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 |
|---|---|---|---|---|---|---|---|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-12.4K- 12.9% |
$2.06M - $2.27M
|
83.9K
$16.7M
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-12.8K- 72.18% |
$2.12M - $2.33M
|
4.93K
$980K
|
|
|
May 12, 2022
Q1 2022
|
Jrm Investment Counsel, LLC
|
SELL
|
- |
-14.9KClosed |
$2.47M - $2.72M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-15.1K- 32.24% |
$2.5M - $2.75M
|
31.7K
$6.31M
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-15.9KClosed |
$2.63M - $2.9M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-16KClosed |
$2.65M - $2.92M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16K- 39.6% |
$2.66M - $2.93M
|
24.5K
$4.87M
|
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-17.3K- 37.32% |
$2.86M - $3.15M
|
29K
$5.77M
|
|
|
May 16, 2022
Q1 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
- |
-17.4KClosed |
$2.88M - $3.18M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-18.2K- 31.03% |
$3.02M - $3.33M
|
40.5K
$8.06M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-18.3K- 31.98% |
$3.03M - $3.34M
|
38.9K
$7.73M
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-18.5K- 2.85% |
$3.07M - $3.39M
|
633K
$126M
|
|
|
May 10, 2022
Q1 2022
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-19.1KClosed |
$3.16M - $3.48M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-19.2K- 0.26% |
$3.18M - $3.5M
|
7.33M
$1.46B
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-19.2K- 81.56% |
$3.18M - $3.5M
|
4.34K
$863K
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-19.5KClosed |
$3.24M - $3.57M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-20.1K- 16.93% |
$3.32M - $3.66M
|
98.4K
$19.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-22.1KClosed |
$3.66M - $4.03M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-22.2K- 4.16% |
$3.68M - $4.06M
|
511K
$102M
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-22.2KClosed |
$3.68M - $4.06M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-25.6KClosed |
$4.24M - $4.68M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-29.4K- 3.44% |
$4.88M - $5.38M
|
827K
$165M
|
|
|
May 16, 2022
Q1 2022
|
Css LLC
Chicago, IL |
SELL
|
- |
-29.7KClosed |
$4.91M - $5.42M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-31.2K- 49.98% |
$5.17M - $5.7M
|
31.3K
$6.22M
|
|
|
May 16, 2022
Q1 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-33.3KClosed |
$5.52M - $6.08M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-35.1K- 49.88% |
$5.81M - $6.41M
|
35.2K
$7.01M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-41.1K- 78.86% |
$6.81M - $7.51M
|
11K
$2.19M
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-41.3K- 12.81% |
$6.84M - $7.54M
|
281K
$56M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-42.6K- 11.61% |
$7.06M - $7.78M
|
324K
$64.5M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-53.2K- 5.02% |
$8.82M - $9.72M
|
1.01M
$200M
|
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-57.1K- 68.26% |
$9.45M - $10.4M
|
26.5K
$5.28M
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-58.9K- 9.49% |
$9.75M - $10.7M
|
561K
$112M
|
|
|
Apr 11, 2022
Q1 2022
|
Titan Capital Management, LLC
|
SELL
|
- |
-59KClosed |
$9.77M - $10.8M
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-134K- 45.55% |
$22.2M - $24.5M
|
160K
$31.9M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-378K- 13.58% |
$62.6M - $69.1M
|
2.41M
$479M
|
|
|
May 23, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-468K- 96.82% |
$77.6M - $85.5M
|
15.4K
$3.06M
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.79M- 99.13% |
$297M - $327M
|
15.8K
$3.15M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-4.2M- 45.73% |
$696M - $767M
|
4.99M
$992M
|