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 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.87K+ 206.45% |
$653K - $719K
|
5.75K
$1.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
3.86KNew |
$651K - $716K
|
3.86K
$791K
|
|
|
Feb 08, 2022
Q4 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.82K+ 5.36% |
$644K - $709K
|
75.1K
$15.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
3.8K+ 17.06% |
$642K - $706K
|
26.1K
$5.35M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
3.75KNew |
$633K - $697K
|
3.75K
$769K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.72K+ 18.28% |
$627K - $690K
|
24.1K
$4.93M
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.65KNew |
$617K - $679K
|
3.65K
$749K
|
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
3.57KNew |
$602K - $662K
|
3.57K
$731K
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
3.47K+ 73.33% |
$585K - $644K
|
8.2K
$1.68M
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
BUY
|
- |
3.46K+ 15.91% |
$583K - $642K
|
25.2K
$5.16M
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.39K+ 1.65% |
$573K - $630K
|
209K
$42.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
3.37K+ 60.5% |
$569K - $626K
|
8.94K
$1.83M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
3.36K+ 17.07% |
$567K - $624K
|
23.1K
$4.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.36KNew |
$567K - $624K
|
3.36K
$689K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.35K+ 3.97% |
$565K - $622K
|
87.8K
$18M
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.33KNew |
$562K - $618K
|
3.33K
$683K
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.26K+ 17.19% |
$551K - $606K
|
22.2K
$4.56M
|
|
|
Jan 10, 2022
Q4 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
3.19K+ 5.1% |
$539K - $593K
|
65.8K
$13.5M
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
3.17KNew |
$535K - $589K
|
3.17K
$650K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
3.16K+ 39.2% |
$532K - $586K
|
11.2K
$2.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.1KNew |
$523K - $576K
|
3.1K
$636K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.09K+ 22.61% |
$521K - $573K
|
16.7K
$3.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.08K+ 1.99% |
$520K - $572K
|
158K
$32.3M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
3.05KNew |
$515K - $566K
|
3.05K
$625K
|
|
|
Feb 14, 2022
Q4 2021
|
Unconventional Investor, LLC
|
BUY
|
- |
3.01KNew |
$508K - $559K
|
3.01K
$617K
|
|
|
Jan 18, 2022
Q4 2021
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
3.01KNew |
$508K - $559K
|
3.01K
$617K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
2.91K+ 3.08% |
$491K - $540K
|
97.4K
$20M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.9K+ 3.95% |
$489K - $538K
|
76.2K
$15.6M
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.84K+ 18.02% |
$479K - $527K
|
18.6K
$3.81M
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.8K+ 177.2% |
$472K - $520K
|
4.38K
$898K
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
2.78K+ 5.72% |
$470K - $517K
|
51.4K
$10.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.78K+ 36.52% |
$469K - $516K
|
10.4K
$2.13M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
2.71K+ 4.3% |
$457K - $503K
|
65.8K
$13.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.7K+ 30.26% |
$455K - $501K
|
11.6K
$2.38M
|
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.62K+ 1.37% |
$442K - $487K
|
194K
$39.8M
|
|
|
Jan 25, 2022
Q4 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
2.57K+ 28.68% |
$434K - $477K
|
11.5K
$2.36M
|
|
|
Jan 13, 2022
Q4 2021
|
Marotta Asset Management
|
BUY
|
- |
2.56K+ 3.09% |
$432K - $476K
|
85.3K
$17.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.56K+ 49.58% |
$432K - $476K
|
7.73K
$1.58M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
2.55K+ 6.31% |
$430K - $474K
|
42.9K
$8.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.53K+ 1.8% |
$427K - $470K
|
143K
$29.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
2.52K+ 1.04% |
$425K - $468K
|
245K
$50.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2.48K+ 3.59% |
$418K - $460K
|
71.5K
$14.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
BUY
|
- |
2.42K+ 1.31% |
$409K - $450K
|
188K
$38.5M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.37KNew |
$400K - $440K
|
2.37K
$486K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.34KNew |
$395K - $435K
|
2.34K
$480K
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.33K+ 1.25% |
$393K - $433K
|
189K
$38.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.29K+ 9140.0% |
$386K - $424K
|
2.31K
$474K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.25K+ 7.34% |
$380K - $418K
|
32.9K
$6.76M
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
2.2K+ 1.65% |
$371K - $409K
|
136K
$27.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.18K+ 3.39% |
$368K - $406K
|
66.6K
$13.7M
|