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 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3+ 0.02% |
$497 - $548
|
12.8K
$2.55M
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
BUY
|
- |
3+ 0.02% |
$497 - $548
|
16.9K
$3.37M
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
3+ 0.19% |
$497 - $548
|
1.6K
$319K
|
|
|
May 24, 2022
Q1 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
3+ 0.11% |
$497 - $548
|
2.74K
$545K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
2+ 1.11% |
$331 - $365
|
182
$36.2K
|
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
2+ 0.11% |
$331 - $365
|
1.76K
$350K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.06% |
$331 - $365
|
3.44K
$684K
|
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2+ 0.34% |
$331 - $365
|
586
$117K
|
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2+ 0.12% |
$331 - $365
|
1.71K
$339K
|
|
|
May 10, 2022
Q1 2022
|
Pecaut & Co.
|
BUY
|
- |
2+ 3.7% |
$331 - $365
|
56
$11.1K
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.17% |
$331 - $365
|
1.19K
$236K
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2+ 0.11% |
$331 - $365
|
1.87K
$371K
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
1+ 0.09% |
$166 - $183
|
1.1K
$220K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.3% |
$166 - $183
|
334
$66.5K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.15% |
$166 - $183
|
668
$133K
|
|
|
Apr 27, 2022
Q1 2022
|
Garland Capital Management Inc
|
BUY
|
- |
1+ 0.41% |
$166 - $183
|
244
$48.6K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.62% |
$166 - $183
|
162
$32.2K
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.49% |
$166 - $183
|
204
$40.6K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.55% |
$166 - $183
|
184
$36.6K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
1+ 0.12% |
$166 - $183
|
830
$165K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.37% |
$166 - $183
|
272
$54.1K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.05% |
$166 - $183
|
2.12K
$421K
|
|
|
May 10, 2022
Q1 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1+ 0.06% |
$166 - $183
|
1.61K
$320K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-1- 0.55% |
$166 - $183
|
181
$36K
|
|
|
Apr 27, 2022
Q1 2022
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-3- 0.25% |
$497 - $548
|
1.2K
$239K
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-3- 0.04% |
$497 - $548
|
6.81K
$1.36M
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3Closed |
$497 - $548
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4- 0.08% |
$662 - $730
|
4.98K
$990K
|
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-4- 1.87% |
$662 - $730
|
210
$41.8K
|
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-5- 0.04% |
$828 - $913
|
11.5K
$2.3M
|
|
|
May 09, 2022
Q1 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6- 0.28% |
$994 - $1.1K
|
2.11K
$419K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-7- 2.24% |
$1.16K - $1.28K
|
305
$60.7K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-7- 2.24% |
$1.16K - $1.28K
|
305
$60.7K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-8- 0.31% |
$1.32K - $1.46K
|
2.6K
$518K
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-11- 0.42% |
$1.82K - $2.01K
|
2.63K
$523K
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-12Closed |
$1.99K - $2.19K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-13Closed |
$2.15K - $2.37K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-13Closed |
$2.15K - $2.37K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-13- 0.35% |
$2.15K - $2.37K
|
3.69K
$734K
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-15- 0.71% |
$2.48K - $2.74K
|
2.11K
$419K
|
|
|
May 04, 2022
Q1 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-15- 12.4% |
$2.48K - $2.74K
|
106
$21.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
SELL
|
- |
-17- 0.62% |
$2.82K - $3.1K
|
2.72K
$542K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-20- 1.38% |
$3.31K - $3.65K
|
1.43K
$285K
|
|
|
Apr 19, 2022
Q1 2022
|
Five Oceans Advisors
|
SELL
|
- |
-20- 0.39% |
$3.31K - $3.65K
|
5.12K
$1.02M
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-20- 0.82% |
$3.31K - $3.65K
|
2.42K
$481K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-21- 0.68% |
$3.48K - $3.83K
|
3.08K
$613K
|
|
|
May 12, 2022
Q1 2022
|
American Money Management, LLC
|
SELL
|
- |
-21- 0.42% |
$3.48K - $3.83K
|
4.99K
$993K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-21- 61.76% |
$3.48K - $3.83K
|
13
$2.59K
|