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 03, 2022
Q2 2022
|
Verus Financial Partners, Inc.
|
BUY
|
- |
6.15K+ 2.18% |
$902K - $1.1M
|
288K
$57.3M
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
6.11K+ 73.63% |
$896K - $1.09M
|
14.4K
$2.87M
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6K+ 193.55% |
$880K - $1.07M
|
9.1K
$1.81M
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
5.93K+ 107.72% |
$870K - $1.06M
|
11.4K
$2.28M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
5.89K+ 77.54% |
$864K - $1.05M
|
13.5K
$2.68M
|
|
Sep 15, 2023
Q2 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
5.89K+ 61.75% |
$864K - $1.05M
|
15.4K
$3.07M
|
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
5.87K+ 58.6% |
$860K - $1.05M
|
15.9K
$3.16M
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5.78K+ 7.8% |
$847K - $1.03M
|
79.8K
$15.9M
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
5.63KNew |
$826K - $1M
|
5.63K
$1.12M
|
|
Aug 02, 2022
Q2 2022
|
American Investment Services, Inc.
|
BUY
|
- |
5.61K+ 14.35% |
$822K - $999K
|
44.7K
$8.89M
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.54KNew |
$813K - $988K
|
5.54K
$1.1M
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
5.49KNew |
$806K - $979K
|
5.49K
$1.09M
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5.19K+ 43.46% |
$761K - $925K
|
17.1K
$3.41M
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
BUY
|
- |
5.09K+ 18.41% |
$746K - $907K
|
32.7K
$6.52M
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
5.02KNew |
$737K - $895K
|
5.02K
$1M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
5K+ 12.4% |
$733K - $890K
|
45.3K
$9.01M
|
|
Jul 11, 2022
Q2 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
4.83KNew |
$708K - $861K
|
4.83K
$961K
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
4.8KNew |
$704K - $856K
|
4.8K
$955K
|
|
Jul 15, 2022
Q2 2022
|
Olio Financial Planning
|
BUY
|
- |
4.69K+ 17.89% |
$687K - $835K
|
30.9K
$6.14M
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.68K+ 5.55% |
$687K - $835K
|
89.1K
$17.7M
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
4.64KNew |
$680K - $827K
|
4.64K
$923K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4.6K+ 160.03% |
$675K - $820K
|
7.48K
$1.49M
|
|
Aug 15, 2022
Q2 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
4.43K+ 3.97% |
$650K - $790K
|
116K
$23.1M
|
|
Jul 25, 2022
Q2 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
4.38KNew |
$643K - $781K
|
4.38K
$872K
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
4.37K+ 3.79% |
$641K - $779K
|
120K
$23.8M
|
|
Aug 04, 2022
Q2 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4.36K+ 4.05% |
$640K - $777K
|
112K
$22.3M
|
|
Jul 21, 2022
Q2 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
4.28K+ 8.28% |
$628K - $763K
|
56K
$11.1M
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.17K+ 3.35% |
$612K - $744K
|
129K
$25.6M
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.12K+ 6.19% |
$604K - $733K
|
70.6K
$14.1M
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
BUY
|
- |
4.07KNew |
$597K - $726K
|
4.07K
$810K
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
4.05KNew |
$594K - $722K
|
4.05K
$806K
|
|
Aug 04, 2022
Q2 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3.94K+ 11.87% |
$578K - $702K
|
37.1K
$7.39M
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
3.91K+ 3.7% |
$573K - $696K
|
110K
$21.8M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.85K+ 24.24% |
$564K - $686K
|
19.7K
$3.92M
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.8K+ 52.44% |
$558K - $678K
|
11.1K
$2.2M
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
3.8K+ 51.72% |
$558K - $678K
|
11.2K
$2.22M
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.78K+ 61.22% |
$554K - $674K
|
9.95K
$1.98M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.67K+ 0.76% |
$538K - $654K
|
485K
$96.6M
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.59K+ 66.21% |
$527K - $640K
|
9.01K
$1.79M
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3.59K+ 2.86% |
$526K - $639K
|
129K
$25.6M
|
|
Apr 19, 2024
Q2 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.56K+ 13.34% |
$522K - $634K
|
30.2K
$6.02M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.56K+ 18.99% |
$521K - $634K
|
22.3K
$4.43M
|
|
Jul 21, 2022
Q2 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
3.54K+ 34.84% |
$519K - $631K
|
13.7K
$2.73M
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
3.46KNew |
$508K - $617K
|
3.46K
$689K
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
3.46KNew |
$508K - $617K
|
3.46K
$689K
|
|
Jul 22, 2022
Q2 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
3.39K+ 10.95% |
$498K - $605K
|
34.4K
$6.84M
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
3.3K+ 14.16% |
$484K - $588K
|
26.6K
$5.29M
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.22K+ 4.78% |
$472K - $573K
|
70.5K
$14M
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
BUY
|
- |
3.2K+ 181.08% |
$469K - $570K
|
4.96K
$987K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
3.14K+ 4.54% |
$460K - $559K
|
72.4K
$14.4M
|