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 19, 2022
Q1 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-397- 3.21% |
$65.8K - $72.5K
|
12K
$2.37M
|
|
|
May 04, 2022
Q1 2022
|
Zeit Capital LLC
|
SELL
|
- |
-397- 2.05% |
$65.8K - $72.5K
|
19K
$3.76M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-398- 6.26% |
$65.9K - $72.7K
|
5.96K
$1.18M
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-401Closed |
$66.4K - $73.2K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-411Closed |
$68.1K - $75K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-418- 5.61% |
$69.2K - $76.3K
|
7.03K
$1.39M
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-419- 5.93% |
$69.4K - $76.5K
|
6.65K
$1.32M
|
|
|
May 16, 2022
Q1 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-425- 3.9% |
$70.4K - $77.6K
|
10.5K
$2.07M
|
|
|
Apr 12, 2022
Q1 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-428- 4.81% |
$70.9K - $78.1K
|
8.47K
$1.68M
|
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-430- 26.4% |
$71.2K - $78.5K
|
1.2K
$238K
|
|
|
May 03, 2022
Q1 2022
|
West Branch Capital LLC
|
SELL
|
- |
-448- 4.13% |
$74.2K - $81.8K
|
10.4K
$2.06M
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-450Closed |
$74.5K - $82.2K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-455- 0.77% |
$75.4K - $83.1K
|
58.9K
$11.7M
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-455- 1.66% |
$75.4K - $83.1K
|
26.9K
$5.34M
|
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-459- 5.2% |
$76K - $83.8K
|
8.36K
$1.66M
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-480- 2.46% |
$79.5K - $87.6K
|
19.1K
$3.78M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-488- 2.59% |
$80.8K - $89.1K
|
18.4K
$3.64M
|
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-488- 1.18% |
$80.8K - $89.1K
|
40.7K
$8.07M
|
|
|
May 16, 2022
Q1 2022
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-489- 32.15% |
$81K - $89.3K
|
1.03K
$205K
|
|
|
May 16, 2022
Q1 2022
|
Jentner Corp
|
SELL
|
- |
-493- 6.03% |
$81.7K - $90K
|
7.68K
$1.52M
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
SELL
|
- |
-499- 4.62% |
$82.6K - $91.1K
|
10.3K
$2.04M
|
|
|
May 16, 2022
Q1 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-500- 3.82% |
$82.8K - $91.3K
|
12.6K
$2.49M
|
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-502- 13.59% |
$83.1K - $91.7K
|
3.19K
$633K
|
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
SELL
|
- |
-509- 3.73% |
$84.3K - $92.9K
|
13.1K
$2.6M
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-518- 83.82% |
$85.8K - $94.6K
|
100
$19.8K
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-530- 5.9% |
$87.8K - $96.8K
|
8.45K
$1.67M
|
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-534- 6.93% |
$88.4K - $97.5K
|
7.17K
$1.42M
|
|
|
Jun 21, 2022
Q1 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-534- 16.86% |
$88.4K - $97.5K
|
2.63K
$522K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-544- 1.07% |
$90.1K - $99.3K
|
50.5K
$10M
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-557- 0.29% |
$92.3K - $102K
|
189K
$37.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-569- 1.04% |
$94.2K - $104K
|
54K
$10.7M
|
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-570- 9.76% |
$94.4K - $104K
|
5.27K
$1.05M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-573Closed |
$94.9K - $105K
|
0
$0
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-573- 5.6% |
$94.9K - $105K
|
9.66K
$1.91M
|
|
|
May 09, 2022
Q1 2022
|
Hyman Charles D
|
SELL
|
- |
-576- 3.47% |
$95.4K - $105K
|
16K
$3.18M
|
|
|
Mar 24, 2023
Q1 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-586- 2.89% |
$97.1K - $107K
|
19.7K
$3.91M
|
|
|
May 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-592- 1.97% |
$98K - $108K
|
29.4K
$5.84M
|
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-618- 5.23% |
$102K - $113K
|
11.2K
$2.22M
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-619- 2.78% |
$103K - $113K
|
21.7K
$4.3M
|
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-634- 2.43% |
$105K - $116K
|
25.5K
$5.05M
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-670- 35.68% |
$111K - $122K
|
1.21K
$239K
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-676Closed |
$112K - $123K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-680- 4.02% |
$113K - $124K
|
16.2K
$3.22M
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-691- 34.9% |
$114K - $126K
|
1.29K
$255K
|
|
|
Apr 27, 2022
Q1 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-703- 6.01% |
$116K - $128K
|
11K
$2.18M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-748- 1.12% |
$124K - $137K
|
66.3K
$13.1M
|
|
|
Apr 07, 2022
Q1 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-754- 4.13% |
$125K - $138K
|
17.5K
$3.46M
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-776- 3.21% |
$129K - $142K
|
23.4K
$4.63M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-781- 2.67% |
$129K - $143K
|
28.5K
$5.65M
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-787- 10.84% |
$130K - $144K
|
6.47K
$1.28M
|