Purchases and Sales Made in Q2 2022 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
5.79K+ 8.78% |
$988K - $1.24M
|
71.7K
$17.5M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
5.75K+ 13.83% |
$982K - $1.23M
|
47.3K
$11.5M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.75K+ 13.83% |
$982K - $1.23M
|
47.3K
$11.5M
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
5.74K+ 103.84% |
$979K - $1.23M
|
11.3K
$2.75M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
5.69K+ 2.55% |
$972K - $1.22M
|
229K
$55.8M
|
|
Jul 25, 2022
Q2 2022
|
Sofi Wealth, LLC
|
BUY
|
- |
5.68K+ 6.42% |
$970K - $1.22M
|
94.2K
$23M
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5.6K+ 7.58% |
$956K - $1.2M
|
79.5K
$19.4M
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.56K+ 65.11% |
$949K - $1.19M
|
14.1K
$3.44M
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
5.51K+ 30.17% |
$940K - $1.18M
|
23.8K
$5.8M
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
5.47KNew |
$934K - $1.17M
|
5.47K
$1.33M
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
5.46K+ 18.02% |
$933K - $1.17M
|
35.8K
$8.73M
|
|
Aug 05, 2022
Q2 2022
|
Gds Wealth Management
|
BUY
|
- |
5.44K+ 14.42% |
$928K - $1.17M
|
43.1K
$10.5M
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
BUY
|
- |
5.34K+ 14.09% |
$912K - $1.15M
|
43.3K
$10.6M
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.18K+ 62.95% |
$884K - $1.11M
|
13.4K
$3.27M
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.17K+ 9.19% |
$883K - $1.11M
|
61.5K
$15M
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
5.15K+ 4.11% |
$879K - $1.11M
|
130K
$31.8M
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
BUY
|
- |
5.15K+ 117.71% |
$878K - $1.1M
|
9.52K
$2.32M
|
|
Aug 05, 2022
Q2 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
5.12K+ 17.25% |
$874K - $1.1M
|
34.8K
$8.49M
|
|
Aug 08, 2022
Q2 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
5.06K+ 16.75% |
$864K - $1.09M
|
35.3K
$8.6M
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
BUY
|
- |
4.95K+ 11.31% |
$845K - $1.06M
|
48.7K
$11.9M
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.87K+ 8.53% |
$831K - $1.05M
|
61.9K
$15.1M
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
4.83K+ 2.84% |
$824K - $1.04M
|
175K
$42.7M
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
4.82K+ 44.03% |
$823K - $1.03M
|
15.8K
$3.84M
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
BUY
|
- |
4.76K+ 5.95% |
$812K - $1.02M
|
84.7K
$20.7M
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.7K+ 3.2% |
$802K - $1.01M
|
152K
$37M
|
|
Aug 11, 2022
Q2 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
4.68K+ 6.06% |
$800K - $1.01M
|
82K
$20M
|
|
Aug 11, 2022
Q2 2022
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
4.68K+ 2.54% |
$800K - $1.01M
|
189K
$46.1M
|
|
Jul 21, 2022
Q2 2022
|
Moller Financial Services
|
BUY
|
- |
4.66K+ 4.73% |
$796K - $1M
|
103K
$25.2M
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
BUY
|
- |
4.65KNew |
$794K - $999K
|
4.65K
$1.13M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
BUY
|
- |
4.58K+ 2.44% |
$782K - $983K
|
192K
$46.9M
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
4.55K+ 32.77% |
$777K - $977K
|
18.4K
$4.5M
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
4.44K+ 18.36% |
$757K - $952K
|
28.6K
$6.98M
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
4.37K+ 52.76% |
$746K - $938K
|
12.7K
$3.09M
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.25KNew |
$726K - $913K
|
4.25K
$1.04M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.24K+ 2.29% |
$724K - $910K
|
189K
$46.1M
|
|
Jul 08, 2022
Q2 2022
|
Legacy Financial Group LLC
|
BUY
|
- |
4.23K+ 2.86% |
$722K - $908K
|
152K
$37.1M
|
|
Aug 10, 2022
Q2 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
4.23KNew |
$721K - $907K
|
4.23K
$1.03M
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.22K+ 3.48% |
$721K - $907K
|
126K
$30.6M
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.17K+ 6.69% |
$711K - $894K
|
66.4K
$16.2M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
4.08K+ 9.43% |
$696K - $875K
|
47.3K
$11.5M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.05K+ 3.38% |
$691K - $869K
|
124K
$30.2M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
4.01K+ 1.7% |
$684K - $861K
|
240K
$58.4M
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
3.94K+ 46.79% |
$673K - $846K
|
12.4K
$3.02M
|
|
Aug 11, 2022
Q2 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.92K+ 55.38% |
$669K - $841K
|
11K
$2.68M
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3.87K+ 10.95% |
$660K - $830K
|
39.2K
$9.56M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.8K+ 8.62% |
$649K - $817K
|
48K
$11.7M
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
3.75K+ 7.92% |
$640K - $805K
|
51.1K
$12.5M
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
3.74K+ 82.98% |
$638K - $803K
|
8.25K
$2.01M
|
|
Jul 21, 2022
Q2 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
3.73K+ 160.01% |
$636K - $800K
|
6.05K
$1.48M
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
3.7K+ 14.52% |
$631K - $794K
|
29.2K
$7.12M
|