Purchases and Sales Made in Q2 2022 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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 14, 2022 Q2 2022
Praetorian Wealth Management, Inc.

BUY
 -
1.85K
+ 2.93%
$271K - $329K
64.8K $12.9M
Aug 04, 2022 Q2 2022
Retirement Group, LLC

BUY
 -
1.84K
+ 33.95%
$270K - $328K
7.27K $1.45M
Aug 05, 2022 Q2 2022
Barnes Pettey Financial Advisors, LLC

BUY
 -
1.83K
New
$268K - $325K
1.83K $363K
Jul 15, 2022 Q2 2022
Gilman Hill Asset Management, LLC

BUY
 -
1.82K
New
$267K - $324K
1.82K $362K
Aug 16, 2022 Q2 2022
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.81K
+ 23.96%
$266K - $323K
9.37K $1.86M
Mar 24, 2023 Q2 2022
Ratio Wealth Group

Denver, CO
BUY
 -
1.79K
+ 9.09%
$263K - $320K
21.5K $4.28M
Aug 11, 2022 Q2 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
1.77K
+ 9.79%
$260K - $315K
19.9K $3.95M
Aug 08, 2022 Q2 2022
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
1.77K
+ 30.86%
$259K - $315K
7.49K $1.49M
Aug 12, 2022 Q2 2022
Commerce Bank

Kansas City, MO
BUY
 -
1.76K
+ 7.04%
$258K - $313K
26.7K $5.32M
Aug 15, 2022 Q2 2022
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
1.76K
+ 0.88%
$258K - $313K
202K $40.1M
Aug 02, 2022 Q2 2022
Private Portfolio Partners LLC

BUY
 -
1.73K
+ 2.92%
$253K - $308K
60.9K $12.1M
Mar 14, 2023 Q2 2022
Private Portfolio Partners LLC

BUY
 -
1.73K
+ 2.92%
$253K - $308K
60.9K $12.1M
Jul 22, 2022 Q2 2022
Momentum Advisors, LLC

BUY
 -
1.72K
New
$253K - $307K
1.72K $343K
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

BUY
 -
1.71K
+ 29.23%
$251K - $306K
7.58K $1.51M
May 09, 2023 Q2 2022
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
1.71K
New
$251K - $305K
1.71K $341K
Aug 02, 2022 Q2 2022
Belpointe Asset Management LLC

BUY
 -
1.7K
+ 80.04%
$249K - $302K
3.82K $759K
Aug 11, 2022 Q2 2022
Texas Yale Capital Corp.

St. Petersburg, FL
BUY
 -
1.69K
+ 2.44%
$248K - $301K
70.8K $14.1M
Aug 15, 2022 Q2 2022
Neuberger Berman Group LLC

New York, NY
BUY
 -
1.65K
+ 34.06%
$242K - $294K
6.5K $1.29M
Jul 14, 2022 Q2 2022
Orion Portfolio Solutions, LLC

BUY
 -
1.62K
+ 31.88%
$238K - $289K
6.7K $1.33M
Aug 01, 2022 Q2 2022
Total Wealth Planning, LLC

BUY
 -
1.58K
+ 1.88%
$231K - $281K
85.4K $17M
Jul 25, 2022 Q2 2022
First Purpose Wealth LLC

BUY
 -
1.58K
New
$231K - $281K
1.58K $313K
Aug 12, 2022 Q2 2022
Plan Group Financial, LLC

Oklahoma City, OK
BUY
 -
1.57K
New
$230K - $280K
1.57K $312K
Aug 01, 2022 Q2 2022
Us Bancorp \De\

BUY
 -
1.57K
+ 2.96%
$230K - $279K
54.4K $10.8M
Aug 12, 2022 Q2 2022
O'Rourke & Company, Inc

Boston, MA
BUY
 -
1.54K
+ 76.44%
$226K - $275K
3.56K $708K
Jul 28, 2022 Q2 2022
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
1.51K
+ 3.67%
$221K - $268K
42.5K $8.46M
Aug 03, 2022 Q2 2022
Valeo Financial Advisors, LLC

BUY
 -
1.5K
+ 13.76%
$221K - $268K
12.4K $2.47M
Aug 09, 2022 Q2 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
1.5K
+ 78.24%
$220K - $267K
3.42K $680K
Jul 28, 2022 Q2 2022
Andrews, Lucia Wealth Management LLC

BUY
 -
1.49K
New
$218K - $265K
1.49K $296K
Aug 08, 2022 Q2 2022
Quent Capital, LLC

BUY
 -
1.48K
+ 4.06%
$216K - $263K
37.8K $7.53M
Jul 22, 2022 Q2 2022
Shufro Rose & CO LLC

BUY
 -
1.47K
+ 17.21%
$216K - $262K
10K $1.99M
Jul 22, 2022 Q2 2022
Forvis Wealth Advisors, LLC

BUY
 -
1.47K
New
$215K - $261K
1.47K $292K
Aug 15, 2022 Q2 2022
First Manhattan CO

New York, NY
BUY
 -
1.46K
+ 5.23%
$214K - $260K
29.3K $5.84M
Jul 15, 2022 Q2 2022
Rhs Financial, LLC

BUY
 -
1.44K
New
$211K - $256K
1.44K $286K
Aug 11, 2022 Q2 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
BUY
 -
1.43K
+ 59.08%
$209K - $254K
3.84K $764K
Aug 16, 2022 Q2 2022
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
1.4K
+ 256.51%
$205K - $249K
1.94K $387K
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

BUY
 -
1.38K
+ 4.09%
$202K - $246K
35.1K $6.98M
Aug 11, 2022 Q2 2022
Hsbc Holdings PLC

London, X0
BUY
 -
1.38K
New
$202K - $245K
1.38K $274K
Jul 22, 2022 Q2 2022
Wood Trust Financial Corp

BUY
 -
1.34K
New
$197K - $240K
1.34K $267K
Jul 19, 2022 Q2 2022
Buffington Mohr Mc Neal

BUY
 -
1.32K
+ 2.96%
$194K - $236K
45.9K $9.14M
Jul 15, 2022 Q2 2022
Kathleen S. Wright Associates Inc.

BUY
 -
1.31K
+ 7.57%
$192K - $234K
18.6K $3.71M
Aug 12, 2022 Q2 2022
Pegasus Partners Ltd.

Mequon, WI
BUY
 -
1.3K
+ 37.53%
$191K - $232K
4.77K $949K
Aug 09, 2022 Q2 2022
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
1.3K
+ 17.83%
$190K - $231K
8.58K $1.71M
Jul 27, 2022 Q2 2022
Dynamic Advisor Solutions LLC

BUY
 -
1.3K
+ 23.55%
$190K - $231K
6.79K $1.35M
Aug 09, 2022 Q2 2022
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
1.28K
+ 1.88%
$188K - $228K
69.3K $13.8M
Jul 13, 2022 Q2 2022
Evanson Asset Management, LLC

BUY
 -
1.27K
+ 21.06%
$186K - $226K
7.28K $1.45M
Aug 02, 2022 Q2 2022
Journey Advisory Group, LLC

BUY
 -
1.25K
New
$183K - $223K
1.25K $249K
Jan 25, 2023 Q2 2022
Etfidea, LLC

Syracuse, NY
BUY
 -
1.23K
+ 3.2%
$181K - $220K
39.8K $7.93M
Aug 15, 2022 Q2 2022
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
1.23K
+ 3.86%
$181K - $219K
33.1K $6.59M
Aug 12, 2022 Q2 2022
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
1.19K
+ 3.09%
$174K - $211K
39.6K $7.88M

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