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 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
145+ 9.47% |
$25.1K - $28.5K
|
1.68K
$399K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
144+ 0.78% |
$24.9K - $28.3K
|
18.6K
$4.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
142+ 1.13% |
$24.5K - $27.9K
|
12.7K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
142New |
$24.5K - $27.9K
|
142
$33.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
139+ 2.23% |
$24K - $27.3K
|
6.36K
$1.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
138+ 0.76% |
$23.8K - $27.1K
|
18.4K
$4.38M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
131+ 2.27% |
$22.6K - $25.8K
|
5.91K
$1.41M
|
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
130+ 45.45% |
$22.5K - $25.6K
|
416
$99.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
129+ 1.1% |
$22.3K - $25.4K
|
11.9K
$2.83M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
126+ 0.58% |
$21.8K - $24.8K
|
21.8K
$5.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
124+ 41.61% |
$21.4K - $24.4K
|
422
$100K
|
|
|
Jan 17, 2023
Q4 2022
|
Refined Wealth Management
|
BUY
|
- |
123+ 2.01% |
$21.3K - $24.2K
|
6.23K
$1.48M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
123+ 124.24% |
$21.3K - $24.2K
|
222
$52.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
122+ 1.03% |
$21.1K - $24K
|
11.9K
$2.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
122+ 210.34% |
$21.1K - $24K
|
180
$42.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
121+ 1.58% |
$20.9K - $23.8K
|
7.76K
$1.85M
|
|
|
Jan 17, 2023
Q4 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
120+ 0.24% |
$20.7K - $23.6K
|
49.8K
$11.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
120+ 3.62% |
$20.7K - $23.6K
|
3.43K
$817K
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
120+ 0.28% |
$20.7K - $23.6K
|
42.7K
$10.2M
|
|
|
Feb 08, 2023
Q4 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
116+ 22.05% |
$20K - $22.8K
|
642
$153K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
115+ 1.15% |
$19.9K - $22.6K
|
10.1K
$2.42M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
113+ 0.58% |
$19.5K - $22.2K
|
19.7K
$4.69M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
110+ 2.58% |
$19K - $21.6K
|
4.37K
$1.04M
|
|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
110+ 4.32% |
$19K - $21.6K
|
2.66K
$633K
|
|
|
Feb 06, 2023
Q4 2022
|
Arjuna Capital
|
BUY
|
- |
107New |
$18.5K - $21K
|
107
$25.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
106+ 4.8% |
$18.3K - $20.8K
|
2.31K
$551K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
105+ 1.2% |
$18.1K - $20.6K
|
8.83K
$2.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
104+ 0.68% |
$18K - $20.4K
|
15.3K
$3.64M
|
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
104+ 5.3% |
$18K - $20.4K
|
2.07K
$492K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
104+ 2.86% |
$18K - $20.4K
|
3.75K
$892K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
102+ 7.19% |
$17.6K - $20.1K
|
1.52K
$362K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
102+ 3.45% |
$17.6K - $20.1K
|
3.06K
$728K
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
102+ 1.43% |
$17.6K - $20.1K
|
7.25K
$1.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
100New |
$17.3K - $19.7K
|
100
$23.8K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
100New |
$17.3K - $19.7K
|
100
$23.8K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
100+ 5.19% |
$17.3K - $19.7K
|
2.03K
$482K
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
99+ 0.5% |
$17.1K - $19.5K
|
19.9K
$4.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
96+ 0.12% |
$16.6K - $18.9K
|
81.3K
$19.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
92+ 1.65% |
$15.9K - $18.1K
|
5.68K
$1.35M
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
BUY
|
- |
91+ 1.79% |
$15.7K - $17.9K
|
5.16K
$1.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
BUY
|
- |
91+ 1.34% |
$15.7K - $17.9K
|
6.9K
$1.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
90New |
$15.6K - $17.7K
|
90
$21.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
88+ 2.68% |
$15.2K - $17.3K
|
3.37K
$803K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
86+ 2.22% |
$14.9K - $16.9K
|
3.96K
$944K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
85New |
$14.7K - $16.7K
|
85
$20.2K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
85+ 2.29% |
$14.7K - $16.7K
|
3.8K
$904K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
85New |
$14.7K - $16.7K
|
85
$20.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
84+ 1.7% |
$14.5K - $16.5K
|
5.02K
$1.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
84+ 1.37% |
$14.5K - $16.5K
|
6.22K
$1.48M
|
|
|
Feb 03, 2023
Q4 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
82+ 6.29% |
$14.2K - $16.1K
|
1.39K
$330K
|