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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Nine Point Two Capital LLC
Los Angeles, CA |
BUY
|
- |
114New |
$24.5K - $27.3K
|
114
$27.1K
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
110+ 72.85% |
$23.7K - $26.3K
|
261
$62.1K
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
110+ 10.08% |
$23.7K - $26.3K
|
1.2K
$286K
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
110+ 3.97% |
$23.7K - $26.3K
|
2.88K
$686K
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
108+ 7.15% |
$23.2K - $25.9K
|
1.62K
$385K
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
107+ 5.29% |
$23K - $25.6K
|
2.13K
$507K
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
102New |
$21.9K - $24.4K
|
102
$24.3K
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
102New |
$21.9K - $24.4K
|
102
$24.3K
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
101+ 1.64% |
$21.7K - $24.2K
|
6.28K
$1.49M
|
|
Jan 25, 2022
Q4 2021
|
Asset Management Corp
|
BUY
|
- |
100+ 1.45% |
$21.5K - $23.9K
|
6.99K
$1.67M
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
98+ 13.65% |
$21.1K - $23.5K
|
816
$194K
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
92New |
$19.8K - $22K
|
92
$21.9K
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
92New |
$19.8K - $22K
|
92
$21.9K
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
90+ 2.65% |
$19.4K - $21.5K
|
3.49K
$831K
|
|
Feb 04, 2022
Q4 2021
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
88+ 1.36% |
$18.9K - $21.1K
|
6.55K
$1.56M
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
87+ 3.64% |
$18.7K - $20.8K
|
2.48K
$591K
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
87+ 0.9% |
$18.7K - $20.8K
|
9.71K
$2.31M
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
86New |
$18.5K - $20.6K
|
86
$20.5K
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
86+ 2.33% |
$18.5K - $20.6K
|
3.77K
$899K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
85+ 55.56% |
$18.3K - $20.3K
|
238
$56.7K
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
83+ 2.65% |
$17.9K - $19.9K
|
3.21K
$764K
|
|
Feb 01, 2022
Q4 2021
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
81+ 5.34% |
$17.4K - $19.4K
|
1.6K
$381K
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
80+ 0.68% |
$17.2K - $19.1K
|
11.8K
$2.81M
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
79+ 0.58% |
$17K - $18.9K
|
13.7K
$3.26M
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
79+ 0.46% |
$17K - $18.9K
|
17.2K
$4.1M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
79+ 8.74% |
$17K - $18.9K
|
983
$234K
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
76New |
$16.3K - $18.2K
|
76
$18.1K
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
75+ 2.99% |
$16.1K - $18K
|
2.58K
$615K
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
75+ 750.0% |
$16.1K - $18K
|
85
$20.2K
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
74+ 0.48% |
$15.9K - $17.7K
|
15.4K
$3.66M
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
74New |
$15.9K - $17.7K
|
74
$17.6K
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
72+ 1.12% |
$15.5K - $17.2K
|
6.5K
$1.55M
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
72+ 1.91% |
$15.5K - $17.2K
|
3.85K
$917K
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
72+ 27.38% |
$15.5K - $17.2K
|
335
$79.8K
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
68+ 4.55% |
$14.6K - $16.3K
|
1.56K
$372K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
68+ 11.39% |
$14.6K - $16.3K
|
665
$158K
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
68+ 1.58% |
$14.6K - $16.3K
|
4.37K
$1.04M
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
67+ 0.31% |
$14.4K - $16K
|
21.6K
$5.15M
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
65+ 6.52% |
$14K - $15.6K
|
1.06K
$253K
|
|
Jan 19, 2022
Q4 2021
|
Gilbert & Cook, Inc.
|
BUY
|
- |
61+ 4.25% |
$13.1K - $14.6K
|
1.5K
$356K
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
61+ 0.67% |
$13.1K - $14.6K
|
9.18K
$2.19M
|
|
Feb 22, 2022
Q4 2021
|
Byrne Asset Management LLC
|
BUY
|
- |
60New |
$12.9K - $14.4K
|
60
$14.3K
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
60New |
$12.9K - $14.4K
|
60
$14.3K
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
60+ 2.39% |
$12.9K - $14.4K
|
2.57K
$612K
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
60+ 4.11% |
$12.9K - $14.4K
|
1.52K
$362K
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
59+ 22.96% |
$12.7K - $14.1K
|
316
$75.2K
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
59+ 0.07% |
$12.7K - $14.1K
|
87.4K
$20.8M
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
59+ 3.6% |
$12.7K - $14.1K
|
1.7K
$405K
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
59+ 68.6% |
$12.7K - $14.1K
|
145
$34.5K
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
58+ 0.78% |
$12.5K - $13.9K
|
7.5K
$1.79M
|