Purchases and Sales Made in Q4 2022 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q4 2022. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP GROWTH ETF .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
196M+ 140737.41% |
$37.7B - $42.4B
|
196M
$55.1B
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
780KNew |
$150M - $169M
|
780K
$219M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
348K+ 317.22% |
$66.8M - $75.2M
|
458K
$128M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
211KNew |
$40.4M - $45.5M
|
211K
$59.1M
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
202K+ 379.68% |
$38.8M - $43.7M
|
255K
$71.6M
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
195K+ 43.16% |
$37.4M - $42.1M
|
646K
$181M
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
123K+ 368.72% |
$23.7M - $26.7M
|
157K
$44M
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
93.5KNew |
$18M - $20.2M
|
93.5K
$26.2M
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
92.3K+ 1012.04% |
$17.7M - $19.9M
|
101K
$28.4M
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
73.6K+ 6.6% |
$14.1M - $15.9M
|
1.19M
$334M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72.5K+ 1.47% |
$13.9M - $15.7M
|
4.99M
$1.4B
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
65.9K+ 107.88% |
$12.6M - $14.2M
|
127K
$35.6M
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
59.7KNew |
$11.5M - $12.9M
|
59.7K
$16.7M
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
58.2KNew |
$11.2M - $12.6M
|
58.2K
$16.3M
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
54.6K+ 1.99% |
$10.5M - $11.8M
|
2.79M
$784M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
53.1K+ 25.13% |
$10.2M - $11.5M
|
264K
$74.2M
|
|
Oct 02, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
49.5KNew |
$9.5M - $10.7M
|
49.5K
$13.9M
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
45.7K+ 44.55% |
$8.77M - $9.87M
|
148K
$41.6M
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
42.7K+ 1231.61% |
$8.21M - $9.24M
|
46.2K
$13M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
39KNew |
$7.49M - $8.43M
|
39K
$10.9M
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
37.2KNew |
$7.14M - $8.04M
|
37.2K
$10.4M
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
35.4KNew |
$6.8M - $7.66M
|
35.4K
$9.94M
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
33.8K+ 4.86% |
$6.48M - $7.3M
|
728K
$204M
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
32.3KNew |
$6.2M - $6.98M
|
32.3K
$9.06M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
28K+ 43.71% |
$5.38M - $6.05M
|
92.1K
$25.8M
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
26.6K+ 98.49% |
$5.11M - $5.76M
|
53.7K
$15.1M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
23.3K+ 341.66% |
$4.47M - $5.03M
|
30.1K
$8.45M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
22K+ 163.53% |
$4.22M - $4.75M
|
35.4K
$9.94M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.6K+ 9.93% |
$4.15M - $4.67M
|
239K
$67.1M
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
16.5K+ 1401.11% |
$3.16M - $3.56M
|
17.6K
$4.95M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.1KNew |
$3.09M - $3.48M
|
16.1K
$4.51M
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
16K+ 3.47% |
$3.07M - $3.45M
|
476K
$133M
|
|
Feb 14, 2023
Q4 2022
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
15.8KNew |
$3.03M - $3.41M
|
15.8K
$4.42M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15.2K+ 16.21% |
$2.91M - $3.28M
|
109K
$30.5M
|
|
Feb 07, 2023
Q4 2022
|
Geneva Capital Management LLC
|
BUY
|
- |
14.5KNew |
$2.79M - $3.14M
|
14.5K
$4.07M
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
13.2K+ 809.42% |
$2.53M - $2.84M
|
14.8K
$4.14M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.6K+ 4.66% |
$2.42M - $2.72M
|
283K
$79.3M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.4K+ 13.33% |
$2.38M - $2.68M
|
105K
$29.6M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
12.4K+ 26.18% |
$2.38M - $2.68M
|
59.7K
$16.7M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
12.3K+ 40.08% |
$2.36M - $2.66M
|
43K
$12.1M
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
11K+ 334.53% |
$2.11M - $2.38M
|
14.3K
$4.01M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.7K+ 13.15% |
$2.06M - $2.32M
|
92.5K
$25.9M
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
10.2KNew |
$1.96M - $2.21M
|
10.2K
$2.87M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.93K+ 2.1% |
$1.91M - $2.15M
|
482K
$135M
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
BUY
|
- |
9.87K+ 15.11% |
$1.9M - $2.13M
|
75.2K
$21.1M
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
9.52KNew |
$1.83M - $2.06M
|
9.52K
$2.67M
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
9.23K+ 176.56% |
$1.77M - $1.99M
|
14.5K
$4.05M
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
8.84KNew |
$1.7M - $1.91M
|
8.84K
$2.48M
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.67K+ 31.52% |
$1.66M - $1.87M
|
36.2K
$10.1M
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
8.5K+ 66.72% |
$1.63M - $1.84M
|
21.2K
$5.96M
|