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 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-22Closed |
$3.64K - $4.02K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-23- 1.1% |
$3.81K - $4.2K
|
2.07K
$411K
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-24Closed |
$3.97K - $4.38K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-25- 0.29% |
$4.14K - $4.56K
|
8.67K
$1.72M
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-28- 0.45% |
$4.64K - $5.11K
|
6.19K
$1.23M
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-29Closed |
$4.8K - $5.29K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-30- 3.11% |
$4.97K - $5.48K
|
936
$186K
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-31- 1.21% |
$5.13K - $5.66K
|
2.54K
$506K
|
|
|
May 12, 2022
Q1 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-31- 9.37% |
$5.13K - $5.66K
|
300
$59.7K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-32- 0.52% |
$5.3K - $5.84K
|
6.15K
$1.22M
|
|
|
Apr 14, 2022
Q1 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-33- 0.44% |
$5.47K - $6.03K
|
7.48K
$1.49M
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-33Closed |
$5.47K - $6.03K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-34- 0.05% |
$5.63K - $6.21K
|
66.6K
$13.3M
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-34- 1.99% |
$5.63K - $6.21K
|
1.67K
$333K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-34- 42.5% |
$5.63K - $6.21K
|
46
$9.15K
|
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.65% |
$5.8K - $6.39K
|
5.35K
$1.06M
|
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-35- 0.98% |
$5.8K - $6.39K
|
3.53K
$702K
|
|
|
May 10, 2022
Q1 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-35- 2.19% |
$5.8K - $6.39K
|
1.56K
$311K
|
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-36- 18.85% |
$5.96K - $6.57K
|
155
$30.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-36- 1.86% |
$5.96K - $6.57K
|
1.9K
$379K
|
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-39- 2.27% |
$6.46K - $7.12K
|
1.68K
$335K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-45- 0.34% |
$7.45K - $8.22K
|
13.3K
$2.64M
|
|
|
May 16, 2022
Q1 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-45- 1.13% |
$7.45K - $8.22K
|
3.95K
$786K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-45Closed |
$7.45K - $8.22K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-46- 0.99% |
$7.62K - $8.4K
|
4.62K
$919K
|
|
|
Apr 21, 2022
Q1 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-47- 41.59% |
$7.78K - $8.58K
|
66
$13.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-50- 0.34% |
$8.28K - $9.13K
|
14.7K
$2.92M
|
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
SELL
|
- |
-50- 2.87% |
$8.28K - $9.13K
|
1.7K
$337K
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-53- 0.84% |
$8.78K - $9.68K
|
6.27K
$1.25M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-54- 1.53% |
$8.94K - $9.86K
|
3.47K
$690K
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-54- 1.32% |
$8.94K - $9.86K
|
4.05K
$806K
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-54- 1.32% |
$8.94K - $9.86K
|
4.05K
$806K
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-55- 9.17% |
$9.11K - $10K
|
545
$108K
|
|
|
May 16, 2022
Q1 2022
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-56Closed |
$9.27K - $10.2K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-57- 41.3% |
$9.44K - $10.4K
|
81
$16.1K
|
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-57- 9.39% |
$9.44K - $10.4K
|
550
$109K
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-59- 0.47% |
$9.77K - $10.8K
|
12.6K
$2.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-60- 1.52% |
$9.94K - $11K
|
3.89K
$774K
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-60Closed |
$9.94K - $11K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Savior LLC
|
SELL
|
- |
-63Closed |
$10.4K - $11.5K
|
0
$0
|
|
|
Dec 11, 2023
Q1 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-63- 1.1% |
$10.4K - $11.5K
|
5.66K
$1.13M
|
|
|
May 13, 2022
Q1 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-65- 3.54% |
$10.8K - $11.9K
|
1.77K
$352K
|
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-66- 20.12% |
$10.9K - $12.1K
|
262
$52.1K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-67- 25.38% |
$11.1K - $12.2K
|
197
$39.2K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-67- 0.69% |
$11.1K - $12.2K
|
9.64K
$1.92M
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-68- 0.16% |
$11.3K - $12.4K
|
41.9K
$8.33M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-68- 0.29% |
$11.3K - $12.4K
|
23.3K
$4.63M
|
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-72- 0.89% |
$11.9K - $13.1K
|
7.97K
$1.59M
|
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-73- 4.29% |
$12.1K - $13.3K
|
1.63K
$324K
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-78- 0.19% |
$12.9K - $14.2K
|
41.8K
$8.33M
|