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 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-21- 0.94% |
$4.1K - $4.54K
|
2.21K
$572K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22- 0.71% |
$4.3K - $4.75K
|
3.08K
$797K
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-23- 25.0% |
$4.49K - $4.97K
|
69
$17.8K
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-26- 0.38% |
$5.08K - $5.62K
|
6.85K
$1.77M
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
SELL
|
- |
-27- 0.28% |
$5.27K - $5.83K
|
9.77K
$2.53M
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-30- 0.98% |
$5.86K - $6.48K
|
3.03K
$783K
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-30- 2.69% |
$5.86K - $6.48K
|
1.08K
$280K
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-30- 0.72% |
$5.86K - $6.48K
|
4.15K
$1.07M
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-31- 0.51% |
$6.06K - $6.7K
|
6.03K
$1.56M
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-36- 3.38% |
$7.03K - $7.78K
|
1.03K
$266K
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-37- 0.16% |
$7.23K - $8K
|
23.5K
$6.08M
|
|
Sep 21, 2023
Q4 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-39Closed |
$7.62K - $8.43K
|
0
$0
|
|
Jan 27, 2023
Q4 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-40- 1.58% |
$7.81K - $8.64K
|
2.5K
$645K
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-40- 0.07% |
$7.81K - $8.64K
|
56.4K
$14.6M
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-41- 3.72% |
$8.01K - $8.86K
|
1.06K
$274K
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-42- 1.38% |
$8.2K - $9.08K
|
3.01K
$777K
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-42- 0.07% |
$8.2K - $9.08K
|
64K
$16.5M
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-45- 1.08% |
$8.79K - $9.72K
|
4.12K
$1.06M
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-45- 9.28% |
$8.79K - $9.72K
|
440
$114K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-45- 3.19% |
$8.79K - $9.72K
|
1.37K
$353K
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-48- 54.55% |
$9.38K - $10.4K
|
40
$10.3K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-49- 25.79% |
$9.57K - $10.6K
|
141
$36.4K
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-50- 4.07% |
$9.77K - $10.8K
|
1.18K
$305K
|
|
Jan 13, 2023
Q4 2022
|
Norwood Financial Corp
|
SELL
|
- |
-50- 5.51% |
$9.77K - $10.8K
|
858
$222K
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-51- 3.54% |
$9.96K - $11K
|
1.39K
$359K
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-55- 4.03% |
$10.7K - $11.9K
|
1.31K
$339K
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-58- 2.95% |
$11.3K - $12.5K
|
1.91K
$493K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-60- 2.86% |
$11.7K - $13K
|
2.04K
$527K
|
|
Feb 10, 2023
Q4 2022
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-60- 1.5% |
$11.7K - $13K
|
3.95K
$1.02M
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-60- 0.28% |
$11.7K - $13K
|
21.5K
$5.55M
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-61- 1.45% |
$11.9K - $13.2K
|
4.15K
$1.07M
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-62- 21.75% |
$12.1K - $13.4K
|
223
$57.6K
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-65- 1.32% |
$12.7K - $14K
|
4.85K
$1.25M
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-69- 1.79% |
$13.5K - $14.9K
|
3.78K
$977K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-70- 3.33% |
$13.7K - $15.1K
|
2.03K
$526K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-72- 2.24% |
$14.1K - $15.6K
|
3.15K
$813K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-72- 37.5% |
$14.1K - $15.6K
|
120
$31K
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-73- 2.01% |
$14.3K - $15.8K
|
3.57K
$922K
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-75- 2.13% |
$14.7K - $16.2K
|
3.45K
$892K
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-76- 15.97% |
$14.8K - $16.4K
|
400
$103K
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-78- 8.8% |
$15.2K - $16.9K
|
808
$209K
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-78- 0.71% |
$15.2K - $16.9K
|
10.9K
$2.82M
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-79- 1.15% |
$15.4K - $17.1K
|
6.82K
$1.76M
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-85- 5.6% |
$16.6K - $18.4K
|
1.43K
$370K
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-86- 6.16% |
$16.8K - $18.6K
|
1.31K
$339K
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-88- 0.64% |
$17.2K - $19K
|
13.6K
$3.52M
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-92- 0.29% |
$18K - $19.9K
|
31.2K
$8.07M
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-97- 2.77% |
$18.9K - $21K
|
3.4K
$879K
|
|
Feb 07, 2023
Q4 2022
|
Mtc Wealth Management LLC
|
SELL
|
- |
-97- 0.78% |
$18.9K - $21K
|
12.3K
$3.17M
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-99- 9.04% |
$19.3K - $21.4K
|
996
$257K
|