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 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-1.35K- 1.99% |
$224K - $247K
|
66.6K
$13.2M
|
|
May 12, 2022
Q1 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-1.37K- 9.42% |
$226K - $250K
|
13.1K
$2.6M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.37K- 2.9% |
$228K - $251K
|
46K
$9.11M
|
|
May 03, 2022
Q1 2022
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-1.37KClosed |
$228K - $251K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.39KClosed |
$231K - $254K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-1.4K- 33.06% |
$232K - $256K
|
2.84K
$563K
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.46K- 0.27% |
$241K - $266K
|
545K
$108M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.47K- 53.64% |
$243K - $267K
|
1.27K
$251K
|
|
Apr 20, 2022
Q1 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-1.48K- 16.88% |
$244K - $269K
|
7.26K
$1.44M
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
SELL
|
- |
-1.52K- 4.34% |
$251K - $277K
|
33.5K
$6.64M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-1.53K- 16.78% |
$254K - $280K
|
7.6K
$1.51M
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-1.56K- 37.14% |
$259K - $285K
|
2.64K
$524K
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.57K- 2.49% |
$260K - $286K
|
61.3K
$12.1M
|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.58K- 0.92% |
$262K - $289K
|
170K
$33.8M
|
|
May 10, 2022
Q1 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.6K- 10.54% |
$265K - $292K
|
13.6K
$2.69M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.61K- 1.69% |
$267K - $294K
|
93.7K
$18.6M
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.62K- 4.19% |
$269K - $297K
|
37.2K
$7.36M
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.63K- 1.03% |
$270K - $297K
|
156K
$30.9M
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.65K- 3.84% |
$273K - $301K
|
41.3K
$8.18M
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.66K- 4.92% |
$275K - $303K
|
32.1K
$6.36M
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.66K- 14.33% |
$276K - $304K
|
9.95K
$1.97M
|
|
Apr 15, 2022
Q1 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.67K- 0.59% |
$277K - $306K
|
282K
$55.8M
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-1.7KClosed |
$281K - $310K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-1.7K- 35.42% |
$282K - $310K
|
3.1K
$614K
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
SELL
|
- |
-1.7K- 16.3% |
$282K - $311K
|
8.75K
$1.73M
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.75K- 2.28% |
$289K - $319K
|
74.7K
$14.8M
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.8K- 45.98% |
$297K - $328K
|
2.11K
$418K
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-1.8K- 13.76% |
$299K - $329K
|
11.3K
$2.24M
|
|
May 02, 2022
Q1 2022
|
Strategic Equity Management
|
SELL
|
- |
-1.81KClosed |
$299K - $330K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.82K- 5.22% |
$302K - $333K
|
33.1K
$6.56M
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-1.86KClosed |
$308K - $339K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-1.86K- 4.55% |
$308K - $340K
|
39.1K
$7.74M
|
|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.89KClosed |
$312K - $344K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.9K- 4.54% |
$315K - $347K
|
40K
$7.93M
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-1.92K- 26.04% |
$317K - $350K
|
5.44K
$1.08M
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.96K- 8.29% |
$325K - $359K
|
21.7K
$4.31M
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.98KClosed |
$328K - $361K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.99K- 4.92% |
$329K - $363K
|
38.4K
$7.61M
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.99K- 89.78% |
$330K - $364K
|
227
$45K
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-2.04K- 79.98% |
$337K - $372K
|
510
$101K
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
SELL
|
- |
-2.22K- 1.82% |
$367K - $405K
|
120K
$23.7M
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-2.24K- 2.0% |
$372K - $410K
|
110K
$21.8M
|
|
May 09, 2022
Q1 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-2.35KClosed |
$390K - $430K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.42K- 10.34% |
$400K - $441K
|
20.9K
$4.15M
|
|
May 05, 2022
Q1 2022
|
Ifg Advisors, LLC
|
SELL
|
- |
-2.42KClosed |
$401K - $442K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-2.51K- 36.48% |
$415K - $458K
|
4.37K
$865K
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.53K- 4.05% |
$419K - $462K
|
59.8K
$11.9M
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.64K- 1.08% |
$438K - $483K
|
243K
$48.2M
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.86K- 10.2% |
$473K - $522K
|
25.2K
$4.99M
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-2.87KClosed |
$475K - $524K
|
0
$0
|