Purchases and Sales Made in Q2 2022 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.15K+ 19.73% |
$169K - $205K
|
6.98K
$1.43M
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.1K+ 2.19% |
$162K - $197K
|
51.5K
$10.5M
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.1K+ 1.75% |
$162K - $197K
|
64.3K
$13.2M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.09KNew |
$160K - $194K
|
1.09K
$223K
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.08K+ 8.75% |
$159K - $193K
|
13.4K
$2.75M
|
|
Aug 15, 2022
Q2 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.07K+ 3.01% |
$156K - $190K
|
36.5K
$7.47M
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
1.06K+ 1729.51% |
$155K - $188K
|
1.12K
$228K
|
|
Aug 02, 2022
Q2 2022
|
Jacobsen Capital Management
|
BUY
|
- |
1.02K+ 0.91% |
$149K - $182K
|
113K
$23.2M
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.01KNew |
$148K - $180K
|
1.01K
$207K
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
944+ 7.8% |
$138K - $168K
|
13K
$2.67M
|
|
Jul 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
943+ 19.19% |
$138K - $168K
|
5.86K
$1.2M
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
942+ 3.11% |
$138K - $168K
|
31.2K
$6.38M
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
939+ 7.25% |
$138K - $167K
|
13.9K
$2.84M
|
|
Jul 19, 2022
Q2 2022
|
Eidelman Virant Capital
|
BUY
|
- |
924+ 17.29% |
$136K - $165K
|
6.27K
$1.28M
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
919+ 4.41% |
$135K - $164K
|
21.7K
$4.45M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
919+ 4.46% |
$135K - $164K
|
21.5K
$4.4M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
884+ 14.29% |
$130K - $158K
|
7.07K
$1.45M
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
871+ 2.24% |
$128K - $155K
|
39.7K
$8.12M
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
BUY
|
- |
846+ 24.39% |
$124K - $151K
|
4.32K
$883K
|
|
Aug 08, 2022
Q2 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
845+ 16.27% |
$124K - $151K
|
6.04K
$1.24M
|
|
Aug 05, 2022
Q2 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
841+ 7.98% |
$123K - $150K
|
11.4K
$2.33M
|
|
Jul 18, 2022
Q2 2022
|
Gpwm LLC
|
BUY
|
- |
839+ 2.1% |
$123K - $150K
|
40.8K
$8.34M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
836+ 11.66% |
$123K - $149K
|
8.01K
$1.64M
|
|
Jul 22, 2022
Q2 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
829+ 3.42% |
$122K - $148K
|
25.1K
$5.13M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
827+ 15.2% |
$121K - $147K
|
6.27K
$1.28M
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
813+ 14.81% |
$119K - $145K
|
6.3K
$1.29M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
803New |
$118K - $143K
|
803
$164K
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
803+ 8.31% |
$118K - $143K
|
10.5K
$2.14M
|
|
Aug 09, 2022
Q2 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
801+ 0.96% |
$117K - $143K
|
83.9K
$17.2M
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
783+ 41.98% |
$115K - $140K
|
2.65K
$542K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
775+ 151.96% |
$114K - $138K
|
1.29K
$263K
|
|
Jul 22, 2022
Q2 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
764+ 22.31% |
$112K - $136K
|
4.19K
$857K
|
|
Aug 12, 2022
Q2 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
742+ 9.85% |
$109K - $132K
|
8.28K
$1.69M
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
740+ 1.42% |
$109K - $132K
|
52.9K
$10.8M
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
738+ 1.23% |
$108K - $132K
|
60.8K
$12.4M
|
|
Aug 09, 2022
Q2 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
736+ 2.49% |
$108K - $131K
|
30.3K
$6.19M
|
|
Jul 11, 2022
Q2 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
730+ 13.68% |
$107K - $130K
|
6.07K
$1.24M
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
730+ 13.82% |
$107K - $130K
|
6.01K
$1.23M
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
729New |
$107K - $130K
|
729
$149K
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
725+ 43.13% |
$106K - $129K
|
2.41K
$492K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
719+ 30.15% |
$105K - $128K
|
3.1K
$635K
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
700+ 165.09% |
$103K - $125K
|
1.12K
$230K
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
697+ 4.09% |
$102K - $124K
|
17.7K
$3.63M
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
691+ 66.51% |
$101K - $123K
|
1.73K
$354K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
674+ 2.0% |
$98.9K - $120K
|
34.4K
$7.03M
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
663+ 1.7% |
$97.2K - $118K
|
39.7K
$8.13M
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
660+ 27.22% |
$96.8K - $118K
|
3.09K
$631K
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
659+ 10.74% |
$96.7K - $117K
|
6.8K
$1.39M
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
650+ 802.47% |
$95.3K - $116K
|
731
$150K
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
636+ 12.06% |
$93.3K - $113K
|
5.91K
$1.21M
|