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 29, 2022
Q2 2022
|
Better Wealth, LLC
|
SELL
|
- |
-1.21KClosed |
$178K - $216K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-1.22KClosed |
$179K - $217K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.23K- 5.85% |
$180K - $219K
|
19.7K
$3.91M
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.23KClosed |
$180K - $219K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.24K- 1.51% |
$182K - $221K
|
81.2K
$16.1M
|
|
Jul 25, 2022
Q2 2022
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-1.25KClosed |
$183K - $222K
|
0
$0
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.25KClosed |
$183K - $222K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.25K- 25.4% |
$183K - $223K
|
3.67K
$728K
|
|
Jul 19, 2022
Q2 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.26KClosed |
$184K - $224K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.26KClosed |
$185K - $224K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-1.26KClosed |
$185K - $225K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.27KClosed |
$186K - $226K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1.27KClosed |
$186K - $226K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.29KClosed |
$189K - $230K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-1.29KClosed |
$189K - $230K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-1.29KClosed |
$189K - $230K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.3KClosed |
$191K - $232K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.31K- 3.9% |
$192K - $233K
|
32.2K
$6.38M
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-1.34KClosed |
$196K - $238K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.34KClosed |
$197K - $239K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.37KClosed |
$200K - $244K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.39KClosed |
$204K - $248K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.4KClosed |
$205K - $249K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.43K- 17.85% |
$209K - $254K
|
6.56K
$1.3M
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-1.48K- 0.61% |
$217K - $264K
|
242K
$47.9M
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.49K- 6.89% |
$218K - $265K
|
20.1K
$3.97M
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-1.5K- 9.25% |
$220K - $268K
|
14.7K
$2.92M
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.52KClosed |
$223K - $271K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.53K- 10.21% |
$224K - $273K
|
13.4K
$2.66M
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.54K- 1.81% |
$225K - $274K
|
83.4K
$16.5M
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.54K- 1.81% |
$225K - $274K
|
83.4K
$16.5M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.54K- 9.06% |
$226K - $275K
|
15.5K
$3.07M
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-1.58KClosed |
$232K - $282K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.58K- 8.62% |
$232K - $282K
|
16.8K
$3.33M
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.59K- 7.87% |
$233K - $283K
|
18.6K
$3.69M
|
|
Aug 15, 2022
Q2 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.6K- 50.87% |
$235K - $286K
|
1.55K
$307K
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.63KClosed |
$239K - $291K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.66K- 15.15% |
$244K - $296K
|
9.31K
$1.85M
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.67K- 48.15% |
$245K - $298K
|
1.8K
$356K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.69K- 7.22% |
$248K - $301K
|
21.7K
$4.3M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.75K- 9.37% |
$256K - $311K
|
16.9K
$3.35M
|
|
Jul 15, 2022
Q2 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.76KClosed |
$258K - $313K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Virginia National Bank
|
SELL
|
- |
-1.79KClosed |
$263K - $319K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.81K- 3.68% |
$265K - $322K
|
47.4K
$9.39M
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.83K- 2.4% |
$268K - $326K
|
74.4K
$14.7M
|
|
Jul 26, 2022
Q2 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.85K- 26.95% |
$272K - $330K
|
5.02K
$995K
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.92K- 6.03% |
$281K - $341K
|
29.8K
$5.91M
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.94K- 57.64% |
$285K - $346K
|
1.43K
$283K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.98K- 12.51% |
$290K - $352K
|
13.8K
$2.74M
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-2.04KClosed |
$299K - $364K
|
0
$0
|