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
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.46K+ 3.51% |
$251K - $286K
|
43K
$10.3M
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.44K+ 4.47% |
$248K - $282K
|
33.6K
$8.05M
|
|
Feb 08, 2023
Q4 2022
|
Jordan Park Group LLC
|
BUY
|
- |
1.43KNew |
$247K - $281K
|
1.43K
$343K
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
1.43KNew |
$246K - $280K
|
1.43K
$342K
|
|
Feb 14, 2023
Q4 2022
|
London CO Of Virginia
Richmond, VA |
BUY
|
- |
1.42KNew |
$246K - $280K
|
1.42K
$342K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.42K+ 40.06% |
$245K - $279K
|
4.97K
$1.19M
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
1.41KNew |
$244K - $278K
|
1.41K
$339K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.39K+ 19.15% |
$240K - $273K
|
8.64K
$2.07M
|
|
Jan 20, 2023
Q4 2022
|
Boston Trust Walden Corp
|
BUY
|
- |
1.38KNew |
$238K - $271K
|
1.38K
$331K
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.38K+ 14.03% |
$238K - $271K
|
11.2K
$2.69M
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
1.36KNew |
$236K - $268K
|
1.36K
$327K
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.36K+ 100.15% |
$235K - $268K
|
2.72K
$653K
|
|
Feb 13, 2023
Q4 2022
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
1.35KNew |
$233K - $265K
|
1.35K
$324K
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
1.35K+ 2.59% |
$233K - $265K
|
53.5K
$12.8M
|
|
Feb 02, 2023
Q4 2022
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
1.35KNew |
$233K - $265K
|
1.35K
$323K
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
BUY
|
- |
1.33K+ 36.26% |
$231K - $262K
|
5.01K
$1.2M
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.32KNew |
$228K - $260K
|
1.32K
$317K
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.32KNew |
$228K - $259K
|
1.32K
$317K
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.31K+ 37.39% |
$226K - $257K
|
4.81K
$1.15M
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.3KNew |
$225K - $256K
|
1.3K
$312K
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
1.3KNew |
$224K - $255K
|
1.3K
$311K
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.29KNew |
$223K - $254K
|
1.29K
$310K
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.29K+ 2.96% |
$222K - $253K
|
44.8K
$10.7M
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
1.27K+ 28.8% |
$219K - $249K
|
5.68K
$1.36M
|
|
Feb 08, 2023
Q4 2022
|
Millington Financial Advisors, LLC
Naperville, IL |
BUY
|
- |
1.26KNew |
$217K - $247K
|
1.26K
$302K
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
1.25KNew |
$216K - $246K
|
1.25K
$300K
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.25K+ 8.54% |
$216K - $246K
|
15.9K
$3.81M
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.25KNew |
$215K - $245K
|
1.25K
$299K
|
|
Jan 27, 2023
Q4 2022
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
1.24K+ 11.4% |
$215K - $244K
|
12.1K
$2.91M
|
|
Jan 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.24K+ 8.89% |
$213K - $243K
|
15.1K
$3.63M
|
|
Jan 18, 2023
Q4 2022
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
1.23K+ 1.78% |
$212K - $242K
|
70.5K
$16.9M
|
|
Feb 16, 2023
Q4 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.23KNew |
$212K - $241K
|
1.23K
$295K
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
BUY
|
- |
1.23K+ 12.99% |
$212K - $241K
|
10.7K
$2.56M
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.23KNew |
$212K - $241K
|
1.23K
$294K
|
|
Feb 02, 2023
Q4 2022
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.21K+ 3.06% |
$210K - $238K
|
40.8K
$9.8M
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.2KNew |
$208K - $236K
|
1.2K
$289K
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
1.2KNew |
$207K - $236K
|
1.2K
$288K
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.19K+ 14.61% |
$205K - $234K
|
9.32K
$2.24M
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
1.19KNew |
$205K - $233K
|
1.19K
$285K
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1.18KNew |
$204K - $233K
|
1.18K
$284K
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
1.17KNew |
$203K - $231K
|
1.17K
$282K
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.17K+ 3.03% |
$202K - $230K
|
39.8K
$9.55M
|
|
Jan 27, 2023
Q4 2022
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.17K+ 2.54% |
$202K - $230K
|
47.2K
$11.3M
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.16KNew |
$201K - $229K
|
1.16K
$279K
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
1.16KNew |
$201K - $228K
|
1.16K
$279K
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.16K+ 21.03% |
$200K - $228K
|
6.68K
$1.6M
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.16KNew |
$200K - $228K
|
1.16K
$278K
|
|
Feb 09, 2023
Q4 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.16KNew |
$200K - $227K
|
1.16K
$277K
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.15KNew |
$199K - $227K
|
1.15K
$277K
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
1.15KNew |
$199K - $226K
|
1.15K
$276K
|