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 14, 2023
Q4 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1+ 1.23% |
$173 - $197
|
82
$20.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1+ 0.9% |
$173 - $197
|
112
$28.2K
|
|
|
Feb 14, 2023
Q4 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1+ 0.05% |
$173 - $197
|
1.83K
$460K
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1+ 0.52% |
$173 - $197
|
192
$48.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Provident Wealth Management, LLC
|
SELL
|
- |
-1- 1.41% |
$173 - $197
|
70
$17.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-1- 0.01% |
$173 - $197
|
10.7K
$2.7M
|
|
|
Feb 09, 2023
Q4 2022
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-1- 0.02% |
$173 - $197
|
5.77K
$1.45M
|
|
|
Jan 24, 2023
Q4 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2- 0.11% |
$346 - $393
|
1.9K
$477K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2- 0.08% |
$346 - $393
|
2.6K
$654K
|
|
|
Feb 06, 2023
Q4 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-3- 0.16% |
$518 - $590
|
1.86K
$469K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.24% |
$518 - $590
|
1.24K
$311K
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-4- 0.14% |
$691 - $786
|
2.78K
$700K
|
|
|
Feb 09, 2023
Q4 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-5- 0.21% |
$864 - $983
|
2.39K
$601K
|
|
|
Feb 10, 2023
Q4 2022
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-5- 0.25% |
$864 - $983
|
2.03K
$512K
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-6- 0.24% |
$1.04K - $1.18K
|
2.45K
$616K
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-6- 0.06% |
$1.04K - $1.18K
|
9.45K
$2.38M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-6- 0.09% |
$1.04K - $1.18K
|
6.39K
$1.61M
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-6- 0.96% |
$1.04K - $1.18K
|
618
$156K
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-7- 0.14% |
$1.21K - $1.38K
|
5.03K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-9- 0.05% |
$1.56K - $1.77K
|
19.9K
$5.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-10- 0.13% |
$1.73K - $1.97K
|
7.72K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-10- 0.06% |
$1.73K - $1.97K
|
17.2K
$4.34M
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-10- 55.56% |
$1.73K - $1.97K
|
8
$2.01K
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-11- 0.28% |
$1.9K - $2.16K
|
3.91K
$984K
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-12- 1.87% |
$2.07K - $2.36K
|
629
$158K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-12- 3.61% |
$2.07K - $2.36K
|
320
$80.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-13- 0.38% |
$2.25K - $2.56K
|
3.37K
$849K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-13- 0.05% |
$2.25K - $2.56K
|
28.7K
$7.22M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-13- 0.24% |
$2.25K - $2.56K
|
5.33K
$1.34M
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-14- 0.91% |
$2.42K - $2.75K
|
1.52K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-14- 4.27% |
$2.42K - $2.75K
|
314
$79.1K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-16- 4.08% |
$2.77K - $3.15K
|
376
$94.7K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
SELL
|
- |
-17- 16.04% |
$2.94K - $3.34K
|
89
$22.4K
|
|
|
May 10, 2024
Q4 2022
|
V2 Financial Group LLC
Naperville, IL |
SELL
|
- |
-17- 0.37% |
$2.94K - $3.34K
|
4.59K
$1.16M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-18- 0.12% |
$3.11K - $3.54K
|
14.7K
$3.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-18- 0.87% |
$3.11K - $3.54K
|
2.04K
$515K
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-18- 0.31% |
$3.11K - $3.54K
|
5.81K
$1.46M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-19- 20.21% |
$3.28K - $3.73K
|
75
$18.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-20- 1.07% |
$3.46K - $3.93K
|
1.85K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-20- 0.35% |
$3.46K - $3.93K
|
5.63K
$1.42M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-21- 0.79% |
$3.63K - $4.13K
|
2.64K
$666K
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-21- 1.5% |
$3.63K - $4.13K
|
1.38K
$346K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-22- 0.66% |
$3.8K - $4.32K
|
3.31K
$834K
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-22- 0.37% |
$3.8K - $4.32K
|
5.93K
$1.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-22- 1.59% |
$3.8K - $4.32K
|
1.36K
$343K
|
|
|
Feb 10, 2023
Q4 2022
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-22- 0.46% |
$3.8K - $4.32K
|
4.78K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-22- 0.18% |
$3.8K - $4.32K
|
11.9K
$2.99M
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-23- 1.71% |
$3.97K - $4.52K
|
1.32K
$332K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-24- 1.31% |
$4.15K - $4.72K
|
1.81K
$456K
|