Purchases and Sales Made in Q4 2021 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
29K+ 346.74% |
$4.89M - $5.38M
|
37.3K
$7.66M
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
28.8KNew |
$4.85M - $5.34M
|
28.8K
$5.9M
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
BUY
|
- |
27.9K+ 15.44% |
$4.71M - $5.18M
|
209K
$42.8M
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
27.4KNew |
$4.62M - $5.09M
|
27.4K
$5.62M
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
24.3KNew |
$4.09M - $4.51M
|
24.3K
$4.98M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23.9K+ 34.48% |
$4.04M - $4.45M
|
93.4K
$19.2M
|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
23.1KNew |
$3.9M - $4.29M
|
23.1K
$4.74M
|
|
Jan 27, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
22.5K+ 99.69% |
$3.8M - $4.18M
|
45.1K
$9.26M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.5K+ 14.41% |
$3.8M - $4.18M
|
179K
$36.6M
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
21.9K+ 339.88% |
$3.7M - $4.07M
|
28.4K
$5.81M
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
21.8KNew |
$3.68M - $4.05M
|
21.8K
$4.47M
|
|
Feb 14, 2022
Q4 2021
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
21.6KNew |
$3.65M - $4.02M
|
21.6K
$4.44M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
21.4K+ 1.33% |
$3.62M - $3.98M
|
1.64M
$336M
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
20.9K+ 50.18% |
$3.52M - $3.88M
|
62.5K
$12.8M
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
20.8KNew |
$3.51M - $3.86M
|
20.8K
$4.26M
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
20.6K+ 27.26% |
$3.47M - $3.82M
|
96.1K
$19.7M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.4K+ 12.05% |
$3.45M - $3.8M
|
190K
$39M
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
20.4K+ 36.36% |
$3.44M - $3.78M
|
76.4K
$15.7M
|
|
Jan 11, 2022
Q4 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
20.3K+ 6.06% |
$3.42M - $3.76M
|
354K
$72.7M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
20.1K+ 6.65% |
$3.39M - $3.74M
|
323K
$66.1M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.8K+ 32.76% |
$3.33M - $3.67M
|
80.1K
$16.4M
|
|
Feb 11, 2022
Q4 2021
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
19.1KNew |
$3.22M - $3.54M
|
19.1K
$3.91M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.8K+ 4.69% |
$3.17M - $3.49M
|
419K
$86M
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18.5KNew |
$3.13M - $3.44M
|
18.5K
$3.8M
|
|
Feb 11, 2022
Q4 2021
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
18.4KNew |
$3.11M - $3.42M
|
18.4K
$3.78M
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
18.2KNew |
$3.08M - $3.39M
|
18.2K
$3.74M
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
18.2K+ 515.75% |
$3.07M - $3.37M
|
21.7K
$4.45M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
18K+ 8.97% |
$3.04M - $3.34M
|
219K
$44.8M
|
|
Feb 07, 2022
Q4 2021
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
17.6KNew |
$2.97M - $3.27M
|
17.6K
$3.61M
|
|
Feb 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
17.4KNew |
$2.94M - $3.23M
|
17.4K
$3.57M
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
16.9KNew |
$2.86M - $3.14M
|
16.9K
$3.47M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.6KNew |
$2.8M - $3.08M
|
16.6K
$3.4M
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.5K+ 5.24% |
$2.79M - $3.07M
|
332K
$68M
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.2KNew |
$2.74M - $3.02M
|
16.2K
$3.33M
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
15.7KNew |
$2.65M - $2.92M
|
15.7K
$3.22M
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
15.7KNew |
$2.64M - $2.91M
|
15.7K
$3.21M
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
15.2KNew |
$2.56M - $2.82M
|
15.2K
$3.12M
|
|
Feb 09, 2022
Q4 2021
|
Jrm Investment Counsel, LLC
|
BUY
|
- |
14.9KNew |
$2.51M - $2.77M
|
14.9K
$3.06M
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
14.7KNew |
$2.47M - $2.72M
|
14.7K
$3.01M
|
|
Jan 27, 2022
Q4 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
14.6K+ 13.16% |
$2.46M - $2.7M
|
125K
$25.7M
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
14.5KNew |
$2.45M - $2.69M
|
14.5K
$2.98M
|
|
Feb 14, 2022
Q4 2021
|
Css LLC
Chicago, IL |
BUY
|
- |
14.5K+ 95.63% |
$2.45M - $2.69M
|
29.7K
$6.08M
|
|
Feb 10, 2022
Q4 2021
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
14.4KNew |
$2.42M - $2.67M
|
14.4K
$2.95M
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
14.3KNew |
$2.41M - $2.65M
|
14.3K
$2.93M
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
13.6K+ 2.14% |
$2.3M - $2.53M
|
651K
$134M
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$2.28M - $2.51M
|
13.5K
$2.77M
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
13.4KNew |
$2.26M - $2.48M
|
13.4K
$2.74M
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
13.1KNew |
$2.21M - $2.43M
|
13.1K
$2.68M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9K+ 2.81% |
$2.18M - $2.4M
|
473K
$97.1M
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
12.8K+ 1073.7% |
$2.16M - $2.37M
|
14K
$2.86M
|