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
|
Essex Financial Services, Inc.
|
SELL
|
- |
-357- 1.74% |
$61.7K - $70.2K
|
20.2K
$5.01M
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-359- 7.9% |
$62K - $70.6K
|
4.18K
$1.04M
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-361- 2.83% |
$62.4K - $71K
|
12.4K
$3.08M
|
|
Jan 17, 2023
Q4 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-367- 12.57% |
$63.4K - $72.1K
|
2.55K
$634K
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-368- 1.06% |
$63.6K - $72.3K
|
34.4K
$8.54M
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-370- 11.05% |
$63.9K - $72.7K
|
2.98K
$740K
|
|
Feb 02, 2023
Q4 2022
|
Penobscot Wealth Management
|
SELL
|
- |
-373- 12.18% |
$64.5K - $73.3K
|
2.69K
$669K
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-375- 28.2% |
$64.8K - $73.7K
|
955
$237K
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-375- 28.2% |
$64.8K - $73.7K
|
955
$237K
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-395- 27.0% |
$68.3K - $77.6K
|
1.07K
$265K
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-397- 3.5% |
$68.6K - $78K
|
10.9K
$2.72M
|
|
Jan 11, 2023
Q4 2022
|
Flower City Capital
|
SELL
|
- |
-398- 21.4% |
$68.8K - $78.2K
|
1.46K
$363K
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-402- 2.12% |
$69.5K - $79K
|
18.6K
$4.62M
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-403- 3.07% |
$69.6K - $79.2K
|
12.7K
$3.16M
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-403- 3.09% |
$69.6K - $79.2K
|
12.7K
$3.15M
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-411- 1.21% |
$71K - $80.8K
|
33.4K
$8.31M
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-415- 20.1% |
$71.7K - $81.6K
|
1.65K
$410K
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-423- 14.31% |
$73.1K - $83.1K
|
2.53K
$629K
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-425- 14.9% |
$73.4K - $83.5K
|
2.43K
$603K
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
SELL
|
- |
-426- 9.28% |
$73.6K - $83.7K
|
4.17K
$1.04M
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-429- 18.55% |
$74.1K - $84.3K
|
1.88K
$468K
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-430- 1.56% |
$74.3K - $84.5K
|
27.2K
$6.76M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-431- 7.96% |
$74.5K - $84.7K
|
4.98K
$1.24M
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-432- 1.53% |
$74.7K - $84.9K
|
27.9K
$6.93M
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-433- 3.67% |
$74.8K - $85.1K
|
11.4K
$2.83M
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-436- 2.84% |
$75.3K - $85.7K
|
14.9K
$3.7M
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-437- 2.55% |
$75.5K - $85.9K
|
16.7K
$4.14M
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-437- 7.85% |
$75.5K - $85.9K
|
5.13K
$1.27M
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
SELL
|
- |
-438- 9.54% |
$75.7K - $86.1K
|
4.15K
$1.03M
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
SELL
|
- |
-441- 2.39% |
$76.2K - $86.7K
|
18K
$4.47M
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-451- 2.13% |
$77.9K - $88.7K
|
20.7K
$5.14M
|
|
Jan 19, 2023
Q4 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-462- 4.53% |
$79.8K - $90.8K
|
9.73K
$2.42M
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-463- 13.64% |
$80K - $91K
|
2.93K
$729K
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
SELL
|
- |
-470- 14.08% |
$81.2K - $92.4K
|
2.87K
$713K
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-471- 3.11% |
$81.4K - $92.6K
|
14.7K
$3.65M
|
|
May 18, 2023
Q4 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-478- 1.24% |
$82.6K - $94K
|
38K
$9.44M
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-481- 15.61% |
$83.1K - $94.6K
|
2.6K
$646K
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-484- 14.17% |
$83.6K - $95.1K
|
2.93K
$729K
|
|
Feb 14, 2023
Q4 2022
|
David Kennon Inc
Sarasota, FL |
SELL
|
- |
-497- 0.85% |
$85.9K - $97.7K
|
57.7K
$14.3M
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
SELL
|
- |
-502- 18.05% |
$86.8K - $98.7K
|
2.28K
$566K
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-502- 18.5% |
$86.8K - $98.7K
|
2.21K
$549K
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-505- 3.43% |
$87.3K - $99.3K
|
14.2K
$3.53M
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-507- 3.07% |
$87.6K - $99.7K
|
16K
$3.97M
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-508- 12.53% |
$87.8K - $99.9K
|
3.55K
$881K
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-510- 9.25% |
$88.1K - $100K
|
5K
$1.24M
|
|
Jan 25, 2023
Q4 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-517- 4.63% |
$89.3K - $102K
|
10.7K
$2.65M
|
|
Feb 06, 2023
Q4 2022
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-518- 1.31% |
$89.5K - $102K
|
39.1K
$9.7M
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
SELL
|
- |
-519- 2.49% |
$89.7K - $102K
|
20.3K
$5.04M
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-520- 3.72% |
$89.9K - $102K
|
13.5K
$3.35M
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-527- 10.87% |
$91.1K - $104K
|
4.32K
$1.07M
|