Purchases and Sales Made in Q1 2022 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
329+ 28.46% |
$65.4K - $75K
|
1.49K
$362K
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
BUY
|
- |
322+ 2.47% |
$64K - $73.4K
|
13.4K
$3.26M
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
320+ 7.04% |
$63.6K - $73K
|
4.87K
$1.19M
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
319+ 4.48% |
$63.4K - $72.7K
|
7.44K
$1.82M
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
316New |
$62.8K - $72K
|
316
$77.1K
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
316+ 0.9% |
$62.8K - $72K
|
35.3K
$8.61M
|
|
Apr 14, 2022
Q1 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
315+ 11.01% |
$62.6K - $71.8K
|
3.18K
$775K
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
313+ 3.12% |
$62.2K - $71.4K
|
10.3K
$2.52M
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
311+ 3.98% |
$61.8K - $70.9K
|
8.12K
$1.98M
|
|
Apr 21, 2022
Q1 2022
|
Olio Financial Planning
|
BUY
|
- |
308+ 27.72% |
$61.2K - $70.2K
|
1.42K
$346K
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
308+ 4.29% |
$61.2K - $70.2K
|
7.49K
$1.83M
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
304+ 17.88% |
$60.4K - $69.3K
|
2K
$489K
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
303+ 2.68% |
$60.2K - $69.1K
|
11.6K
$2.84M
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
302+ 8.83% |
$60K - $68.8K
|
3.72K
$908K
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
302+ 0.29% |
$60K - $68.8K
|
103K
$25M
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
300+ 3.71% |
$59.6K - $68.4K
|
8.39K
$2.05M
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
300New |
$59.6K - $68.4K
|
300
$73.2K
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
288+ 25.92% |
$57.2K - $65.7K
|
1.4K
$341K
|
|
May 11, 2022
Q1 2022
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
288+ 2.12% |
$57.2K - $65.7K
|
13.9K
$3.38M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
287+ 2.71% |
$57K - $65.4K
|
10.9K
$2.66M
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
281+ 110.2% |
$55.8K - $64.1K
|
536
$131K
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
275+ 2.42% |
$54.7K - $62.7K
|
11.6K
$2.84M
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
271+ 65.46% |
$53.9K - $61.8K
|
685
$167K
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
269+ 11.43% |
$53.5K - $61.3K
|
2.62K
$640K
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
267+ 21.96% |
$53.1K - $60.9K
|
1.48K
$362K
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
267+ 1.8% |
$53.1K - $60.9K
|
15.1K
$3.68M
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
264+ 2.09% |
$52.5K - $60.2K
|
12.9K
$3.15M
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
263+ 365.28% |
$52.3K - $60K
|
335
$81.7K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
259+ 8.18% |
$51.5K - $59K
|
3.43K
$836K
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
258+ 4.84% |
$51.3K - $58.8K
|
5.59K
$1.36M
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
BUY
|
- |
255+ 16.64% |
$50.7K - $58.1K
|
1.79K
$436K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
255+ 164.52% |
$50.7K - $58.1K
|
410
$100K
|
|
May 17, 2022
Q1 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
250New |
$49.7K - $57K
|
250
$61K
|
|
May 11, 2022
Q1 2022
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
250+ 7.02% |
$49.7K - $57K
|
3.81K
$930K
|
|
May 16, 2022
Q1 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
250+ 14.2% |
$49.7K - $57K
|
2.01K
$491K
|
|
Apr 29, 2022
Q1 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
244+ 67.22% |
$48.5K - $55.6K
|
607
$148K
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
243+ 0.55% |
$48.3K - $55.4K
|
44.2K
$10.8M
|
|
May 10, 2022
Q1 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
242+ 12.86% |
$48.1K - $55.2K
|
2.12K
$518K
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
241+ 6.8% |
$47.9K - $54.9K
|
3.78K
$923K
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
240+ 8.33% |
$47.7K - $54.7K
|
3.12K
$761K
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
238+ 19.64% |
$47.3K - $54.3K
|
1.45K
$354K
|
|
May 10, 2022
Q1 2022
|
Cohen Investment Advisors LLC
|
BUY
|
- |
233+ 11.18% |
$46.3K - $53.1K
|
2.32K
$565K
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
233+ 1.96% |
$46.3K - $53.1K
|
12.1K
$2.96M
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
232+ 282.93% |
$46.1K - $52.9K
|
314
$76.6K
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
232+ 2.21% |
$46.1K - $52.9K
|
10.7K
$2.61M
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
229+ 1.17% |
$45.5K - $52.2K
|
19.8K
$4.84M
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
229+ 7.43% |
$45.5K - $52.2K
|
3.31K
$808K
|
|
May 03, 2022
Q1 2022
|
Arthur M. Cohen & Associates, LLC
|
BUY
|
- |
225+ 7.92% |
$44.7K - $51.3K
|
3.07K
$748K
|
|
May 04, 2022
Q1 2022
|
Tfc Financial Management
|
BUY
|
- |
221+ 2.8% |
$43.9K - $50.4K
|
8.11K
$1.98M
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
219+ 1.86% |
$43.5K - $49.9K
|
12K
$2.93M
|