Purchases and Sales Made in Q1 2022 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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 11, 2022 Q1 2022
Sage Capital Advisors,Llc

BUY
 -
1.25K
New
$206K - $227K
1.25K $248K
Apr 21, 2022 Q1 2022
Asset Dedication, LLC

BUY
 -
1.25K
+ 16.87%
$206K - $227K
8.63K $1.72M
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
1.23K
+ 8.38%
$204K - $225K
15.9K $3.17M
May 16, 2022 Q1 2022
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
1.21K
+ 1.76%
$200K - $221K
69.8K $13.9M
May 10, 2022 Q1 2022
Ls Investment Advisors, LLC

BUY
 -
1.2K
+ 6.25%
$199K - $220K
20.5K $4.07M
May 06, 2022 Q1 2022
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
1.2K
+ 38.59%
$198K - $219K
4.3K $856K
May 10, 2022 Q1 2022
Sage Mountain Advisors LLC

BUY
 -
1.19K
+ 8.52%
$196K - $217K
15.1K $3.01M
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.18K
+ 25.28%
$195K - $215K
5.83K $1.16M
May 10, 2022 Q1 2022
Legacy Wealth Planning, LLC

BUY
 -
1.17K
+ 11.45%
$194K - $214K
11.4K $2.27M
May 16, 2022 Q1 2022
Fairview Capital Investment Management, LLC

Greenbrae, CA
BUY
 -
1.15K
New
$190K - $210K
1.15K $229K
May 12, 2022 Q1 2022
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
1.12K
+ 1.49%
$185K - $204K
76.2K $15.2M
May 09, 2022 Q1 2022
Csenge Advisory Group

BUY
 -
1.11K
+ 9.53%
$184K - $203K
12.8K $2.54M
Apr 25, 2022 Q1 2022
Life Planning Partners, Inc

BUY
 -
1.09K
+ 108.06%
$180K - $198K
2.09K $416K
Apr 22, 2022 Q1 2022
Main Street Financial Solutions, LLC

BUY
 -
1.08K
+ 31.13%
$178K - $197K
4.54K $903K
May 11, 2022 Q1 2022
Tradition Wealth Management, LLC

BUY
 -
1.08K
+ 1.23%
$178K - $196K
88.8K $17.7M
May 13, 2022 Q1 2022
Sequoia Financial Advisors, LLC

BUY
 -
1.07K
+ 22.16%
$177K - $195K
5.9K $1.17M
May 17, 2022 Q1 2022
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
1.04K
+ 81.41%
$173K - $190K
2.32K $462K
Apr 28, 2022 Q1 2022
Jackson, Grant Investment Advisers, Inc.

BUY
 -
1.02K
New
$169K - $186K
1.02K $203K
May 16, 2022 Q1 2022
Bsw Wealth Partners

Boulder, CO
BUY
 -
1.02K
+ 10.62%
$168K - $185K
10.6K $2.1M
Jan 25, 2023 Q1 2022
Etfidea, LLC

Syracuse, NY
BUY
 -
1.01K
+ 2.69%
$167K - $184K
38.6K $7.68M
May 16, 2022 Q1 2022
Greenline Partners, LLC

New York, NY
BUY
 -
1K
+ 37.59%
$166K - $183K
3.66K $728K
Apr 20, 2022 Q1 2022
Koshinski Asset Management, Inc.

BUY
 -
999
+ 14.21%
$165K - $182K
8.03K $1.6M
Apr 05, 2022 Q1 2022
Wedmont Private Capital

BUY
 -
998
+ 10.83%
$165K - $182K
10.2K $2.03M
May 10, 2022 Q1 2022
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
992
+ 1.68%
$164K - $181K
60K $11.9M
May 16, 2022 Q1 2022
Baldwin Investment Management, LLC

BUY
 -
964
+ 21.23%
$160K - $176K
5.51K $1.1M
May 09, 2022 Q1 2022
Blankinship & Foster, LLC

Solana Beach, CA
BUY
 -
963
+ 1.55%
$159K - $176K
63.2K $12.6M
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
953
+ 6.95%
$158K - $174K
14.7K $2.92M
May 03, 2022 Q1 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
943
+ 8.68%
$156K - $172K
11.8K $2.35M
May 11, 2022 Q1 2022
Coldstream Capital Management Inc

BUY
 -
929
+ 8.13%
$154K - $170K
12.4K $2.46M
Apr 05, 2022 Q1 2022
Trust CO Of Vermont

BUY
 -
903
+ 7.44%
$150K - $165K
13K $2.59M
May 05, 2022 Q1 2022
Pinnacle Associates LTD

BUY
 -
900
+ 76.27%
$149K - $164K
2.08K $414K
May 06, 2022 Q1 2022
Retirement Group, LLC

BUY
 -
899
+ 19.86%
$149K - $164K
5.43K $1.08M
May 09, 2022 Q1 2022
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
864
+ 1.05%
$143K - $158K
83.1K $16.5M
May 16, 2022 Q1 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
844
+ 3.96%
$140K - $154K
22.2K $4.41M
Apr 11, 2022 Q1 2022
Carnegie Capital Asset Management, LLC

BUY
 -
841
+ 10.45%
$139K - $154K
8.89K $1.77M
May 16, 2022 Q1 2022
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
826
+ 24.8%
$137K - $151K
4.16K $827K
May 10, 2022 Q1 2022
Quaker Wealth Management, LLC

BUY
 -
795
+ 2.15%
$132K - $145K
37.8K $7.51M
May 10, 2022 Q1 2022
Huntington National Bank

Columbus, OH
BUY
 -
794
+ 15.71%
$132K - $145K
5.85K $1.16M
May 13, 2022 Q1 2022
Alliancebernstein L.P.

New York, NY
BUY
 -
788
+ 2.78%
$131K - $144K
29.1K $5.8M
May 12, 2022 Q1 2022
Cambridge Trust CO

Boston, MA
BUY
 -
700
+ 416.67%
$116K - $128K
868 $173K
May 10, 2022 Q1 2022
Dravo Bay LLC

Wilmington, DE
BUY
 -
692
+ 10.35%
$115K - $126K
7.38K $1.47M
May 16, 2022 Q1 2022
Evercore Wealth Management, LLC

New York, NY
BUY
 -
691
+ 35.71%
$114K - $126K
2.63K $523K
May 12, 2022 Q1 2022
Leeward Financial Partners, LLC

BUY
 -
690
+ 7.75%
$114K - $126K
9.6K $1.91M
Sep 12, 2023 Q1 2022
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
685
+ 19.44%
$113K - $125K
4.21K $838K
May 11, 2022 Q1 2022
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
680
+ 8.55%
$113K - $124K
8.63K $1.72M
May 13, 2022 Q1 2022
Bokf, Na

Tulsa, OK
BUY
 -
676
+ 5.54%
$112K - $123K
12.9K $2.56M
Apr 08, 2022 Q1 2022
Massmutual Trust CO Fsb

BUY
 -
671
+ 2.03%
$111K - $123K
33.7K $6.7M
May 06, 2022 Q1 2022
Phillips Financial Management, LLC

BUY
 -
650
+ 0.98%
$108K - $119K
67.2K $13.4M
May 09, 2022 Q1 2022
Investments & Financial Planning, LLC

Lexington, KY
BUY
 -
643
+ 1.96%
$106K - $117K
33.5K $6.67M

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