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 |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2023
Q1 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
105+ 8.34% |
$17.4K - $19.2K
|
1.36K
$271K
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
104+ 0.44% |
$17.2K - $19K
|
23.9K
$4.76M
|
|
|
May 12, 2022
Q1 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
104+ 1.66% |
$17.2K - $19K
|
6.38K
$1.27M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
103+ 7.06% |
$17.1K - $18.8K
|
1.56K
$311K
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
100New |
$16.6K - $18.3K
|
100
$19.9K
|
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
100+ 5.14% |
$16.6K - $18.3K
|
2.05K
$407K
|
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
94+ 1.74% |
$15.6K - $17.2K
|
5.49K
$1.09M
|
|
|
Apr 14, 2022
Q1 2022
|
Family Legacy, Inc.
|
BUY
|
- |
91+ 1.78% |
$15.1K - $16.6K
|
5.2K
$1.04M
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
91New |
$15.1K - $16.6K
|
91
$18.1K
|
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
91+ 2.84% |
$15.1K - $16.6K
|
3.3K
$656K
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
90+ 1.24% |
$14.9K - $16.4K
|
7.36K
$1.46M
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
84+ 6.65% |
$13.9K - $15.3K
|
1.35K
$268K
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
BUY
|
- |
83+ 1.89% |
$13.7K - $15.2K
|
4.48K
$892K
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
83+ 6.59% |
$13.7K - $15.2K
|
1.34K
$267K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
82New |
$13.6K - $15K
|
82
$16.3K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
80+ 6.3% |
$13.2K - $14.6K
|
1.35K
$268K
|
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
79+ 0.33% |
$13.1K - $14.4K
|
24.3K
$4.85M
|
|
|
Apr 18, 2022
Q1 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
79+ 1.32% |
$13.1K - $14.4K
|
6.07K
$1.21M
|
|
|
Apr 14, 2022
Q1 2022
|
Hudson Value Partners, LLC
|
BUY
|
- |
77+ 5.12% |
$12.8K - $14.1K
|
1.58K
$315K
|
|
|
May 06, 2022
Q1 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
73+ 1.86% |
$12.1K - $13.3K
|
4K
$796K
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
70+ 4.26% |
$11.6K - $12.8K
|
1.71K
$341K
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
69+ 1.23% |
$11.4K - $12.6K
|
5.67K
$1.13M
|
|
|
May 11, 2022
Q1 2022
|
Leo H. Evart, Inc.
|
BUY
|
- |
66+ 1.65% |
$10.9K - $12.1K
|
4.07K
$811K
|
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
64+ 5.43% |
$10.6K - $11.7K
|
1.24K
$247K
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
62+ 0.94% |
$10.3K - $11.3K
|
6.69K
$1.33M
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
61New |
$10.1K - $11.1K
|
61
$12.1K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
61+ 2.17% |
$10.1K - $11.1K
|
2.87K
$570K
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
58+ 0.11% |
$9.61K - $10.6K
|
51.2K
$10.2M
|
|
|
Apr 07, 2022
Q1 2022
|
Gpwm LLC
|
BUY
|
- |
54+ 0.14% |
$8.94K - $9.86K
|
39.9K
$7.95M
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
53+ 0.78% |
$8.78K - $9.68K
|
6.84K
$1.36M
|
|
|
Apr 28, 2022
Q1 2022
|
Fullen Financial Group
|
BUY
|
- |
52+ 0.34% |
$8.61K - $9.49K
|
15.2K
$3.02M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
51+ 0.91% |
$8.45K - $9.31K
|
5.67K
$1.13M
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
BUY
|
- |
49+ 108.89% |
$8.12K - $8.95K
|
94
$18.7K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
49+ 1.27% |
$8.12K - $8.95K
|
3.91K
$777K
|
|
|
May 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
48+ 1.34% |
$7.95K - $8.76K
|
3.62K
$721K
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
48+ 2.57% |
$7.95K - $8.76K
|
1.92K
$381K
|
|
|
May 03, 2022
Q1 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
45+ 1.26% |
$7.45K - $8.22K
|
3.61K
$719K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
44+ 1.86% |
$7.29K - $8.03K
|
2.41K
$480K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
40New |
$6.62K - $7.3K
|
40
$7.96K
|
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
39+ 1.7% |
$6.46K - $7.12K
|
2.34K
$465K
|
|
|
Apr 12, 2022
Q1 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
36New |
$5.96K - $6.57K
|
36
$7.16K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
36+ 5.29% |
$5.96K - $6.57K
|
716
$142K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
34+ 1.61% |
$5.63K - $6.21K
|
2.15K
$427K
|
|
|
May 12, 2022
Q1 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
33+ 2.28% |
$5.47K - $6.03K
|
1.48K
$294K
|
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
32+ 0.94% |
$5.3K - $5.84K
|
3.43K
$683K
|
|
|
May 05, 2022
Q1 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
32+ 0.36% |
$5.3K - $5.84K
|
8.81K
$1.75M
|
|
|
May 16, 2022
Q1 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
29+ 0.34% |
$4.8K - $5.29K
|
8.47K
$1.69M
|
|
|
Apr 21, 2022
Q1 2022
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
29+ 2.43% |
$4.8K - $5.29K
|
1.22K
$243K
|
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
29+ 2.36% |
$4.8K - $5.29K
|
1.26K
$250K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
29+ 0.35% |
$4.8K - $5.29K
|
8.28K
$1.65M
|