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 02, 2022
Q2 2022
|
American Money Management, LLC
|
BUY
|
- |
13+ 0.26% |
$1.91K - $2.32K
|
5K
$991K
|
|
|
Aug 08, 2022
Q2 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
13+ 0.47% |
$1.91K - $2.32K
|
2.75K
$545K
|
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
13+ 0.41% |
$1.91K - $2.32K
|
3.2K
$634K
|
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 0.36% |
$1.91K - $2.32K
|
3.64K
$722K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
12New |
$1.76K - $2.14K
|
12
$2.38K
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
11+ 12.22% |
$1.61K - $1.96K
|
101
$20K
|
|
|
Aug 09, 2022
Q2 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
11+ 0.22% |
$1.61K - $1.96K
|
5.12K
$1.01M
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
10+ 6.54% |
$1.47K - $1.78K
|
163
$32.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
10+ 0.26% |
$1.47K - $1.78K
|
3.87K
$766K
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
10+ 1.5% |
$1.47K - $1.78K
|
678
$134K
|
|
|
Aug 15, 2022
Q2 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.5% |
$1.47K - $1.78K
|
2K
$397K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
9New |
$1.32K - $1.6K
|
9
$1.78K
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
8+ 0.47% |
$1.17K - $1.43K
|
1.71K
$339K
|
|
|
Aug 11, 2022
Q2 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
8+ 0.48% |
$1.17K - $1.43K
|
1.68K
$332K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
7New |
$1.03K - $1.25K
|
7
$1.39K
|
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
7New |
$1.03K - $1.25K
|
7
$1.39K
|
|
|
Jul 28, 2022
Q2 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
7+ 0.34% |
$1.03K - $1.25K
|
2.06K
$407K
|
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7+ 1.06% |
$1.03K - $1.25K
|
667
$132K
|
|
|
Aug 08, 2022
Q2 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
7+ 0.48% |
$1.03K - $1.25K
|
1.47K
$290K
|
|
|
Aug 08, 2022
Q2 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7+ 0.29% |
$1.03K - $1.25K
|
2.43K
$482K
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
6+ 0.17% |
$880 - $1.07K
|
3.48K
$689K
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
6New |
$880 - $1.07K
|
6
$1.19K
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
5+ 17.86% |
$733 - $891
|
33
$6.54K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$733 - $891
|
20.5K
$4.06M
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.49% |
$733 - $891
|
1.03K
$203K
|
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
5+ 0.33% |
$733 - $891
|
1.51K
$299K
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
5+ 0.16% |
$733 - $891
|
3.11K
$616K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
3New |
$440 - $535
|
3
$595
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
3+ 7.32% |
$440 - $535
|
44
$8.72K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3+ 0.02% |
$440 - $535
|
12.6K
$2.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
3New |
$440 - $535
|
3
$595
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3New |
$440 - $535
|
3
$595
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
2+ 0.18% |
$293 - $356
|
1.11K
$219K
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.06% |
$293 - $356
|
3.27K
$647K
|
|
|
Aug 15, 2022
Q2 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
2+ 0.06% |
$293 - $356
|
3.47K
$688K
|
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
2+ 0.17% |
$293 - $356
|
1.19K
$235K
|
|
|
Aug 09, 2022
Q2 2022
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
2+ 0.07% |
$293 - $356
|
3.02K
$599K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.62% |
$293 - $356
|
327
$64.8K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.51% |
$147 - $178
|
198
$39.2K
|
|
|
Jul 20, 2022
Q2 2022
|
Garland Capital Management Inc
|
BUY
|
- |
1+ 0.41% |
$147 - $178
|
245
$48.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.49% |
$147 - $178
|
205
$40.6K
|
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.74% |
$147 - $178
|
137
$27.2K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
1+ 0.69% |
$147 - $178
|
146
$28.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.0% |
$147 - $178
|
30.4K
$6.03M
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.05% |
$147 - $178
|
2.12K
$419K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.02% |
$147 - $178
|
4.3K
$852K
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-1- 0.05% |
$147 - $178
|
1.92K
$380K
|
|
|
Jul 18, 2022
Q2 2022
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-1- 0.07% |
$147 - $178
|
1.36K
$270K
|