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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
40New |
$6.91K - $7.86K
|
40
$9.52K
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
40+ 0.19% |
$6.91K - $7.86K
|
21.4K
$5.09M
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
36+ 0.86% |
$6.22K - $7.08K
|
4.24K
$1.01M
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
35+ 1.07% |
$6.05K - $6.88K
|
3.31K
$788K
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
BUY
|
- |
35+ 1.26% |
$6.05K - $6.88K
|
2.82K
$672K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
35+ 2.99% |
$6.05K - $6.88K
|
1.21K
$287K
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
34+ 1.12% |
$5.88K - $6.68K
|
3.08K
$732K
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
34+ 1.75% |
$5.88K - $6.68K
|
1.98K
$472K
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
33+ 0.44% |
$5.7K - $6.49K
|
7.6K
$1.81M
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
32+ 533.33% |
$5.53K - $6.29K
|
38
$9.05K
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
32+ 2.28% |
$5.53K - $6.29K
|
1.44K
$342K
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
30New |
$5.18K - $5.9K
|
30
$7.14K
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
29+ 31.87% |
$5.01K - $5.7K
|
120
$28.6K
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
27+ 103.85% |
$4.67K - $5.31K
|
53
$12.6K
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
27+ 0.9% |
$4.67K - $5.31K
|
3.03K
$722K
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
26+ 0.23% |
$4.49K - $5.11K
|
11.5K
$2.74M
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
BUY
|
- |
25+ 1.76% |
$4.32K - $4.91K
|
1.44K
$344K
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
25+ 1.21% |
$4.32K - $4.91K
|
2.08K
$496K
|
|
Feb 13, 2023
Q4 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
25+ 0.72% |
$4.32K - $4.91K
|
3.5K
$834K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
24New |
$4.15K - $4.72K
|
24
$5.71K
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
22+ 0.1% |
$3.8K - $4.32K
|
22.2K
$5.29M
|
|
Feb 10, 2023
Q4 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
22+ 0.25% |
$3.8K - $4.32K
|
8.98K
$2.14M
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
21+ 1.66% |
$3.63K - $4.13K
|
1.29K
$307K
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
20+ 0.44% |
$3.46K - $3.93K
|
4.61K
$1.1M
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20+ 0.41% |
$3.46K - $3.93K
|
4.92K
$1.17M
|
|
May 09, 2023
Q4 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
19+ 0.01% |
$3.28K - $3.73K
|
160K
$38.1M
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
18+ 0.7% |
$3.11K - $3.54K
|
2.6K
$620K
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
18New |
$3.11K - $3.54K
|
18
$4.29K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
17+ 0.34% |
$2.94K - $3.34K
|
4.99K
$1.19M
|
|
Feb 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
17+ 0.92% |
$2.94K - $3.34K
|
1.86K
$442K
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
BUY
|
- |
16+ 0.04% |
$2.77K - $3.15K
|
35.8K
$8.53M
|
|
Jan 31, 2023
Q4 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
15+ 4.05% |
$2.59K - $2.95K
|
385
$91.7K
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
15+ 0.88% |
$2.59K - $2.95K
|
1.72K
$408K
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
BUY
|
- |
14+ 0.15% |
$2.42K - $2.75K
|
9.14K
$2.18M
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
14New |
$2.42K - $2.75K
|
14
$3.33K
|
|
Feb 09, 2023
Q4 2022
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
13+ 0.56% |
$2.25K - $2.56K
|
2.35K
$560K
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
13+ 0.24% |
$2.25K - $2.56K
|
5.35K
$1.27M
|
|
Jan 19, 2023
Q4 2022
|
Beacon Financial Group
|
BUY
|
- |
12+ 0.1% |
$2.07K - $2.36K
|
12K
$2.86M
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
12+ 10.62% |
$2.07K - $2.36K
|
125
$29.8K
|
|
Feb 13, 2023
Q4 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
12+ 0.24% |
$2.07K - $2.36K
|
5K
$1.19M
|
|
Jan 17, 2023
Q4 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
11+ 0.36% |
$1.9K - $2.16K
|
3.09K
$736K
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
11+ 0.82% |
$1.9K - $2.16K
|
1.35K
$321K
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
11New |
$1.9K - $2.16K
|
11
$2.62K
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
11+ 18.03% |
$1.9K - $2.16K
|
72
$17.1K
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
10+ 0.2% |
$1.73K - $1.97K
|
4.97K
$1.18M
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
10+ 0.28% |
$1.73K - $1.97K
|
3.52K
$838K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
10New |
$1.73K - $1.97K
|
10
$2.38K
|
|
Jan 13, 2023
Q4 2022
|
Segment Wealth Management, LLC
|
BUY
|
- |
10+ 0.32% |
$1.73K - $1.97K
|
3.13K
$744K
|
|
Feb 13, 2023
Q4 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.6% |
$1.73K - $1.97K
|
1.66K
$396K
|
|
Jan 19, 2023
Q4 2022
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
9+ 0.57% |
$1.56K - $1.77K
|
1.58K
$376K
|