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 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.11K+ 108.86% |
$187K - $205K
|
2.12K
$435K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.11K+ 4.35% |
$186K - $205K
|
26.5K
$5.43M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.09K+ 34.78% |
$183K - $202K
|
4.21K
$862K
|
|
|
Feb 11, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.08K+ 900.0% |
$182K - $201K
|
1.2K
$246K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.07K+ 2.71% |
$181K - $199K
|
40.5K
$8.31M
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
1.05K+ 26.64% |
$177K - $195K
|
4.99K
$1.02M
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
1.05K+ 15.69% |
$176K - $194K
|
7.71K
$1.58M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.04K+ 60.91% |
$176K - $194K
|
2.76K
$566K
|
|
|
Jan 12, 2022
Q4 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.04K+ 3.97% |
$176K - $194K
|
27.3K
$5.61M
|
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.04K+ 17.12% |
$175K - $193K
|
7.11K
$1.46M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
1.03K+ 1.08% |
$174K - $192K
|
96.4K
$19.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
1.03KNew |
$173K - $191K
|
1.03K
$211K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.02K+ 0.97% |
$172K - $189K
|
106K
$21.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
1.01KNew |
$170K - $187K
|
1.01K
$206K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
1K+ 5.84% |
$169K - $186K
|
18.1K
$3.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
983+ 5.93% |
$166K - $183K
|
17.6K
$3.6M
|
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
966New |
$163K - $179K
|
966
$198K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
933+ 1.69% |
$157K - $173K
|
56.2K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
932+ 1.68% |
$157K - $173K
|
56.2K
$11.5M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
931+ 9.38% |
$157K - $173K
|
10.9K
$2.23M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
917+ 1.87% |
$155K - $170K
|
50K
$10.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
914+ 11.57% |
$154K - $170K
|
8.81K
$1.81M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
905+ 4.77% |
$153K - $168K
|
19.9K
$4.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
903New |
$152K - $168K
|
903
$185K
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
901+ 8.58% |
$152K - $167K
|
11.4K
$2.34M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
900+ 10.94% |
$152K - $167K
|
9.13K
$1.87M
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
892+ 0.48% |
$150K - $166K
|
188K
$38.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
890+ 24.47% |
$150K - $165K
|
4.53K
$928K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
886+ 7.13% |
$149K - $165K
|
13.3K
$2.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
873+ 4.27% |
$147K - $162K
|
21.3K
$4.37M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
866+ 14.04% |
$146K - $161K
|
7.03K
$1.44M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
854+ 25.32% |
$144K - $159K
|
4.23K
$867K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
843+ 49.79% |
$142K - $157K
|
2.54K
$520K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
842+ 3.32% |
$142K - $156K
|
26.2K
$5.38M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
839+ 3.51% |
$142K - $156K
|
24.7K
$5.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
827+ 10.38% |
$140K - $154K
|
8.8K
$1.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
811+ 2.14% |
$137K - $151K
|
38.7K
$7.93M
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
804+ 9.83% |
$136K - $149K
|
8.99K
$1.84M
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
793+ 8.52% |
$134K - $147K
|
10.1K
$2.07M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
782+ 20.19% |
$132K - $145K
|
4.66K
$955K
|
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
766+ 56.49% |
$129K - $142K
|
2.12K
$435K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
757+ 11.13% |
$128K - $141K
|
7.56K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
749+ 1.89% |
$126K - $139K
|
40.4K
$8.28M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
746+ 15.37% |
$126K - $139K
|
5.6K
$1.15M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
746+ 32.75% |
$126K - $139K
|
3.02K
$620K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
730+ 8.31% |
$123K - $136K
|
9.51K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
703+ 7.39% |
$119K - $131K
|
10.2K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
703+ 55.14% |
$119K - $131K
|
1.98K
$406K
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
700+ 17.07% |
$118K - $130K
|
4.8K
$984K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
698+ 7.32% |
$118K - $130K
|
10.2K
$2.1M
|