Purchases and Sales Made in Q2 2022 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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
Heartwood Wealth Advisors LLC

SELL
 -
-757
- 4.87%
$111K - $135K
14.8K $2.93M
Jul 12, 2022 Q2 2022
Bay Rivers Group

SELL
 -
-769
- 3.55%
$113K - $137K
20.9K $4.14M
Jul 12, 2022 Q2 2022
Holland Advisory Services, Inc.

SELL
 -
-771
- 4.41%
$113K - $137K
16.7K $3.31M
Aug 09, 2022 Q2 2022
Capital Wealth Management, LLC

W. Warwick, RI
SELL
 -
-784
- 2.66%
$115K - $140K
28.7K $5.68M
Aug 11, 2022 Q2 2022
Bradley Foster & Sargent Inc

Hartford, CT
SELL
 -
-785
- 1.41%
$115K - $140K
54.8K $10.9M
Oct 18, 2024 Q2 2022
Cannon Financial Strategists, Inc.

Athens, GA
SELL
 -
-788
- 2.42%
$116K - $140K
31.8K $6.3M
Aug 08, 2022 Q2 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-791
- 5.4%
$116K - $141K
13.9K $2.75M
Aug 15, 2022 Q2 2022
Bok Financial Private Wealth, Inc.

Denver, CO
SELL
 -
-811
- 51.33%
$119K - $145K
769 $152K
Jul 12, 2022 Q2 2022
Baldrige Asset Management LLC

SELL
 -
-816
- 1.23%
$120K - $145K
65.8K $13M
Aug 08, 2022 Q2 2022
Quaker Wealth Management, LLC

SELL
 -
-817
- 2.16%
$120K - $146K
36.9K $7.32M
Aug 11, 2022 Q2 2022
Magnus Financial Group LLC

New York, NY
SELL
 -
-839
- 29.49%
$123K - $150K
2.01K $398K
Aug 01, 2022 Q2 2022
Armbruster Capital Management, Inc.

SELL
 -
-849
- 6.45%
$125K - $151K
12.3K $2.44M
Jul 15, 2022 Q2 2022
Hfg Advisors, Inc.

SELL
 -
-851
- 4.88%
$125K - $152K
16.6K $3.29M
Aug 12, 2022 Q2 2022
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
SELL
 -
-857
- 26.92%
$126K - $153K
2.33K $461K
Aug 10, 2022 Q2 2022
Esg Planning

Santa Clara, CA
SELL
 -
-860
- 14.08%
$126K - $153K
5.25K $1.04M
Jul 06, 2022 Q2 2022
Bard Financial Services, Inc.

SELL
 -
-865
- 3.34%
$127K - $154K
25K $4.96M
Aug 02, 2022 Q2 2022
Blue Sky Wealth Advisors, LLC

SELL
 -
-875
- 9.52%
$128K - $156K
8.31K $1.65M
Jul 19, 2022 Q2 2022
Windward Private Wealth Management Inc.

SELL
 -
-887
- 4.08%
$130K - $158K
20.8K $4.13M
Jul 27, 2022 Q2 2022
Progressive Investment Management Corp

SELL
 -
-897
Closed
$132K - $160K
0 $0
Jul 25, 2022 Q2 2022
Regions Financial Corp

SELL
 -
-900
- 20.45%
$132K - $160K
3.5K $694K
Aug 12, 2022 Q2 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-900
- 4.46%
$132K - $160K
19.3K $3.82M
Jul 21, 2022 Q2 2022
Winthrop Advisory Group LLC

SELL
 -
-901
- 37.37%
$132K - $161K
1.51K $299K
Aug 03, 2022 Q2 2022
Motive Wealth Advisors

SELL
 -
-901
- 34.08%
$132K - $161K
1.74K $345K
Aug 05, 2022 Q2 2022
Lex Aurum Advisors, LLC

SELL
 -
-944
- 19.19%
$138K - $168K
3.98K $788K
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-945
- 14.96%
$139K - $168K
5.37K $1.06M
Jul 29, 2022 Q2 2022
Brickley Wealth Management

