Latest Institutional Purchases of Vanguard Small Cap ETF (VB)
This list provides information on the latest institutional transactions involving Vanguard Small Cap ETF (VB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.12% |
$170 - $207
|
832
$203K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
146KNew |
$24.9M - $31.3M
|
146K
$35.5M
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
25.5K+ 36.85% |
$4.36M - $5.48M
|
94.8K
$23.1M
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
16.3KNew |
$2.78M - $3.5M
|
16.3K
$3.98M
|
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
15.4KNew |
$2.62M - $3.3M
|
15.4K
$3.75M
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
15.2KNew |
$2.59M - $3.26M
|
15.2K
$3.7M
|
|
Aug 15, 2022
Q2 2022
|
Chimera Capital Management LLC
New York, NY |
BUY
|
- |
7.16KNew |
$1.22M - $1.54M
|
7.16K
$1.75M
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
2.34KNew |
$399K - $502K
|
2.34K
$571K
|
|
Aug 05, 2022
Q2 2022
|
Gamble Jones Investment Counsel
|
BUY
|
- |
1.8K+ 39.47% |
$307K - $386K
|
6.36K
$1.55M
|
|
Aug 09, 2022
Q2 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.6KNew |
$273K - $343K
|
1.6K
$390K
|
|
Aug 15, 2022
Q2 2022
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
1.56KNew |
$266K - $335K
|
1.56K
$381K
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.49KNew |
$253K - $319K
|
1.49K
$362K
|
|
Aug 15, 2022
Q2 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
1.34K+ 3.02% |
$229K - $289K
|
45.8K
$11.2M
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
1.28KNew |
$218K - $274K
|
1.28K
$311K
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.26KNew |
$215K - $271K
|
1.26K
$308K
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
1.21K+ 1.12% |
$207K - $260K
|
109K
$26.6M
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
559+ 55.51% |
$95.4K - $120K
|
1.57K
$382K
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
BUY
|
- |
395+ 39.5% |
$67.4K - $84.8K
|
1.4K
$340K
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
311New |
$53.1K - $66.8K
|
311
$75.9K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
270+ 264.71% |
$46.1K - $58K
|
372
$90.7K
|
|
Aug 05, 2022
Q2 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
235New |
$40.1K - $50.4K
|
235
$57.3K
|
|
Aug 03, 2022
Q2 2022
|
Goodman Advisory Group, LLC
|
BUY
|
- |
173New |
$29.5K - $37.1K
|
173
$42.2K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
162New |
$27.7K - $34.8K
|
162
$39.5K
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
150New |
$25.6K - $32.2K
|
150
$36.6K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
100New |
$17.1K - $21.5K
|
100
$24.4K
|
|
Jul 25, 2022
Q2 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
77+ 31.3% |
$13.1K - $16.5K
|
323
$78.8K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
76New |
$13K - $16.3K
|
76
$18.5K
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
16+ 0.15% |
$2.73K - $3.43K
|
10.9K
$2.66M
|
|
Oct 13, 2022
Q2 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
14New |
$2.39K - $3.01K
|
14
$3.41K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
14+ 0.1% |
$2.39K - $3.01K
|
14.5K
$3.52M
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
14+ 9.66% |
$2.39K - $3.01K
|
159
$38.8K
|
|
Aug 11, 2022
Q2 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
12+ 1.02% |
$2.05K - $2.58K
|
1.19K
$289K
|
|
Jul 06, 2022
Q2 2022
|
Paladin Advisory Group, LLC
|
BUY
|
CALL |
12+ 3.11% |
$2.05K - $2.58K
|
398
$97.1K
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
10+ 34.48% |
$1.71K - $2.15K
|
39
$9.51K
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
9+ 128.57% |
$1.54K - $1.93K
|
16
$3.9K
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
8New |
$1.37K - $1.72K
|
8
$1.95K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
5New |
$854 - $1.07K
|
5
$1.22K
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
150K+ 4999.3% |
$29.8M - $34.2M
|
153K
$37.3M
|
|
Apr 05, 2024
Q1 2022
|
Morningstar Investment Management LLC
Chicago, IL |
BUY
|
- |
19.5KNew |
$3.87M - $4.44M
|
19.5K
$4.75M
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
1.81KNew |
$360K - $413K
|
1.81K
$442K
|
|
Jun 17, 2024
Q1 2022
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
1.78KNew |
$353K - $405K
|
1.78K
$433K
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
12New |
$2.38K - $2.74K
|
12
$2.93K
|
|
Q4 2021 | |||||||
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
36.9KNew |
$7.94M - $8.83M
|
36.9K
$9M
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
13.5KNew |
$2.9M - $3.23M
|
13.5K
$3.29M
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.46KNew |
$313K - $349K
|
1.46K
$355K
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.22KNew |
$262K - $292K
|
1.22K
$297K
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.11KNew |
$239K - $266K
|
1.11K
$271K
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
326New |
$70.1K - $78K
|
326
$79.5K
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
248New |
$53.4K - $59.4K
|
248
$60.5K
|