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
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-13.3KClosed |
$1.95M - $2.37M
|
0
$0
|
|
|
Mar 23, 2023
Q2 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-13.6K- 16.17% |
$1.99M - $2.42M
|
70.4K
$14M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-15K- 28.29% |
$2.2M - $2.68M
|
38.1K
$7.57M
|
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-15.6K- 6.7% |
$2.29M - $2.78M
|
218K
$43.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-16.3K- 16.6% |
$2.4M - $2.91M
|
82.1K
$16.3M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-17.3K- 9.1% |
$2.53M - $3.08M
|
172K
$34.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-17.4K- 50.48% |
$2.55M - $3.1M
|
17K
$3.39M
|
|
|
Aug 12, 2022
Q2 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-18.3K- 62.85% |
$2.68M - $3.26M
|
10.8K
$2.15M
|
|
|
Aug 12, 2022
Q2 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-18.8K- 50.47% |
$2.75M - $3.34M
|
18.4K
$3.66M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-20.6K- 13.23% |
$3.03M - $3.68M
|
135K
$26.9M
|
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-20.7K- 51.16% |
$3.03M - $3.68M
|
19.7K
$3.93M
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-22.4K- 14.63% |
$3.28M - $3.99M
|
131K
$26M
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-23K- 42.26% |
$3.38M - $4.11M
|
31.5K
$6.27M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-24.9K- 13.63% |
$3.65M - $4.44M
|
158K
$31.4M
|
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
SELL
|
- |
-25.7K- 3.11% |
$3.78M - $4.59M
|
801K
$159M
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-29KClosed |
$4.25M - $5.17M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-29K- 3.26% |
$4.26M - $5.17M
|
861K
$171M
|
|
|
Aug 16, 2022
Q2 2022
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-30.6KClosed |
$4.49M - $5.46M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.9K- 3.29% |
$4.83M - $5.87M
|
968K
$193M
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-35.1KClosed |
$5.15M - $6.25M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.2K- 7.57% |
$5.31M - $6.45M
|
442K
$87.9M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-37.9K- 5.09% |
$5.55M - $6.75M
|
706K
$140M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-42.5K- 72.15% |
$6.23M - $7.57M
|
16.4K
$3.26M
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-46.3K- 67.13% |
$6.79M - $8.25M
|
22.7K
$4.51M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-47.2K- 93.46% |
$6.92M - $8.41M
|
3.3K
$657K
|
|
|
Aug 15, 2022
Q2 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-48.3K- 87.33% |
$7.09M - $8.62M
|
7.01K
$1.4M
|
|
|
Jul 13, 2022
Q2 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-49.6KClosed |
$7.28M - $8.85M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-51.7K- 9.47% |
$7.58M - $9.21M
|
494K
$98.2M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-53.3KClosed |
$7.81M - $9.49M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-55.8K- 93.2% |
$8.18M - $9.94M
|
4.07K
$810K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-57.3K- 0.78% |
$8.41M - $10.2M
|
7.27M
$1.45B
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-65.1KClosed |
$9.54M - $11.6M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-69.6K- 13.6% |
$10.2M - $12.4M
|
442K
$87.9M
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-74.6K- 46.53% |
$10.9M - $13.3M
|
85.7K
$17.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-83KClosed |
$12.2M - $14.8M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-88.9K- 9.8% |
$13M - $15.8M
|
818K
$163M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-97K- 9.64% |
$14.2M - $17.3M
|
910K
$181M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-114K- 40.64% |
$16.8M - $20.4M
|
167K
$33.2M
|
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-115K- 44.69% |
$16.9M - $20.6M
|
143K
$28.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-125K- 68.3% |
$18.4M - $22.3M
|
58.1K
$11.6M
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-127K- 95.43% |
$18.6M - $22.6M
|
6.07K
$1.21M
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-133K- 98.38% |
$19.6M - $23.8M
|
2.2K
$438K
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-142K- 3.3% |
$20.8M - $25.3M
|
4.16M
$827M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-142K- 3.3% |
$20.8M - $25.3M
|
4.16M
$827M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-199K- 10.05% |
$29.2M - $35.5M
|
1.78M
$355M
|
|
|
Aug 15, 2022
Q2 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
SELL
|
- |
-285K- 19.94% |
$41.8M - $50.8M
|
1.14M
$228M
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-297K- 96.64% |
$43.6M - $52.9M
|
10.3K
$2.06M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.04M- 51.89% |
$153M - $186M
|
968K
$193M
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.31M- 26.35% |
$193M - $234M
|
3.67M
$731M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.88M- 23.81% |
$569M - $691M
|
12.4M
$2.47B
|