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 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
6.9KNew |
$1.16M - $1.28M
|
6.9K
$1.42M
|
|
|
Jan 28, 2022
Q4 2021
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
6.87KNew |
$1.16M - $1.28M
|
6.87K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.87K+ 769.2% |
$1.16M - $1.28M
|
7.76K
$1.59M
|
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
6.68KNew |
$1.13M - $1.24M
|
6.68K
$1.37M
|
|
|
Oct 03, 2024
Q4 2021
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
BUY
|
- |
6.68KNew |
$1.13M - $1.24M
|
6.68K
$1.37M
|
|
|
Jan 24, 2022
Q4 2021
|
Falcon Wealth Planning
|
BUY
|
- |
6.52K+ 7.52% |
$1.1M - $1.21M
|
93.2K
$19.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
6.49K+ 92.48% |
$1.09M - $1.21M
|
13.5K
$2.77M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
6.4K+ 65.58% |
$1.08M - $1.19M
|
16.1K
$3.31M
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
6.28KNew |
$1.06M - $1.17M
|
6.28K
$1.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.11K+ 11.63% |
$1.03M - $1.14M
|
58.7K
$12M
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
6.02KNew |
$1.01M - $1.12M
|
6.02K
$1.23M
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
6KNew |
$1.01M - $1.11M
|
6K
$1.23M
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.99K+ 290.58% |
$1.01M - $1.11M
|
8.05K
$1.65M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.88KNew |
$992K - $1.09M
|
5.88K
$1.21M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
5.84KNew |
$986K - $1.09M
|
5.84K
$1.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
5.81K+ 21.5% |
$981K - $1.08M
|
32.8K
$6.73M
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.68K+ 6.34% |
$958K - $1.06M
|
95.3K
$19.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
5.55K+ 2.99% |
$936K - $1.03M
|
191K
$39.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
5.49K+ 5.82% |
$927K - $1.02M
|
99.8K
$20.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.46KNew |
$922K - $1.01M
|
5.46K
$1.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
5.44K+ 26.83% |
$918K - $1.01M
|
25.7K
$5.27M
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
5.31K+ 37.06% |
$895K - $985K
|
19.6K
$4.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.2K+ 2.61% |
$878K - $966K
|
204K
$41.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.07KNew |
$856K - $942K
|
5.07K
$1.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.94K+ 62.32% |
$833K - $917K
|
12.9K
$2.64M
|
|
|
Jan 21, 2022
Q4 2021
|
Capital Advantage, Inc.
|
BUY
|
- |
4.91K+ 11.42% |
$828K - $911K
|
47.9K
$9.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
4.85K+ 26.36% |
$817K - $900K
|
23.2K
$4.76M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
4.82K+ 15.86% |
$813K - $894K
|
35.2K
$7.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
4.81K+ 0.56% |
$812K - $894K
|
866K
$178M
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4.81K+ 2.14% |
$812K - $893K
|
230K
$47.2M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
4.66KNew |
$787K - $866K
|
4.66K
$956K
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
4.61KNew |
$777K - $855K
|
4.61K
$944K
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.58K+ 18.77% |
$773K - $851K
|
29K
$5.94M
|
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
4.56K+ 18.68% |
$770K - $847K
|
29K
$5.94M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.49KNew |
$758K - $834K
|
4.49K
$921K
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
4.4KNew |
$742K - $817K
|
4.4K
$902K
|
|
|
Feb 09, 2022
Q4 2021
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.36KNew |
$735K - $810K
|
4.36K
$894K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
4.33K+ 10.87% |
$730K - $804K
|
44.2K
$9.06M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.29K+ 8.23% |
$724K - $797K
|
56.5K
$11.6M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
4.24KNew |
$716K - $788K
|
4.24K
$870K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
4.24K+ 2.08% |
$716K - $788K
|
208K
$42.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
4.2K+ 8.59% |
$709K - $781K
|
53.1K
$10.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
4.08K+ 10.45% |
$689K - $758K
|
43.2K
$8.85M
|
|
|
Feb 02, 2022
Q4 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
4.08K+ 1.67% |
$688K - $757K
|
249K
$51M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.06K+ 5.45% |
$684K - $753K
|
78.5K
$16.1M
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
4.03K+ 6.44% |
$680K - $749K
|
66.7K
$13.7M
|
|
|
Mar 31, 2022
Q4 2021
|
Leo H. Evart, Inc.
|
BUY
|
- |
4.01KNew |
$676K - $744K
|
4.01K
$822K
|
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
4KNew |
$675K - $743K
|
4K
$820K
|
|
|
Jan 21, 2022
Q4 2021
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
3.95KNew |
$666K - $733K
|
3.95K
$810K
|
|
|
Feb 16, 2022
Q4 2021
|
Financial Futures LTD Liability Co.
|
BUY
|
- |
3.92KNew |
$661K - $727K
|
3.92K
$803K
|