Purchases and Sales Made in Q1 2022 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q1 2022. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP VALUE ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
213New |
$35.3K - $38.9K
|
213
$42.4K
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
213+ 2.76% |
$35.3K - $38.9K
|
7.94K
$1.58M
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
212+ 2.3% |
$35.1K - $38.7K
|
9.42K
$1.87M
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
210New |
$34.8K - $38.3K
|
210
$41.8K
|
|
May 12, 2022
Q1 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
210+ 0.5% |
$34.8K - $38.3K
|
42.5K
$8.45M
|
|
Apr 18, 2022
Q1 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
205+ 10.95% |
$34K - $37.4K
|
2.08K
$414K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
204+ 44.44% |
$33.8K - $37.2K
|
663
$132K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
204+ 3.34% |
$33.8K - $37.2K
|
6.32K
$1.26M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
202+ 6.44% |
$33.5K - $36.9K
|
3.34K
$664K
|
|
May 12, 2022
Q1 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200New |
$33.1K - $36.5K
|
200
$39.8K
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
195+ 0.99% |
$32.3K - $35.6K
|
19.8K
$3.94M
|
|
Apr 28, 2022
Q1 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
187+ 0.35% |
$31K - $34.1K
|
53.5K
$10.6M
|
|
May 16, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
186+ 7.78% |
$30.8K - $34K
|
2.58K
$513K
|
|
May 13, 2022
Q1 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
183+ 6.45% |
$30.3K - $33.4K
|
3.02K
$601K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
182+ 2.45% |
$30.1K - $33.2K
|
7.62K
$1.52M
|
|
Oct 09, 2024
Q1 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
182+ 3.68% |
$30.1K - $33.2K
|
5.13K
$1.02M
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
181+ 2.26% |
$30K - $33K
|
8.19K
$1.63M
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
175+ 3.99% |
$29K - $32K
|
4.56K
$908K
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
174+ 9.13% |
$28.8K - $31.8K
|
2.08K
$414K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
173+ 4.09% |
$28.7K - $31.6K
|
4.4K
$876K
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
172+ 2.95% |
$28.5K - $31.4K
|
6.01K
$1.2M
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
165+ 0.89% |
$27.3K - $30.1K
|
18.8K
$3.74M
|
|
May 09, 2022
Q1 2022
|
Old National Bancorp
|
BUY
|
- |
165+ 0.32% |
$27.3K - $30.1K
|
52.5K
$10.5M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
164+ 9.17% |
$27.2K - $29.9K
|
1.95K
$389K
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
160+ 133.33% |
$26.5K - $29.2K
|
280
$55.7K
|
|
Apr 25, 2022
Q1 2022
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
160New |
$26.5K - $29.2K
|
160
$31.8K
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
156+ 1.27% |
$25.8K - $28.5K
|
12.4K
$2.47M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
154+ 0.59% |
$25.5K - $28.1K
|
26.4K
$5.25M
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
149+ 11.66% |
$24.7K - $27.2K
|
1.43K
$284K
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
BUY
|
- |
149+ 4.49% |
$24.7K - $27.2K
|
3.47K
$691K
|
|
May 02, 2022
Q1 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
146+ 3.06% |
$24.2K - $26.7K
|
4.91K
$978K
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
141New |
$23.4K - $25.7K
|
141
$28.1K
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
138+ 0.36% |
$22.9K - $25.2K
|
38.8K
$7.73M
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
138New |
$22.9K - $25.2K
|
138
$27.5K
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
136+ 6.91% |
$22.5K - $24.8K
|
2.1K
$419K
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
135+ 3.73% |
$22.4K - $24.6K
|
3.76K
$748K
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
134+ 5.8% |
$22.2K - $24.5K
|
2.44K
$486K
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
132+ 9.75% |
$21.9K - $24.1K
|
1.49K
$296K
|
|
May 02, 2022
Q1 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
129+ 2.55% |
$21.4K - $23.6K
|
5.19K
$1.03M
|
|
Apr 29, 2022
Q1 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
128+ 2.98% |
$21.2K - $23.4K
|
4.43K
$882K
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
128+ 4.94% |
$21.2K - $23.4K
|
2.72K
$541K
|
|
May 03, 2022
Q1 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
128+ 0.27% |
$21.2K - $23.4K
|
48.1K
$9.58M
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
125+ 7.83% |
$20.7K - $22.8K
|
1.72K
$343K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
124+ 6.95% |
$20.5K - $22.6K
|
1.91K
$380K
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
120+ 3.63% |
$19.9K - $21.9K
|
3.42K
$681K
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
118+ 8.25% |
$19.5K - $21.5K
|
1.55K
$308K
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
115+ 2.0% |
$19K - $21K
|
5.86K
$1.17M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
110New |
$18.2K - $20.1K
|
110
$21.9K
|
|
May 10, 2022
Q1 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
105+ 2.8% |
$17.4K - $19.2K
|
3.86K
$768K
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
105New |
$17.4K - $19.2K
|
105
$20.9K
|