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 04, 2022
Q1 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
31KNew |
$5.13M - $5.66M
|
31K
$6.17M
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
30.1K+ 1782.44% |
$4.98M - $5.49M
|
31.7K
$6.32M
|
|
May 03, 2022
Q1 2022
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
29.5KNew |
$4.88M - $5.38M
|
29.5K
$5.87M
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
27.7K+ 15.95% |
$4.59M - $5.06M
|
201K
$40.1M
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
26.7KNew |
$4.41M - $4.87M
|
26.7K
$5.3M
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
26.5KNew |
$4.39M - $4.84M
|
26.5K
$5.27M
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
25.4K+ 62.83% |
$4.21M - $4.64M
|
65.9K
$13.1M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
25K+ 5.28% |
$4.14M - $4.56M
|
498K
$99.2M
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
24.9K+ 1622.96% |
$4.12M - $4.54M
|
26.4K
$5.26M
|
|
May 13, 2022
Q1 2022
|
Total Wealth Planning, LLC
|
BUY
|
- |
24.8K+ 42.09% |
$4.11M - $4.53M
|
83.8K
$16.7M
|
|
Apr 22, 2022
Q1 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
24.3KNew |
$4.02M - $4.43M
|
24.3K
$4.83M
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
24.2K+ 2.8% |
$4.01M - $4.42M
|
890K
$177M
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
BUY
|
- |
24.1K+ 149.49% |
$4M - $4.41M
|
40.3K
$8.02M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
23.5K+ 79.55% |
$3.89M - $4.29M
|
53.1K
$10.6M
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.3K+ 0.52% |
$3.7M - $4.08M
|
4.3M
$856M
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
21.4K+ 11.96% |
$3.54M - $3.9M
|
200K
$39.8M
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
BUY
|
- |
21K+ 19.46% |
$3.47M - $3.83M
|
129K
$25.6M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.3K+ 2.28% |
$3.37M - $3.71M
|
914K
$182M
|
|
Jun 08, 2022
Q1 2022
|
Systelligence, LLC
|
BUY
|
- |
19.5K+ 237.8% |
$3.22M - $3.55M
|
27.6K
$5.5M
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.3K+ 9.45% |
$3.19M - $3.52M
|
223K
$44.4M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.9K+ 65.67% |
$3.13M - $3.45M
|
47.7K
$9.48M
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
18.8K+ 8.99% |
$3.11M - $3.42M
|
227K
$45.2M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.1K+ 22.61% |
$3M - $3.31M
|
98.2K
$19.5M
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
18K+ 7.47% |
$2.98M - $3.28M
|
258K
$51.4M
|
|
May 05, 2022
Q1 2022
|
Savant Capital, LLC
|
BUY
|
- |
17.9K+ 9.55% |
$2.97M - $3.28M
|
206K
$41M
|
|
May 24, 2022
Q1 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
17.9KNew |
$2.96M - $3.26M
|
17.9K
$3.56M
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.5K+ 5.28% |
$2.9M - $3.2M
|
349K
$69.5M
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
17K+ 132.02% |
$2.81M - $3.1M
|
29.8K
$5.94M
|
|
May 16, 2022
Q1 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
16.7KNew |
$2.76M - $3.05M
|
16.7K
$3.32M
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
16.3K+ 58.24% |
$2.7M - $2.98M
|
44.4K
$8.83M
|
|
May 16, 2022
Q1 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
16.3K+ 113.14% |
$2.69M - $2.97M
|
30.6K
$6.09M
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
15.6K+ 15.67% |
$2.59M - $2.86M
|
115K
$23M
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14.4K+ 16.74% |
$2.39M - $2.63M
|
101K
$20M
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
14K+ 133.44% |
$2.32M - $2.56M
|
24.5K
$4.87M
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
13.8K+ 12.01% |
$2.29M - $2.53M
|
129K
$25.7M
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
13.5K+ 96.66% |
$2.24M - $2.47M
|
27.5K
$5.48M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
13.4K+ 526.19% |
$2.22M - $2.44M
|
15.9K
$3.17M
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
13KNew |
$2.15M - $2.37M
|
13K
$2.58M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
12.7K+ 241.53% |
$2.1M - $2.31M
|
17.9K
$3.56M
|
|
May 11, 2022
Q1 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
12.6KNew |
$2.09M - $2.31M
|
12.6K
$2.51M
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
12.3K+ 6.57% |
$2.04M - $2.25M
|
200K
$39.8M
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
12.2K+ 8.41% |
$2.03M - $2.23M
|
158K
$31.4M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
12.2K+ 8.41% |
$2.03M - $2.23M
|
158K
$31.4M
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
12K+ 12.5% |
$1.99M - $2.19M
|
108K
$21.5M
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
11.7K+ 8.65% |
$1.93M - $2.13M
|
146K
$29.1M
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.5K+ 12.36% |
$1.91M - $2.11M
|
105K
$20.9M
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.5K+ 9.46% |
$1.9M - $2.09M
|
133K
$26.4M
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.3K+ 3659.68% |
$1.88M - $2.07M
|
11.7K
$2.32M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.1K+ 1.22% |
$1.83M - $2.02M
|
919K
$183M
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
11K+ 31.9% |
$1.83M - $2.02M
|
45.7K
$9.09M
|