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 |
---|---|---|---|---|---|---|---|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
BUY
|
- |
347+ 0.9% |
$50.9K - $61.8K
|
39K
$7.76M
|
|
Jul 20, 2022
Q2 2022
|
Center For Asset Management LLC
|
BUY
|
- |
346+ 2.58% |
$50.7K - $61.7K
|
13.8K
$2.74M
|
|
Aug 12, 2022
Q2 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
341+ 7.64% |
$50K - $60.8K
|
4.81K
$956K
|
|
Jul 29, 2022
Q2 2022
|
Bowman & CO S.C.
|
BUY
|
- |
325+ 11.22% |
$47.7K - $57.9K
|
3.22K
$641K
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
321+ 0.89% |
$47.1K - $57.2K
|
36.5K
$7.26M
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
314New |
$46.1K - $56K
|
314
$62.5K
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
305+ 4.72% |
$44.7K - $54.4K
|
6.76K
$1.35M
|
|
Aug 10, 2022
Q2 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
291+ 5.49% |
$42.7K - $51.9K
|
5.59K
$1.11M
|
|
Jul 19, 2022
Q2 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
277+ 1.48% |
$40.6K - $49.4K
|
19K
$3.79M
|
|
Aug 09, 2022
Q2 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
272+ 2.28% |
$39.9K - $48.5K
|
12.2K
$2.42M
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
270+ 65.53% |
$39.6K - $48.1K
|
682
$136K
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
268+ 0.45% |
$39.3K - $47.8K
|
60.2K
$12M
|
|
Jul 28, 2022
Q2 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
265+ 4.19% |
$38.9K - $47.2K
|
6.59K
$1.31M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
264+ 2.43% |
$38.7K - $47.1K
|
11.1K
$2.21M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
264+ 4.65% |
$38.7K - $47.1K
|
5.94K
$1.18M
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
BUY
|
- |
259+ 1.01% |
$38K - $46.2K
|
26K
$5.18M
|
|
Aug 09, 2022
Q2 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
257+ 0.97% |
$37.7K - $45.8K
|
26.7K
$5.31M
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
255+ 3.04% |
$37.4K - $45.5K
|
8.65K
$1.72M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
255New |
$37.4K - $45.5K
|
255
$50.7K
|
|
Aug 04, 2022
Q2 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
251+ 2.5% |
$36.8K - $44.7K
|
10.3K
$2.05M
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
251+ 3.15% |
$36.8K - $44.7K
|
8.22K
$1.64M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
250+ 6.0% |
$36.7K - $44.6K
|
4.42K
$880K
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
BUY
|
- |
246New |
$36.1K - $43.8K
|
246
$49K
|
|
Jul 27, 2022
Q2 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
246+ 1.76% |
$36.1K - $43.8K
|
14.2K
$2.82M
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
242+ 15.77% |
$35.5K - $43.1K
|
1.78K
$354K
|
|
Aug 09, 2022
Q2 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
241+ 2.74% |
$35.3K - $43K
|
9.05K
$1.8M
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
239+ 0.58% |
$35.1K - $42.6K
|
41.2K
$8.19M
|
|
Aug 15, 2022
Q2 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
236+ 11.53% |
$34.6K - $42.1K
|
2.28K
$454K
|
|
Jul 13, 2022
Q2 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
232+ 2.77% |
$34K - $41.4K
|
8.6K
$1.71M
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
232+ 3.11% |
$34K - $41.4K
|
7.69K
$1.53M
|
|
Jul 29, 2022
Q2 2022
|
Bcs Wealth Management
|
BUY
|
- |
231+ 3.7% |
$33.9K - $41.2K
|
6.47K
$1.29M
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
231+ 2.29% |
$33.9K - $41.2K
|
10.3K
$2.06M
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
229+ 0.65% |
$33.6K - $40.8K
|
35.5K
$7.06M
|
|
Aug 11, 2022
Q2 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
227+ 23.5% |
$33.3K - $40.5K
|
1.19K
$237K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
214+ 8.76% |
$31.4K - $38.1K
|
2.66K
$529K
|
|
Aug 24, 2022
Q2 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
207+ 14.37% |
$30.4K - $36.9K
|
1.65K
$328K
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
206+ 0.98% |
$30.2K - $36.7K
|
21.1K
$4.21M
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
205+ 5.85% |
$30.1K - $36.5K
|
3.71K
$738K
|
|
Jul 18, 2022
Q2 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
204+ 5.25% |
$29.9K - $36.4K
|
4.09K
$815K
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
201+ 0.8% |
$29.5K - $35.8K
|
25.4K
$5.05M
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
198+ 2.0% |
$29K - $35.3K
|
10.1K
$2.01M
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
BUY
|
- |
192+ 6.24% |
$28.2K - $34.2K
|
3.27K
$651K
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
191+ 0.89% |
$28K - $34K
|
21.7K
$4.31M
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
186+ 0.34% |
$27.3K - $33.2K
|
54.9K
$10.9M
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
185+ 1.45% |
$27.1K - $33K
|
12.9K
$2.58M
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
185+ 15.04% |
$27.1K - $33K
|
1.42K
$282K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
182+ 2.66% |
$26.7K - $32.4K
|
7.03K
$1.4M
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
178+ 0.43% |
$26.1K - $31.7K
|
42.1K
$8.37M
|
|
Jul 07, 2022
Q2 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
170+ 13.69% |
$24.9K - $30.3K
|
1.41K
$281K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
170+ 0.77% |
$24.9K - $30.3K
|
22.3K
$4.44M
|