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 |
|---|---|---|---|---|---|---|---|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
679+ 3.46% |
$115K - $126K
|
20.3K
$4.16M
|
|
|
Feb 09, 2022
Q4 2021
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
676New |
$114K - $126K
|
676
$139K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
675+ 22.89% |
$114K - $125K
|
3.62K
$743K
|
|
|
Jan 24, 2022
Q4 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
674+ 17.14% |
$114K - $125K
|
4.61K
$945K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
667+ 5.24% |
$113K - $124K
|
13.4K
$2.75M
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
667+ 5.79% |
$113K - $124K
|
12.2K
$2.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
662+ 3.81% |
$112K - $123K
|
18K
$3.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
646+ 13.91% |
$109K - $120K
|
5.29K
$1.08M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
641+ 1.37% |
$108K - $119K
|
47.3K
$9.71M
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
635+ 4.9% |
$107K - $118K
|
13.6K
$2.79M
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
630+ 13.25% |
$106K - $117K
|
5.39K
$1.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
618New |
$104K - $115K
|
618
$127K
|
|
|
Feb 10, 2022
Q4 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
614+ 5.67% |
$104K - $114K
|
11.5K
$2.35M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
612+ 1.51% |
$103K - $114K
|
41.2K
$8.45M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
611+ 2.23% |
$103K - $113K
|
28K
$5.75M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
594+ 49.87% |
$100K - $110K
|
1.79K
$366K
|
|
|
Feb 10, 2022
Q4 2021
|
Emc Capital Management
Houston, TX |
BUY
|
- |
589+ 63.2% |
$99.4K - $109K
|
1.52K
$312K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
578+ 97.97% |
$97.5K - $107K
|
1.17K
$240K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
573New |
$96.7K - $106K
|
573
$118K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
569+ 24.73% |
$96K - $106K
|
2.87K
$589K
|
|
|
Feb 11, 2022
Q4 2021
|
Wells Financial Advisors Inc
|
BUY
|
- |
562+ 32.1% |
$94.8K - $104K
|
2.31K
$474K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
553+ 18.74% |
$93.3K - $103K
|
3.5K
$719K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
545+ 7.74% |
$92K - $101K
|
7.58K
$1.56M
|
|
|
Feb 07, 2022
Q4 2021
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
537+ 4.56% |
$90.6K - $99.7K
|
12.3K
$2.53M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
529+ 1.67% |
$89.3K - $98.2K
|
32.2K
$6.6M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
521New |
$87.9K - $96.8K
|
521
$107K
|
|
|
Feb 09, 2022
Q4 2021
|
American National Bank
|
BUY
|
- |
515New |
$86.9K - $95.6K
|
515
$106K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
512+ 1.57% |
$86.4K - $95.1K
|
33K
$6.77M
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
499+ 1.36% |
$84.2K - $92.7K
|
37.2K
$7.63M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
477+ 3.51% |
$80.5K - $88.6K
|
14.1K
$2.88M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
474+ 10.35% |
$80K - $88K
|
5.05K
$1.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
467+ 10.27% |
$78.8K - $86.7K
|
5.02K
$1.03M
|
|
|
Jan 31, 2022
Q4 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
465+ 7.6% |
$78.5K - $86.4K
|
6.58K
$1.35M
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
457+ 1523.33% |
$77.1K - $84.9K
|
487
$99.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Eclectic Associates Inc
|
BUY
|
- |
455+ 4.21% |
$76.8K - $84.5K
|
11.3K
$2.31M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
450New |
$75.9K - $83.6K
|
450
$92.3K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
444+ 7.14% |
$74.9K - $82.5K
|
6.66K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
443+ 4.15% |
$74.7K - $82.3K
|
11.1K
$2.28M
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
439+ 29.27% |
$74.1K - $81.5K
|
1.94K
$398K
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
431+ 15.73% |
$72.7K - $80K
|
3.17K
$650K
|
|
|
Feb 14, 2022
Q4 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
430+ 33.91% |
$72.5K - $79.9K
|
1.7K
$348K
|
|
|
Jan 20, 2022
Q4 2021
|
Bay Rivers Group
|
BUY
|
- |
425+ 1.92% |
$71.7K - $78.9K
|
22.6K
$4.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
423+ 5.42% |
$71.4K - $78.6K
|
8.23K
$1.69M
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
422+ 6.71% |
$71.2K - $78.4K
|
6.71K
$1.38M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
418+ 4.3% |
$70.5K - $77.6K
|
10.1K
$2.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
411New |
$69.3K - $76.3K
|
411
$84.3K
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
408+ 2.62% |
$68.8K - $75.8K
|
16K
$3.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
406+ 2.55% |
$68.5K - $75.4K
|
16.4K
$3.35M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
404New |
$68.2K - $75K
|
404
$82.8K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
401New |
$67.7K - $74.5K
|
401
$82.2K
|