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 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.74KNew |
$334K - $375K
|
1.74K
$497K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.72K+ 8.23% |
$330K - $372K
|
22.6K
$6.47M
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
1.7K+ 4.22% |
$327K - $368K
|
42.1K
$12.1M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.66K+ 7.39% |
$319K - $359K
|
24.1K
$6.91M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.65K+ 7.38% |
$317K - $357K
|
24K
$6.87M
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.63KNew |
$313K - $352K
|
1.63K
$466K
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.61K+ 6.66% |
$308K - $347K
|
25.7K
$7.36M
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
1.6KNew |
$307K - $346K
|
1.6K
$458K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
1.59K+ 326.64% |
$306K - $344K
|
2.08K
$596K
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
1.59KNew |
$305K - $343K
|
1.59K
$455K
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.56K+ 11.0% |
$299K - $336K
|
15.7K
$4.49M
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.56KNew |
$299K - $336K
|
1.56K
$445K
|
|
Jun 05, 2023
Q4 2022
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
1.54KNew |
$296K - $333K
|
1.54K
$441K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.51K+ 26.99% |
$290K - $326K
|
7.11K
$2.03M
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.46KNew |
$281K - $316K
|
1.46K
$419K
|
|
Feb 14, 2023
Q4 2022
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1.46KNew |
$279K - $314K
|
1.46K
$416K
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.43K+ 2.17% |
$275K - $310K
|
67.5K
$19.3M
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.43K+ 16.37% |
$274K - $308K
|
10.1K
$2.9M
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
1.4K+ 118.8% |
$269K - $303K
|
2.58K
$740K
|
|
Jan 25, 2023
Q4 2022
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
1.4KNew |
$268K - $302K
|
1.4K
$400K
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.39K+ 6.8% |
$268K - $301K
|
21.9K
$6.27M
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.39K+ 35.46% |
$267K - $301K
|
5.32K
$1.52M
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
1.38KNew |
$265K - $298K
|
1.38K
$394K
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.36KNew |
$262K - $295K
|
1.36K
$390K
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.36K+ 4.96% |
$260K - $293K
|
28.7K
$8.21M
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.35KNew |
$259K - $292K
|
1.35K
$387K
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
1.33KNew |
$255K - $287K
|
1.33K
$380K
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
1.32K+ 3.75% |
$254K - $286K
|
36.6K
$10.5M
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.28K+ 86.37% |
$246K - $277K
|
2.76K
$791K
|
|
Jan 26, 2023
Q4 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
1.26KNew |
$242K - $272K
|
1.26K
$360K
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
1.25K+ 8.68% |
$240K - $270K
|
15.7K
$4.48M
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.25K+ 1.18% |
$239K - $269K
|
107K
$30.7M
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
BUY
|
- |
1.24K+ 25.96% |
$238K - $268K
|
6.02K
$1.72M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.23K+ 38.1% |
$237K - $266K
|
4.47K
$1.28M
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
1.23K+ 51.68% |
$236K - $266K
|
3.61K
$1.03M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.22KNew |
$235K - $264K
|
1.22K
$350K
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.2KNew |
$230K - $258K
|
1.2K
$342K
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.2KNew |
$229K - $258K
|
1.2K
$342K
|
|
Jan 19, 2023
Q4 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.18KNew |
$227K - $255K
|
1.18K
$338K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.17K+ 99.32% |
$225K - $253K
|
2.35K
$673K
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.16KNew |
$222K - $250K
|
1.16K
$331K
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.15K+ 231.12% |
$221K - $249K
|
1.65K
$472K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.12K+ 51.83% |
$214K - $241K
|
3.27K
$936K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.09KNew |
$209K - $235K
|
1.09K
$311K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.08K+ 49.93% |
$208K - $234K
|
3.26K
$932K
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.08K+ 3.24% |
$208K - $234K
|
34.5K
$9.88M
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1.08KNew |
$207K - $233K
|
1.08K
$309K
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.06KNew |
$203K - $229K
|
1.06K
$303K
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
1.05KNew |
$202K - $227K
|
1.05K
$301K
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.05K+ 0.8% |
$201K - $226K
|
132K
$37.7M
|