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 29, 2022
Q1 2022
|
Bowman & CO S.C.
|
BUY
|
- |
2.9KNew |
$480K - $529K
|
2.9K
$577K
|
|
|
May 02, 2022
Q1 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2.88K+ 43.81% |
$477K - $526K
|
9.46K
$1.88M
|
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
2.87K+ 1.17% |
$476K - $524K
|
248K
$49.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
2.87K+ 4.77% |
$475K - $523K
|
63K
$12.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.86K+ 5.38% |
$474K - $523K
|
56.1K
$11.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
2.86K+ 62.02% |
$473K - $521K
|
7.46K
$1.48M
|
|
|
May 05, 2022
Q1 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.83KNew |
$469K - $517K
|
2.83K
$563K
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.8KNew |
$463K - $511K
|
2.8K
$557K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
2.7K+ 83.59% |
$446K - $492K
|
5.92K
$1.18M
|
|
|
Apr 18, 2022
Q1 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.67K+ 37.61% |
$443K - $488K
|
9.78K
$1.95M
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.62K+ 10.9% |
$434K - $479K
|
26.7K
$5.31M
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.61K+ 3.65% |
$432K - $476K
|
74.1K
$14.7M
|
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.59K+ 1.88% |
$428K - $472K
|
140K
$27.8M
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.57KNew |
$425K - $469K
|
2.57K
$511K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.55K+ 19.13% |
$422K - $465K
|
15.9K
$3.16M
|
|
|
Apr 15, 2022
Q1 2022
|
Mayport, LLC
|
BUY
|
- |
2.54K+ 22.7% |
$421K - $464K
|
13.7K
$2.73M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.54K+ 18.05% |
$420K - $463K
|
16.6K
$3.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
BUY
|
- |
2.52K+ 5.11% |
$417K - $460K
|
51.8K
$10.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.5K+ 5.07% |
$413K - $456K
|
51.8K
$10.3M
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2.49K+ 119.7% |
$412K - $454K
|
4.56K
$908K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.48KNew |
$411K - $454K
|
2.48K
$494K
|
|
|
May 18, 2022
Q1 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2.46KNew |
$407K - $448K
|
2.46K
$489K
|
|
|
Apr 20, 2022
Q1 2022
|
Eclectic Associates Inc
|
BUY
|
- |
2.45K+ 21.75% |
$406K - $448K
|
13.7K
$2.73M
|
|
|
May 09, 2022
Q1 2022
|
Novare Capital Management LLC
|
BUY
|
- |
2.45KNew |
$406K - $448K
|
2.45K
$488K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
2.43K+ 2.48% |
$403K - $444K
|
100K
$20M
|
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.38K+ 54.69% |
$394K - $435K
|
6.73K
$1.34M
|
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.34K+ 98.32% |
$388K - $428K
|
4.73K
$941K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.33K+ 1.9% |
$386K - $425K
|
125K
$24.9M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
2.31K+ 111.98% |
$382K - $421K
|
4.37K
$869K
|
|
|
May 02, 2022
Q1 2022
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
2.3KNew |
$381K - $420K
|
2.3K
$458K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.3K+ 31.38% |
$380K - $419K
|
9.61K
$1.91M
|
|
|
May 16, 2022
Q1 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.27K+ 3.45% |
$375K - $414K
|
68.1K
$13.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
2.24K+ 5.78% |
$371K - $409K
|
40.9K
$8.14M
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.23K+ 11.96% |
$369K - $406K
|
20.8K
$4.14M
|
|
|
May 11, 2022
Q1 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
2.22K+ 64.69% |
$368K - $406K
|
5.66K
$1.13M
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.22K+ 4.18% |
$368K - $405K
|
55.4K
$11M
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.22K+ 25.21% |
$367K - $405K
|
11K
$2.19M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.17K+ 12.03% |
$359K - $396K
|
20.2K
$4.02M
|
|
|
May 16, 2022
Q1 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2.15K+ 6.46% |
$356K - $393K
|
35.4K
$7.05M
|
|
|
Apr 22, 2022
Q1 2022
|
Grove Bank & Trust
|
BUY
|
- |
2.15K+ 24.91% |
$356K - $393K
|
10.8K
$2.15M
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
2.13K+ 27.92% |
$353K - $389K
|
9.77K
$1.94M
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.12K+ 10.31% |
$350K - $386K
|
22.6K
$4.5M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
2.11K+ 6.19% |
$349K - $385K
|
36.2K
$7.2M
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.1KNew |
$348K - $383K
|
2.1K
$418K
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.06K+ 12.44% |
$342K - $376K
|
18.6K
$3.71M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.05KNew |
$339K - $374K
|
2.05K
$407K
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.02KNew |
$335K - $369K
|
2.02K
$402K
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
2.02KNew |
$334K - $368K
|
2.02K
$401K
|
|
|
May 16, 2022
Q1 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.02KNew |
$334K - $368K
|
2.02K
$401K
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
2KNew |
$331K - $365K
|
2K
$398K
|