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 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
1.9K+ 4.81% |
$328K - $373K
|
41.4K
$9.34M
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.9KNew |
$327K - $373K
|
1.9K
$427K
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
1.85KNew |
$320K - $364K
|
1.85K
$417K
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.85KNew |
$319K - $363K
|
1.85K
$416K
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
1.85KNew |
$319K - $363K
|
1.85K
$416K
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.84K+ 12.43% |
$318K - $362K
|
16.6K
$3.75M
|
|
Jun 17, 2024
Q4 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.82KNew |
$315K - $358K
|
1.82K
$410K
|
|
Feb 09, 2023
Q4 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
1.82K+ 16.07% |
$314K - $357K
|
13.1K
$2.96M
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.81K+ 4.84% |
$312K - $355K
|
39.1K
$8.82M
|
|
Feb 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.8K+ 19.99% |
$311K - $353K
|
10.8K
$2.43M
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
1.79K+ 4.44% |
$310K - $353K
|
42.2K
$9.5M
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.79KNew |
$310K - $353K
|
1.79K
$404K
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.79KNew |
$309K - $352K
|
1.79K
$403K
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.78K+ 6.42% |
$307K - $349K
|
29.4K
$6.63M
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.75KNew |
$302K - $344K
|
1.75K
$394K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
1.74K+ 2.37% |
$301K - $343K
|
75.4K
$17M
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.73KNew |
$298K - $339K
|
1.73K
$389K
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
1.73K+ 11.13% |
$298K - $339K
|
17.2K
$3.88M
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.71KNew |
$296K - $336K
|
1.71K
$385K
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.7K+ 3.16% |
$294K - $335K
|
55.6K
$12.5M
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.7KNew |
$294K - $335K
|
1.7K
$384K
|
|
Jan 17, 2023
Q4 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
1.7K+ 80.3% |
$293K - $333K
|
3.81K
$858K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.68K+ 5.68% |
$291K - $331K
|
31.3K
$7.05M
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.68K+ 4.16% |
$290K - $330K
|
42.1K
$9.48M
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.68K+ 10.83% |
$290K - $330K
|
17.2K
$3.87M
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.67K+ 12.3% |
$289K - $329K
|
15.3K
$3.44M
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.67KNew |
$289K - $328K
|
1.67K
$376K
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.65KNew |
$286K - $325K
|
1.65K
$373K
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.64K+ 3.51% |
$283K - $322K
|
48.3K
$10.9M
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.64KNew |
$283K - $321K
|
1.64K
$368K
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.62KNew |
$280K - $318K
|
1.62K
$365K
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
1.6K+ 92.49% |
$277K - $315K
|
3.33K
$750K
|
|
Feb 14, 2023
Q4 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
1.6K+ 7.2% |
$277K - $315K
|
23.8K
$5.37M
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.6KNew |
$276K - $314K
|
1.6K
$359K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.59K+ 18.37% |
$275K - $313K
|
10.3K
$2.31M
|
|
Feb 15, 2023
Q4 2022
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
1.59K+ 2.85% |
$274K - $312K
|
57.3K
$12.9M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.58K+ 3.69% |
$272K - $310K
|
44.3K
$9.98M
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.57K+ 2.12% |
$271K - $308K
|
75.7K
$17.1M
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.57K+ 5.39% |
$271K - $308K
|
30.7K
$6.91M
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.56K+ 1.46% |
$270K - $307K
|
109K
$24.5M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.55K+ 0.1% |
$268K - $305K
|
1.53M
$344M
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.55K+ 20.52% |
$268K - $304K
|
9.09K
$2.05M
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.54K+ 1.29% |
$267K - $304K
|
121K
$27.4M
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.54KNew |
$266K - $303K
|
1.54K
$347K
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.52KNew |
$262K - $298K
|
1.52K
$342K
|
|
Jan 27, 2023
Q4 2022
|
Tkg Advisors, LLC
|
BUY
|
- |
1.52KNew |
$262K - $298K
|
1.52K
$342K
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.5K+ 9.13% |
$259K - $294K
|
17.9K
$4.03M
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
1.48K+ 5.68% |
$256K - $292K
|
27.6K
$6.22M
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
1.47K+ 2.0% |
$253K - $288K
|
74.7K
$16.8M
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.46KNew |
$252K - $287K
|
1.46K
$329K
|