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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
13New |
$2.5K - $2.81K
|
13
$3.36K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
11+ 0.99% |
$2.11K - $2.38K
|
1.12K
$289K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
10+ 0.22% |
$1.92K - $2.16K
|
4.55K
$1.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9+ 0.36% |
$1.73K - $1.94K
|
2.5K
$644K
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
8New |
$1.54K - $1.73K
|
8
$2.06K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
8+ 0.02% |
$1.54K - $1.73K
|
42.2K
$10.9M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
7+ 0.63% |
$1.34K - $1.51K
|
1.12K
$290K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
7+ 0.65% |
$1.34K - $1.51K
|
1.08K
$278K
|
|
|
Jan 30, 2023
Q4 2022
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
7+ 0.56% |
$1.34K - $1.51K
|
1.25K
$323K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
6+ 0.36% |
$1.15K - $1.3K
|
1.69K
$435K
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
5+ 0.19% |
$960 - $1.08K
|
2.64K
$680K
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
5+ 0.08% |
$960 - $1.08K
|
6.6K
$1.7M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
5+ 0.16% |
$960 - $1.08K
|
3.06K
$790K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
5New |
$960 - $1.08K
|
5
$1.29K
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
5+ 0.36% |
$960 - $1.08K
|
1.41K
$365K
|
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
5+ 0.2% |
$960 - $1.08K
|
2.56K
$660K
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
4+ 0.24% |
$768 - $864
|
1.71K
$440K
|
|
|
Feb 09, 2023
Q4 2022
|
Resolute Advisors LLC
|
BUY
|
- |
4+ 0.21% |
$768 - $864
|
1.87K
$483K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.27% |
$768 - $864
|
1.47K
$380K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
3+ 0.13% |
$576 - $648
|
2.33K
$600K
|
|
|
Jan 27, 2023
Q4 2022
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
3+ 0.19% |
$576 - $648
|
1.6K
$414K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
3+ 8.11% |
$576 - $648
|
40
$10.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3+ 0.21% |
$576 - $648
|
1.44K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2+ 0.01% |
$384 - $432
|
26.7K
$6.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Compass Advisory Group LLC
|
BUY
|
- |
2+ 0.17% |
$384 - $432
|
1.19K
$306K
|
|
|
Feb 03, 2023
Q4 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
2+ 0.12% |
$384 - $432
|
1.69K
$436K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 0.27% |
$384 - $432
|
737
$190K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
2+ 0.18% |
$384 - $432
|
1.1K
$283K
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.23% |
$192 - $216
|
429
$111K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
1+ 0.05% |
$192 - $216
|
2.14K
$553K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1+ 0.05% |
$192 - $216
|
2.1K
$541K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
1+ 8.33% |
$192 - $216
|
13
$3.36K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.69% |
$192 - $216
|
146
$37.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
1New |
$192 - $216
|
1
$258
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.03% |
$192 - $216
|
3.31K
$854K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
BUY
|
- |
1+ 0.05% |
$192 - $216
|
1.86K
$481K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.08% |
$192 - $216
|
1.31K
$339K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.06% |
$192 - $216
|
1.57K
$405K
|
|
|
Feb 13, 2023
Q4 2022
|
Kennicott Capital Management LLC
|
BUY
|
- |
1+ 0.02% |
$192 - $216
|
5.18K
$1.34M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.2% |
$192 - $216
|
495
$128K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.56% |
$192 - $216
|
65
$16.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-1- 2.17% |
$192 - $216
|
45
$11.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1- 0.05% |
$192 - $216
|
2.11K
$543K
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-2- 0.09% |
$384 - $432
|
2.24K
$578K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-3- 0.23% |
$576 - $648
|
1.32K
$341K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-4- 0.38% |
$768 - $864
|
1.05K
$272K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-5- 0.28% |
$960 - $1.08K
|
1.81K
$467K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-6- 0.23% |
$1.15K - $1.3K
|
2.55K
$658K
|
|
|
Jan 02, 2024
Q4 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-7- 0.5% |
$1.34K - $1.51K
|
1.38K
$356K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-9- 15.25% |
$1.73K - $1.94K
|
50
$12.9K
|