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 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.15K+ 4.46% |
$228K - $262K
|
26.9K
$6.57M
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
1.15K+ 8.77% |
$228K - $261K
|
14.2K
$3.47M
|
|
May 10, 2022
Q1 2022
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.15K+ 2.7% |
$228K - $261K
|
43.6K
$10.6M
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.14K+ 7.57% |
$226K - $259K
|
16.1K
$3.94M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.13K+ 0.2% |
$225K - $258K
|
579K
$141M
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.13K+ 36.42% |
$224K - $257K
|
4.23K
$1.03M
|
|
Apr 14, 2022
Q1 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.13K+ 3.27% |
$224K - $256K
|
35.6K
$8.68M
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.12KNew |
$223K - $256K
|
1.12K
$274K
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.12KNew |
$222K - $255K
|
1.12K
$273K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.12K+ 17.98% |
$222K - $255K
|
7.33K
$1.79M
|
|
Apr 27, 2022
Q1 2022
|
Gfg Capital, LLC
|
BUY
|
- |
1.1KNew |
$219K - $251K
|
1.1K
$269K
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.1K+ 0.86% |
$219K - $251K
|
130K
$31.6M
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
1.1K+ 5.54% |
$219K - $251K
|
21K
$5.12M
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
1.1KNew |
$218K - $250K
|
1.1K
$268K
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
1.1K+ 6.25% |
$218K - $250K
|
18.6K
$4.55M
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.09K+ 3.63% |
$217K - $249K
|
31.2K
$7.61M
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
1.08K+ 8.25% |
$215K - $246K
|
14.2K
$3.46M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.08K+ 32.06% |
$214K - $245K
|
4.43K
$1.08M
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.07K+ 14.89% |
$213K - $245K
|
8.29K
$2.02M
|
|
May 16, 2022
Q1 2022
|
Ethic Inc.
New York, NY |
BUY
|
- |
1.06KNew |
$211K - $242K
|
1.06K
$259K
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.06KNew |
$211K - $242K
|
1.06K
$259K
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.05K+ 3.38% |
$209K - $240K
|
32.1K
$7.84M
|
|
Apr 22, 2022
Q1 2022
|
Capital Planning LLC
|
BUY
|
- |
1.05K+ 3.35% |
$209K - $239K
|
32.4K
$7.9M
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
1.05K+ 2.65% |
$208K - $239K
|
40.6K
$9.9M
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
1.04K+ 0.62% |
$207K - $238K
|
170K
$41.5M
|
|
May 10, 2022
Q1 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.04K+ 4.94% |
$207K - $238K
|
22.1K
$5.4M
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.04K+ 79.21% |
$207K - $237K
|
2.35K
$574K
|
|
May 10, 2022
Q1 2022
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
1.04KNew |
$206K - $237K
|
1.04K
$253K
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.04K+ 8.91% |
$206K - $236K
|
12.7K
$3.09M
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1.04K+ 6.75% |
$206K - $236K
|
16.4K
$4M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.03K+ 11.01% |
$204K - $234K
|
10.3K
$2.52M
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.02KNew |
$202K - $232K
|
1.02K
$248K
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
1.01KNew |
$200K - $230K
|
1.01K
$246K
|
|
Apr 18, 2022
Q1 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
1.01KNew |
$200K - $229K
|
1.01K
$245K
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
1K+ 10.66% |
$199K - $228K
|
10.4K
$2.54M
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
1KNew |
$199K - $228K
|
1K
$244K
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
999+ 75.23% |
$199K - $228K
|
2.33K
$568K
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
996New |
$198K - $227K
|
996
$243K
|
|
May 12, 2022
Q1 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
973New |
$193K - $222K
|
973
$237K
|
|
May 13, 2022
Q1 2022
|
Asset Planning Corporation
|
BUY
|
- |
964+ 2.41% |
$192K - $220K
|
41K
$10M
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
953New |
$189K - $217K
|
953
$232K
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
952+ 2.61% |
$189K - $217K
|
37.4K
$9.12M
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
944+ 14.24% |
$188K - $215K
|
7.57K
$1.85M
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
910+ 94.79% |
$181K - $207K
|
1.87K
$456K
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
BUY
|
- |
910+ 50.44% |
$181K - $207K
|
2.71K
$662K
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
906+ 64.76% |
$180K - $207K
|
2.31K
$562K
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
894+ 13.37% |
$178K - $204K
|
7.58K
$1.85M
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
890+ 17.52% |
$177K - $203K
|
5.97K
$1.46M
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
874+ 60.19% |
$174K - $199K
|
2.33K
$567K
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
868+ 10.49% |
$172K - $198K
|
9.14K
$2.23M
|