Purchases and Sales Made in Q4 2022 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.15K+ 31.5% |
$199K - $226K
|
4.81K
$1.19M
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
1.15KNew |
$199K - $226K
|
1.15K
$286K
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
1.15K+ 7.01% |
$199K - $226K
|
17.6K
$4.36M
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.15K+ 4.13% |
$199K - $226K
|
29K
$7.2M
|
|
Jan 20, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
1.15K+ 78.16% |
$199K - $226K
|
2.62K
$651K
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.15KNew |
$198K - $225K
|
1.15K
$285K
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.15K+ 11.62% |
$198K - $225K
|
11K
$2.73M
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
1.13KNew |
$195K - $222K
|
1.13K
$281K
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.13K+ 27.17% |
$195K - $222K
|
5.28K
$1.31M
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
1.12KNew |
$194K - $221K
|
1.12K
$279K
|
|
Feb 01, 2023
Q4 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
1.11KNew |
$192K - $219K
|
1.11K
$277K
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
1.11K+ 43.21% |
$192K - $219K
|
3.69K
$917K
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.11KNew |
$191K - $218K
|
1.11K
$275K
|
|
Jan 18, 2023
Q4 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
1.11K+ 2.17% |
$191K - $217K
|
52.1K
$13M
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
BUY
|
- |
1.1KNew |
$190K - $217K
|
1.1K
$274K
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.1KNew |
$189K - $215K
|
1.1K
$272K
|
|
Jan 25, 2023
Q4 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.09K+ 12.35% |
$189K - $215K
|
9.94K
$2.47M
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
1.09K+ 9.4% |
$189K - $214K
|
12.7K
$3.16M
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.08K+ 9.45% |
$187K - $213K
|
12.5K
$3.12M
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.07K+ 14.98% |
$185K - $210K
|
8.2K
$2.04M
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 9.81% |
$184K - $209K
|
11.9K
$2.96M
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
1.06K+ 2.75% |
$183K - $209K
|
39.7K
$9.86M
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.05K+ 3.59% |
$181K - $206K
|
30.2K
$7.51M
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.02K+ 39.43% |
$177K - $201K
|
3.62K
$900K
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1.02K+ 10.7% |
$177K - $201K
|
10.6K
$2.63M
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.02KNew |
$176K - $200K
|
1.02K
$253K
|
|
Jan 26, 2023
Q4 2022
|
Capital Planning LLC
|
BUY
|
- |
1.02K+ 2.94% |
$175K - $200K
|
35.6K
$8.85M
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.01K+ 3.78% |
$174K - $198K
|
27.6K
$6.85M
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
992New |
$171K - $195K
|
992
$247K
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
965+ 65.96% |
$167K - $190K
|
2.43K
$603K
|
|
Jan 25, 2023
Q4 2022
|
Brown Financial Advisory
|
BUY
|
- |
942+ 1.44% |
$163K - $185K
|
66.5K
$16.5M
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
938+ 6.39% |
$162K - $184K
|
15.6K
$3.88M
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
934+ 0.52% |
$161K - $184K
|
180K
$44.8M
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
928+ 28.72% |
$160K - $182K
|
4.16K
$1.03M
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
926+ 43.49% |
$160K - $182K
|
3.06K
$759K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
925+ 5.22% |
$160K - $182K
|
18.6K
$4.63M
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
925+ 5.22% |
$160K - $182K
|
18.6K
$4.63M
|
|
Jan 10, 2023
Q4 2022
|
Jvl Associates LLC
|
BUY
|
- |
895+ 13.88% |
$155K - $176K
|
7.34K
$1.83M
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
893+ 4.23% |
$154K - $176K
|
22K
$5.47M
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
888+ 2.16% |
$153K - $175K
|
42.1K
$10.5M
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
888+ 38.1% |
$153K - $175K
|
3.22K
$800K
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
867+ 6.61% |
$150K - $170K
|
14K
$3.47M
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
860+ 42.14% |
$149K - $169K
|
2.9K
$721K
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
855+ 4.38% |
$148K - $168K
|
20.4K
$5.06M
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
839+ 52.08% |
$145K - $165K
|
2.45K
$609K
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
BUY
|
- |
834+ 5.54% |
$144K - $164K
|
15.9K
$3.95M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
829+ 0.93% |
$143K - $163K
|
90K
$22.4M
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
823+ 10.11% |
$142K - $162K
|
8.96K
$2.23M
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
820+ 5.63% |
$142K - $161K
|
15.4K
$3.82M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
816+ 15.24% |
$141K - $160K
|
6.17K
$1.53M
|