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 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
3.07K+ 6.46% |
$450K - $546K
|
50.5K
$10.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
3.05K+ 200.59% |
$447K - $543K
|
4.57K
$909K
|
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
3.02KNew |
$444K - $539K
|
3.02K
$602K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
BUY
|
- |
3.02K+ 30.12% |
$442K - $537K
|
13K
$2.59M
|
|
|
Aug 04, 2022
Q2 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.95K+ 9.36% |
$433K - $526K
|
34.5K
$6.87M
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.9K+ 65.54% |
$425K - $516K
|
7.32K
$1.46M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
2.86K+ 3.83% |
$420K - $510K
|
77.5K
$15.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.8K+ 3.65% |
$411K - $499K
|
79.5K
$15.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
2.78KNew |
$408K - $496K
|
2.78K
$554K
|
|
|
Jul 29, 2022
Q2 2022
|
Wealth Architects, LLC
|
BUY
|
- |
2.78K+ 1.94% |
$407K - $495K
|
146K
$29M
|
|
|
Aug 25, 2022
Q2 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.75K+ 8.7% |
$403K - $490K
|
34.3K
$6.83M
|
|
|
Jul 12, 2022
Q2 2022
|
Kwmg, LLC
|
BUY
|
- |
2.72K+ 5.25% |
$399K - $485K
|
54.5K
$10.8M
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.69K+ 8.94% |
$394K - $479K
|
32.7K
$6.52M
|
|
|
Aug 02, 2022
Q2 2022
|
Q3 Asset Management
|
BUY
|
- |
2.63K+ 5.68% |
$386K - $469K
|
48.9K
$9.74M
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
2.62K+ 27.72% |
$385K - $468K
|
12.1K
$2.41M
|
|
|
Aug 04, 2022
Q2 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.6KNew |
$381K - $463K
|
2.6K
$517K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.55K+ 240.75% |
$374K - $455K
|
3.61K
$719K
|
|
|
Jul 25, 2022
Q2 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
2.44KNew |
$358K - $435K
|
2.44K
$485K
|
|
|
Oct 09, 2024
Q2 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
2.43K+ 47.4% |
$357K - $433K
|
7.56K
$1.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
2.42K+ 0.43% |
$355K - $431K
|
564K
$112M
|
|
|
Jul 27, 2022
Q2 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
2.42K+ 32.37% |
$354K - $430K
|
9.88K
$1.97M
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.38K+ 14.96% |
$349K - $424K
|
18.3K
$3.64M
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.37KNew |
$347K - $422K
|
2.37K
$471K
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.35K+ 5.1% |
$345K - $419K
|
48.5K
$9.65M
|
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
2.34K+ 3.12% |
$343K - $417K
|
77.3K
$15.4M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.3K+ 17.93% |
$337K - $410K
|
15.1K
$3.01M
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.24K+ 72.25% |
$328K - $399K
|
5.33K
$1.06M
|
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
2.22KNew |
$326K - $396K
|
2.22K
$442K
|
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
2.22K+ 8.37% |
$325K - $395K
|
28.7K
$5.71M
|
|
|
Dec 05, 2023
Q2 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
2.19KNew |
$321K - $390K
|
2.19K
$435K
|
|
|
Aug 05, 2022
Q2 2022
|
True Wealth Financial Partners
|
BUY
|
- |
2.15K+ 3.29% |
$315K - $383K
|
67.4K
$13.4M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
2.13KNew |
$312K - $379K
|
2.13K
$423K
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.12KNew |
$311K - $378K
|
2.12K
$422K
|
|
|
Jul 25, 2022
Q2 2022
|
Old National Bancorp
|
BUY
|
- |
2.09K+ 3.98% |
$306K - $372K
|
54.6K
$10.9M
|
|
|
Jul 20, 2022
Q2 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
2.08K+ 99.62% |
$306K - $371K
|
4.17K
$831K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.04K+ 34.73% |
$298K - $363K
|
7.89K
$1.57M
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.01K+ 19.25% |
$294K - $357K
|
12.4K
$2.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.98K+ 8.09% |
$291K - $353K
|
26.5K
$5.27M
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.98KNew |
$290K - $353K
|
1.98K
$394K
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
1.98K+ 61.83% |
$290K - $352K
|
5.17K
$1.03M
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1.96K+ 72.38% |
$287K - $349K
|
4.66K
$928K
|
|
|
Jul 19, 2022
Q2 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.95K+ 14.85% |
$286K - $348K
|
15.1K
$3M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.91K+ 2.9% |
$280K - $340K
|
67.8K
$13.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Veery Capital, LLC
|
BUY
|
- |
1.9K+ 11.5% |
$278K - $338K
|
18.4K
$3.66M
|
|
|
Jul 19, 2022
Q2 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
1.88K+ 17.21% |
$275K - $334K
|
12.8K
$2.54M
|
|
|
Oct 12, 2023
Q2 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.88K+ 53.21% |
$275K - $334K
|
5.4K
$1.07M
|
|
|
Aug 05, 2022
Q2 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.87K+ 41.06% |
$275K - $334K
|
6.44K
$1.28M
|
|
|
Jul 07, 2022
Q2 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
1.87K+ 0.53% |
$274K - $332K
|
354K
$70.4M
|
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
1.86K+ 6.56% |
$272K - $331K
|
30.2K
$6M
|
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.85K+ 230.71% |
$271K - $329K
|
2.65K
$527K
|