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 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
133+ 1.76% |
$26.4K - $30.3K
|
7.68K
$1.88M
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
130+ 0.99% |
$25.8K - $29.6K
|
13.3K
$3.26M
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
130+ 0.86% |
$25.8K - $29.6K
|
15.3K
$3.75M
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
130+ 27.25% |
$25.8K - $29.6K
|
607
$149K
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
129+ 2.1% |
$25.6K - $29.4K
|
6.27K
$1.54M
|
|
May 06, 2022
Q1 2022
|
Ameraudi Asset Management, Inc.
|
BUY
|
- |
129+ 1.77% |
$25.6K - $29.4K
|
7.44K
$1.82M
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
127+ 8.96% |
$25.2K - $29K
|
1.55K
$378K
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
127+ 0.34% |
$25.2K - $29K
|
37K
$9.06M
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
126+ 1.28% |
$25K - $28.7K
|
9.98K
$2.44M
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
125+ 112.61% |
$24.8K - $28.5K
|
236
$57.8K
|
|
Apr 06, 2022
Q1 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
123+ 7.5% |
$24.4K - $28K
|
1.76K
$432K
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
123+ 11.25% |
$24.4K - $28K
|
1.22K
$298K
|
|
May 15, 2024
Q1 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
123+ 26.62% |
$24.4K - $28K
|
585
$143K
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
121+ 2.87% |
$24K - $27.6K
|
4.33K
$1.06M
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
120+ 7.97% |
$23.8K - $27.4K
|
1.63K
$398K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Securities, LLC
|
BUY
|
- |
120+ 2.81% |
$23.8K - $27.4K
|
4.39K
$1.08M
|
|
May 12, 2022
Q1 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
119+ 0.9% |
$23.6K - $27.1K
|
13.3K
$3.27M
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
118+ 22.43% |
$23.5K - $26.9K
|
644
$158K
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
116+ 6.16% |
$23.1K - $26.4K
|
2K
$489K
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
116+ 0.46% |
$23.1K - $26.4K
|
25.4K
$6.23M
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
115+ 7.54% |
$22.9K - $26.2K
|
1.64K
$402K
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
113+ 0.55% |
$22.5K - $25.8K
|
20.8K
$5.09M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
110+ 0.43% |
$21.9K - $25.1K
|
25.8K
$6.32M
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
107+ 0.99% |
$21.3K - $24.4K
|
10.9K
$2.67M
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
BUY
|
- |
107+ 11.51% |
$21.3K - $24.4K
|
1.04K
$254K
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
106+ 0.78% |
$21.1K - $24.2K
|
13.7K
$3.34M
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
106+ 42.57% |
$21.1K - $24.2K
|
355
$87K
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
105+ 2.56% |
$20.9K - $23.9K
|
4.2K
$1.03M
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
105+ 4.77% |
$20.9K - $23.9K
|
2.31K
$565K
|
|
May 04, 2022
Q1 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
104+ 10.92% |
$20.7K - $23.7K
|
1.06K
$259K
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
104+ 0.23% |
$20.7K - $23.7K
|
45.8K
$11.2M
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
102+ 0.51% |
$20.3K - $23.3K
|
20.1K
$4.94M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
102+ 0.51% |
$20.3K - $23.3K
|
20.3K
$4.97M
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
101+ 0.47% |
$20.1K - $23K
|
21.5K
$5.27M
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
101+ 0.03% |
$20.1K - $23K
|
315K
$77.3M
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
100+ 6.84% |
$19.9K - $22.8K
|
1.56K
$382K
|
|
Apr 19, 2022
Q1 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
98+ 1.78% |
$19.5K - $22.3K
|
5.6K
$1.37M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
98New |
$19.5K - $22.3K
|
98
$24K
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
97+ 2.72% |
$19.3K - $22.1K
|
3.66K
$897K
|
|
Apr 27, 2022
Q1 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
95+ 0.57% |
$18.9K - $21.7K
|
16.7K
$4.08M
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
91+ 3.45% |
$18.1K - $20.7K
|
2.73K
$668K
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
91+ 1.28% |
$18.1K - $20.7K
|
7.2K
$1.76M
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
91+ 0.74% |
$18.1K - $20.7K
|
12.3K
$3.02M
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
91+ 3.44% |
$18.1K - $20.7K
|
2.74K
$671K
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
91+ 1.99% |
$18.1K - $20.7K
|
4.67K
$1.14M
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
90+ 8.24% |
$17.9K - $20.5K
|
1.18K
$290K
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
90+ 3.12% |
$17.9K - $20.5K
|
2.98K
$730K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
90+ 6.07% |
$17.9K - $20.5K
|
1.57K
$385K
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
89+ 1.2% |
$17.7K - $20.3K
|
7.51K
$1.84M
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
88+ 0.87% |
$17.5K - $20.1K
|
10.2K
$2.49M
|