Purchases and Sales Made in Q2 2022 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
308KNew |
$45.2M - $55M
|
308K
$61.4M
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
286K+ 29.9% |
$41.9M - $50.9M
|
1.24M
$247M
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
283K+ 11.75% |
$41.5M - $50.4M
|
2.69M
$535M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
142K+ 7.6% |
$20.8M - $25.2M
|
2M
$399M
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
123KNew |
$18.1M - $22M
|
123K
$24.5M
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
115K+ 55.98% |
$16.9M - $20.5M
|
321K
$63.9M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
115K+ 4.11% |
$16.8M - $20.5M
|
2.91M
$579M
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
110K+ 45.39% |
$16.1M - $19.5M
|
351K
$69.8M
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
94.6K+ 28.46% |
$13.9M - $16.9M
|
427K
$85M
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
89.3K+ 40.73% |
$13.1M - $15.9M
|
308K
$61.4M
|
|
Jul 26, 2022
Q2 2022
|
Sepio Capital, LP
|
BUY
|
- |
81.8K+ 78.45% |
$12M - $14.6M
|
186K
$37M
|
|
Jul 21, 2022
Q2 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
75KNew |
$11M - $13.4M
|
75K
$14.9M
|
|
Jul 08, 2022
Q2 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
70.6KNew |
$10.4M - $12.6M
|
70.6K
$14.1M
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
BUY
|
- |
66.7K+ 68.14% |
$9.78M - $11.9M
|
165K
$32.7M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
65.1KNew |
$9.54M - $11.6M
|
65.1K
$12.9M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
62.7K+ 21.46% |
$9.19M - $11.2M
|
355K
$70.6M
|
|
Aug 01, 2022
Q2 2022
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
61.7K+ 209.27% |
$9.05M - $11M
|
91.2K
$18.1M
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
59.8K+ 1066.84% |
$8.78M - $10.7M
|
65.4K
$13M
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
44.3K+ 3.26% |
$6.5M - $7.9M
|
1.41M
$280M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
44.3K+ 8.89% |
$6.5M - $7.9M
|
543K
$108M
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
40.4K+ 746.09% |
$5.92M - $7.19M
|
45.8K
$9.11M
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
BUY
|
- |
37K+ 846.1% |
$5.42M - $6.59M
|
41.3K
$8.23M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
36.8K+ 4.01% |
$5.4M - $6.56M
|
955K
$190M
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
36.3KNew |
$5.32M - $6.47M
|
36.3K
$7.22M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
33.9K+ 37.89% |
$4.97M - $6.04M
|
123K
$24.6M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
32.5K+ 37.61% |
$4.77M - $5.8M
|
119K
$23.7M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32K+ 32.63% |
$4.7M - $5.71M
|
130K
$25.9M
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
31.9K+ 5.04% |
$4.68M - $5.69M
|
665K
$132M
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
30.5K+ 29.05% |
$4.47M - $5.43M
|
135K
$26.9M
|
|
Aug 08, 2022
Q2 2022
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
30.4KNew |
$4.46M - $5.42M
|
30.4K
$6.05M
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
29.7K+ 14.76% |
$4.36M - $5.3M
|
231K
$46M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
27.7KNew |
$4.07M - $4.94M
|
27.7K
$5.52M
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
26.9K+ 58.79% |
$3.95M - $4.8M
|
72.7K
$14.5M
|
|
Aug 12, 2022
Q2 2022
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
26.8KNew |
$3.94M - $4.78M
|
26.8K
$5.34M
|
|
Jul 27, 2022
Q2 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
26.7K+ 15.68% |
$3.92M - $4.76M
|
197K
$39.2M
|
|
Jul 15, 2022
Q2 2022
|
Pds Planning, Inc
|
BUY
|
- |
25.6K+ 11.27% |
$3.76M - $4.57M
|
253K
$50.3M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
25.3KNew |
$3.7M - $4.5M
|
25.3K
$5.03M
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
25.1K+ 1615.11% |
$3.68M - $4.48M
|
26.7K
$5.31M
|
|
Aug 05, 2022
Q2 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
22.5K+ 70.95% |
$3.3M - $4.01M
|
54.2K
$10.8M
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
22.2KNew |
$3.25M - $3.95M
|
22.2K
$4.41M
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
21.8KNew |
$3.19M - $3.88M
|
21.8K
$4.33M
|
|
Jul 21, 2022
Q2 2022
|
Marotta Asset Management
|
BUY
|
- |
21.6K+ 22.59% |
$3.17M - $3.85M
|
117K
$23.3M
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
21.3K+ 2.74% |
$3.12M - $3.79M
|
797K
$159M
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
21.1K+ 32.32% |
$3.1M - $3.77M
|
86.5K
$17.2M
|
|
Aug 12, 2022
Q2 2022
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
21KNew |
$3.08M - $3.74M
|
21K
$4.17M
|
|
Aug 11, 2022
Q2 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.3K+ 65.0% |
$2.98M - $3.62M
|
51.6K
$10.3M
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
20.3K+ 357.66% |
$2.98M - $3.62M
|
26K
$5.17M
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
20.3K+ 39.8% |
$2.98M - $3.62M
|
71.3K
$14.2M
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
20.2K+ 1291.77% |
$2.97M - $3.61M
|
21.8K
$4.34M
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
19.2KNew |
$2.81M - $3.41M
|
19.2K
$3.81M
|