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 |
---|---|---|---|---|---|---|---|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
18.8KNew |
$4.04M - $4.5M
|
18.8K
$4.58M
|
|
Feb 14, 2022
Q4 2021
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
18KNew |
$3.87M - $4.31M
|
18K
$4.39M
|
|
Jan 26, 2022
Q4 2021
|
Eastern Bank
|
BUY
|
- |
17.6KNew |
$3.78M - $4.21M
|
17.6K
$4.29M
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
17.2K+ 1006.32% |
$3.7M - $4.12M
|
18.9K
$4.61M
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
17.2KNew |
$3.7M - $4.11M
|
17.2K
$4.19M
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
17KNew |
$3.67M - $4.08M
|
17K
$4.16M
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
16.5K+ 34.76% |
$3.56M - $3.96M
|
64.1K
$15.6M
|
|
Feb 16, 2022
Q4 2021
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
16.4KNew |
$3.53M - $3.93M
|
16.4K
$4.01M
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
16KNew |
$3.45M - $3.84M
|
16K
$3.91M
|
|
Feb 10, 2022
Q4 2021
|
Catalyst Capital Advisors LLC
Huntington, NY |
BUY
|
- |
15.9K+ 5.13% |
$3.42M - $3.81M
|
326K
$79.4M
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
15.7K+ 5.07% |
$3.38M - $3.76M
|
326K
$79.5M
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
15.2KNew |
$3.26M - $3.63M
|
15.2K
$3.7M
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
15KNew |
$3.23M - $3.59M
|
15K
$3.66M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15K+ 2.69% |
$3.22M - $3.58M
|
571K
$139M
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
15K+ 8.94% |
$3.22M - $3.58M
|
182K
$44.5M
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
14.9K+ 36.42% |
$3.21M - $3.57M
|
55.9K
$13.6M
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
14.8KNew |
$3.19M - $3.55M
|
14.8K
$3.62M
|
|
Feb 04, 2022
Q4 2021
|
My Wealth Management Inc.
|
BUY
|
- |
14.7KNew |
$3.16M - $3.52M
|
14.7K
$3.59M
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
14.6KNew |
$3.14M - $3.5M
|
14.6K
$3.56M
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
14.6KNew |
$3.14M - $3.49M
|
14.6K
$3.56M
|
|
Feb 14, 2022
Q4 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
14.4KNew |
$3.1M - $3.45M
|
14.4K
$3.51M
|
|
Oct 24, 2024
Q4 2021
|
Old North State Wealth Management, LLC
Wilmington, NC |
BUY
|
- |
14KNew |
$3.02M - $3.36M
|
14K
$3.42M
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
13.6K+ 12.28% |
$2.93M - $3.26M
|
125K
$30.4M
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
13.5KNew |
$2.9M - $3.23M
|
13.5K
$3.29M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.4K+ 8.62% |
$2.89M - $3.21M
|
169K
$41.2M
|
|
Oct 04, 2023
Q4 2021
|
Financial Advisory Partners, LLC
Winter Park, FL |
BUY
|
- |
13.3KNew |
$2.86M - $3.18M
|
13.3K
$3.24M
|
|
Feb 11, 2022
Q4 2021
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
12.9K+ 8.19% |
$2.77M - $3.08M
|
170K
$41.5M
|
|
Feb 11, 2022
Q4 2021
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
12.8K+ 67.3% |
$2.75M - $3.06M
|
31.8K
$7.76M
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
12.8K+ 42.49% |
$2.74M - $3.05M
|
42.8K
$10.4M
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
12.7K+ 7.43% |
$2.74M - $3.05M
|
184K
$44.9M
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
12.7K+ 13.29% |
$2.73M - $3.04M
|
108K
$26.4M
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
12.6K+ 47.22% |
$2.72M - $3.02M
|
39.4K
$9.6M
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
12.6KNew |
$2.71M - $3.02M
|
12.6K
$3.08M
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
12.5K+ 5.62% |
$2.69M - $2.99M
|
235K
$57.4M
|
|
Jan 28, 2022
Q4 2021
|
Davidson Investment Advisors
|
BUY
|
- |
12.3K+ 28.9% |
$2.65M - $2.94M
|
54.9K
$13.4M
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
12.2K+ 5.57% |
$2.63M - $2.93M
|
232K
$56.6M
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
11.5KNew |
$2.47M - $2.75M
|
11.5K
$2.81M
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
11.5KNew |
$2.47M - $2.74M
|
11.5K
$2.8M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
11.4K+ 3.62% |
$2.45M - $2.73M
|
327K
$79.7M
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
11.3KNew |
$2.44M - $2.71M
|
11.3K
$2.76M
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 4.15% |
$2.41M - $2.68M
|
280K
$68.4M
|
|
Feb 08, 2022
Q4 2021
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
11.1K+ 388.67% |
$2.39M - $2.66M
|
14K
$3.41M
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
11KNew |
$2.37M - $2.63M
|
11K
$2.68M
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
11KNew |
$2.36M - $2.63M
|
11K
$2.68M
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10.9KNew |
$2.35M - $2.62M
|
10.9K
$2.67M
|
|
Apr 13, 2022
Q4 2021
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
10.9KNew |
$2.34M - $2.6M
|
10.9K
$2.65M
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
10.6KNew |
$2.28M - $2.54M
|
10.6K
$2.59M
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.6K+ 0.59% |
$2.27M - $2.53M
|
1.79M
$437M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
10.4K+ 9.48% |
$2.24M - $2.5M
|
120K
$29.4M
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
10.4KNew |
$2.23M - $2.48M
|
10.4K
$2.53M
|