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 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-205- 0.58% |
$34K - $37.4K
|
35.1K
$6.98M
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-206- 0.55% |
$34.1K - $37.6K
|
37.3K
$7.41M
|
|
|
Apr 06, 2022
Q1 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-210- 3.85% |
$34.8K - $38.3K
|
5.25K
$1.05M
|
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-216- 0.6% |
$35.8K - $39.4K
|
36K
$7.17M
|
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-221- 1.64% |
$36.6K - $40.4K
|
13.3K
$2.64M
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-221- 10.46% |
$36.6K - $40.4K
|
1.89K
$376K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-225- 5.14% |
$37.3K - $41.1K
|
4.15K
$826K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-228Closed |
$37.8K - $41.6K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-231Closed |
$38.3K - $42.2K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-235- 39.04% |
$38.9K - $42.9K
|
367
$73K
|
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-237- 9.02% |
$39.3K - $43.3K
|
2.39K
$476K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-240Closed |
$39.7K - $43.8K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
American Research & Management Co.
|
SELL
|
- |
-245- 0.33% |
$40.6K - $44.7K
|
75K
$14.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-250- 10.81% |
$41.4K - $45.6K
|
2.06K
$411K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-251- 1.45% |
$41.6K - $45.8K
|
17K
$3.39M
|
|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-254- 12.64% |
$42.1K - $46.4K
|
1.76K
$349K
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-254- 12.17% |
$42.1K - $46.4K
|
1.83K
$365K
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-256- 6.08% |
$42.4K - $46.7K
|
3.95K
$787K
|
|
|
May 13, 2022
Q1 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-261Closed |
$43.2K - $47.7K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-263Closed |
$43.6K - $48K
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-267Closed |
$44.2K - $48.7K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-269- 4.68% |
$44.6K - $49.1K
|
5.48K
$1.09M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-269- 11.49% |
$44.6K - $49.1K
|
2.07K
$413K
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-271Closed |
$44.9K - $49.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-277- 1.48% |
$45.9K - $50.6K
|
18.4K
$3.67M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-288- 4.02% |
$47.7K - $52.6K
|
6.87K
$1.37M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-292- 10.91% |
$48.4K - $53.3K
|
2.39K
$475K
|
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-301- 0.93% |
$49.9K - $55K
|
31.9K
$6.35M
|
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-304- 2.37% |
$50.3K - $55.5K
|
12.5K
$2.49M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-304- 4.36% |
$50.3K - $55.5K
|
6.67K
$1.33M
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-317- 23.76% |
$52.5K - $57.9K
|
1.02K
$202K
|
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-318- 2.91% |
$52.7K - $58.1K
|
10.6K
$2.11M
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-318Closed |
$52.7K - $58.1K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-326- 4.97% |
$54K - $59.5K
|
6.24K
$1.24M
|
|
|
May 12, 2022
Q1 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-339- 1.57% |
$56.1K - $61.9K
|
21.3K
$4.24M
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-339- 5.06% |
$56.1K - $61.9K
|
6.35K
$1.26M
|
|
|
Apr 25, 2022
Q1 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-344- 5.17% |
$57K - $62.8K
|
6.32K
$1.26M
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-346- 0.33% |
$57.3K - $63.2K
|
106K
$21M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-347- 1.33% |
$57.5K - $63.4K
|
25.7K
$5.12M
|
|
|
May 16, 2022
Q1 2022
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-347- 22.98% |
$57.5K - $63.4K
|
1.16K
$231K
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-349- 4.47% |
$57.8K - $63.7K
|
7.46K
$1.48M
|
|
|
May 10, 2022
Q1 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-350- 10.27% |
$58K - $63.9K
|
3.06K
$609K
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-369- 55.57% |
$61.1K - $67.4K
|
295
$58.7K
|
|
|
May 11, 2022
Q1 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-369- 2.38% |
$61.1K - $67.4K
|
15.1K
$3.01M
|
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-373Closed |
$61.8K - $68.1K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-374- 5.42% |
$61.9K - $68.3K
|
6.53K
$1.3M
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-375- 34.72% |
$62.1K - $68.5K
|
705
$140K
|
|
|
Apr 29, 2022
Q1 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-376- 3.43% |
$62.3K - $68.7K
|
10.6K
$2.11M
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-385- 10.99% |
$63.8K - $70.3K
|
3.12K
$621K
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-388- 3.3% |
$64.3K - $70.8K
|
11.4K
$2.26M
|