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 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-208- 3.49% |
$30.5K - $37.1K
|
5.75K
$1.14M
|
|
|
Jul 19, 2022
Q2 2022
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-209- 10.77% |
$30.7K - $37.3K
|
1.73K
$343K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-209- 6.11% |
$30.7K - $37.3K
|
3.21K
$636K
|
|
|
Jul 22, 2022
Q2 2022
|
Family Legacy, Inc.
|
SELL
|
- |
-210- 4.04% |
$30.8K - $37.4K
|
4.99K
$990K
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
SELL
|
- |
-211- 0.58% |
$30.9K - $37.6K
|
36.3K
$7.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-213Closed |
$31.2K - $38K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-215- 2.24% |
$31.5K - $38.3K
|
9.39K
$1.86M
|
|
|
Jul 21, 2022
Q2 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-219- 2.33% |
$32.1K - $39K
|
9.2K
$1.82M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-225- 2.89% |
$33K - $40.1K
|
7.55K
$1.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-227Closed |
$33.3K - $40.5K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-240- 1.92% |
$35.2K - $42.8K
|
12.3K
$2.43M
|
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
SELL
|
- |
-241- 0.55% |
$35.3K - $43K
|
43.4K
$8.61M
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-241- 13.69% |
$35.3K - $43K
|
1.52K
$301K
|
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-242- 2.79% |
$35.5K - $43.1K
|
8.42K
$1.67M
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-244- 1.5% |
$35.8K - $43.5K
|
16K
$3.18M
|
|
|
Jul 08, 2022
Q2 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-271- 3.85% |
$39.7K - $48.3K
|
6.76K
$1.34M
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-276- 3.37% |
$40.5K - $49.2K
|
7.92K
$1.57M
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-287- 7.87% |
$42.1K - $51.2K
|
3.36K
$666K
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-291- 8.92% |
$42.7K - $51.9K
|
2.97K
$589K
|
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-295- 2.78% |
$43.3K - $52.6K
|
10.3K
$2.04M
|
|
|
Aug 04, 2022
Q2 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-295- 1.74% |
$43.3K - $52.6K
|
16.6K
$3.3M
|
|
|
Jul 15, 2022
Q2 2022
|
Five Oceans Advisors
|
SELL
|
- |
-300- 5.86% |
$44K - $53.5K
|
4.82K
$955K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-300Closed |
$44K - $53.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-300- 5.95% |
$44K - $53.5K
|
4.74K
$940K
|
|
|
Jul 22, 2022
Q2 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-305- 5.85% |
$44.7K - $54.4K
|
4.91K
$973K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-309- 4.53% |
$45.3K - $55.1K
|
6.51K
$1.29M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-309- 4.56% |
$45.3K - $55.1K
|
6.46K
$1.28M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-314- 3.29% |
$46.1K - $56K
|
9.22K
$1.83M
|
|
|
Aug 10, 2022
Q2 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-317- 6.73% |
$46.5K - $56.5K
|
4.39K
$870K
|
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-319- 7.9% |
$46.8K - $56.9K
|
3.72K
$737K
|
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-322- 3.11% |
$47.2K - $57.4K
|
10K
$1.99M
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-322- 1.18% |
$47.2K - $57.4K
|
27K
$5.34M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-324- 14.09% |
$47.5K - $57.7K
|
1.98K
$392K
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-326- 5.12% |
$47.8K - $58.1K
|
6.04K
$1.2M
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-334- 1.4% |
$49K - $59.5K
|
23.6K
$4.67M
|
|
|
Aug 04, 2022
Q2 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-336- 3.32% |
$49.3K - $59.9K
|
9.79K
$1.94M
|
|
|
Jul 29, 2022
Q2 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-338- 15.66% |
$49.6K - $60.2K
|
1.82K
$361K
|
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-338- 1.68% |
$49.6K - $60.2K
|
19.8K
$3.93M
|
|
|
Aug 11, 2022
Q2 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-344- 1.28% |
$50.5K - $61.3K
|
26.6K
$5.27M
|
|
|
Aug 16, 2024
Q2 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-346- 5.19% |
$50.7K - $61.7K
|
6.33K
$1.25M
|
|
|
Aug 05, 2022
Q2 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-347- 8.39% |
$50.9K - $61.8K
|
3.79K
$751K
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-350- 1.96% |
$51.3K - $62.4K
|
17.5K
$3.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-350- 2.65% |
$51.3K - $62.4K
|
12.9K
$2.55M
|
|
|
Jul 11, 2022
Q2 2022
|
Eclectic Associates Inc
|
SELL
|
- |
-358- 2.61% |
$52.5K - $63.8K
|
13.4K
$2.65M
|
|
|
Aug 15, 2022
Q2 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-362- 5.22% |
$53.1K - $64.5K
|
6.57K
$1.3M
|
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-364- 0.37% |
$53.4K - $64.9K
|
97.2K
$19.3M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-370- 15.52% |
$54.3K - $65.9K
|
2.01K
$399K
|
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-375- 1.05% |
$55K - $66.8K
|
35.4K
$7.01M
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-376- 2.89% |
$55.1K - $67K
|
12.6K
$2.51M
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-382- 20.32% |
$56K - $68.1K
|
1.5K
$297K
|