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 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-80- 1.91% |
$13.2K - $14.6K
|
4.12K
$816K
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-80- 3.42% |
$13.2K - $14.6K
|
2.26K
$447K
|
|
Apr 14, 2022
Q1 2022
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
SELL
|
- |
-82- 4.22% |
$13.6K - $15K
|
1.86K
$369K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-87- 17.43% |
$14.4K - $15.9K
|
412
$81.7K
|
|
Apr 20, 2022
Q1 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-90- 11.04% |
$14.9K - $16.4K
|
725
$144K
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-90- 2.56% |
$14.9K - $16.4K
|
3.42K
$678K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-91- 0.49% |
$15.1K - $16.6K
|
18.4K
$3.66M
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-97- 5.61% |
$16.1K - $17.7K
|
1.63K
$323K
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-99- 0.48% |
$16.4K - $18.1K
|
20.7K
$4.1M
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-100- 1.55% |
$16.6K - $18.3K
|
6.37K
$1.26M
|
|
Apr 21, 2022
Q1 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-100- 1.71% |
$16.6K - $18.3K
|
5.74K
$1.14M
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-100Closed |
$16.6K - $18.3K
|
0
$0
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-101- 0.72% |
$16.7K - $18.4K
|
13.9K
$2.76M
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-102- 4.99% |
$16.9K - $18.6K
|
1.94K
$385K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-103- 0.05% |
$17.1K - $18.8K
|
219K
$43.3M
|
|
May 12, 2022
Q1 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-103- 2.44% |
$17.1K - $18.8K
|
4.11K
$815K
|
|
Apr 22, 2022
Q1 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-108- 8.38% |
$17.9K - $19.7K
|
1.18K
$234K
|
|
Apr 20, 2022
Q1 2022
|
Financial Life Advisors
|
SELL
|
- |
-113- 2.94% |
$18.7K - $20.6K
|
3.73K
$739K
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-115- 1.72% |
$19K - $21K
|
6.56K
$1.3M
|
|
Apr 19, 2022
Q1 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-120- 0.9% |
$19.9K - $21.9K
|
13.2K
$2.62M
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-120- 8.89% |
$19.9K - $21.9K
|
1.23K
$244K
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-122- 0.91% |
$20.2K - $22.3K
|
13.2K
$2.62M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-123- 1.66% |
$20.4K - $22.5K
|
7.28K
$1.44M
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-125- 3.89% |
$20.7K - $22.8K
|
3.09K
$613K
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-126- 1.23% |
$20.9K - $23K
|
10.1K
$2.01M
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-136- 5.4% |
$22.5K - $24.8K
|
2.38K
$472K
|
|
Apr 06, 2022
Q1 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-136- 0.37% |
$22.5K - $24.8K
|
36.9K
$7.31M
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-138- 0.28% |
$22.9K - $25.2K
|
49.1K
$9.73M
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
SELL
|
- |
-139- 8.15% |
$23K - $25.4K
|
1.57K
$311K
|
|
May 06, 2022
Q1 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-139- 1.71% |
$23K - $25.4K
|
7.98K
$1.58M
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-140- 1.82% |
$23.2K - $25.6K
|
7.57K
$1.5M
|
|
Apr 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-140Closed |
$23.2K - $25.6K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-143Closed |
$23.7K - $26.1K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-150- 1.67% |
$24.8K - $27.4K
|
8.82K
$1.75M
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-152- 0.7% |
$25.2K - $27.8K
|
21.5K
$4.27M
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-154Closed |
$25.5K - $28.1K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-155- 5.19% |
$25.7K - $28.3K
|
2.83K
$561K
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-163- 1.68% |
$27K - $29.8K
|
9.52K
$1.89M
|
|
Apr 21, 2022
Q1 2022
|
Dagco, Inc.
|
SELL
|
- |
-168- 6.97% |
$27.8K - $30.7K
|
2.24K
$444K
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
SELL
|
- |
-169- 1.79% |
$28K - $30.9K
|
9.28K
$1.84M
|
|
Oct 18, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-169- 0.52% |
$28K - $30.9K
|
32.6K
$6.46M
|
|
Apr 28, 2022
Q1 2022
|
Newton One Investments LLC
|
SELL
|
- |
-170- 1.63% |
$28.2K - $31K
|
10.3K
$2.03M
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-172- 0.26% |
$28.5K - $31.4K
|
66.5K
$13.2M
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-173- 3.98% |
$28.7K - $31.6K
|
4.17K
$827K
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-179- 3.28% |
$29.6K - $32.7K
|
5.28K
$1.05M
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-186Closed |
$30.8K - $34K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-193- 9.93% |
$32K - $35.2K
|
1.75K
$347K
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-196- 0.55% |
$32.5K - $35.8K
|
35.7K
$7.07M
|
|
May 11, 2022
Q1 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-200- 2.3% |
$33.1K - $36.5K
|
8.48K
$1.68M
|
|
May 02, 2022
Q1 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-205- 5.24% |
$34K - $37.4K
|
3.71K
$735K
|