SELL
 -
-964
- 0.81%
$141K - $172K
119K $23.5M
Jul 14, 2022 Q2 2022
Highland Capital Management, LLC

SELL
 -
-974
- 1.59%
$143K - $174K
60.3K $12M
Aug 05, 2022 Q2 2022
Intercontinental Wealth Advisors, LLC

SELL
 -
-980
- 14.26%
$144K - $175K
5.89K $1.17M
Apr 06, 2023 Q2 2022
Silverlake Wealth Management LLC

Williston, VT
SELL
 -
-980
- 25.09%
$144K - $175K
2.93K $580K
Aug 03, 2022 Q2 2022
Janiczek Wealth Management, LLC

SELL
 -
-1K
- 14.16%
$147K - $178K
6.06K $1.2M
Aug 15, 2022 Q2 2022
Greenline Partners, LLC

New York, NY
SELL
 -
-1K
- 27.32%
$147K - $178K
2.66K $527K
Jul 29, 2022 Q2 2022
Compton Wealth Advisory Group, LLC

SELL
 -
-1K
- 13.78%
$147K - $178K
6.26K $1.24M
Jul 19, 2022 Q2 2022
First American Trust, Fsb

SELL
 -
-1.03K
- 3.07%
$151K - $183K
32.5K $6.43M
Aug 11, 2022 Q2 2022
King Luther Capital Management Corp

Fort Worth, TX
SELL
 -
-1.07K
- 18.32%
$157K - $191K
4.78K $947K
Jul 18, 2022 Q2 2022
First United Bank & Trust

SELL
 -
-1.07K
- 6.72%
$157K - $191K
14.9K $2.95M
Jul 18, 2022 Q2 2022
Collective Family Office LLC

SELL
 -
-1.09K
- 1.75%
$159K - $193K
61K $12.1M
Jul 27, 2022 Q2 2022
Morgan Rosel Wealth Management, LLC

SELL
 -
-1.09K
- 4.09%
$160K - $194K
25.6K $5.07M
Aug 10, 2022 Q2 2022
Opal Wealth Advisors, LLC

Jericho, NY
SELL
 -
-1.14K
Closed
$168K - $204K
0 $0
Jul 28, 2022 Q2 2022
Claris Advisors, LLC

SELL
 -
-1.16K
Closed
$170K - $207K
0 $0
Aug 15, 2022 Q2 2022
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-1.16K
Closed
$171K - $207K
0 $0
Aug 15, 2022 Q2 2022
Van Den Berg Management I, Inc

Austin, TX
SELL
 -
-1.16K
Closed
$171K - $207K
0 $0
Aug 15, 2022 Q2 2022
White Knight Strategic Wealth Advisors, LLC

Princeton, NJ
SELL
 -
-1.18K
Closed
$173K - $211K
0 $0
Jul 12, 2022 Q2 2022
Everhart Financial Group, Inc.

SELL
 -
-1.19K
- 5.74%
$174K - $211K
19.5K $3.86M
Jul 18, 2022 Q2 2022
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-1.19K
Closed
$175K - $212K
0 $0
Jul 18, 2022 Q2 2022
Cornerstone Wealth Advisors, Inc.

SELL
 -
-1.19K
- 3.95%
$175K - $212K
29K $5.74M
Jul 07, 2022 Q2 2022
Legacy Private Trust Co.

SELL
 -
-1.19K
- 15.78%
$175K - $213K
6.37K $1.26M
Aug 11, 2022 Q2 2022
Sax Wealth Advisors, LLC

Parsippany, NJ
SELL
 -
-1.2K
Closed
$176K - $214K
0 $0
Aug 03, 2022 Q2 2022
Jeppson Wealth Management, LLC

SELL
 -
-1.2K
Closed
$176K - $214K
0 $0
Aug 15, 2022 Q2 2022
Kore Private Wealth LLC

New York, NY
SELL
 -
-1.21K
Closed
$177K - $215K
0 $0

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