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
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
169+ 3.93% |
$24.8K - $30.1K
|
4.47K
$890K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
166New |
$24.3K - $29.6K
|
166
$33K
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
159+ 2.36% |
$23.3K - $28.3K
|
6.91K
$1.37M
|
|
Jul 20, 2022
Q2 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
151+ 3.41% |
$22.1K - $26.9K
|
4.58K
$912K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
149+ 0.22% |
$21.9K - $26.6K
|
66.4K
$13.2M
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
148+ 7.12% |
$21.7K - $26.4K
|
2.23K
$443K
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
BUY
|
- |
141+ 0.93% |
$20.7K - $25.1K
|
15.3K
$3.05M
|
|
Aug 02, 2022
Q2 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
140+ 2.54% |
$20.5K - $25K
|
5.65K
$1.12M
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
136+ 1.18% |
$19.9K - $24.2K
|
11.7K
$2.33M
|
|
Sep 01, 2022
Q2 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
136+ 0.37% |
$19.9K - $24.2K
|
37K
$7.36M
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
133+ 8.59% |
$19.5K - $23.7K
|
1.68K
$335K
|
|
Jul 25, 2022
Q2 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
130+ 6.17% |
$19.1K - $23.2K
|
2.24K
$445K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
129New |
$18.9K - $23K
|
129
$25.7K
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
129+ 1.89% |
$18.9K - $23K
|
6.94K
$1.38M
|
|
Jul 12, 2022
Q2 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
128+ 6.16% |
$18.8K - $22.8K
|
2.21K
$439K
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
125New |
$18.3K - $22.3K
|
125
$24.9K
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
107+ 107.0% |
$15.7K - $19.1K
|
207
$41.2K
|
|
Aug 02, 2022
Q2 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
103+ 4.0% |
$15.1K - $18.4K
|
2.68K
$533K
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
98+ 4.38% |
$14.4K - $17.5K
|
2.34K
$465K
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
95+ 5.37% |
$13.9K - $16.9K
|
1.86K
$371K
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
95+ 6.43% |
$13.9K - $16.9K
|
1.57K
$313K
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
95+ 2.28% |
$13.9K - $16.9K
|
4.27K
$849K
|
|
Aug 09, 2022
Q2 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
94+ 4.92% |
$13.8K - $16.8K
|
2.01K
$399K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
92New |
$13.5K - $16.4K
|
92
$18.3K
|
|
Aug 15, 2022
Q2 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
90+ 2.61% |
$13.2K - $16K
|
3.54K
$704K
|
|
Aug 08, 2022
Q2 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
90+ 0.71% |
$13.2K - $16K
|
12.7K
$2.53M
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
87+ 15.82% |
$12.8K - $15.5K
|
637
$127K
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
85+ 0.88% |
$12.5K - $15.2K
|
9.73K
$1.94M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
84+ 0.7% |
$12.3K - $15K
|
12K
$2.39M
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
79+ 1.67% |
$11.6K - $14.1K
|
4.81K
$957K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
78+ 2.59% |
$11.4K - $13.9K
|
3.1K
$616K
|
|
Aug 12, 2022
Q2 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
74+ 0.86% |
$10.9K - $13.2K
|
8.7K
$1.73M
|
|
Jul 08, 2022
Q2 2022
|
City Holding CO
|
BUY
|
- |
73+ 1.94% |
$10.7K - $13K
|
3.83K
$763K
|
|
Aug 01, 2022
Q2 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
73+ 49.32% |
$10.7K - $13K
|
221
$44K
|
|
Jul 19, 2022
Q2 2022
|
Tenret CO LLC
|
BUY
|
- |
72+ 0.31% |
$10.6K - $12.8K
|
23.5K
$4.68M
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
72+ 4.49% |
$10.6K - $12.8K
|
1.68K
$334K
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
70+ 2.2% |
$10.3K - $12.5K
|
3.25K
$646K
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
70+ 38.67% |
$10.3K - $12.5K
|
251
$50K
|
|
Jul 28, 2022
Q2 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
65+ 5.04% |
$9.53K - $11.6K
|
1.36K
$270K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
63+ 0.15% |
$9.24K - $11.2K
|
41.2K
$8.2M
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
62+ 0.16% |
$9.09K - $11.1K
|
38.9K
$7.74M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
61+ 3.48% |
$8.95K - $10.9K
|
1.81K
$361K
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
60+ 1.52% |
$8.8K - $10.7K
|
4.01K
$799K
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
60+ 26.91% |
$8.8K - $10.7K
|
283
$56.3K
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
60+ 2.2% |
$8.8K - $10.7K
|
2.78K
$554K
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
60New |
$8.8K - $10.7K
|
60
$11.9K
|
|
Aug 10, 2022
Q2 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
57+ 0.11% |
$8.36K - $10.2K
|
53.5K
$10.7M
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
55+ 1.52% |
$8.07K - $9.8K
|
3.67K
$729K
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
53+ 2.77% |
$7.77K - $9.45K
|
1.97K
$392K
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
51+ 3.09% |
$7.48K - $9.09K
|
1.7K
$339K
|