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 |
---|---|---|---|---|---|---|---|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-414Closed |
$89.1K - $99.1K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-423- 25.44% |
$91K - $101K
|
1.24K
$312K
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-432- 1.16% |
$92.9K - $103K
|
37K
$9.31M
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-443- 7.62% |
$95.3K - $106K
|
5.37K
$1.35M
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-443- 1.42% |
$95.3K - $106K
|
30.7K
$7.73M
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-444- 18.42% |
$95.5K - $106K
|
1.97K
$495K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-453- 19.35% |
$97.5K - $108K
|
1.89K
$475K
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-460- 16.07% |
$99K - $110K
|
2.4K
$605K
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-468- 5.1% |
$101K - $112K
|
8.71K
$2.19M
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-473- 3.99% |
$102K - $113K
|
11.4K
$2.87M
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-474- 7.09% |
$102K - $113K
|
6.21K
$1.56M
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-478- 0.28% |
$103K - $114K
|
169K
$42.6M
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-489- 2.96% |
$105K - $117K
|
16K
$4.04M
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-493- 4.6% |
$106K - $118K
|
10.2K
$2.58M
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-503Closed |
$108K - $120K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-510- 2.8% |
$110K - $122K
|
17.7K
$4.46M
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-510- 0.29% |
$110K - $122K
|
177K
$44.6M
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-513- 2.64% |
$110K - $123K
|
18.9K
$4.76M
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-516- 26.15% |
$111K - $124K
|
1.46K
$367K
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-541- 4.53% |
$116K - $129K
|
11.4K
$2.87M
|
|
Feb 11, 2022
Q4 2021
|
Randolph CO Inc
Cincinnati, OH |
SELL
|
- |
-546- 0.45% |
$117K - $131K
|
120K
$30.3M
|
|
Jan 26, 2022
Q4 2021
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-547- 33.62% |
$118K - $131K
|
1.08K
$272K
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-552- 6.42% |
$119K - $132K
|
8.05K
$2.03M
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-565- 3.88% |
$122K - $135K
|
14K
$3.52M
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-574- 1.62% |
$123K - $137K
|
34.9K
$8.79M
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-579- 4.37% |
$125K - $139K
|
12.7K
$3.19M
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-580- 1.88% |
$125K - $139K
|
30.3K
$7.64M
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-583- 19.72% |
$125K - $140K
|
2.37K
$598K
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-594- 3.15% |
$128K - $142K
|
18.3K
$4.6M
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-595Closed |
$128K - $142K
|
0
$0
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-621- 1.45% |
$134K - $149K
|
42.3K
$10.6M
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-621- 1.45% |
$134K - $149K
|
42.3K
$10.6M
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-640Closed |
$138K - $153K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-654- 4.66% |
$141K - $157K
|
13.4K
$3.37M
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-660- 77.56% |
$142K - $158K
|
191
$48.1K
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-663- 29.3% |
$143K - $159K
|
1.6K
$403K
|
|
Feb 09, 2022
Q4 2021
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-665- 1.29% |
$143K - $159K
|
50.8K
$12.8M
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-666- 1.45% |
$143K - $159K
|
45.2K
$11.4M
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-668- 13.69% |
$144K - $160K
|
4.21K
$1.06M
|
|
Feb 09, 2022
Q4 2021
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-674- 0.47% |
$145K - $161K
|
141K
$35.6M
|
|
Jan 13, 2022
Q4 2021
|
Bluestem Financial Advisors, LLC
Champaign, IL |
SELL
|
- |
-683- 0.75% |
$147K - $163K
|
90.2K
$22.7M
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-686- 11.51% |
$148K - $164K
|
5.28K
$1.33M
|
|
Jan 04, 2022
Q4 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-696- 4.54% |
$150K - $167K
|
14.6K
$3.68M
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-703- 7.15% |
$151K - $168K
|
9.13K
$2.3M
|
|
Feb 11, 2022
Q4 2021
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-712- 29.53% |
$153K - $170K
|
1.7K
$428K
|
|
Jan 24, 2022
Q4 2021
|
Keeler T Homas Management LLC
|
SELL
|
- |
-727- 6.23% |
$156K - $174K
|
10.9K
$2.75M
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-740- 3.56% |
$159K - $177K
|
20.1K
$5.05M
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-747- 17.89% |
$161K - $179K
|
3.43K
$863K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-760- 2.96% |
$163K - $182K
|
24.9K
$6.28M
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-764- 1.31% |
$164K - $183K
|
57.5K
$14.5M
|