Purchases and Sales Made in Q3 2021 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
369New |
$78.2K - $84.7K
|
369
$89.3K
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
366+ 1.17% |
$77.6K - $84K
|
31.7K
$7.66M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
366New |
$77.6K - $84K
|
366
$88.5K
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
365+ 3.09% |
$77.3K - $83.7K
|
12.2K
$2.94M
|
|
Oct 27, 2021
Q3 2021
|
Grant
|
BUY
|
- |
364+ 28.37% |
$77.1K - $83.5K
|
1.65K
$398K
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
363+ 21.88% |
$76.9K - $83.3K
|
2.02K
$489K
|
|
Nov 09, 2021
Q3 2021
|
Nelson Capital Management, LLC
|
BUY
|
- |
360+ 0.4% |
$76.3K - $82.6K
|
90.6K
$21.9M
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
351+ 15.1% |
$74.4K - $80.5K
|
2.68K
$647K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
351+ 1.23% |
$74.4K - $80.5K
|
28.9K
$7M
|
|
Nov 12, 2021
Q3 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
350+ 2.87% |
$74.2K - $80.3K
|
12.6K
$3.04M
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
345+ 20.19% |
$73.1K - $79.1K
|
2.05K
$497K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
343+ 0.56% |
$72.7K - $78.7K
|
61.2K
$14.8M
|
|
Nov 15, 2021
Q3 2021
|
Reynders Mc Veigh Capital Management, LLC
|
BUY
|
- |
342+ 20.3% |
$72.5K - $78.5K
|
2.03K
$490K
|
|
Nov 09, 2021
Q3 2021
|
First National Corp
|
BUY
|
- |
330+ 0.93% |
$69.9K - $75.7K
|
35.7K
$8.64M
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
328+ 36.04% |
$69.5K - $75.2K
|
1.24K
$299K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
321+ 5.44% |
$68K - $73.6K
|
6.22K
$1.5M
|
|
Oct 20, 2021
Q3 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
319+ 3.42% |
$67.6K - $73.2K
|
9.64K
$2.33M
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
315+ 1.9% |
$66.7K - $72.3K
|
16.9K
$4.09M
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
313+ 3.6% |
$66.3K - $71.8K
|
9.02K
$2.18M
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
309+ 0.31% |
$65.5K - $70.9K
|
98.9K
$23.9M
|
|
Oct 15, 2021
Q3 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
301+ 0.84% |
$63.8K - $69.1K
|
36.3K
$8.78M
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
300+ 0.72% |
$63.6K - $68.8K
|
42K
$10.2M
|
|
Nov 02, 2021
Q3 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
299+ 0.77% |
$63.4K - $68.6K
|
39.2K
$9.49M
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
298+ 20.19% |
$63.1K - $68.4K
|
1.77K
$429K
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
297+ 4.15% |
$62.9K - $68.1K
|
7.45K
$1.8M
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
297New |
$62.9K - $68.1K
|
297
$71.8K
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
296+ 4.68% |
$62.7K - $67.9K
|
6.62K
$1.6M
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
296+ 6.51% |
$62.7K - $67.9K
|
4.84K
$1.17M
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
294+ 3.04% |
$62.3K - $67.4K
|
9.96K
$2.41M
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
293+ 1.38% |
$62.1K - $67.2K
|
21.6K
$5.22M
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
293+ 6.24% |
$62.1K - $67.2K
|
4.99K
$1.21M
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
292+ 3.79% |
$61.9K - $67K
|
8K
$1.94M
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
290+ 0.44% |
$61.5K - $66.5K
|
66.4K
$16.1M
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
285+ 271.43% |
$60.4K - $65.4K
|
390
$94.3K
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
282+ 2.92% |
$59.8K - $64.7K
|
9.94K
$2.41M
|
|
Nov 05, 2021
Q3 2021
|
Kendall Capital Management
|
BUY
|
- |
282+ 9.99% |
$59.8K - $64.7K
|
3.11K
$751K
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
279+ 0.88% |
$59.1K - $64K
|
32K
$7.74M
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
278+ 0.43% |
$58.9K - $63.8K
|
64.8K
$15.7M
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
277+ 13.22% |
$58.7K - $63.5K
|
2.37K
$574K
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
275+ 2.53% |
$58.3K - $63.1K
|
11.1K
$2.69M
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
271New |
$57.4K - $62.2K
|
271
$65.5K
|
|
Nov 07, 2023
Q3 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
270+ 4.18% |
$57.2K - $61.9K
|
6.73K
$1.63M
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
269+ 18.01% |
$57K - $61.7K
|
1.76K
$426K
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
269+ 5.03% |
$57K - $61.7K
|
5.62K
$1.36M
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
267+ 9.01% |
$56.6K - $61.3K
|
3.23K
$781K
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
266+ 112.24% |
$56.4K - $61K
|
503
$122K
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
265+ 6.83% |
$56.2K - $60.8K
|
4.14K
$1M
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
264New |
$55.9K - $60.6K
|
264
$63.9K
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
261+ 0.96% |
$55.3K - $59.9K
|
27.3K
$6.6M
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
258+ 1.05% |
$54.7K - $59.2K
|
24.8K
$6M
|