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
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.82K+ 190.02% |
$798K - $880K
|
7.36K
$1.46M
|
|
May 16, 2022
Q1 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
4.81KNew |
$797K - $879K
|
4.81K
$958K
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.74K+ 58.25% |
$785K - $865K
|
12.9K
$2.56M
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
4.4K+ 468.48% |
$729K - $803K
|
5.34K
$1.06M
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.38K+ 9.4% |
$726K - $800K
|
51K
$10.1M
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
4.33K+ 2.07% |
$717K - $791K
|
213K
$42.5M
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
4.33K+ 16.84% |
$717K - $791K
|
30.1K
$5.98M
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.25K+ 5.82% |
$703K - $775K
|
77.2K
$15.4M
|
|
Apr 14, 2022
Q1 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
4.2K+ 101.16% |
$696K - $767K
|
8.36K
$1.66M
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.16K+ 0.44% |
$689K - $760K
|
956K
$190M
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
4.16K+ 8.08% |
$688K - $759K
|
55.6K
$11.1M
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.12K+ 102.23% |
$682K - $752K
|
8.15K
$1.62M
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
BUY
|
- |
4.09K+ 25.18% |
$677K - $747K
|
20.3K
$4.05M
|
|
May 16, 2022
Q1 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
3.96K+ 660.17% |
$656K - $723K
|
4.56K
$908K
|
|
Apr 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3.93K+ 3.79% |
$651K - $717K
|
108K
$21.4M
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.88K+ 11.02% |
$642K - $708K
|
39.1K
$7.77M
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
3.83K+ 227.87% |
$634K - $699K
|
5.51K
$1.1M
|
|
May 10, 2022
Q1 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
3.82K+ 7.98% |
$632K - $697K
|
51.7K
$10.3M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.77K+ 4.94% |
$624K - $688K
|
80K
$15.9M
|
|
May 03, 2022
Q1 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.76K+ 10.11% |
$623K - $687K
|
41K
$8.16M
|
|
May 02, 2022
Q1 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
3.76K+ 33.48% |
$622K - $686K
|
15K
$2.98M
|
|
May 16, 2022
Q1 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.7K+ 134.08% |
$612K - $675K
|
6.46K
$1.28M
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
3.7K+ 11.25% |
$612K - $675K
|
36.5K
$7.27M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.61K+ 6.39% |
$597K - $658K
|
60.1K
$12M
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
3.6K+ 38.37% |
$597K - $658K
|
13K
$2.58M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.58K+ 4.88% |
$592K - $653K
|
76.9K
$15.3M
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.56K+ 4.51% |
$589K - $650K
|
82.4K
$16.4M
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.55KNew |
$588K - $648K
|
3.55K
$706K
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
3.47KNew |
$575K - $633K
|
3.47K
$690K
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
3.45K+ 5.24% |
$571K - $629K
|
69.2K
$13.8M
|
|
May 10, 2022
Q1 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3.45KNew |
$571K - $629K
|
3.45K
$686K
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.43K+ 152.83% |
$568K - $626K
|
5.68K
$1.13M
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
BUY
|
- |
3.39KNew |
$561K - $618K
|
3.39K
$674K
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
3.38K+ 6.48% |
$559K - $617K
|
55.5K
$11.1M
|
|
Dec 06, 2024
Q1 2022
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
3.33K+ 34.72% |
$551K - $607K
|
12.9K
$2.57M
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.3K+ 20.32% |
$547K - $603K
|
19.5K
$3.89M
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
3.28K+ 32.76% |
$543K - $599K
|
13.3K
$2.65M
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
3.27K+ 2.34% |
$542K - $597K
|
143K
$28.4M
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
3.27KNew |
$541K - $596K
|
3.27K
$650K
|
|
May 13, 2022
Q1 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.26K+ 270.23% |
$540K - $595K
|
4.47K
$889K
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
3.19KNew |
$529K - $583K
|
3.19K
$636K
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
3.19KNew |
$528K - $582K
|
3.19K
$634K
|
|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
3.16K+ 22.12% |
$523K - $577K
|
17.4K
$3.47M
|
|
May 10, 2022
Q1 2022
|
Wms Partners, LLC
|
BUY
|
- |
3.16KNew |
$523K - $576K
|
3.16K
$628K
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
3.14K+ 1.37% |
$521K - $574K
|
233K
$46.4M
|
|
Apr 21, 2022
Q1 2022
|
Olio Financial Planning
|
BUY
|
- |
3.06K+ 13.24% |
$507K - $559K
|
26.2K
$5.21M
|
|
Apr 20, 2022
Q1 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
2.93K+ 10.71% |
$485K - $534K
|
30.3K
$6.02M
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.93K+ 5.2% |
$484K - $534K
|
59.2K
$11.8M
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
2.93K+ 5.2% |
$484K - $534K
|
59.2K
$11.8M
|
|
Apr 14, 2022
Q1 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
2.92K+ 0.84% |
$484K - $534K
|
352K
$70.1M
|