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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
59+ 1.0% |
$12.5K - $13.5K
|
5.95K
$1.45M
|
|
|
Oct 26, 2021
Q3 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
59+ 1.21% |
$12.5K - $13.5K
|
4.94K
$1.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
58+ 2.37% |
$12.3K - $13.3K
|
2.51K
$609K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
58+ 0.87% |
$12.3K - $13.3K
|
6.74K
$1.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
56+ 0.29% |
$11.9K - $12.8K
|
19.4K
$4.71M
|
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
56+ 0.45% |
$11.9K - $12.8K
|
12.4K
$3.02M
|
|
|
Nov 10, 2021
Q3 2021
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
53New |
$11.2K - $12.2K
|
53
$12.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
52+ 2.49% |
$11K - $11.9K
|
2.14K
$520K
|
|
|
Nov 02, 2021
Q3 2021
|
Tfc Financial Management
|
BUY
|
- |
52+ 0.69% |
$11K - $11.9K
|
7.55K
$1.83M
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
52+ 1.29% |
$11K - $11.9K
|
4.09K
$992K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
51New |
$10.8K - $11.7K
|
51
$12.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
51+ 0.9% |
$10.8K - $11.7K
|
5.72K
$1.39M
|
|
|
Nov 10, 2021
Q3 2021
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
50+ 1.57% |
$10.6K - $11.5K
|
3.24K
$786K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
47New |
$9.96K - $10.8K
|
47
$11.4K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
46+ 1.21% |
$9.75K - $10.6K
|
3.86K
$936K
|
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
45+ 0.57% |
$9.54K - $10.3K
|
7.93K
$1.93M
|
|
|
Oct 25, 2021
Q3 2021
|
Howland Capital Management LLC
|
BUY
|
- |
45+ 4.1% |
$9.54K - $10.3K
|
1.14K
$277K
|
|
|
Nov 09, 2021
Q3 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
45+ 52.33% |
$9.54K - $10.3K
|
131
$31.8K
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
40+ 0.09% |
$8.48K - $9.18K
|
42.5K
$10.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
39+ 0.82% |
$8.26K - $8.95K
|
4.78K
$1.16M
|
|
|
Nov 08, 2021
Q3 2021
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
39New |
$8.26K - $8.95K
|
39
$9.47K
|
|
|
Oct 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
BUY
|
- |
38+ 0.45% |
$8.05K - $8.72K
|
8.52K
$2.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
37+ 0.5% |
$7.84K - $8.49K
|
7.5K
$1.82M
|
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
37+ 1.16% |
$7.84K - $8.49K
|
3.23K
$783K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
36+ 3.58% |
$7.63K - $8.26K
|
1.04K
$253K
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
36+ 3.97% |
$7.63K - $8.26K
|
943
$229K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
36+ 0.25% |
$7.63K - $8.26K
|
14.6K
$3.53M
|
|
|
Nov 16, 2021
Q3 2021
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
35+ 583.33% |
$7.42K - $8.03K
|
41
$9.95K
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
33+ 3.04% |
$6.99K - $7.57K
|
1.12K
$271K
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
32+ 3.13% |
$6.78K - $7.34K
|
1.06K
$256K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
32+ 0.98% |
$6.78K - $7.34K
|
3.29K
$799K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
31+ 0.81% |
$6.57K - $7.11K
|
3.84K
$931K
|
|
|
Oct 13, 2021
Q3 2021
|
Lincoln Capital LLC
|
BUY
|
- |
30+ 1.88% |
$6.36K - $6.88K
|
1.63K
$395K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
30+ 2.46% |
$6.36K - $6.88K
|
1.25K
$303K
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
28+ 24.56% |
$5.93K - $6.42K
|
142
$34.5K
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
28+ 0.23% |
$5.93K - $6.42K
|
12.1K
$2.94M
|
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
25New |
$5.3K - $5.74K
|
25
$6.07K
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
25+ 0.24% |
$5.3K - $5.74K
|
10.3K
$2.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Lee Danner & Bass Inc
|
BUY
|
- |
24+ 0.59% |
$5.09K - $5.51K
|
4.12K
$1M
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
23+ 34.85% |
$4.87K - $5.28K
|
89
$21.6K
|
|
|
Oct 27, 2021
Q3 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
23+ 0.14% |
$4.87K - $5.28K
|
16.6K
$4.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
21+ 0.27% |
$4.45K - $4.82K
|
7.72K
$1.87M
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
20+ 1.57% |
$4.24K - $4.59K
|
1.29K
$313K
|
|
|
Nov 15, 2021
Q3 2021
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
20+ 0.4% |
$4.24K - $4.59K
|
4.99K
$1.21M
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
19+ 39.58% |
$4.03K - $4.36K
|
67
$16.3K
|
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
BUY
|
- |
19+ 0.47% |
$4.03K - $4.36K
|
4.1K
$994K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
19+ 0.59% |
$4.03K - $4.36K
|
3.25K
$789K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
BUY
|
- |
18+ 0.15% |
$3.81K - $4.13K
|
11.9K
$2.9M
|
|
|
Nov 01, 2021
Q3 2021
|
Barber Financial Group, Inc.
|
BUY
|
- |
18+ 0.31% |
$3.81K - $4.13K
|
5.74K
$1.39M
|
|
|
Nov 10, 2021
Q3 2021
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
18+ 0.33% |
$3.81K - $4.13K
|
5.56K
$1.35M
|