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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
29+ 0.57% |
$4.8K - $5.29K
|
5.11K
$1.02M
|
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
28New |
$4.64K - $5.11K
|
28
$5.57K
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
28+ 0.62% |
$4.64K - $5.11K
|
4.52K
$900K
|
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
26+ 0.23% |
$4.31K - $4.75K
|
11.3K
$2.25M
|
|
|
May 03, 2022
Q1 2022
|
One Day In July LLC
|
BUY
|
- |
26+ 0.62% |
$4.31K - $4.75K
|
4.25K
$846K
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
26+ 2.57% |
$4.31K - $4.75K
|
1.04K
$207K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
25+ 12.63% |
$4.14K - $4.56K
|
223
$44.4K
|
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
25+ 0.24% |
$4.14K - $4.56K
|
10.2K
$2.04M
|
|
|
May 05, 2022
Q1 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
22+ 1.44% |
$3.64K - $4.02K
|
1.56K
$309K
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
21+ 0.65% |
$3.48K - $3.83K
|
3.26K
$649K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
20+ 0.26% |
$3.31K - $3.65K
|
7.85K
$1.56M
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
17New |
$2.82K - $3.1K
|
17
$3.38K
|
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
16+ 0.66% |
$2.65K - $2.92K
|
2.44K
$485K
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
16+ 0.12% |
$2.65K - $2.92K
|
13.3K
$2.65M
|
|
|
Apr 13, 2022
Q1 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
14+ 0.94% |
$2.32K - $2.56K
|
1.5K
$299K
|
|
|
May 13, 2022
Q1 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.05% |
$2.32K - $2.56K
|
30.4K
$6.05M
|
|
|
Apr 21, 2022
Q1 2022
|
Rs Crum Inc.
|
BUY
|
- |
13+ 0.15% |
$2.15K - $2.37K
|
8.63K
$1.72M
|
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
13+ 0.64% |
$2.15K - $2.37K
|
2.05K
$408K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
13+ 2.18% |
$2.15K - $2.37K
|
610
$121K
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
13+ 0.03% |
$2.15K - $2.37K
|
46.1K
$9.18M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12+ 0.07% |
$1.99K - $2.19K
|
17.1K
$3.41M
|
|
|
May 19, 2022
Q1 2022
|
Planning Directions Inc
|
BUY
|
- |
12+ 0.14% |
$1.99K - $2.19K
|
8.37K
$1.67M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
12+ 0.38% |
$1.99K - $2.19K
|
3.18K
$633K
|
|
|
Apr 11, 2022
Q1 2022
|
Unconventional Investor, LLC
|
BUY
|
- |
11+ 0.37% |
$1.82K - $2.01K
|
3.02K
$601K
|
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
11+ 0.21% |
$1.82K - $2.01K
|
5.17K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
11+ 366.67% |
$1.82K - $2.01K
|
14
$2.79K
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
11+ 0.35% |
$1.82K - $2.01K
|
3.15K
$627K
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
10+ 5.56% |
$1.66K - $1.83K
|
190
$37.8K
|
|
|
Apr 18, 2022
Q1 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
10+ 0.33% |
$1.66K - $1.83K
|
3.02K
$601K
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10+ 0.12% |
$1.66K - $1.83K
|
8.4K
$1.67M
|
|
|
May 11, 2022
Q1 2022
|
Resolute Advisors LLC
|
BUY
|
- |
10+ 0.34% |
$1.66K - $1.83K
|
2.93K
$584K
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
10+ 1.43% |
$1.66K - $1.83K
|
707
$141K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
10+ 0.28% |
$1.66K - $1.83K
|
3.63K
$723K
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
9+ 0.24% |
$1.49K - $1.64K
|
3.7K
$737K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9+ 0.15% |
$1.49K - $1.64K
|
6.17K
$1.23M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7+ 0.14% |
$1.16K - $1.28K
|
5.08K
$1.01M
|
|
|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
7+ 0.48% |
$1.16K - $1.28K
|
1.47K
$292K
|
|
|
May 13, 2022
Q1 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.35% |
$1.16K - $1.28K
|
1.99K
$397K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
6+ 0.2% |
$994 - $1.1K
|
3.03K
$602K
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
BUY
|
- |
5+ 0.25% |
$828 - $913
|
2.04K
$406K
|
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
5+ 0.35% |
$828 - $913
|
1.45K
$289K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
5+ 0.13% |
$828 - $913
|
3.86K
$768K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
5+ 0.08% |
$828 - $913
|
6.21K
$1.24M
|
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.21% |
$828 - $913
|
2.42K
$482K
|
|
|
May 12, 2022
Q1 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
5+ 0.3% |
$828 - $913
|
1.67K
$332K
|
|
|
May 25, 2022
Q1 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
5+ 0.06% |
$828 - $913
|
8.19K
$1.63M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
5New |
$828 - $913
|
5
$995
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
4+ 0.19% |
$662 - $730
|
2.09K
$417K
|
|
|
May 02, 2022
Q1 2022
|
Better Wealth, LLC
|
BUY
|
- |
4+ 0.33% |
$662 - $730
|
1.21K
$241K
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
4+ 0.13% |
$662 - $730
|
3.1K
$618K
|