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 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-792- 10.9% |
$131K - $145K
|
6.48K
$1.28M
|
|
|
May 12, 2022
Q1 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-792- 1.58% |
$131K - $145K
|
49.2K
$9.75M
|
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-807- 18.27% |
$134K - $147K
|
3.61K
$715K
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-819- 2.67% |
$136K - $150K
|
29.9K
$5.92M
|
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-837- 11.04% |
$139K - $153K
|
6.75K
$1.34M
|
|
|
Apr 29, 2022
Q1 2022
|
Hanseatic Management Services Inc
|
SELL
|
- |
-840- 7.12% |
$139K - $153K
|
11K
$2.17M
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
SELL
|
- |
-868- 5.16% |
$144K - $158K
|
16K
$3.16M
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-873- 17.41% |
$145K - $159K
|
4.14K
$821K
|
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-876Closed |
$145K - $160K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-878- 3.12% |
$145K - $160K
|
27.3K
$5.41M
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-892- 17.59% |
$148K - $163K
|
4.18K
$828K
|
|
|
May 11, 2022
Q1 2022
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-903Closed |
$150K - $165K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Bay Rivers Group
|
SELL
|
- |
-911- 4.04% |
$151K - $166K
|
21.6K
$4.29M
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-945- 11.53% |
$157K - $173K
|
7.25K
$1.44M
|
|
|
May 13, 2022
Q1 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-957- 28.2% |
$158K - $175K
|
2.44K
$483K
|
|
|
May 16, 2022
Q1 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-959- 29.43% |
$159K - $175K
|
2.3K
$456K
|
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-974- 23.16% |
$161K - $178K
|
3.23K
$640K
|
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-976- 1.75% |
$162K - $178K
|
54.7K
$10.8M
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-981- 6.81% |
$162K - $179K
|
13.4K
$2.66M
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-991- 12.77% |
$164K - $181K
|
6.77K
$1.34M
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-993- 32.84% |
$164K - $181K
|
2.03K
$403K
|
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-1K- 4.74% |
$166K - $183K
|
20.2K
$3.99M
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.03K- 4.68% |
$170K - $188K
|
20.9K
$4.15M
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.05K- 82.87% |
$174K - $192K
|
217
$43K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.06K- 11.78% |
$175K - $193K
|
7.93K
$1.57M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.06K- 7.83% |
$176K - $194K
|
12.5K
$2.48M
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.1K- 6.03% |
$181K - $200K
|
17.1K
$3.38M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-1.11K- 10.29% |
$183K - $202K
|
9.65K
$1.91M
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.12KClosed |
$185K - $204K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.12K- 21.16% |
$185K - $204K
|
4.17K
$826K
|
|
|
May 13, 2022
Q1 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-1.12KClosed |
$186K - $205K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.12K- 52.87% |
$186K - $205K
|
1K
$198K
|
|
|
May 06, 2022
Q1 2022
|
Papp L Roy & Associates
|
SELL
|
- |
-1.13KClosed |
$186K - $206K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
SELL
|
- |
-1.13KClosed |
$188K - $207K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-1.15KClosed |
$190K - $209K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.18KClosed |
$195K - $215K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.18K- 0.92% |
$196K - $216K
|
128K
$25.3M
|
|
|
May 12, 2022
Q1 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.2KClosed |
$199K - $219K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.22KClosed |
$202K - $222K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-1.23KClosed |
$204K - $225K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-1.24K- 36.53% |
$206K - $227K
|
2.16K
$428K
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-1.26KClosed |
$208K - $230K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.27K- 69.62% |
$210K - $231K
|
553
$110K
|
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-1.28K- 7.77% |
$211K - $233K
|
15.2K
$3M
|
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.28K- 14.98% |
$212K - $234K
|
7.28K
$1.44M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.28K- 2.49% |
$213K - $234K
|
50.4K
$9.98M
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.31K- 16.94% |
$217K - $239K
|
6.42K
$1.27M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.34K- 0.57% |
$221K - $244K
|
235K
$46.5M
|
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-1.35K- 26.95% |
$223K - $246K
|
3.65K
$723K
|
|
|
May 16, 2022
Q1 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-1.35KClosed |
$223K - $246K
|
0
$0
|