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 13, 2022
Q1 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
373+ 16.61% |
$61.8K - $68.1K
|
2.62K
$521K
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
372+ 3100.0% |
$61.6K - $67.9K
|
384
$76.4K
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
365+ 9.27% |
$60.5K - $66.6K
|
4.3K
$856K
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
364+ 2.59% |
$60.3K - $66.5K
|
14.4K
$2.87M
|
|
May 10, 2022
Q1 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
361+ 23.28% |
$59.8K - $65.9K
|
1.91K
$381K
|
|
May 11, 2022
Q1 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
349+ 18.47% |
$57.8K - $63.7K
|
2.24K
$446K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
335+ 21.68% |
$55.5K - $61.2K
|
1.88K
$374K
|
|
May 09, 2022
Q1 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
325+ 2.84% |
$53.8K - $59.3K
|
11.8K
$2.34M
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
321+ 26.82% |
$53.2K - $58.6K
|
1.52K
$302K
|
|
May 02, 2022
Q1 2022
|
Sage Financial Group Inc
|
BUY
|
- |
321+ 0.82% |
$53.2K - $58.6K
|
39.4K
$7.85M
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
315+ 0.82% |
$52.2K - $57.5K
|
38.6K
$7.69M
|
|
May 16, 2022
Q1 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
315+ 2.23% |
$52.2K - $57.5K
|
14.5K
$2.88M
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
313+ 6.8% |
$51.8K - $57.1K
|
4.92K
$979K
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
312+ 6.26% |
$51.7K - $57K
|
5.3K
$1.05M
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
309+ 2.66% |
$51.2K - $56.4K
|
11.9K
$2.37M
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
309+ 47.03% |
$51.2K - $56.4K
|
966
$192K
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
303+ 9.46% |
$50.2K - $55.3K
|
3.51K
$698K
|
|
Apr 11, 2022
Q1 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
302+ 3.18% |
$50K - $55.1K
|
9.8K
$1.95M
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
301+ 19.33% |
$49.9K - $55K
|
1.86K
$370K
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
300New |
$49.7K - $54.8K
|
300
$59.7K
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
300+ 9.31% |
$49.7K - $54.8K
|
3.52K
$701K
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
297+ 2.52% |
$49.2K - $54.2K
|
12.1K
$2.41M
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
296+ 9.33% |
$49K - $54K
|
3.47K
$690K
|
|
May 05, 2022
Q1 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
295+ 4.9% |
$48.9K - $53.9K
|
6.32K
$1.26M
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
292+ 2.9% |
$48.4K - $53.3K
|
10.4K
$2.06M
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
291+ 2.88% |
$48.2K - $53.1K
|
10.4K
$2.07M
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
289+ 13.62% |
$47.9K - $52.8K
|
2.41K
$480K
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
284+ 1.43% |
$47K - $51.9K
|
20.2K
$4.01M
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
282+ 5.41% |
$46.7K - $51.5K
|
5.5K
$1.09M
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
281+ 19.99% |
$46.5K - $51.3K
|
1.69K
$336K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
277+ 68.56% |
$45.9K - $50.6K
|
681
$136K
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
BUY
|
- |
275+ 0.69% |
$45.5K - $50.2K
|
39.9K
$7.94M
|
|
Apr 14, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
275New |
$45.5K - $50.2K
|
275
$54.7K
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
273+ 3.32% |
$45.2K - $49.8K
|
8.5K
$1.69M
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
270+ 8.0% |
$44.7K - $49.3K
|
3.64K
$725K
|
|
Aug 11, 2023
Q1 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
268+ 6.56% |
$44.4K - $48.9K
|
4.36K
$867K
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
265+ 3.64% |
$43.9K - $48.4K
|
7.54K
$1.5M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
264+ 4.71% |
$43.7K - $48.2K
|
5.86K
$1.17M
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
259+ 15.4% |
$42.9K - $47.3K
|
1.94K
$386K
|
|
Apr 12, 2022
Q1 2022
|
E&G Advisors, LP
|
BUY
|
- |
250+ 1.38% |
$41.4K - $45.6K
|
18.4K
$3.67M
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
245+ 7.45% |
$40.6K - $44.7K
|
3.53K
$703K
|
|
May 09, 2022
Q1 2022
|
Tenret CO LLC
|
BUY
|
- |
243+ 1.05% |
$40.2K - $44.4K
|
23.5K
$4.67M
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
242+ 0.35% |
$40.1K - $44.2K
|
69.1K
$13.8M
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
237+ 20.48% |
$39.3K - $43.3K
|
1.39K
$277K
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
233+ 7.69% |
$38.6K - $42.5K
|
3.26K
$649K
|
|
May 16, 2022
Q1 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
228+ 12.11% |
$37.8K - $41.6K
|
2.11K
$420K
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
218New |
$36.1K - $39.8K
|
218
$43.4K
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
217+ 21.64% |
$35.9K - $39.6K
|
1.22K
$243K
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
217+ 1.14% |
$35.9K - $39.6K
|
19.3K
$3.83M
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
216+ 7.71% |
$35.8K - $39.4K
|
3.02K
$600K
|