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 |
---|---|---|---|---|---|---|---|
Jul 25, 2022
Q2 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-104- 3.14% |
$15.3K - $18.5K
|
3.21K
$636K
|
|
Aug 11, 2022
Q2 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-104- 0.84% |
$15.3K - $18.5K
|
12.3K
$2.44M
|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-104Closed |
$15.3K - $18.5K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-105- 3.43% |
$15.4K - $18.7K
|
2.95K
$585K
|
|
Aug 15, 2022
Q2 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-106- 0.04% |
$15.5K - $18.9K
|
246K
$48.7M
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-109- 0.59% |
$16K - $19.4K
|
18.3K
$3.63M
|
|
Aug 15, 2022
Q2 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-112- 0.57% |
$16.4K - $20K
|
19.7K
$3.91M
|
|
Jul 11, 2022
Q2 2022
|
Newton One Investments LLC
|
SELL
|
- |
-115- 1.12% |
$16.9K - $20.5K
|
10.2K
$2.01M
|
|
Aug 03, 2022
Q2 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-115- 2.91% |
$16.9K - $20.5K
|
3.84K
$760K
|
|
Jul 18, 2022
Q2 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-117- 1.1% |
$17.2K - $20.9K
|
10.5K
$2.08M
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-118- 0.89% |
$17.3K - $21K
|
13.2K
$2.61M
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-120- 2.19% |
$17.6K - $21.4K
|
5.36K
$1.06M
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-123- 3.32% |
$18K - $21.9K
|
3.58K
$709K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-128- 1.61% |
$18.8K - $22.8K
|
7.8K
$1.55M
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-130- 2.49% |
$19.1K - $23.2K
|
5.09K
$1.01M
|
|
Aug 01, 2022
Q2 2022
|
Busey Wealth Management
|
SELL
|
- |
-133- 7.01% |
$19.5K - $23.7K
|
1.76K
$349K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-134- 7.21% |
$19.7K - $23.9K
|
1.72K
$342K
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-135- 3.25% |
$19.8K - $24.1K
|
4.02K
$797K
|
|
Jul 27, 2022
Q2 2022
|
Rs Crum Inc.
|
SELL
|
- |
-138- 1.6% |
$20.2K - $24.6K
|
8.49K
$1.68M
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-138Closed |
$20.2K - $24.6K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-141- 3.25% |
$20.7K - $25.1K
|
4.2K
$831K
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-141Closed |
$20.7K - $25.1K
|
0
$0
|
|
Jul 10, 2024
Q2 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-141- 2.12% |
$20.7K - $25.1K
|
6.5K
$1.29M
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-149- 0.79% |
$21.9K - $26.6K
|
18.6K
$3.69M
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-151- 5.0% |
$22.1K - $26.9K
|
2.87K
$569K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-158- 4.74% |
$23.2K - $28.2K
|
3.17K
$629K
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-160Closed |
$23.5K - $28.5K
|
0
$0
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-160- 1.15% |
$23.5K - $28.5K
|
13.8K
$2.73M
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-163- 1.71% |
$23.9K - $29.1K
|
9.35K
$1.85M
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-167- 8.08% |
$24.5K - $29.8K
|
1.9K
$376K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-168- 8.31% |
$24.6K - $29.9K
|
1.85K
$367K
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-169- 2.06% |
$24.8K - $30.1K
|
8.03K
$1.59M
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-170- 0.43% |
$24.9K - $30.3K
|
39.7K
$7.87M
|
|
Jul 19, 2022
Q2 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-170- 7.86% |
$24.9K - $30.3K
|
1.99K
$395K
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-170- 9.76% |
$24.9K - $30.3K
|
1.57K
$312K
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-174- 0.58% |
$25.5K - $31K
|
29.7K
$5.89M
|
|
Aug 10, 2022
Q2 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-174- 1.66% |
$25.5K - $31K
|
10.3K
$2.04M
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-174- 45.31% |
$25.5K - $31K
|
210
$41.6K
|
|
Jul 27, 2022
Q2 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-175- 1.19% |
$25.7K - $31.2K
|
14.5K
$2.87M
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-180Closed |
$26.4K - $32.1K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-182Closed |
$26.7K - $32.4K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
SELL
|
- |
-188- 1.92% |
$27.6K - $33.5K
|
9.58K
$1.9M
|
|
Aug 05, 2022
Q2 2022
|
Hanseatic Management Services Inc
|
SELL
|
- |
-191- 1.74% |
$28K - $34K
|
10.8K
$2.13M
|
|
Jul 13, 2022
Q2 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-193- 2.42% |
$28.3K - $34.4K
|
7.79K
$1.54M
|
|
Aug 10, 2022
Q2 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-196- 10.69% |
$28.7K - $34.9K
|
1.64K
$324K
|
|
Aug 15, 2022
Q2 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-196- 10.27% |
$28.7K - $34.9K
|
1.71K
$339K
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-199- 10.19% |
$29.2K - $35.5K
|
1.75K
$348K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-200- 49.38% |
$29.3K - $35.6K
|
205
$40.6K
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-202- 1.13% |
$29.6K - $36K
|
17.7K
$3.5M
|
|
Aug 12, 2022
Q2 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-203- 2.4% |
$29.8K - $36.2K
|
8.26K
$1.64M
|