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 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.1K+ 2.09% |
$2.8M - $3.4M
|
933K
$186M
|
|
|
Aug 09, 2022
Q2 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$2.75M - $3.34M
|
18.7K
$3.73M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
16.1K+ 4.96% |
$2.36M - $2.87M
|
340K
$67.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
15.8K+ 10.78% |
$2.32M - $2.81M
|
162K
$32.3M
|
|
|
Jul 11, 2022
Q2 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
15.2K+ 4.19% |
$2.23M - $2.71M
|
378K
$75.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
15.2K+ 7.57% |
$2.22M - $2.7M
|
215K
$42.8M
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14.9K+ 60.78% |
$2.18M - $2.65M
|
39.4K
$7.83M
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
14.8K+ 156.05% |
$2.17M - $2.64M
|
24.3K
$4.84M
|
|
|
Jul 22, 2022
Q2 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
14.1K+ 324.07% |
$2.08M - $2.52M
|
18.5K
$3.68M
|
|
|
Jan 19, 2024
Q2 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
13.7KNew |
$2.01M - $2.44M
|
13.7K
$2.73M
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
BUY
|
- |
13.4K+ 24.03% |
$1.97M - $2.4M
|
69.4K
$13.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13K+ 6.8% |
$1.91M - $2.32M
|
205K
$40.7M
|
|
|
Nov 17, 2022
Q2 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
11.8KNew |
$1.74M - $2.11M
|
11.8K
$2.36M
|
|
|
Aug 10, 2022
Q2 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
11.6K+ 43.76% |
$1.7M - $2.07M
|
38.1K
$7.59M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
11.6K+ 383.48% |
$1.7M - $2.07M
|
14.6K
$2.91M
|
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
11.4K+ 14.2% |
$1.68M - $2.04M
|
91.9K
$18.3M
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
11.4K+ 10.56% |
$1.67M - $2.03M
|
120K
$23.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11K+ 21.97% |
$1.62M - $1.96M
|
61.2K
$12.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11K+ 14.27% |
$1.61M - $1.95M
|
87.8K
$17.5M
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
10.8K+ 378.07% |
$1.58M - $1.92M
|
13.6K
$2.71M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.7K+ 145.1% |
$1.57M - $1.9M
|
18K
$3.59M
|
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
10.5K+ 48.61% |
$1.55M - $1.88M
|
32.2K
$6.41M
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 6.55% |
$1.48M - $1.8M
|
164K
$32.6M
|
|
|
Aug 03, 2022
Q2 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
10.1K+ 615.74% |
$1.47M - $1.79M
|
11.7K
$2.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.93K+ 2.84% |
$1.46M - $1.77M
|
359K
$71.5M
|
|
|
Jul 13, 2022
Q2 2022
|
Burleson & Company, LLC
|
BUY
|
- |
9.89K+ 156.58% |
$1.45M - $1.76M
|
16.2K
$3.22M
|
|
|
Aug 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
9.75K+ 6.97% |
$1.43M - $1.74M
|
150K
$29.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
9.6K+ 25.76% |
$1.41M - $1.71M
|
46.9K
$9.33M
|
|
|
Jul 22, 2022
Q2 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
9.36K+ 4.72% |
$1.37M - $1.67M
|
208K
$41.3M
|
|
|
Aug 04, 2022
Q2 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
9.23K+ 7.23% |
$1.35M - $1.65M
|
137K
$27.3M
|
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
9.18K+ 3.7% |
$1.35M - $1.64M
|
257K
$51.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.87KNew |
$1.3M - $1.58M
|
8.87K
$1.77M
|
|
|
Aug 01, 2022
Q2 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
8.84K+ 19.36% |
$1.3M - $1.58M
|
54.5K
$10.8M
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
8.7K+ 8.64% |
$1.28M - $1.55M
|
109K
$21.8M
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
8.64KNew |
$1.27M - $1.54M
|
8.64K
$1.72M
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.59K+ 22.34% |
$1.26M - $1.53M
|
47K
$9.36M
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
8.25KNew |
$1.21M - $1.47M
|
8.25K
$1.64M
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.15K+ 73.98% |
$1.2M - $1.45M
|
19.2K
$3.82M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.9K+ 67.8% |
$1.16M - $1.41M
|
19.6K
$3.89M
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.58K+ 7.22% |
$1.11M - $1.35M
|
113K
$22.4M
|
|
|
Aug 01, 2022
Q2 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
7.56KNew |
$1.11M - $1.35M
|
7.56K
$1.51M
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
7.39K+ 25.34% |
$1.08M - $1.32M
|
36.5K
$7.27M
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
7.38K+ 375.94% |
$1.08M - $1.31M
|
9.34K
$1.86M
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
7.19K+ 7.16% |
$1.05M - $1.28M
|
108K
$21.4M
|
|
|
Aug 11, 2022
Q2 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
6.94K+ 15.2% |
$1.02M - $1.24M
|
52.6K
$10.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.94K+ 62.96% |
$1.02M - $1.24M
|
18K
$3.57M
|
|
|
Jul 20, 2022
Q2 2022
|
Falcon Wealth Planning
|
BUY
|
- |
6.89K+ 6.65% |
$1.01M - $1.23M
|
110K
$22M
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6.68K+ 135.97% |
$979K - $1.19M
|
11.6K
$2.31M
|
|
|
Jul 18, 2022
Q2 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
6.28K+ 2.52% |
$921K - $1.12M
|
255K
$50.8M
|
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.15KNew |
$902K - $1.1M
|
6.15K
$1.22M
|