Purchases and Sales Made in Q4 2021 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
678+ 9.04% |
$146K - $162K
|
8.18K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
675+ 42.72% |
$145K - $162K
|
2.26K
$537K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
675+ 21.45% |
$145K - $162K
|
3.82K
$910K
|
|
|
Feb 04, 2022
Q4 2021
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
659+ 9.91% |
$142K - $158K
|
7.31K
$1.74M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
654New |
$141K - $157K
|
654
$156K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
653+ 0.85% |
$140K - $156K
|
77.8K
$18.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
642+ 9.89% |
$138K - $154K
|
7.13K
$1.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
637+ 3.85% |
$137K - $152K
|
17.2K
$4.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
636+ 1.78% |
$137K - $152K
|
36.4K
$8.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
635+ 26.77% |
$137K - $152K
|
3.01K
$716K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
630+ 8.0% |
$136K - $151K
|
8.51K
$2.03M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
620+ 0.68% |
$133K - $148K
|
91.2K
$21.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
620+ 1.18% |
$133K - $148K
|
53K
$12.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
618+ 24.98% |
$133K - $148K
|
3.09K
$736K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
616+ 2464.0% |
$133K - $147K
|
641
$153K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
616+ 7.7% |
$133K - $147K
|
8.62K
$2.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
611+ 4.14% |
$131K - $146K
|
15.4K
$3.66M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
610+ 6.1% |
$131K - $146K
|
10.6K
$2.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
605+ 4.42% |
$130K - $145K
|
14.3K
$3.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
603+ 281.78% |
$130K - $144K
|
817
$195K
|
|
|
Jan 19, 2022
Q4 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
600+ 29.67% |
$129K - $144K
|
2.62K
$624K
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
594+ 47.11% |
$128K - $142K
|
1.86K
$442K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
593+ 1.95% |
$128K - $142K
|
31K
$7.39M
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
576+ 0.24% |
$124K - $138K
|
244K
$58.2M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
576+ 26.4% |
$124K - $138K
|
2.76K
$657K
|
|
|
Feb 02, 2022
Q4 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
572+ 1.46% |
$123K - $137K
|
39.8K
$9.48M
|
|
|
Feb 09, 2022
Q4 2021
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
570+ 3.32% |
$123K - $136K
|
17.7K
$4.22M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
569+ 2.7% |
$122K - $136K
|
21.6K
$5.15M
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
568+ 3.41% |
$122K - $136K
|
17.2K
$4.1M
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
556+ 2.87% |
$120K - $133K
|
20K
$4.75M
|
|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
540+ 2.94% |
$116K - $129K
|
18.9K
$4.5M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
BUY
|
- |
539+ 1.51% |
$116K - $129K
|
36.3K
$8.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
539+ 47.91% |
$116K - $129K
|
1.66K
$396K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
529+ 4.23% |
$114K - $127K
|
13K
$3.11M
|
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
BUY
|
- |
528+ 3.64% |
$114K - $126K
|
15K
$3.58M
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
528+ 8.04% |
$114K - $126K
|
7.1K
$1.69M
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
528+ 28.59% |
$114K - $126K
|
2.38K
$566K
|
|
|
Jan 27, 2022
Q4 2021
|
Manning & Napier Group, LLC
|
BUY
|
- |
524+ 1.28% |
$113K - $125K
|
41.4K
$9.85M
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
513+ 4.61% |
$110K - $123K
|
11.6K
$2.77M
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
508+ 3.58% |
$109K - $122K
|
14.7K
$3.5M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
505+ 23.5% |
$109K - $121K
|
2.65K
$632K
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
505+ 4.67% |
$109K - $121K
|
11.3K
$2.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
505+ 4.07% |
$109K - $121K
|
12.9K
$3.08M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
505+ 53.55% |
$109K - $121K
|
1.45K
$345K
|
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
BUY
|
- |
504+ 1.5% |
$108K - $121K
|
34K
$8.11M
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
499+ 16.69% |
$107K - $119K
|
3.49K
$831K
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
BUY
|
- |
491+ 1.59% |
$106K - $118K
|
31.3K
$7.46M
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
490+ 40.5% |
$105K - $117K
|
1.7K
$405K
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
487+ 1.17% |
$105K - $117K
|
42.2K
$10M
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
485New |
$104K - $116K
|
485
$115K
|