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
|
Betterment LLC
New York, NY |
BUY
|
- |
5.08K+ 6.8% |
$1.09M - $1.22M
|
79.8K
$19M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
5.08KNew |
$1.09M - $1.22M
|
5.08K
$1.21M
|
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
5.06KNew |
$1.09M - $1.21M
|
5.06K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
5.03K+ 26.35% |
$1.08M - $1.2M
|
24.1K
$5.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.03KNew |
$1.08M - $1.2M
|
5.03K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5K+ 5.94% |
$1.08M - $1.2M
|
89.2K
$21.2M
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
4.97KNew |
$1.07M - $1.19M
|
4.97K
$1.18M
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
4.95K+ 3.18% |
$1.06M - $1.18M
|
161K
$38.2M
|
|
|
Feb 03, 2022
Q4 2021
|
Gouws Capital LLC
|
BUY
|
- |
4.93KNew |
$1.06M - $1.18M
|
4.93K
$1.17M
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4.85KNew |
$1.04M - $1.16M
|
4.85K
$1.16M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
4.85K+ 22.15% |
$1.04M - $1.16M
|
26.7K
$6.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
4.83K+ 8.09% |
$1.04M - $1.16M
|
64.5K
$15.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
4.79KNew |
$1.03M - $1.15M
|
4.79K
$1.14M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4.78KNew |
$1.03M - $1.15M
|
4.78K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.74K+ 5.92% |
$1.02M - $1.14M
|
84.9K
$20.2M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.74KNew |
$1.02M - $1.14M
|
4.74K
$1.13M
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
4.69K+ 1.54% |
$1.01M - $1.12M
|
310K
$73.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Caliber Wealth Management, LLC
|
BUY
|
- |
4.65K+ 52.3% |
$999K - $1.11M
|
13.5K
$3.22M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
4.63K+ 8.55% |
$996K - $1.11M
|
58.8K
$14M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.63K+ 10.84% |
$996K - $1.11M
|
47.3K
$11.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
4.63K+ 1.54% |
$995K - $1.11M
|
305K
$72.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.62K+ 53.5% |
$994K - $1.11M
|
13.3K
$3.16M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
4.54KNew |
$977K - $1.09M
|
4.54K
$1.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
4.47KNew |
$961K - $1.07M
|
4.47K
$1.06M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
4.45KNew |
$958K - $1.07M
|
4.45K
$1.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.41K+ 15.25% |
$949K - $1.06M
|
33.3K
$7.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
4.38K+ 11.51% |
$942K - $1.05M
|
42.4K
$10.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
4.32K+ 14.32% |
$930K - $1.04M
|
34.5K
$8.22M
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
4.24K+ 11.34% |
$912K - $1.01M
|
41.6K
$9.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
4.23KNew |
$911K - $1.01M
|
4.23K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.22K+ 0.53% |
$908K - $1.01M
|
800K
$190M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.22K+ 64.24% |
$907K - $1.01M
|
10.8K
$2.57M
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
4.14K+ 3.3% |
$890K - $991K
|
130K
$30.9M
|
|
|
Feb 16, 2022
Q4 2021
|
Autumn Glory Partners, LLC
|
BUY
|
- |
4.1KNew |
$883K - $982K
|
4.1K
$977K
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
4.08KNew |
$877K - $976K
|
4.08K
$971K
|
|
|
Jan 26, 2022
Q4 2021
|
Optas, LLC
|
BUY
|
- |
4.02KNew |
$865K - $963K
|
4.02K
$957K
|
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.99KNew |
$858K - $955K
|
3.99K
$950K
|
|
|
Jan 25, 2022
Q4 2021
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
3.97KNew |
$854K - $950K
|
3.97K
$945K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
3.95K+ 12.94% |
$851K - $946K
|
34.5K
$8.22M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.94K+ 75.4% |
$847K - $942K
|
9.16K
$2.18M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
3.93K+ 87.61% |
$846K - $941K
|
8.42K
$2.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.93K+ 96.21% |
$845K - $941K
|
8.02K
$1.91M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.91K+ 364.31% |
$841K - $936K
|
4.98K
$1.19M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
3.86K+ 80.83% |
$831K - $925K
|
8.64K
$2.06M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.83K+ 6.85% |
$824K - $917K
|
59.8K
$14.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
3.79K+ 4.3% |
$816K - $908K
|
92K
$21.9M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.78KNew |
$813K - $905K
|
3.78K
$900K
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
3.77K+ 4.52% |
$811K - $903K
|
87.1K
$20.8M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.75K+ 55.52% |
$807K - $898K
|
10.5K
$2.5M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
3.75KNew |
$807K - $898K
|
3.75K
$893K
|