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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
9+ 0.45% |
$1.56K - $1.77K
|
2K
$476K
|
|
|
Feb 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
9+ 0.62% |
$1.56K - $1.77K
|
1.45K
$346K
|
|
|
Jan 24, 2023
Q4 2022
|
Derbend Asset Management
|
BUY
|
- |
8+ 0.55% |
$1.38K - $1.57K
|
1.47K
$350K
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
8+ 0.1% |
$1.38K - $1.57K
|
7.82K
$1.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
8+ 0.31% |
$1.38K - $1.57K
|
2.56K
$609K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
7+ 0.03% |
$1.21K - $1.38K
|
24.6K
$5.86M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
7+ 0.52% |
$1.21K - $1.38K
|
1.35K
$321K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
7+ 2.55% |
$1.21K - $1.38K
|
282
$67.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 0.64% |
$1.21K - $1.38K
|
1.1K
$262K
|
|
|
Feb 08, 2023
Q4 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
7+ 0.59% |
$1.21K - $1.38K
|
1.19K
$283K
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
7+ 0.17% |
$1.21K - $1.38K
|
4.12K
$982K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
7+ 0.46% |
$1.21K - $1.38K
|
1.54K
$366K
|
|
|
Jan 30, 2023
Q4 2022
|
Trevian Wealth Management LLC
|
BUY
|
- |
6+ 0.16% |
$1.04K - $1.18K
|
3.77K
$897K
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
6+ 0.44% |
$1.04K - $1.18K
|
1.38K
$329K
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
5+ 0.07% |
$864 - $983
|
6.79K
$1.62M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5New |
$864 - $983
|
5
$1.19K
|
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
BUY
|
- |
5+ 0.17% |
$864 - $983
|
2.88K
$685K
|
|
|
Jan 31, 2023
Q4 2022
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
5New |
$864 - $983
|
5
$1.19K
|
|
|
Feb 06, 2023
Q4 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
5+ 0.17% |
$864 - $983
|
2.94K
$700K
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
BUY
|
- |
5+ 0.38% |
$864 - $983
|
1.32K
$315K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
4+ 0.22% |
$691 - $786
|
1.8K
$429K
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
4+ 0.01% |
$691 - $786
|
28.6K
$6.81M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
BUY
|
- |
4+ 0.03% |
$691 - $786
|
13K
$3.09M
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
3+ 0.2% |
$518 - $590
|
1.5K
$357K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3+ 0.02% |
$518 - $590
|
12.8K
$3.05M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
2+ 6.45% |
$346 - $393
|
33
$7.86K
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
2+ 0.03% |
$346 - $393
|
5.77K
$1.37M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2+ 0.08% |
$346 - $393
|
2.48K
$590K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
2+ 0.55% |
$346 - $393
|
364
$86.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
2+ 0.08% |
$346 - $393
|
2.57K
$613K
|
|
|
Feb 10, 2023
Q4 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2+ 0.07% |
$346 - $393
|
3.01K
$716K
|
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.02% |
$346 - $393
|
9.48K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
2+ 50.0% |
$346 - $393
|
6
$1.43K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 2.7% |
$346 - $393
|
76
$18.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.08% |
$173 - $197
|
1.3K
$310K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.57% |
$173 - $197
|
175
$41.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
1+ 0.02% |
$173 - $197
|
4.79K
$1.14M
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.31% |
$173 - $197
|
325
$77.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1+ 0.06% |
$173 - $197
|
1.57K
$373K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.49% |
$173 - $197
|
205
$48.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.21% |
$173 - $197
|
482
$115K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
1+ 0.02% |
$173 - $197
|
4.23K
$1.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$173 - $197
|
621
$148K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.28% |
$173 - $197
|
354
$84.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$173 - $197
|
1
$238
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.04% |
$173 - $197
|
2.56K
$609K
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1+ 0.08% |
$173 - $197
|
1.29K
$306K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.52% |
$173 - $197
|
194
$46.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
1+ 0.04% |
$173 - $197
|
2.67K
$635K
|
|
|
Feb 13, 2023
Q4 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1+ 0.42% |
$173 - $197
|
239
$56.9K
|