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 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-2.05K- 15.72% |
$301K - $365K
|
11K
$2.18M
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.08KClosed |
$305K - $371K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.1K- 16.3% |
$308K - $374K
|
10.8K
$2.14M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.1KClosed |
$308K - $374K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2.18K- 33.7% |
$320K - $389K
|
4.29K
$851K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-2.21K- 50.62% |
$324K - $394K
|
2.16K
$427K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.22K- 13.35% |
$325K - $395K
|
14.4K
$2.85M
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-2.22K- 32.93% |
$325K - $395K
|
4.52K
$895K
|
|
Aug 04, 2022
Q2 2022
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-2.3KClosed |
$337K - $410K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-2.3K- 4.26% |
$337K - $410K
|
51.7K
$10.2M
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.31K- 37.93% |
$338K - $411K
|
3.78K
$748K
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.36K- 5.79% |
$346K - $420K
|
38.4K
$7.6M
|
|
Aug 15, 2022
Q2 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.38K- 19.35% |
$348K - $423K
|
9.9K
$1.96M
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-2.43K- 37.23% |
$357K - $433K
|
4.1K
$812K
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.45K- 7.39% |
$359K - $436K
|
30.6K
$6.07M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.52K- 0.77% |
$370K - $450K
|
324K
$64.2M
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.55K- 13.24% |
$374K - $455K
|
16.7K
$3.31M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.56K- 1.17% |
$375K - $456K
|
216K
$42.8M
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-2.57KClosed |
$377K - $458K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.57K- 12.77% |
$377K - $459K
|
17.6K
$3.48M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-2.58K- 1.1% |
$379K - $460K
|
232K
$46M
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-2.64K- 3.97% |
$388K - $471K
|
64K
$12.7M
|
|
Aug 03, 2022
Q2 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.67K- 6.38% |
$392K - $476K
|
39.2K
$7.76M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.68K- 3.35% |
$393K - $477K
|
77.3K
$15.3M
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.68K- 9.6% |
$393K - $478K
|
25.3K
$5M
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.69K- 7.53% |
$394K - $479K
|
33K
$6.54M
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.8KClosed |
$410K - $499K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-2.92K- 60.63% |
$428K - $520K
|
1.9K
$376K
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3K- 29.57% |
$440K - $535K
|
7.15K
$1.42M
|
|
Aug 02, 2022
Q2 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3K- 5.59% |
$440K - $535K
|
50.7K
$10M
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.07K- 41.51% |
$450K - $547K
|
4.33K
$858K
|
|
Jul 27, 2022
Q2 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-3.24K- 14.36% |
$475K - $577K
|
19.3K
$3.83M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.24K- 1.3% |
$476K - $578K
|
247K
$49M
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-3.27KClosed |
$479K - $582K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.29K- 21.75% |
$483K - $587K
|
11.9K
$2.35M
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.32K- 1.76% |
$488K - $592K
|
185K
$36.7M
|
|
Jul 13, 2022
Q2 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-3.43KClosed |
$503K - $612K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.44KClosed |
$504K - $613K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Riversedge Advisors, LLC
|
SELL
|
- |
-3.5K- 35.77% |
$513K - $623K
|
6.28K
$1.24M
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-3.54K- 4.01% |
$520K - $632K
|
84.8K
$16.8M
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.57K- 60.46% |
$523K - $636K
|
2.33K
$462K
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-3.69KClosed |
$541K - $657K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.73K- 35.27% |
$547K - $664K
|
6.84K
$1.36M
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-3.83K- 33.9% |
$562K - $683K
|
7.47K
$1.48M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
SELL
|
- |
-4.02K- 8.57% |
$589K - $716K
|
42.9K
$8.49M
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.34K- 1.22% |
$637K - $774K
|
350K
$69.4M
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-4.56KClosed |
$669K - $813K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-4.57K- 14.22% |
$670K - $814K
|
27.5K
$5.46M
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-4.6K- 11.5% |
$675K - $820K
|
35.4K
$7.02M
|
|
Jul 20, 2022
Q2 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-4.74K- 3.78% |
$696K - $846K
|
121K
$23.9M
|