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 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.17K+ 3.04% |
$367K - $404K
|
73.7K
$15.1M
|
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
2.12K+ 3.53% |
$358K - $394K
|
62.2K
$12.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
2.11KNew |
$356K - $392K
|
2.11K
$433K
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.09KNew |
$353K - $388K
|
2.09K
$429K
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
2.05K+ 30.69% |
$346K - $381K
|
8.74K
$1.79M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.03K+ 8.53% |
$343K - $378K
|
25.9K
$5.31M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.01K+ 71.45% |
$339K - $374K
|
4.83K
$990K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.01K+ 3.61% |
$338K - $373K
|
57.6K
$11.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2KNew |
$338K - $372K
|
2K
$411K
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2KNew |
$337K - $371K
|
2K
$410K
|
|
|
Feb 14, 2022
Q4 2021
|
Estate Counselors, LLC
|
BUY
|
- |
2KNew |
$337K - $371K
|
2K
$410K
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2KNew |
$337K - $371K
|
2K
$410K
|
|
|
Feb 24, 2022
Q4 2021
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2KNew |
$337K - $371K
|
2K
$410K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.99KNew |
$336K - $369K
|
1.99K
$408K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.99K+ 144.13% |
$336K - $369K
|
3.37K
$691K
|
|
|
Jan 27, 2022
Q4 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.97K+ 2.45% |
$332K - $366K
|
82.2K
$16.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
1.96K+ 125.34% |
$331K - $364K
|
3.52K
$722K
|
|
|
Jan 25, 2022
Q4 2021
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.95KNew |
$328K - $361K
|
1.95K
$399K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.91KNew |
$322K - $354K
|
1.91K
$391K
|
|
|
Feb 17, 2022
Q4 2021
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.89KNew |
$319K - $351K
|
1.89K
$388K
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.89KNew |
$318K - $350K
|
1.89K
$387K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.88KNew |
$317K - $349K
|
1.88K
$385K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
BUY
|
- |
1.87K+ 3.67% |
$315K - $347K
|
52.8K
$10.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
1.87KNew |
$315K - $347K
|
1.87K
$383K
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.86KNew |
$314K - $346K
|
1.86K
$382K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.86K+ 20.59% |
$314K - $345K
|
10.9K
$2.23M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.86KNew |
$314K - $345K
|
1.86K
$381K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.82KNew |
$307K - $338K
|
1.82K
$373K
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.8K+ 28.58% |
$303K - $333K
|
8.08K
$1.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.79K+ 8.72% |
$302K - $332K
|
22.3K
$4.57M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
1.78K+ 21.62% |
$300K - $331K
|
10K
$2.05M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.77K+ 18.37% |
$299K - $329K
|
11.4K
$2.34M
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.77K+ 3.09% |
$298K - $329K
|
59K
$12.1M
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
1.77KNew |
$298K - $328K
|
1.77K
$362K
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.76K+ 33.88% |
$297K - $327K
|
6.96K
$1.43M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.75KNew |
$296K - $326K
|
1.75K
$360K
|
|
|
Feb 14, 2022
Q4 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.75KNew |
$296K - $326K
|
1.75K
$359K
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
1.74KNew |
$294K - $324K
|
1.74K
$357K
|
|
|
Feb 02, 2022
Q4 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.73K+ 127.99% |
$292K - $322K
|
3.09K
$633K
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.71K+ 162.77% |
$289K - $318K
|
2.77K
$567K
|
|
|
Jan 13, 2022
Q4 2021
|
Hemington Wealth Management
|
BUY
|
- |
1.69K+ 19.23% |
$284K - $313K
|
10.5K
$2.14M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.69KNew |
$284K - $313K
|
1.69K
$346K
|
|
|
Jan 14, 2022
Q4 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
1.67K+ 2.85% |
$281K - $310K
|
60.1K
$12.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.66KNew |
$281K - $309K
|
1.66K
$341K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.66K+ 11.33% |
$280K - $308K
|
16.3K
$3.34M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.63K+ 0.67% |
$275K - $302K
|
243K
$49.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.56KNew |
$263K - $289K
|
1.56K
$319K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.55K+ 7.28% |
$262K - $289K
|
22.9K
$4.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Verus Financial Partners, Inc.
|
BUY
|
- |
1.55K+ 0.55% |
$262K - $289K
|
283K
$58.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.53KNew |
$259K - $285K
|
1.53K
$314K
|