Purchases and Sales Made in Q4 2021 in Vanguard Small Cap ETF (VB)
This table provides information about the institutional ownership of Vanguard Small Cap ETF (VB) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
364+ 1.76% |
$78.3K - $87.1K
|
21K
$5.01M
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
361+ 4.42% |
$77.7K - $86.4K
|
8.53K
$2.03M
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
351+ 4.71% |
$75.5K - $84K
|
7.81K
$1.86M
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
351+ 9.11% |
$75.5K - $84K
|
4.21K
$1M
|
|
Feb 16, 2022
Q4 2021
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
350New |
$75.3K - $83.8K
|
350
$83.3K
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
346+ 13.12% |
$74.4K - $82.8K
|
2.98K
$711K
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
345+ 0.99% |
$74.2K - $82.6K
|
35.1K
$8.36M
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
343New |
$73.8K - $82.1K
|
343
$81.7K
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
BUY
|
- |
342+ 4.53% |
$73.6K - $81.9K
|
7.89K
$1.88M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
341+ 12.36% |
$73.4K - $81.6K
|
3.1K
$738K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
330+ 11.01% |
$71K - $79K
|
3.33K
$792K
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
BUY
|
- |
329+ 1.77% |
$70.8K - $78.8K
|
18.9K
$4.5M
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
328+ 1.32% |
$70.6K - $78.5K
|
25.1K
$5.98M
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
328+ 32.8% |
$70.6K - $78.5K
|
1.33K
$316K
|
|
Feb 03, 2022
Q4 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
326New |
$70.1K - $78K
|
326
$77.6K
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
324New |
$69.7K - $77.6K
|
324
$77.2K
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
322+ 2.68% |
$69.3K - $77.1K
|
12.3K
$2.94M
|
|
Feb 15, 2022
Q4 2021
|
Brick & Kyle, Associates
Newtown, PA |
BUY
|
- |
321+ 2.3% |
$69.1K - $76.8K
|
14.3K
$3.4M
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
BUY
|
- |
319New |
$68.6K - $76.4K
|
319
$76K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
317+ 12.64% |
$68.2K - $75.9K
|
2.83K
$673K
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
312+ 13.65% |
$67.1K - $74.7K
|
2.6K
$619K
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
312+ 0.43% |
$67.1K - $74.7K
|
72.9K
$17.3M
|
|
Aug 11, 2023
Q4 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
312+ 16.66% |
$67.1K - $74.7K
|
2.19K
$520K
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
311+ 9.19% |
$66.9K - $74.4K
|
3.7K
$880K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
309New |
$66.5K - $74K
|
309
$73.6K
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
303+ 17.19% |
$65.2K - $72.5K
|
2.07K
$492K
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
300+ 1.48% |
$64.5K - $71.8K
|
20.6K
$4.9M
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
298+ 5.74% |
$64.1K - $71.3K
|
5.49K
$1.31M
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
298+ 6.87% |
$64.1K - $71.3K
|
4.64K
$1.1M
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
295+ 6.01% |
$63.5K - $70.6K
|
5.21K
$1.24M
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
293New |
$63K - $70.1K
|
293
$69.8K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
288+ 3.15% |
$62K - $68.9K
|
9.44K
$2.25M
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
284+ 1.3% |
$61.1K - $68K
|
22.1K
$5.26M
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
280+ 4.01% |
$60.2K - $67K
|
7.27K
$1.73M
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
279+ 16.89% |
$60K - $66.8K
|
1.93K
$460K
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
271+ 19.18% |
$58.3K - $64.9K
|
1.68K
$401K
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
266New |
$57.2K - $63.7K
|
266
$63.3K
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
261+ 9.82% |
$56.1K - $62.5K
|
2.92K
$695K
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
255New |
$54.9K - $61K
|
255
$60.7K
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
253+ 1.96% |
$54.4K - $60.6K
|
13.2K
$3.14M
|
|
Feb 02, 2022
Q4 2021
|
Refined Wealth Management
|
BUY
|
- |
253+ 1.24% |
$54.4K - $60.6K
|
20.7K
$4.93M
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
252+ 3.97% |
$54.2K - $60.3K
|
6.6K
$1.57M
|
|
Jan 18, 2022
Q4 2021
|
Ridgewood Investments LLC
|
BUY
|
- |
250+ 2.59% |
$53.8K - $59.8K
|
9.89K
$2.35M
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
250+ 7.28% |
$53.8K - $59.8K
|
3.68K
$877K
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
248New |
$53.4K - $59.4K
|
248
$59.1K
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
240+ 27.49% |
$51.6K - $57.4K
|
1.11K
$265K
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
235+ 1.54% |
$50.6K - $56.3K
|
15.5K
$3.7M
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
235+ 18.22% |
$50.6K - $56.3K
|
1.53K
$363K
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
232+ 7.98% |
$49.9K - $55.5K
|
3.14K
$748K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
232+ 18.41% |
$49.9K - $55.5K
|
1.49K
$355K
|