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 04, 2022
Q2 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-37- 0.29% |
$5.43K - $6.59K
|
12.5K
$2.48M
|
|
Aug 03, 2022
Q2 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-38- 0.5% |
$5.57K - $6.77K
|
7.59K
$1.5M
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-38- 0.92% |
$5.57K - $6.77K
|
4.11K
$815K
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-39- 0.16% |
$5.72K - $6.95K
|
24.7K
$4.9M
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-39- 2.33% |
$5.72K - $6.95K
|
1.63K
$324K
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-39- 1.2% |
$5.72K - $6.95K
|
3.22K
$638K
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-40- 2.69% |
$5.87K - $7.13K
|
1.45K
$287K
|
|
Jul 26, 2022
Q2 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-41- 0.37% |
$6.01K - $7.31K
|
11K
$2.17M
|
|
Jul 13, 2022
Q2 2022
|
Jentner Corp
|
SELL
|
- |
-42- 0.55% |
$6.16K - $7.49K
|
7.64K
$1.51M
|
|
Aug 11, 2022
Q2 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-45- 0.73% |
$6.6K - $8.02K
|
6.11K
$1.21M
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-48- 3.36% |
$7.04K - $8.56K
|
1.38K
$273K
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-48- 0.42% |
$7.04K - $8.56K
|
11.3K
$2.24M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-49- 1.21% |
$7.19K - $8.73K
|
4K
$793K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-49- 1.21% |
$7.19K - $8.73K
|
4K
$793K
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
SELL
|
- |
-50- 0.48% |
$7.33K - $8.91K
|
10.4K
$2.05M
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-50- 5.39% |
$7.33K - $8.91K
|
877
$174K
|
|
Aug 05, 2022
Q2 2022
|
1 St Source Bank
|
SELL
|
- |
-50- 2.95% |
$7.33K - $8.91K
|
1.65K
$326K
|
|
Aug 08, 2022
Q2 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-50- 3.11% |
$7.33K - $8.91K
|
1.56K
$309K
|
|
Aug 12, 2022
Q2 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-50- 2.64% |
$7.33K - $8.91K
|
1.84K
$365K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-55- 0.93% |
$8.07K - $9.8K
|
5.86K
$1.16M
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-56- 1.81% |
$8.21K - $9.98K
|
3.04K
$602K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-60Closed |
$8.8K - $10.7K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-61Closed |
$8.95K - $10.9K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-61- 0.64% |
$8.95K - $10.9K
|
9.54K
$1.89M
|
|
Aug 05, 2022
Q2 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-62- 0.12% |
$9.09K - $11.1K
|
51.1K
$10.1M
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-62- 0.23% |
$9.09K - $11.1K
|
27.5K
$5.44M
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-63- 3.66% |
$9.24K - $11.2K
|
1.66K
$329K
|
|
Aug 04, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-64- 3.39% |
$9.39K - $11.4K
|
1.83K
$362K
|
|
Jul 06, 2022
Q2 2022
|
E&G Advisors, LP
|
SELL
|
- |
-70- 0.38% |
$10.3K - $12.5K
|
18.4K
$3.64M
|
|
Aug 11, 2022
Q2 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-70- 6.88% |
$10.3K - $12.5K
|
947
$188K
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-71- 2.67% |
$10.4K - $12.7K
|
2.59K
$513K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-74- 0.08% |
$10.9K - $13.2K
|
88.8K
$17.6M
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-76- 46.06% |
$11.1K - $13.5K
|
89
$17.6K
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-77- 1.72% |
$11.3K - $13.7K
|
4.41K
$873K
|
|
Aug 11, 2022
Q2 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-77- 2.13% |
$11.3K - $13.7K
|
3.54K
$701K
|
|
Aug 12, 2022
Q2 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-79- 1.92% |
$11.6K - $14.1K
|
4.03K
$799K
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-82- 1.99% |
$12K - $14.6K
|
4.03K
$799K
|
|
Jul 11, 2022
Q2 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-83- 0.8% |
$12.2K - $14.8K
|
10.3K
$2.04M
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-83- 11.59% |
$12.2K - $14.8K
|
633
$125K
|
|
Jul 18, 2022
Q2 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-89- 1.47% |
$13.1K - $15.9K
|
5.98K
$1.19M
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-89- 3.65% |
$13.1K - $15.9K
|
2.35K
$465K
|
|
Jul 06, 2022
Q2 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-90Closed |
$13.2K - $16K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-92- 3.78% |
$13.5K - $16.4K
|
2.35K
$465K
|
|
Aug 15, 2022
Q2 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-95- 5.37% |
$13.9K - $16.9K
|
1.67K
$332K
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-95- 2.22% |
$13.9K - $16.9K
|
4.18K
$829K
|
|
Aug 02, 2022
Q2 2022
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-96- 0.18% |
$14.1K - $17.1K
|
53.7K
$10.6M
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-96- 2.12% |
$14.1K - $17.1K
|
4.42K
$877K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$14.7K - $17.8K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-100- 1.76% |
$14.7K - $17.8K
|
5.57K
$1.1M
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-101- 34.24% |
$14.8K - $18K
|
194
$38.4K
|