M
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
21+ 1.1% |
$3.58K - $4.34K
|
1.93K
$459K
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
20+ 21.51% |
$3.41K - $4.13K
|
113
$26.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
19+ 1.39% |
$3.24K - $3.93K
|
1.38K
$330K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
19+ 0.17% |
$3.24K - $3.93K
|
11.5K
$2.73M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
19+ 0.35% |
$3.24K - $3.93K
|
5.5K
$1.31M
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
18+ 2.02% |
$3.07K - $3.72K
|
911
$217K
|
|
|
Oct 19, 2022
Q3 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
17+ 22.97% |
$2.9K - $3.51K
|
91
$21.7K
|
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
17+ 0.08% |
$2.9K - $3.51K
|
20.1K
$4.79M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
16+ 0.21% |
$2.73K - $3.31K
|
7.8K
$1.86M
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
15+ 0.65% |
$2.56K - $3.1K
|
2.33K
$555K
|
|
|
Nov 14, 2022
Q3 2022
|
United Bank
Vienna, VA |
BUY
|
- |
15+ 0.1% |
$2.56K - $3.1K
|
14.4K
$3.43M
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
15+ 0.63% |
$2.56K - $3.1K
|
2.41K
$575K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14+ 0.29% |
$2.39K - $2.89K
|
4.9K
$1.17M
|
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
13+ 0.47% |
$2.22K - $2.69K
|
2.78K
$663K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
13+ 28.89% |
$2.22K - $2.69K
|
58
$13.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
12+ 0.34% |
$2.05K - $2.48K
|
3.56K
$848K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
11+ 11.11% |
$1.87K - $2.27K
|
110
$26.2K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
10+ 0.43% |
$1.7K - $2.07K
|
2.35K
$561K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
10+ 0.22% |
$1.7K - $2.07K
|
4.59K
$1.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
10+ 0.7% |
$1.7K - $2.07K
|
1.44K
$343K
|
|
|
Nov 04, 2022
Q3 2022
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
9+ 0.39% |
$1.53K - $1.86K
|
2.34K
$557K
|
|
|
Oct 21, 2022
Q3 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
8+ 0.26% |
$1.36K - $1.65K
|
3.08K
$734K
|
|
|
Oct 27, 2022
Q3 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
8+ 0.16% |
$1.36K - $1.65K
|
4.96K
$1.18M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
8+ 0.26% |
$1.36K - $1.65K
|
3.04K
$725K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 4.42% |
$1.36K - $1.65K
|
189
$45K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
7+ 2.61% |
$1.19K - $1.45K
|
275
$65.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
6+ 0.41% |
$1.02K - $1.24K
|
1.45K
$346K
|
|
|
Nov 08, 2022
Q3 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
6+ 0.22% |
$1.02K - $1.24K
|
2.71K
$646K
|
|
|
Nov 09, 2022
Q3 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.36% |
$1.02K - $1.24K
|
1.65K
$394K
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
5+ 0.37% |
$852 - $1.03K
|
1.34K
$319K
|
|
|
Oct 26, 2022
Q3 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
5+ 1.07% |
$852 - $1.03K
|
473
$113K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
5+ 0.13% |
$852 - $1.03K
|
3.9K
$927K
|
|
|
Nov 02, 2022
Q3 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
5+ 0.02% |
$852 - $1.03K
|
27.6K
$6.58M
|
|
|
Nov 08, 2022
Q3 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
5+ 0.31% |
$852 - $1.03K
|
1.6K
$381K
|