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 |
---|---|---|---|---|---|---|---|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3.22K- 59.54% |
$693K - $771K
|
2.19K
$534K
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-3.27K- 1.06% |
$703K - $782K
|
303K
$74M
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-3.3K- 1.37% |
$710K - $790K
|
238K
$58.1M
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-3.44K- 68.04% |
$740K - $824K
|
1.62K
$394K
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-3.45K- 68.12% |
$742K - $825K
|
1.61K
$393K
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
SELL
|
- |
-3.58K- 31.45% |
$770K - $857K
|
7.81K
$1.9M
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-3.65KClosed |
$784K - $873K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-3.7KClosed |
$796K - $886K
|
0
$0
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-3.76K- 2.73% |
$810K - $901K
|
134K
$32.7M
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3.88KClosed |
$834K - $928K
|
0
$0
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-4.01K- 22.85% |
$863K - $960K
|
13.5K
$3.3M
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-4.11K- 27.15% |
$885K - $985K
|
11K
$2.69M
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.25K- 0.42% |
$913K - $1.02M
|
1.01M
$245M
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-4.38K- 10.3% |
$943K - $1.05M
|
38.2K
$9.31M
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-4.42K- 14.42% |
$950K - $1.06M
|
26.2K
$6.4M
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-4.43K- 3.65% |
$952K - $1.06M
|
117K
$28.5M
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-4.52K- 3.89% |
$973K - $1.08M
|
112K
$27.3M
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.75K- 8.14% |
$1.02M - $1.14M
|
53.6K
$13.1M
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.76KClosed |
$1.02M - $1.14M
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.92K- 36.11% |
$1.06M - $1.18M
|
8.71K
$2.12M
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-5.16K- 57.37% |
$1.11M - $1.23M
|
3.83K
$935K
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-5.21K- 29.13% |
$1.12M - $1.25M
|
12.7K
$3.09M
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-5.5K- 10.66% |
$1.18M - $1.32M
|
46.1K
$11.2M
|
|
Jan 19, 2022
Q4 2021
|
Acas, LLC
|
SELL
|
- |
-5.56KClosed |
$1.2M - $1.33M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-6.03K- 55.89% |
$1.3M - $1.44M
|
4.76K
$1.16M
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-6.24K- 58.38% |
$1.34M - $1.49M
|
4.45K
$1.08M
|
|
Jan 21, 2022
Q4 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-7.5K- 9.67% |
$1.61M - $1.79M
|
70K
$17.1M
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-7.88KClosed |
$1.69M - $1.89M
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-7.88KClosed |
$1.7M - $1.89M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8K- 12.12% |
$1.72M - $1.91M
|
58K
$14.1M
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.02KClosed |
$1.73M - $1.92M
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-8.05K- 25.98% |
$1.73M - $1.93M
|
22.9K
$5.59M
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-8.88KClosed |
$1.91M - $2.13M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-9.02K- 9.03% |
$1.94M - $2.16M
|
90.9K
$22.2M
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-9.26KClosed |
$1.99M - $2.22M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-10.2K- 3.06% |
$2.19M - $2.43M
|
322K
$78.6M
|
|
Jan 20, 2022
Q4 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-10.2K- 3.7% |
$2.2M - $2.45M
|
266K
$65M
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11.4K- 30.92% |
$2.44M - $2.72M
|
25.4K
$6.19M
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-12.1K- 56.03% |
$2.61M - $2.91M
|
9.53K
$2.32M
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-13.3K- 6.5% |
$2.87M - $3.19M
|
192K
$46.8M
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13.4KClosed |
$2.88M - $3.21M
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.9K- 12.05% |
$2.99M - $3.33M
|
102K
$24.8M
|
|
Feb 28, 2022
Q4 2021
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-14.7K- 79.93% |
$3.17M - $3.52M
|
3.69K
$901K
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-14.8K- 10.93% |
$3.18M - $3.54M
|
121K
$29.4M
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-15.2K- 97.22% |
$3.27M - $3.64M
|
435
$106K
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-17.6K- 18.59% |
$3.78M - $4.2M
|
76.9K
$18.8M
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-18.5K- 2.1% |
$3.99M - $4.44M
|
865K
$211M
|
|
Feb 18, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-21.4K- 85.72% |
$4.6M - $5.12M
|
3.57K
$870K
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-21.7KClosed |
$4.66M - $5.19M
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-23.1K- 95.74% |
$4.97M - $5.54M
|
1.03K
$251K
|