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 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4+ 1.43% |
$683 - $859
|
284
$68.7K
|
|
Aug 03, 2022
Q2 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4+ 0.3% |
$683 - $859
|
1.33K
$323K
|
|
Aug 10, 2022
Q2 2022
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
4+ 0.34% |
$683 - $859
|
1.18K
$285K
|
|
Aug 04, 2022
Q2 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
4+ 0.24% |
$683 - $859
|
1.7K
$411K
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4+ 0.17% |
$683 - $859
|
2.43K
$587K
|
|
Aug 10, 2022
Q2 2022
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
3+ 9.09% |
$512 - $644
|
36
$8.71K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3+ 0.06% |
$512 - $644
|
4.89K
$1.18M
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
3+ 0.02% |
$512 - $644
|
18.3K
$4.42M
|
|
Aug 11, 2022
Q2 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3+ 0.16% |
$512 - $644
|
1.87K
$452K
|
|
Aug 12, 2022
Q2 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
3+ 0.05% |
$512 - $644
|
5.93K
$1.44M
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
3+ 3.49% |
$512 - $644
|
89
$21.5K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.32% |
$341 - $429
|
619
$150K
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2+ 0.08% |
$341 - $429
|
2.39K
$577K
|
|
Jul 21, 2022
Q2 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
2+ 0.11% |
$341 - $429
|
1.8K
$434K
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.22% |
$341 - $429
|
905
$219K
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2+ 0.11% |
$341 - $429
|
1.83K
$443K
|
|
May 10, 2024
Q2 2022
|
V2 Financial Group LLC
Naperville, IL |
BUY
|
- |
2+ 0.04% |
$341 - $429
|
4.61K
$1.11M
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1+ 0.01% |
$171 - $215
|
13.7K
$3.3M
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
BUY
|
- |
1+ 0.05% |
$171 - $215
|
2.2K
$531K
|
|
Jul 08, 2022
Q2 2022
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$171 - $215
|
14.3K
$3.46M
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.31% |
$171 - $215
|
323
$78.2K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$171 - $215
|
1.39K
$336K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1+ 0.28% |
$171 - $215
|
353
$85.4K
|
|
Aug 03, 2022
Q2 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
1+ 0.04% |
$171 - $215
|
2.57K
$622K
|
|
Aug 15, 2022
Q2 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1+ 0.42% |
$171 - $215
|
238
$57.6K
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1+ 0.42% |
$171 - $215
|
237
$57.4K
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$171 - $215
|
1.56K
$378K
|
|
Aug 05, 2022
Q2 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
1+ 0.06% |
$171 - $215
|
1.61K
$390K
|
|
Aug 12, 2022
Q2 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.71% |
$171 - $215
|
141
$34.1K
|
|
Aug 16, 2022
Q2 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1+ 0.52% |
$171 - $215
|
193
$46.7K
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 1.2% |
$171 - $215
|
84
$20.3K
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-1- 0.02% |
$171 - $215
|
5.58K
$1.35M
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-2- 0.17% |
$341 - $429
|
1.2K
$290K
|
|
Jul 19, 2022
Q2 2022
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-3- 0.16% |
$512 - $644
|
1.87K
$452K
|
|
Aug 10, 2022
Q2 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-3- 0.09% |
$512 - $644
|
3.2K
$774K
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-4- 0.04% |
$683 - $859
|
9.44K
$2.29M
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-4- 0.8% |
$683 - $859
|
494
$120K
|
|
Aug 12, 2022
Q2 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-4- 0.02% |
$683 - $859
|
22.1K
$5.34M
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.21% |
$854 - $1.07K
|
2.34K
$567K
|
|
Aug 05, 2022
Q2 2022
|
Wms Partners, LLC
|
SELL
|
- |
-5- 0.09% |
$854 - $1.07K
|
5.54K
$1.34M
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-5- 0.06% |
$854 - $1.07K
|
7.99K
$1.93M
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-6- 0.09% |
$1.02K - $1.29K
|
6.45K
$1.56M
|
|
Aug 10, 2022
Q2 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-7- 0.56% |
$1.19K - $1.5K
|
1.24K
$300K
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-8- 0.2% |
$1.37K - $1.72K
|
4.07K
$985K
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-8Closed |
$1.37K - $1.72K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Byrne Asset Management LLC
|
SELL
|
- |
-9- 10.84% |
$1.54K - $1.93K
|
74
$17.9K
|
|
Aug 12, 2022
Q2 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-9Closed |
$1.54K - $1.93K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-9Closed |
$1.54K - $1.93K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-10- 0.27% |
$1.71K - $2.15K
|
3.71K
$898K
|