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 18, 2022
Q2 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-383- 0.68% |
$56.2K - $68.3K
|
55.8K
$11M
|
|
Aug 09, 2022
Q2 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-398- 6.2% |
$58.4K - $70.9K
|
6.02K
$1.19M
|
|
Jul 22, 2022
Q2 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-400- 3.91% |
$58.7K - $71.3K
|
9.84K
$1.95M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-403- 2.19% |
$59.1K - $71.8K
|
18K
$3.57M
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-403- 21.18% |
$59.1K - $71.8K
|
1.5K
$297K
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-416- 3.17% |
$61K - $74.1K
|
12.7K
$2.51M
|
|
Aug 05, 2022
Q2 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-419- 0.87% |
$61.5K - $74.7K
|
47.7K
$9.46M
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-432- 0.88% |
$63.4K - $77K
|
48.7K
$9.64M
|
|
Aug 15, 2022
Q2 2022
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-433Closed |
$63.5K - $77.2K
|
0
$0
|
|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-445- 7.86% |
$65.3K - $79.3K
|
5.21K
$1.03M
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-447- 6.53% |
$65.6K - $79.7K
|
6.39K
$1.27M
|
|
Aug 07, 2024
Q2 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-456- 0.11% |
$66.9K - $81.3K
|
410K
$81.2M
|
|
Aug 05, 2022
Q2 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-471- 13.91% |
$69.1K - $84K
|
2.92K
$578K
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-474- 0.99% |
$69.5K - $84.5K
|
47.2K
$9.35M
|
|
Jul 20, 2022
Q2 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-482- 12.99% |
$70.7K - $85.9K
|
3.23K
$640K
|
|
Aug 12, 2022
Q2 2022
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-485- 18.42% |
$71.1K - $86.4K
|
2.15K
$426K
|
|
Aug 10, 2022
Q2 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-498- 8.77% |
$73K - $88.8K
|
5.18K
$1.03M
|
|
Aug 05, 2022
Q2 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-498- 1.95% |
$73K - $88.8K
|
25K
$4.95M
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
SELL
|
- |
-515Closed |
$75.5K - $91.8K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-520- 1.22% |
$76.3K - $92.7K
|
41.9K
$8.31M
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
SELL
|
- |
-521- 2.56% |
$76.4K - $92.9K
|
19.8K
$3.93M
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-523- 18.41% |
$76.7K - $93.2K
|
2.32K
$459K
|
|
Jul 21, 2022
Q2 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-527- 12.94% |
$77.3K - $93.9K
|
3.55K
$703K
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-535- 26.9% |
$78.5K - $95.4K
|
1.45K
$288K
|
|
Aug 12, 2022
Q2 2022
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-537- 3.95% |
$78.8K - $95.7K
|
13.1K
$2.59M
|
|
Aug 12, 2022
Q2 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-539- 0.77% |
$79.1K - $96.1K
|
69.2K
$13.7M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-553Closed |
$81.1K - $98.6K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-556- 13.3% |
$81.5K - $99.1K
|
3.62K
$718K
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-566- 8.91% |
$83K - $101K
|
5.79K
$1.15M
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-567- 0.17% |
$83.2K - $101K
|
333K
$66M
|
|
Jul 26, 2022
Q2 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-574- 20.28% |
$84.2K - $102K
|
2.26K
$447K
|
|
Aug 09, 2022
Q2 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-589- 8.23% |
$86.4K - $105K
|
6.57K
$1.3M
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-590- 11.86% |
$86.5K - $105K
|
4.39K
$869K
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-590- 9.49% |
$86.5K - $105K
|
5.62K
$1.11M
|
|
Aug 01, 2022
Q2 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-596- 14.46% |
$87.4K - $106K
|
3.53K
$699K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-607- 2.13% |
$89K - $108K
|
27.9K
$5.53M
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-619- 19.16% |
$90.8K - $110K
|
2.61K
$518K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-626- 6.29% |
$91.8K - $112K
|
9.32K
$1.85M
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-631- 27.01% |
$92.5K - $112K
|
1.71K
$338K
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-635- 97.84% |
$93.1K - $113K
|
14
$2.77K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-652- 23.05% |
$95.6K - $116K
|
2.18K
$431K
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-657- 9.02% |
$96.4K - $117K
|
6.63K
$1.31M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-662- 34.05% |
$97.1K - $118K
|
1.28K
$254K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-700- 80.65% |
$103K - $125K
|
168
$33.3K
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-705Closed |
$103K - $126K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-705- 10.8% |
$103K - $126K
|
5.82K
$1.15M
|
|
Aug 15, 2022
Q2 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-706- 15.48% |
$104K - $126K
|
3.86K
$764K
|
|
Jul 25, 2022
Q2 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-725Closed |
$106K - $129K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-730- 27.87% |
$107K - $130K
|
1.89K
$374K
|
|
Aug 10, 2022
Q2 2022
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-746- 3.93% |
$109K - $133K
|
18.2K
$3.62M
|