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
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
231+ 1.14% |
$49.7K - $55.3K
|
20.4K
$4.87M
|
|
Feb 07, 2022
Q4 2021
|
Redw Wealth LLC
|
BUY
|
- |
228+ 4.42% |
$49K - $54.6K
|
5.39K
$1.28M
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
226+ 18.43% |
$48.6K - $54.1K
|
1.45K
$346K
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
BUY
|
- |
226+ 12.74% |
$48.6K - $54.1K
|
2K
$476K
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
225New |
$48.4K - $53.9K
|
225
$53.6K
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
222+ 215.53% |
$47.8K - $53.1K
|
325
$77.4K
|
|
Feb 14, 2022
Q4 2021
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
221+ 0.59% |
$47.5K - $52.9K
|
37.6K
$8.96M
|
|
Feb 01, 2022
Q4 2021
|
Mitchell Sinkler & Starr
|
BUY
|
- |
215+ 4.06% |
$46.3K - $51.5K
|
5.51K
$1.31M
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
214+ 14.4% |
$46K - $51.2K
|
1.7K
$405K
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
212+ 8.18% |
$45.6K - $50.7K
|
2.8K
$668K
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
211+ 6.3% |
$45.4K - $50.5K
|
3.56K
$848K
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
202+ 2.34% |
$43.5K - $48.4K
|
8.83K
$2.1M
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
200+ 37.45% |
$43K - $47.9K
|
734
$175K
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
200+ 4.07% |
$43K - $47.9K
|
5.11K
$1.22M
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
199+ 2.33% |
$42.8K - $47.6K
|
8.72K
$2.08M
|
|
Feb 14, 2022
Q4 2021
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
198+ 17.13% |
$42.6K - $47.4K
|
1.35K
$322K
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
BUY
|
- |
190+ 0.97% |
$40.9K - $45.5K
|
19.8K
$4.73M
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
189New |
$40.7K - $45.2K
|
189
$45K
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
188+ 6.03% |
$40.4K - $45K
|
3.31K
$787K
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
186+ 17.32% |
$40K - $44.5K
|
1.26K
$300K
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
184+ 11.53% |
$39.6K - $44K
|
1.78K
$424K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
182+ 12.42% |
$39.2K - $43.6K
|
1.65K
$392K
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
180+ 3.69% |
$38.7K - $43.1K
|
5.06K
$1.21M
|
|
Feb 15, 2022
Q4 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
176+ 4.39% |
$37.9K - $42.1K
|
4.18K
$996K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
174+ 3.76% |
$37.4K - $41.7K
|
4.8K
$1.14M
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
173+ 1.75% |
$37.2K - $41.4K
|
10.1K
$2.4M
|
|
Jan 28, 2022
Q4 2021
|
Griffin Asset Management, Inc.
|
BUY
|
- |
165+ 10.66% |
$35.5K - $39.5K
|
1.71K
$408K
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
164+ 3.23% |
$35.3K - $39.3K
|
5.24K
$1.25M
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
161+ 1.21% |
$34.6K - $38.5K
|
13.5K
$3.21M
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
160+ 6.15% |
$34.4K - $38.3K
|
2.76K
$658K
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
160New |
$34.4K - $38.3K
|
160
$38.1K
|
|
Feb 10, 2022
Q4 2021
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
153+ 12.33% |
$32.9K - $36.6K
|
1.39K
$332K
|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
153+ 3.46% |
$32.9K - $36.6K
|
4.58K
$1.09M
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
150+ 10.46% |
$32.3K - $35.9K
|
1.58K
$377K
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150+ 1.64% |
$32.3K - $35.9K
|
9.3K
$2.21M
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
147New |
$31.6K - $35.2K
|
147
$35K
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
143New |
$30.8K - $34.2K
|
143
$34.1K
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
143+ 2.43% |
$30.8K - $34.2K
|
6.03K
$1.44M
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
142+ 4.83% |
$30.5K - $34K
|
3.08K
$734K
|
|
Feb 08, 2022
Q4 2021
|
Asset Planning Corporation
|
BUY
|
- |
141+ 0.35% |
$30.3K - $33.8K
|
40K
$9.53M
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
135+ 1.62% |
$29K - $32.3K
|
8.45K
$2.01M
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
133+ 2.97% |
$28.6K - $31.8K
|
4.62K
$1.1M
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
132New |
$28.4K - $31.6K
|
132
$31.4K
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
129+ 3.11% |
$27.8K - $30.9K
|
4.27K
$1.02M
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
128+ 0.69% |
$27.5K - $30.6K
|
18.6K
$4.44M
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
125+ 7.14% |
$26.9K - $29.9K
|
1.88K
$446K
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
123+ 6.13% |
$26.5K - $29.4K
|
2.13K
$507K
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
120New |
$25.8K - $28.7K
|
120
$28.6K
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
115+ 0.46% |
$24.7K - $27.5K
|
24.9K
$5.92M
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
114+ 1.23% |
$24.5K - $27.3K
|
9.39K
$2.24M
|