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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-9.77KClosed |
$1.65M - $1.81M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-10.2KClosed |
$1.72M - $1.9M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-11.3K- 24.53% |
$1.9M - $2.09M
|
34.6K
$7.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-13.6K- 45.92% |
$2.29M - $2.52M
|
16K
$3.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-13.7K- 54.05% |
$2.31M - $2.54M
|
11.6K
$2.38M
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-14.6K- 0.2% |
$2.46M - $2.7M
|
7.35M
$1.51B
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.7K- 16.7% |
$2.48M - $2.73M
|
73.3K
$15M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15.6KClosed |
$2.64M - $2.9M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Total Wealth Planning, LLC
|
SELL
|
- |
-18.5K- 23.84% |
$3.12M - $3.43M
|
59K
$12.1M
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
SELL
|
- |
-18.8K- 19.15% |
$3.18M - $3.5M
|
79.6K
$16.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-19.4K- 17.7% |
$3.28M - $3.61M
|
90.3K
$18.5M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.6K- 7.02% |
$3.31M - $3.64M
|
259K
$53.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-20.9K- 2.44% |
$3.52M - $3.88M
|
835K
$171M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-21.1KClosed |
$3.56M - $3.92M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-24.4K- 36.82% |
$4.12M - $4.54M
|
41.9K
$8.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-25.5K- 53.02% |
$4.3M - $4.74M
|
22.6K
$4.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.1K- 95.46% |
$5.91M - $6.51M
|
1.67K
$342K
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-35.5K- 92.5% |
$6M - $6.6M
|
2.88K
$591K
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-44.1K- 98.58% |
$7.44M - $8.19M
|
635
$130K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
SELL
|
- |
-47.6K- 5.27% |
$8.03M - $8.84M
|
856K
$176M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-49.7K- 4.48% |
$8.38M - $9.23M
|
1.06M
$217M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-52.5K- 15.14% |
$8.86M - $9.75M
|
294K
$60.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-55.5KClosed |
$9.37M - $10.3M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Paragon Advisors, LLC
|
SELL
|
- |
-57.6K- 67.26% |
$9.72M - $10.7M
|
28.1K
$5.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-61.3KClosed |
$10.3M - $11.4M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-62.3K- 91.99% |
$10.5M - $11.6M
|
5.42K
$1.11M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-83K- 13.45% |
$14M - $15.4M
|
534K
$109M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-92.2K- 8.9% |
$15.6M - $17.1M
|
944K
$194M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-141K- 99.06% |
$23.8M - $26.2M
|
1.33K
$274K
|
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-143K- 94.13% |
$24.1M - $26.5M
|
8.91K
$1.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-295K- 35.07% |
$49.8M - $54.8M
|
547K
$112M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-346K- 77.93% |
$58.4M - $64.3M
|
98.1K
$20.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-828K- 71.93% |
$140M - $154M
|
323K
$66.3M
|