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 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
3.65K+ 22.93% |
$622K - $754K
|
19.6K
$4.7M
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
3.64KNew |
$621K - $753K
|
3.64K
$874K
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3.64K+ 9.27% |
$621K - $753K
|
42.9K
$10.3M
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.64K+ 2.7% |
$620K - $751K
|
138K
$33.2M
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.62K+ 39.98% |
$618K - $749K
|
12.7K
$3.05M
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
3.62K+ 2.92% |
$617K - $748K
|
128K
$30.6M
|
|
Oct 27, 2022
Q3 2022
|
Heron Financial Group, LLC
|
BUY
|
- |
3.56K+ 10.47% |
$607K - $736K
|
37.6K
$9.02M
|
|
Nov 14, 2022
Q3 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
3.49KNew |
$595K - $721K
|
3.49K
$837K
|
|
Nov 07, 2022
Q3 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
3.45K+ 46.01% |
$588K - $713K
|
11K
$2.63M
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
3.39K+ 219.65% |
$577K - $700K
|
4.93K
$1.18M
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.38K+ 160.28% |
$576K - $698K
|
5.48K
$1.32M
|
|
Nov 03, 2022
Q3 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.36K+ 9.65% |
$572K - $694K
|
38.1K
$9.16M
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.35K+ 22.2% |
$571K - $692K
|
18.4K
$4.43M
|
|
Nov 14, 2022
Q3 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
3.34K+ 27.48% |
$569K - $690K
|
15.5K
$3.72M
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
3.31K+ 141.75% |
$565K - $685K
|
5.65K
$1.36M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
3.31K+ 49.56% |
$565K - $685K
|
10K
$2.4M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.31KNew |
$564K - $684K
|
3.31K
$794K
|
|
Dec 12, 2024
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
3.27K+ 415.36% |
$558K - $676K
|
4.06K
$975K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.24K+ 5.28% |
$552K - $669K
|
64.6K
$15.5M
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
3.23K+ 5.38% |
$551K - $668K
|
63.3K
$15.2M
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
3.18K+ 29.06% |
$542K - $657K
|
14.1K
$3.39M
|
|
Nov 07, 2022
Q3 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
3.13K+ 87.75% |
$534K - $647K
|
6.7K
$1.61M
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.1K+ 8.08% |
$529K - $641K
|
41.5K
$9.96M
|
|
Nov 14, 2022
Q3 2022
|
Enzi Wealth
Austin, TX |
BUY
|
- |
3.09KNew |
$527K - $638K
|
3.09K
$742K
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
3.08K+ 10.62% |
$525K - $637K
|
32.1K
$7.71M
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.01K+ 5.93% |
$513K - $622K
|
53.8K
$12.9M
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3K+ 1871.88% |
$510K - $619K
|
3.16K
$757K
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
2.95K+ 9.87% |
$502K - $608K
|
32.8K
$7.87M
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.94K+ 1.1% |
$502K - $608K
|
270K
$64.9M
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
BUY
|
- |
2.93KNew |
$499K - $605K
|
2.93K
$702K
|
|
Nov 09, 2022
Q3 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
2.86K+ 19.8% |
$487K - $591K
|
17.3K
$4.15M
|
|
Oct 26, 2022
Q3 2022
|
Libra Wealth LLC
|
BUY
|
- |
2.85K+ 193.82% |
$486K - $589K
|
4.33K
$1.04M
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
2.85K+ 2.23% |
$485K - $588K
|
130K
$31.3M
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
2.82K+ 183.04% |
$480K - $582K
|
4.36K
$1.05M
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.79K+ 4.95% |
$476K - $576K
|
59.2K
$14.2M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.79K+ 3.23% |
$475K - $576K
|
89.2K
$21.4M
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
2.79K+ 1.53% |
$475K - $576K
|
185K
$44.3M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.78K+ 9.33% |
$474K - $574K
|
32.6K
$7.81M
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
2.78K+ 15.51% |
$473K - $573K
|
20.7K
$4.96M
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.77K+ 2.35% |
$472K - $572K
|
120K
$28.9M
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
2.76K+ 3.82% |
$471K - $571K
|
75.1K
$18M
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
2.75KNew |
$469K - $569K
|
2.75K
$661K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.73K+ 8.64% |
$464K - $563K
|
34.3K
$8.23M
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2.72K+ 4.46% |
$463K - $562K
|
63.6K
$15.3M
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
2.63K+ 4.86% |
$449K - $544K
|
56.8K
$13.6M
|
|
Nov 07, 2022
Q3 2022
|
Capital Planning LLC
|
BUY
|
- |
2.63K+ 8.24% |
$449K - $544K
|
34.6K
$8.3M
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.61K+ 3.78% |
$444K - $538K
|
71.5K
$17.2M
|
|
Oct 13, 2022
Q3 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
2.58K+ 3.87% |
$440K - $533K
|
69.2K
$16.6M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
2.57K+ 10.23% |
$438K - $530K
|
27.7K
$6.64M
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
2.55KNew |
$434K - $527K
|
2.55K
$612K
|