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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
890+ 17.52% |
$177K - $203K
|
5.97K
$1.35M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
874+ 60.19% |
$174K - $199K
|
2.33K
$524K
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
868+ 10.49% |
$172K - $198K
|
9.14K
$2.06M
|
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
865+ 8.36% |
$172K - $197K
|
11.2K
$2.53M
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
BUY
|
- |
864+ 65.4% |
$172K - $197K
|
2.19K
$492K
|
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
863+ 5.38% |
$172K - $197K
|
16.9K
$3.81M
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
851+ 1.64% |
$169K - $194K
|
52.8K
$11.9M
|
|
|
May 03, 2022
Q1 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
846+ 0.7% |
$168K - $193K
|
122K
$27.6M
|
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
831+ 0.91% |
$165K - $189K
|
92.1K
$20.7M
|
|
|
May 06, 2022
Q1 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
819+ 1.14% |
$163K - $187K
|
72.5K
$16.3M
|
|
|
May 04, 2022
Q1 2022
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
819+ 9.74% |
$163K - $187K
|
9.23K
$2.08M
|
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
813+ 4.83% |
$162K - $185K
|
17.7K
$3.98M
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
805+ 19.74% |
$160K - $184K
|
4.88K
$1.1M
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
803+ 21.28% |
$160K - $183K
|
4.58K
$1.03M
|
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
BUY
|
- |
794+ 244.31% |
$158K - $181K
|
1.12K
$252K
|
|
|
May 12, 2022
Q1 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
794+ 0.82% |
$158K - $181K
|
98.2K
$22.1M
|
|
|
May 06, 2022
Q1 2022
|
Astoria Strategic Wealth, Inc.
|
BUY
|
- |
792+ 23.08% |
$157K - $181K
|
4.22K
$952K
|
|
|
May 03, 2022
Q1 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
792+ 48.56% |
$157K - $181K
|
2.42K
$546K
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
788+ 18.62% |
$157K - $180K
|
5.02K
$1.13M
|
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
767+ 1.16% |
$152K - $175K
|
67.1K
$15.1M
|
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
BUY
|
- |
759+ 6.11% |
$151K - $173K
|
13.2K
$2.97M
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
759+ 4.82% |
$151K - $173K
|
16.5K
$3.72M
|
|
|
Mar 04, 2025
Q1 2022
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
758+ 47.85% |
$151K - $173K
|
2.34K
$528K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
757+ 25.81% |
$150K - $173K
|
3.69K
$832K
|
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
750New |
$149K - $171K
|
750
$169K
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
750+ 0.41% |
$149K - $171K
|
184K
$41.5M
|
|
|
Apr 15, 2022
Q1 2022
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
BUY
|
- |
738+ 1.69% |
$147K - $168K
|
44.5K
$10M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
730+ 17.17% |
$145K - $166K
|
4.98K
$1.12M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
723+ 6.23% |
$144K - $165K
|
12.3K
$2.78M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
711New |
$141K - $162K
|
711
$160K
|
|
|
May 10, 2022
Q1 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
699+ 11.29% |
$139K - $159K
|
6.89K
$1.55M
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
695+ 2.64% |
$138K - $158K
|
27.1K
$6.1M
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
693+ 59.13% |
$138K - $158K
|
1.87K
$420K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
686+ 66.73% |
$136K - $156K
|
1.71K
$386K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
682+ 147.94% |
$136K - $155K
|
1.14K
$258K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
678+ 8.43% |
$135K - $155K
|
8.72K
$1.97M
|
|
|
Apr 26, 2022
Q1 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
676+ 2.19% |
$134K - $154K
|
31.6K
$7.11M
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
675+ 50.11% |
$134K - $154K
|
2.02K
$456K
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
669+ 1.77% |
$133K - $153K
|
38.5K
$8.67M
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
666+ 13.77% |
$132K - $152K
|
5.5K
$1.24M
|
|
|
May 18, 2022
Q1 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
657+ 6.2% |
$131K - $150K
|
11.3K
$2.54M
|
|
|
May 13, 2022
Q1 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
652+ 79.9% |
$130K - $149K
|
1.47K
$331K
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
650+ 4.82% |
$129K - $148K
|
14.1K
$3.18M
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
620+ 8.69% |
$123K - $141K
|
7.75K
$1.75M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
618+ 8.69% |
$123K - $141K
|
7.73K
$1.74M
|
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
581+ 3.15% |
$115K - $132K
|
19K
$4.29M
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
574+ 4.59% |
$114K - $131K
|
13.1K
$2.95M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
568+ 0.96% |
$113K - $129K
|
60K
$13.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
BUY
|
- |
563+ 10.5% |
$112K - $128K
|
5.93K
$1.34M
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
553+ 2.22% |
$110K - $126K
|
25.4K
$5.73M
|