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
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1- 0.03% |
$147 - $178
|
3.86K
$764K
|
|
|
Aug 10, 2022
Q2 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1- 0.05% |
$147 - $178
|
2.06K
$409K
|
|
|
Jul 22, 2022
Q2 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-2Closed |
$293 - $356
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-2- 0.04% |
$293 - $356
|
4.61K
$914K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 0.3% |
$293 - $356
|
661
$131K
|
|
|
Aug 08, 2022
Q2 2022
|
Truepoint, Inc.
|
SELL
|
- |
-2- 0.02% |
$293 - $356
|
13.3K
$2.64M
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-3- 0.08% |
$440 - $535
|
3.54K
$702K
|
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
SELL
|
- |
-3- 0.18% |
$440 - $535
|
1.65K
$326K
|
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-3Closed |
$440 - $535
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-4- 0.13% |
$587 - $713
|
3.12K
$617K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-4- 8.7% |
$587 - $713
|
42
$8.32K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-5- 5.32% |
$733 - $891
|
89
$17.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5- 0.04% |
$733 - $891
|
12.9K
$2.55M
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5- 1.84% |
$733 - $891
|
267
$52.9K
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5Closed |
$733 - $891
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-7- 0.35% |
$1.03K - $1.25K
|
2.01K
$398K
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-7- 43.75% |
$1.03K - $1.25K
|
9
$1.78K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-7- 0.99% |
$1.03K - $1.25K
|
700
$139K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-8- 0.49% |
$1.17K - $1.43K
|
1.62K
$322K
|
|
|
Jul 28, 2022
Q2 2022
|
Dagco, Inc.
|
SELL
|
- |
-8- 0.36% |
$1.17K - $1.43K
|
2.23K
$443K
|
|
|
Aug 10, 2022
Q2 2022
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-8- 0.04% |
$1.17K - $1.43K
|
21.3K
$4.22M
|
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.19% |
$1.47K - $1.78K
|
5.34K
$1.06M
|
|
|
Jul 15, 2022
Q2 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-11- 0.82% |
$1.61K - $1.96K
|
1.34K
$265K
|
|
|
Jul 21, 2022
Q2 2022
|
D.B. Root & Company, LLC
|
SELL
|
- |
-12- 0.3% |
$1.76K - $2.14K
|
3.99K
$790K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-13- 0.2% |
$1.91K - $2.32K
|
6.55K
$1.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-14- 0.31% |
$2.05K - $2.5K
|
4.52K
$896K
|
|
|
Jul 19, 2022
Q2 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-15- 22.73% |
$2.2K - $2.67K
|
51
$10.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-16- 1.01% |
$2.35K - $2.85K
|
1.57K
$310K
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16- 0.34% |
$2.35K - $2.85K
|
4.69K
$930K
|
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-19- 0.05% |
$2.79K - $3.39K
|
39.4K
$7.81M
|
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-20- 5.99% |
$2.93K - $3.56K
|
314
$62.2K
|
|
|
Jul 19, 2022
Q2 2022
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-20- 37.04% |
$2.93K - $3.56K
|
34
$6.74K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-20- 0.01% |
$2.93K - $3.56K
|
193K
$38.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-21Closed |
$3.08K - $3.74K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-23- 4.41% |
$3.37K - $4.1K
|
498
$98.7K
|
|
|
Aug 12, 2022
Q2 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-25- 0.28% |
$3.67K - $4.46K
|
9K
$1.78M
|
|
|
Aug 03, 2022
Q2 2022
|
Zeit Capital LLC
|
SELL
|
- |
-26- 0.14% |
$3.81K - $4.63K
|
19K
$3.76M
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-27Closed |
$3.96K - $4.81K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-28- 1.95% |
$4.11K - $4.99K
|
1.41K
$279K
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-30Closed |
$4.4K - $5.35K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-30- 0.85% |
$4.4K - $5.35K
|
3.49K
$692K
|
|
|
Jul 26, 2022
Q2 2022
|
Fullen Financial Group
|
SELL
|
- |
-31- 0.2% |
$4.55K - $5.53K
|
15.2K
$3.01M
|
|
|
Aug 10, 2022
Q2 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-33- 0.39% |
$4.84K - $5.88K
|
8.47K
$1.68M
|
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-33- 0.49% |
$4.84K - $5.88K
|
6.65K
$1.32M
|
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-33- 0.99% |
$4.84K - $5.88K
|
3.3K
$655K
|
|
|
Jul 22, 2022
Q2 2022
|
Financial Life Advisors
|
SELL
|
- |
-34- 0.91% |
$4.99K - $6.06K
|
3.7K
$732K
|
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-35Closed |
$5.13K - $6.24K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-36- 0.87% |
$5.28K - $6.42K
|
4.11K
$814K
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-36Closed |
$5.28K - $6.42K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
SELL
|
- |
-37- 0.87% |
$5.43K - $6.59K
|
4.22K
$836K
|