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 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
252+ 1.06% |
$43.6K - $49.5K
|
24.1K
$5.73M
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
251+ 0.62% |
$43.4K - $49.3K
|
40.8K
$9.73M
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
245+ 8.04% |
$42.3K - $48.2K
|
3.29K
$784K
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
241+ 12.57% |
$41.6K - $47.4K
|
2.16K
$514K
|
|
Jul 31, 2024
Q4 2022
|
First American Bank
Dundee, IL |
BUY
|
- |
239+ 4.88% |
$41.3K - $47K
|
5.14K
$1.22M
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
236+ 7.15% |
$40.8K - $46.4K
|
3.54K
$842K
|
|
Feb 14, 2023
Q4 2022
|
Mcmorgan & CO LLC
San Francisco, CA |
BUY
|
- |
233+ 0.54% |
$40.3K - $45.8K
|
43.2K
$10.3M
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
227+ 9.1% |
$39.2K - $44.6K
|
2.72K
$648K
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
227+ 6.9% |
$39.2K - $44.6K
|
3.52K
$837K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
224+ 29.09% |
$38.7K - $44K
|
994
$237K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
220+ 2.71% |
$38K - $43.2K
|
8.33K
$1.98M
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
220New |
$38K - $43.2K
|
220
$52.4K
|
|
Feb 14, 2023
Q4 2022
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
217+ 3.98% |
$37.5K - $42.7K
|
5.66K
$1.35M
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
212+ 8.77% |
$36.6K - $41.7K
|
2.63K
$626K
|
|
Feb 10, 2023
Q4 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
208+ 0.28% |
$35.9K - $40.9K
|
73.4K
$17.5M
|
|
Jan 26, 2023
Q4 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
207+ 0.62% |
$35.8K - $40.7K
|
33.3K
$7.94M
|
|
Feb 03, 2023
Q4 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
204+ 1.19% |
$35.3K - $40.1K
|
17.4K
$4.15M
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
201+ 1435.71% |
$34.7K - $39.5K
|
215
$51.2K
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
200+ 1.52% |
$34.6K - $39.3K
|
13.4K
$3.18M
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
195+ 8.95% |
$33.7K - $38.3K
|
2.37K
$565K
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
195+ 40.21% |
$33.7K - $38.3K
|
680
$162K
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
194+ 0.59% |
$33.5K - $38.1K
|
33.2K
$7.89M
|
|
Jan 24, 2023
Q4 2022
|
Pachira Investments Inc.
|
BUY
|
- |
191+ 16.01% |
$33K - $37.5K
|
1.38K
$330K
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
189+ 1.75% |
$32.7K - $37.2K
|
11K
$2.61M
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
187+ 9.78% |
$32.3K - $36.8K
|
2.1K
$500K
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
186+ 3.38% |
$32.1K - $36.6K
|
5.69K
$1.35M
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
185+ 9.74% |
$32K - $36.4K
|
2.09K
$496K
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
185+ 31.62% |
$32K - $36.4K
|
770
$183K
|
|
Feb 08, 2023
Q4 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
184+ 2.44% |
$31.8K - $36.2K
|
7.72K
$1.84M
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
183+ 2.0% |
$31.6K - $36K
|
9.35K
$2.23M
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
180+ 2.73% |
$31.1K - $35.4K
|
6.77K
$1.61M
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
179+ 8.45% |
$30.9K - $35.2K
|
2.3K
$547K
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
179+ 3.63% |
$30.9K - $35.2K
|
5.11K
$1.22M
|
|
Jan 27, 2023
Q4 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
176+ 6.4% |
$30.4K - $34.6K
|
2.93K
$697K
|
|
Feb 06, 2023
Q4 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
175+ 8.06% |
$30.2K - $34.4K
|
2.35K
$559K
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
171+ 7.01% |
$29.6K - $33.6K
|
2.61K
$622K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
171+ 28.55% |
$29.6K - $33.6K
|
770
$183K
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
169+ 1.4% |
$29.2K - $33.2K
|
12.2K
$2.91M
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
168+ 4.15% |
$29K - $33K
|
4.21K
$1M
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
167+ 2.63% |
$28.9K - $32.8K
|
6.53K
$1.55M
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
167+ 15.53% |
$28.9K - $32.8K
|
1.24K
$296K
|
|
Feb 10, 2023
Q4 2022
|
Hall Capital Management CO Inc
|
BUY
|
- |
165+ 5.08% |
$28.5K - $32.4K
|
3.41K
$813K
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
BUY
|
- |
165+ 2.46% |
$28.5K - $32.4K
|
6.89K
$1.64M
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
160+ 6.33% |
$27.7K - $31.5K
|
2.69K
$640K
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
159+ 5.31% |
$27.5K - $31.3K
|
3.15K
$751K
|
|
Feb 06, 2023
Q4 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
157+ 5.28% |
$27.1K - $30.9K
|
3.13K
$746K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
155New |
$26.8K - $30.5K
|
155
$36.9K
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
153New |
$26.4K - $30.1K
|
153
$36.4K
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
149+ 19.03% |
$25.8K - $29.3K
|
932
$222K
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
149New |
$25.8K - $29.3K
|
149
$35.5K
|