Purchases and Sales Made in Q4 2021 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 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
Feb 11, 2022 Q4 2021
Wealthpoint, LLC

SELL
 -
-2.16K
Closed
$364K - $401K
0 $0
Feb 10, 2022 Q4 2021
Comerica Securities,Inc.

SELL
 -
-2.17K
- 11.38%
$365K - $402K
16.9K $3.46M
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-2.24K
- 23.02%
$377K - $415K
7.48K $1.53M
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-2.43K
- 18.29%
$410K - $451K
10.9K $2.23M
Feb 11, 2022 Q4 2021
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-2.44K
- 11.11%
$412K - $453K
19.5K $4.01M
Feb 09, 2022 Q4 2021
Alps Advisors Inc

Denver, CO
SELL
 -
-2.45K
- 2.7%
$413K - $455K
88.4K $18.1M
Feb 08, 2022 Q4 2021
Motive Wealth Advisors

SELL
 -
-2.47K
- 37.0%
$417K - $459K
4.21K $863K
Jan 21, 2022 Q4 2021
Columbus Macro, LLC

SELL
 -
-2.63K
- 5.46%
$443K - $488K
45.5K $9.32M
Feb 14, 2022 Q4 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-2.79K
- 59.75%
$471K - $519K
1.88K $386K
Feb 02, 2022 Q4 2021
Foster Group, Inc.

SELL
 -
-2.92K
- 0.69%
$492K - $542K
420K $86.1M
Feb 11, 2022 Q4 2021
Petix & Botte CO

SELL
 -
-2.98K
- 65.38%
$503K - $554K
1.58K $324K
Feb 11, 2022 Q4 2021
Annapolis Financial Services, LLC

SELL
 -
-3.12K
- 5.3%
$526K - $579K
55.7K $11.4M
Feb 14, 2022 Q4 2021
Wms Partners, LLC

SELL
 -
-3.2K
Closed
$540K - $594K
0 $0
Feb 11, 2022 Q4 2021
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-3.22K
- 0.34%
$543K - $597K
951K $195M
Feb 01, 2022 Q4 2021
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-3.22K
- 17.18%
$543K - $598K
15.5K $3.18M
Jan 31, 2022 Q4 2021
Geneva Partners, LLC

SELL
 -
-3.22K
Closed
$543K - $598K
0 $0
Feb 16, 2022 Q4 2021
Ackerman Capital Advisors, LLC

SELL
 -
-3.28K
- 8.29%
$553K - $609K
36.2K $7.43M
Feb 11, 2022 Q4 2021
Summit Trail Advisors, LLC

New York, NY
SELL
 -
-3.42K
Closed
$577K - $635K
0 $0
Feb 15, 2022 Q4 2021
Integrated Wealth Concepts LLC

SELL
 -
-3.43K
- 37.86%
$578K - $636K
5.62K $1.15M
Feb 09, 2022 Q4 2021
Hanseatic Management Services Inc

SELL
 -
-3.46K
- 22.66%
$583K - $642K
11.8K $2.42M
Feb 09, 2022 Q4 2021
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-3.57K
- 15.47%
$603K - $664K
19.5K $4.01M
Jan 19, 2022 Q4 2021
Market Street Wealth Management Advisors LLC

SELL
 -
-3.62K
- 13.43%
$611K - $673K
23.4K $4.79M
Jan 19, 2022 Q4 2021
Wealth Architects, LLC

SELL
 -
-3.62K
- 2.53%
$611K - $673K
140K $28.6M
Feb 14, 2022 Q4 2021
Thompson Davis & Co., Inc.

SELL
 -
-3.8K
- 62.82%
$640K - $705K
2.25K $461K
Feb 11, 2022 Q4 2021
Creative Planning

Overland Park, KS
SELL
 -
-3.86K
- 2.17%
$650K - $716K
174K $35.6M
Jan 26, 2022 Q4 2021
Northwest Quadrant Wealth Management, LLC

SELL
 -
-3.91K
- 3.63%
$660K - $726K
104K $21.3M
Feb 15, 2022 Q4 2021
Colony Group LLC

Boston, MA
SELL
 -
-4.31K
- 1.72%
$728K - $801K
246K $50.4M
Feb 14, 2022 Q4 2021
Boothbay Fund Management, LLC

New York, NY
SELL
 -
-4.4K
Closed
$742K - $817K
0 $0
Feb 08, 2022 Q4 2021
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-4.56K
- 6.09%
$769K - $847K
70.3K $14.4M
Jan 28, 2022 Q4 2021
Simmons Bank

SELL
 -
-4.65K
- 22.26%
$785K - $864K
16.2K $3.33M
Jan 14, 2022 Q4 2021
Stratos Wealth Advisors, LLC

SELL
 -
-4.78K
- 16.89%
$806K - $888K
23.5K $4.82M
Feb 07, 2022 Q4 2021
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-4.98K
- 11.23%
$840K - $924K
39.4K $8.07M
Feb 14, 2022 Q4 2021
Cerity Partners LLC

New York, NY
SELL
 -
-5.35K
- 94.52%
$902K - $993K
310 $63.6K
Feb 08, 2022 Q4 2021
Curtis Advisory Group, LLC

Santa Barbara, CA
SELL
 -
-5.38K
- 50.61%
$908K - $999K
5.25K $1.08M
Feb 04, 2022 Q4 2021
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-5.55K
- 13.03%
$937K - $1.03M
37.1K $7.6M
Feb 07, 2022 Q4 2021
Brandywine Oak Private Wealth LLC

SELL
 -
-5.58K
- 23.52%
$942K - $1.04M
18.1K $3.72M
Jan 18, 2022 Q4 2021
Courier Capital LLC

SELL
 -
-5.81K
- 13.16%
$980K - $1.08M
38.3K $7.86M
Jan 21, 2022 Q4 2021
Global Retirement Partners, LLC

SELL
 -
-6.1K
Closed
$1.03M - $1.13M
0 $0
Jan 26, 2022 Q4 2021
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-6.39K
Closed
$1.08M - $1.19M
0 $0
Feb 14, 2022 Q4 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-6.5K
- 8.18%
$1.1M - $1.21M
73K $15M
Jan 19, 2022 Q4 2021
Lutz Financial Services LLC

SELL
 -
-6.59K
- 16.82%
$1.11M - $1.22M
32.6K $6.68M
Jan 04, 2022 Q4 2021
Stephens Group Asset Management, LLC

SELL
 -
-6.83K
- 1.92%
$1.15M - $1.27M
349K $71.6M
Feb 07, 2022 Q4 2021
Sg Americas Securities, LLC

SELL
 -
-7.62K
Closed
$1.29M - $1.42M
0 $0
Feb 10, 2022 Q4 2021
Southern Wealth Management, LLP

Dallas, TX
SELL
 -
-7.92K
Closed
$1.34M - $1.47M
0 $0
Jan 25, 2022 Q4 2021
Blue Sky Wealth Advisors, LLC

SELL
 -
-8.12K
- 83.33%
$1.37M - $1.51M
1.62K $333K
Apr 05, 2024 Q4 2021
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-8.14K
- 5.56%
$1.37M - $1.51M
138K $28.4M
Feb 04, 2022 Q4 2021
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-8.25K
- 6.37%
$1.39M - $1.53M
121K $24.9M
Feb 14, 2022 Q4 2021
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-8.89K
Closed
$1.5M - $1.65M
0 $0
Feb 11, 2022 Q4 2021
Private Wealth Advisors, LLC

Fresno, CA
SELL
 -
-9.62K
Closed
$1.62M - $1.79M
0 $0

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