Purchases and Sales Made in Q4 2021 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q4 2021. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP GROWTH ETF .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
377K+ 21.78% |
$101M - $115M
|
2.11M
$628M
|
|
Jan 14, 2022
Q4 2021
|
Cohen Klingenstein LLC
|
BUY
|
- |
322K+ 6307.76% |
$86.6M - $98.4M
|
327K
$97.3M
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
170KNew |
$45.8M - $52M
|
170K
$50.6M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
167K+ 3.0% |
$45M - $51.1M
|
5.72M
$1.7B
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
113K+ 28.69% |
$30.5M - $34.7M
|
509K
$151M
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
106K+ 2139.55% |
$28.5M - $32.4M
|
111K
$33M
|
|
Jan 13, 2022
Q4 2021
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
99KNew |
$26.6M - $30.3M
|
99K
$29.5M
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
85.4K+ 340.12% |
$23M - $26.1M
|
111K
$32.9M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
74.5K+ 42.25% |
$20.1M - $22.8M
|
251K
$74.7M
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
60.9K+ 6.89% |
$16.4M - $18.6M
|
945K
$281M
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
59.2K+ 2.4% |
$15.9M - $18.1M
|
2.52M
$751M
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
54KNew |
$14.5M - $16.5M
|
54K
$16.1M
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
48.2KNew |
$13M - $14.7M
|
48.2K
$14.4M
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
46.9K+ 85.9% |
$12.6M - $14.3M
|
101K
$30.2M
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
39.8KNew |
$10.7M - $12.2M
|
39.8K
$11.8M
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
35.9KNew |
$9.66M - $11M
|
35.9K
$10.7M
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
35.8KNew |
$9.65M - $11M
|
35.8K
$10.7M
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
31.5KNew |
$8.49M - $9.64M
|
31.5K
$9.39M
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
30.5KNew |
$8.2M - $9.31M
|
30.5K
$9.07M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
30.2K+ 327.55% |
$8.12M - $9.22M
|
39.4K
$11.7M
|
|
Feb 14, 2022
Q4 2021
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
28.2KNew |
$7.59M - $8.62M
|
28.2K
$8.4M
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
28.1K+ 5.08% |
$7.56M - $8.59M
|
581K
$173M
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.5K+ 58.0% |
$6.86M - $7.79M
|
69.4K
$20.7M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23.2K+ 11.02% |
$6.24M - $7.09M
|
234K
$69.5M
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
23.1KNew |
$6.22M - $7.06M
|
23.1K
$6.88M
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
21.4KNew |
$5.76M - $6.54M
|
21.4K
$6.37M
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.1K+ 26.57% |
$5.69M - $6.46M
|
101K
$30M
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
21K+ 320.1% |
$5.65M - $6.42M
|
27.5K
$8.2M
|
|
Feb 04, 2022
Q4 2021
|
My Wealth Management Inc.
|
BUY
|
- |
20.8KNew |
$5.6M - $6.36M
|
20.8K
$6.19M
|
|
Feb 11, 2022
Q4 2021
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
20KNew |
$5.38M - $6.11M
|
20K
$5.96M
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
18.7K+ 1046.76% |
$5.04M - $5.72M
|
20.5K
$6.11M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.6K+ 47.99% |
$5.01M - $5.69M
|
57.4K
$17.1M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
18.4K+ 7.2% |
$4.94M - $5.62M
|
273K
$81.4M
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
18.3KNew |
$4.92M - $5.59M
|
18.3K
$5.44M
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
18.1KNew |
$4.86M - $5.52M
|
18.1K
$5.38M
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
17K+ 5.14% |
$4.58M - $5.21M
|
348K
$104M
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
16.9KNew |
$4.56M - $5.18M
|
16.9K
$5.05M
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
16K+ 23.66% |
$4.32M - $4.9M
|
83.8K
$25M
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
16K+ 23.66% |
$4.32M - $4.9M
|
83.8K
$25M
|
|
Feb 09, 2022
Q4 2021
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
15.6KNew |
$4.2M - $4.77M
|
15.6K
$4.65M
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
13.9KNew |
$3.75M - $4.26M
|
13.9K
$4.15M
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
13KNew |
$3.49M - $3.96M
|
13K
$3.86M
|
|
Feb 14, 2022
Q4 2021
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
12.9KNew |
$3.46M - $3.94M
|
12.9K
$3.83M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.7K+ 10.67% |
$3.42M - $3.89M
|
132K
$39.3M
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.7K+ 4.03% |
$3.42M - $3.88M
|
328K
$97.8M
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
12.7K+ 10.31% |
$3.41M - $3.87M
|
136K
$40.4M
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
12.5K+ 55.79% |
$3.37M - $3.83M
|
34.9K
$10.4M
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
12.4K+ 23.38% |
$3.34M - $3.79M
|
65.5K
$19.5M
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
BUY
|
- |
12.2K+ 23.08% |
$3.28M - $3.73M
|
65K
$19.4M
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
12.1KNew |
$3.27M - $3.71M
|
12.1K
$3.62M
|