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 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-724- 5.57% |
$125K - $142K
|
12.3K
$2.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-724- 6.94% |
$125K - $142K
|
9.7K
$2.31M
|
|
|
Jan 26, 2023
Q4 2022
|
Manning & Napier Group, LLC
|
SELL
|
- |
-729- 1.6% |
$126K - $143K
|
44.8K
$10.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-729- 4.83% |
$126K - $143K
|
14.4K
$3.42M
|
|
|
Feb 08, 2023
Q4 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-731- 7.23% |
$126K - $144K
|
9.38K
$2.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
SELL
|
- |
-742- 11.09% |
$128K - $146K
|
5.95K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-745- 5.41% |
$129K - $146K
|
13K
$3.1M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-745- 9.55% |
$129K - $146K
|
7.05K
$1.68M
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-747- 1.98% |
$129K - $147K
|
37.1K
$8.83M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-749- 2.6% |
$129K - $147K
|
28.1K
$6.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-755- 27.56% |
$130K - $148K
|
1.98K
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-760- 8.58% |
$131K - $149K
|
8.1K
$1.93M
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-762- 83.64% |
$132K - $150K
|
149
$35.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-763- 2.03% |
$132K - $150K
|
36.9K
$8.78M
|
|
|
Feb 01, 2023
Q4 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-763- 5.62% |
$132K - $150K
|
12.8K
$3.05M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-763- 10.39% |
$132K - $150K
|
6.58K
$1.57M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-764- 2.11% |
$132K - $150K
|
35.5K
$8.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-767- 8.26% |
$133K - $151K
|
8.52K
$2.03M
|
|
|
Jan 24, 2023
Q4 2022
|
Caliber Wealth Management, LLC
|
SELL
|
- |
-776- 3.93% |
$134K - $153K
|
19K
$4.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-779- 5.84% |
$135K - $153K
|
12.6K
$2.99M
|
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-795- 41.15% |
$137K - $156K
|
1.14K
$271K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-801- 7.04% |
$138K - $157K
|
10.6K
$2.52M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-804- 41.64% |
$139K - $158K
|
1.13K
$268K
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-808- 12.29% |
$140K - $159K
|
5.76K
$1.37M
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-823- 4.94% |
$142K - $162K
|
15.8K
$3.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-827- 4.5% |
$143K - $163K
|
17.6K
$4.18M
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-829- 6.92% |
$143K - $163K
|
11.1K
$2.65M
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-830- 0.61% |
$143K - $163K
|
136K
$32.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-833- 9.34% |
$144K - $164K
|
8.08K
$1.92M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-839- 0.64% |
$145K - $165K
|
131K
$31.2M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-848- 7.25% |
$147K - $167K
|
10.9K
$2.58M
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-852- 8.55% |
$147K - $167K
|
9.11K
$2.17M
|
|
|
Feb 03, 2023
Q4 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-861- 5.34% |
$149K - $169K
|
15.3K
$3.63M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-863- 0.97% |
$149K - $170K
|
88.1K
$21M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-863- 2.75% |
$149K - $170K
|
30.5K
$7.27M
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-866- 3.65% |
$150K - $170K
|
22.9K
$5.45M
|
|
|
Jan 26, 2023
Q4 2022
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-866- 31.92% |
$150K - $170K
|
1.85K
$440K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
SELL
|
- |
-870- 34.01% |
$150K - $171K
|
1.69K
$402K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-871- 1.34% |
$151K - $171K
|
64.1K
$15.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-873- 3.3% |
$151K - $172K
|
25.6K
$6.09M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-896- 7.9% |
$155K - $176K
|
10.4K
$2.49M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-923- 50.11% |
$160K - $181K
|
919
$219K
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-936- 0.72% |
$162K - $184K
|
129K
$30.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-947- 12.56% |
$164K - $186K
|
6.59K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-956- 2.44% |
$165K - $188K
|
38.2K
$9.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
SELL
|
- |
-976- 0.97% |
$169K - $192K
|
99.4K
$23.7M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-976- 5.39% |
$169K - $192K
|
17.1K
$4.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-981- 2.9% |
$170K - $193K
|
32.8K
$7.81M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-987- 7.73% |
$171K - $194K
|
11.8K
$2.81M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-992- 5.39% |
$171K - $195K
|
17.4K
$4.15M
|