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 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.99K+ 7.67% |
$329K - $362K
|
27.9K
$5.55M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.98KNew |
$328K - $361K
|
1.98K
$394K
|
|
|
Sep 15, 2023
Q1 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
1.98K+ 26.16% |
$328K - $361K
|
9.54K
$1.9M
|
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.96K+ 14.4% |
$324K - $357K
|
15.5K
$3.09M
|
|
|
Apr 28, 2022
Q1 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
1.89K+ 11.23% |
$314K - $346K
|
18.8K
$3.73M
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.8K+ 80.74% |
$299K - $329K
|
4.04K
$803K
|
|
|
Apr 27, 2022
Q1 2022
|
Virginia National Bank
|
BUY
|
- |
1.79KNew |
$296K - $327K
|
1.79K
$356K
|
|
|
Apr 11, 2022
Q1 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.79K+ 6.01% |
$296K - $326K
|
31.6K
$6.28M
|
|
|
Apr 20, 2022
Q1 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.78K+ 57.5% |
$294K - $324K
|
4.86K
$968K
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.77KNew |
$293K - $323K
|
1.77K
$352K
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.74K+ 7.48% |
$288K - $317K
|
25K
$4.97M
|
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
1.68KNew |
$278K - $307K
|
1.68K
$334K
|
|
|
Apr 29, 2022
Q1 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.67K+ 3.2% |
$276K - $304K
|
53.8K
$10.7M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.65K+ 59.74% |
$274K - $302K
|
4.42K
$880K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
1.65K+ 26.1% |
$274K - $302K
|
7.98K
$1.59M
|
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.65K+ 8.89% |
$273K - $301K
|
20.2K
$4.02M
|
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
1.63KNew |
$270K - $298K
|
1.63K
$325K
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.63K+ 10.39% |
$270K - $298K
|
17.3K
$3.45M
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
1.62K+ 2.28% |
$267K - $295K
|
72.5K
$14.4M
|
|
|
May 05, 2022
Q1 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.58KNew |
$262K - $289K
|
1.58K
$315K
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.55K+ 14.88% |
$256K - $282K
|
11.9K
$2.38M
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.55K+ 86.55% |
$256K - $282K
|
3.33K
$663K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.53K+ 0.81% |
$254K - $280K
|
192K
$38.1M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.51K+ 9.2% |
$249K - $275K
|
17.9K
$3.55M
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.49KNew |
$247K - $272K
|
1.49K
$297K
|
|
|
May 09, 2022
Q1 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.48KNew |
$245K - $270K
|
1.48K
$295K
|
|
|
May 10, 2022
Q1 2022
|
True Wealth Financial Partners
|
BUY
|
- |
1.48K+ 2.32% |
$245K - $270K
|
65.3K
$13M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1.45K+ 14.31% |
$240K - $264K
|
11.6K
$2.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.44K+ 6.24% |
$238K - $263K
|
24.5K
$4.87M
|
|
|
May 05, 2022
Q1 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.44K+ 8.16% |
$238K - $262K
|
19K
$3.79M
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
1.41K+ 18.45% |
$233K - $257K
|
9.03K
$1.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.4K+ 7.29% |
$232K - $256K
|
20.7K
$4.11M
|
|
|
Apr 29, 2022
Q1 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
1.4K+ 20.29% |
$232K - $256K
|
8.3K
$1.65M
|
|
|
Apr 11, 2022
Q1 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
1.4K+ 3.3% |
$231K - $255K
|
43.7K
$8.69M
|
|
|
May 16, 2022
Q1 2022
|
Independent Family Office, LLC
|
BUY
|
- |
1.39KNew |
$230K - $254K
|
1.39K
$277K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.38K+ 39.09% |
$229K - $252K
|
4.91K
$977K
|
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
1.37KNew |
$227K - $250K
|
1.37K
$273K
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.37K+ 1.32% |
$227K - $250K
|
105K
$20.9M
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
1.36K+ 31.22% |
$225K - $248K
|
5.72K
$1.14M
|
|
|
Apr 29, 2022
Q1 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.35K+ 15.33% |
$224K - $247K
|
10.2K
$2.02M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.35K+ 40.18% |
$224K - $246K
|
4.71K
$937K
|
|
|
Apr 29, 2022
Q1 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.35K+ 93.23% |
$224K - $246K
|
2.8K
$557K
|
|
|
May 16, 2022
Q1 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
1.35K+ 14.62% |
$223K - $246K
|
10.5K
$2.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
BUY
|
- |
1.34KNew |
$222K - $244K
|
1.34K
$266K
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
1.33KNew |
$220K - $243K
|
1.33K
$265K
|
|
|
Jun 01, 2022
Q1 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.3K+ 15.15% |
$216K - $238K
|
9.9K
$1.97M
|
|
|
May 05, 2022
Q1 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.29KNew |
$214K - $236K
|
1.29K
$257K
|
|
|
Apr 26, 2022
Q1 2022
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1.29KNew |
$214K - $236K
|
1.29K
$257K
|
|
|
May 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.26K+ 29.51% |
$209K - $230K
|
5.53K
$1.1M
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.26KNew |
$208K - $230K
|
1.26K
$250K
|