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 |
---|---|---|---|---|---|---|---|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
383+ 6.08% |
$65.4K - $82.2K
|
6.69K
$1.62M
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
380+ 29.28% |
$64.9K - $81.6K
|
1.68K
$407K
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
374+ 11.71% |
$63.8K - $80.3K
|
3.57K
$866K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
371+ 149.6% |
$63.3K - $79.6K
|
619
$150K
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
371+ 3.24% |
$63.3K - $79.6K
|
11.8K
$2.87M
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
355+ 36.34% |
$60.6K - $76.2K
|
1.33K
$323K
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
355+ 0.49% |
$60.6K - $76.2K
|
72.8K
$17.7M
|
|
Jul 29, 2022
Q2 2022
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
353+ 0.6% |
$60.3K - $75.8K
|
59.5K
$14.4M
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
351New |
$59.9K - $75.3K
|
351
$85.2K
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
345+ 1.9% |
$58.9K - $74.1K
|
18.5K
$4.5M
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
344+ 18.07% |
$58.7K - $73.8K
|
2.25K
$546K
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
342+ 12.78% |
$58.4K - $73.4K
|
3.02K
$733K
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
338+ 6.63% |
$57.7K - $72.6K
|
5.44K
$1.32M
|
|
Jul 12, 2022
Q2 2022
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
332+ 20.18% |
$56.7K - $71.3K
|
1.98K
$480K
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
332+ 12.88% |
$56.7K - $71.3K
|
2.91K
$706K
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
331+ 22.55% |
$56.5K - $71.1K
|
1.8K
$437K
|
|
Aug 04, 2022
Q2 2022
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
330+ 33.92% |
$56.3K - $70.8K
|
1.3K
$316K
|
|
Jul 19, 2022
Q2 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
326+ 4.54% |
$55.6K - $70K
|
7.5K
$1.82M
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
325+ 16.1% |
$55.5K - $69.8K
|
2.34K
$569K
|
|
Aug 01, 2022
Q2 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
325+ 9.47% |
$55.5K - $69.8K
|
3.76K
$912K
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
325+ 1.83% |
$55.5K - $69.8K
|
18.1K
$4.39M
|
|
Aug 10, 2022
Q2 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
323+ 0.78% |
$55.1K - $69.3K
|
41.8K
$10.2M
|
|
Aug 16, 2022
Q2 2022
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
323+ 2.29% |
$55.1K - $69.3K
|
14.4K
$3.5M
|
|
Aug 15, 2022
Q2 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
322+ 8.58% |
$55K - $69.1K
|
4.08K
$990K
|
|
Jul 19, 2022
Q2 2022
|
Refined Wealth Management
|
BUY
|
- |
318+ 5.48% |
$54.3K - $68.3K
|
6.13K
$1.49M
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
318+ 18.83% |
$54.3K - $68.3K
|
2.01K
$487K
|
|
Aug 05, 2022
Q2 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
317+ 7.34% |
$54.1K - $68.1K
|
4.64K
$1.13M
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
315+ 0.1% |
$53.8K - $67.6K
|
307K
$74.5M
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
311New |
$53.1K - $66.8K
|
311
$75.5K
|
|
Aug 12, 2022
Q2 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
311New |
$53.1K - $66.8K
|
311
$75.5K
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
306+ 0.15% |
$52.2K - $65.7K
|
201K
$48.7M
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
306New |
$52.2K - $65.7K
|
306
$74.3K
|
|
Jul 12, 2022
Q2 2022
|
Jordan Park Group LLC
|
BUY
|
- |
297+ 26.28% |
$50.7K - $63.8K
|
1.43K
$346K
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
296+ 4.96% |
$50.5K - $63.5K
|
6.27K
$1.52M
|
|
Aug 09, 2022
Q2 2022
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
294New |
$50.2K - $63.1K
|
294
$71.4K
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
288+ 5.33% |
$49.2K - $61.8K
|
5.69K
$1.38M
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
286+ 4085.71% |
$48.8K - $61.4K
|
293
$71.1K
|
|
Aug 15, 2022
Q2 2022
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
BUY
|
- |
285New |
$48.6K - $61.2K
|
285
$69.2K
|
|
Aug 05, 2022
Q2 2022
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
284+ 3.88% |
$48.5K - $61K
|
7.61K
$1.85M
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
BUY
|
- |
275+ 335.37% |
$46.9K - $59K
|
357
$86.7K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
270+ 264.71% |
$46.1K - $58K
|
372
$90.3K
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
267+ 5.45% |
$45.6K - $57.3K
|
5.17K
$1.25M
|
|
Aug 15, 2022
Q2 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
267+ 0.74% |
$45.6K - $57.3K
|
36.5K
$8.87M
|
|
Jul 19, 2022
Q2 2022
|
Essex Savings Bank
|
BUY
|
- |
265+ 4.04% |
$45.2K - $56.9K
|
6.82K
$1.66M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
258+ 10.87% |
$44K - $55.4K
|
2.63K
$639K
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
255+ 5.46% |
$43.5K - $54.7K
|
4.93K
$1.2M
|
|
Jul 25, 2022
Q2 2022
|
Waterfront Wealth Inc.
|
BUY
|
- |
253+ 17.15% |
$43.2K - $54.3K
|
1.73K
$419K
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
250+ 5.95% |
$42.7K - $53.7K
|
4.45K
$1.08M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
241+ 0.66% |
$41.1K - $51.7K
|
36.8K
$8.94M
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
241+ 0.65% |
$41.1K - $51.7K
|
37.2K
$9.03M
|