Purchases and Sales Made in Q3 2021 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 04, 2021
Q3 2021
|
Heron Financial Group, LLC
|
BUY
|
- |
2.61K+ 9.73% |
$552K - $598K
|
29.4K
$7.4M
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2.6KNew |
$551K - $597K
|
2.6K
$655K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.59K+ 2.29% |
$549K - $594K
|
115K
$29.1M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.58K+ 1.51% |
$546K - $591K
|
174K
$43.7M
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.56K+ 21.15% |
$543K - $588K
|
14.7K
$3.7M
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.53KNew |
$535K - $580K
|
2.53K
$636K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.52K+ 8.87% |
$534K - $578K
|
30.9K
$7.78M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
2.52K+ 107.16% |
$533K - $577K
|
4.86K
$1.22M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
2.5K+ 0.76% |
$529K - $572K
|
331K
$83.4M
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.49K+ 6.19% |
$527K - $571K
|
42.7K
$10.8M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.45K+ 20.01% |
$520K - $563K
|
14.7K
$3.7M
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.45K+ 20.01% |
$520K - $563K
|
14.7K
$3.7M
|
|
Nov 15, 2021
Q3 2021
|
Bouchey Financial Group LTD
|
BUY
|
- |
2.44K+ 1.58% |
$517K - $559K
|
157K
$39.6M
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
2.43K+ 13.72% |
$516K - $558K
|
20.2K
$5.08M
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
2.42K+ 12.41% |
$512K - $554K
|
21.9K
$5.51M
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.41K+ 2.89% |
$511K - $554K
|
86K
$21.7M
|
|
Oct 20, 2021
Q3 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.4K+ 7.34% |
$509K - $551K
|
35.1K
$8.83M
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.38KNew |
$504K - $546K
|
2.38K
$599K
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.37K+ 3.05% |
$502K - $544K
|
80.1K
$20.2M
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
2.33K+ 19.16% |
$494K - $534K
|
14.5K
$3.65M
|
|
Nov 15, 2021
Q3 2021
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.3K+ 12.69% |
$487K - $527K
|
20.4K
$5.14M
|
|
Apr 04, 2024
Q3 2021
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
2.3K+ 12.69% |
$487K - $527K
|
20.4K
$5.14M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.28K+ 19.28% |
$483K - $523K
|
14.1K
$3.55M
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
2.26K+ 12.31% |
$479K - $519K
|
20.6K
$5.19M
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
2.14K+ 357.26% |
$453K - $491K
|
2.74K
$690K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.06K+ 10.12% |
$436K - $472K
|
22.4K
$5.64M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.02K+ 11.63% |
$428K - $463K
|
19.4K
$4.88M
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
2K+ 1333.33% |
$424K - $459K
|
2.15K
$541K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.98K+ 24.11% |
$420K - $454K
|
10.2K
$2.57M
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.97KNew |
$418K - $453K
|
1.97K
$497K
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.96K+ 2.51% |
$415K - $449K
|
80.1K
$20.2M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.95K+ 4.95% |
$413K - $447K
|
41.4K
$10.4M
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.95K+ 11.34% |
$412K - $446K
|
19.1K
$4.81M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.94K+ 3.47% |
$412K - $446K
|
57.9K
$14.6M
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.93K+ 26.61% |
$409K - $443K
|
9.18K
$2.31M
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.92K+ 0.87% |
$406K - $440K
|
223K
$56.2M
|
|
Oct 20, 2021
Q3 2021
|
Brown Financial Advisory
|
BUY
|
- |
1.89K+ 3.6% |
$400K - $433K
|
54.3K
$13.7M
|
|
Jan 03, 2023
Q3 2021
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.86K+ 6.05% |
$394K - $426K
|
32.6K
$8.2M
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.85K+ 15.41% |
$392K - $424K
|
13.8K
$3.49M
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.8K+ 175.39% |
$381K - $412K
|
2.82K
$710K
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.79K+ 5.25% |
$378K - $410K
|
35.8K
$9.02M
|
|
Nov 10, 2021
Q3 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.77K+ 15.23% |
$376K - $407K
|
13.4K
$3.38M
|
|
Nov 09, 2021
Q3 2021
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.77K+ 19.43% |
$375K - $406K
|
10.9K
$2.74M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.77K+ 4.68% |
$374K - $405K
|
39.5K
$9.94M
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.74K+ 87.1% |
$369K - $400K
|
3.74K
$942K
|
|
Oct 21, 2021
Q3 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.73K+ 21.61% |
$366K - $396K
|
9.72K
$2.45M
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.71K+ 101.48% |
$363K - $393K
|
3.4K
$857K
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
1.71K+ 136.28% |
$362K - $392K
|
2.96K
$746K
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
1.71K+ 9.51% |
$362K - $392K
|
19.7K
$4.95M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.68K+ 0.95% |
$355K - $384K
|
178K
$44.8M
|