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 |
---|---|---|---|---|---|---|---|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
635+ 8.11% |
$93.1K - $113K
|
8.47K
$1.67M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
622+ 30.0% |
$91.2K - $111K
|
2.7K
$532K
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
617+ 41.52% |
$90.5K - $110K
|
2.1K
$415K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
614+ 7.65% |
$90.1K - $109K
|
8.65K
$1.71M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
614+ 1.34% |
$90.1K - $109K
|
46.6K
$9.2M
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
608+ 4.2% |
$89.2K - $108K
|
15.1K
$2.98M
|
|
Aug 11, 2023
Q2 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
608+ 13.96% |
$89.2K - $108K
|
4.96K
$980K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
604+ 10.33% |
$88.6K - $108K
|
6.45K
$1.27M
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
585+ 0.81% |
$85.8K - $104K
|
73.1K
$14.4M
|
|
Jul 15, 2022
Q2 2022
|
Mayport, LLC
|
BUY
|
- |
583+ 4.25% |
$85.5K - $104K
|
14.3K
$2.83M
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
583+ 27.63% |
$85.5K - $104K
|
2.69K
$532K
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
570+ 20.98% |
$83.6K - $102K
|
3.29K
$649K
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
564+ 532.08% |
$82.7K - $101K
|
670
$132K
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
BUY
|
- |
556+ 6.71% |
$81.5K - $99.1K
|
8.84K
$1.75M
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
556+ 1.25% |
$81.5K - $99.1K
|
44.9K
$8.87M
|
|
Jul 13, 2022
Q2 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
551+ 0.99% |
$80.8K - $98.2K
|
56.1K
$11.1M
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
537+ 19.19% |
$78.8K - $95.7K
|
3.34K
$659K
|
|
Jul 22, 2022
Q2 2022
|
Coastline Trust CO
|
BUY
|
- |
530+ 2.06% |
$77.7K - $94.5K
|
26.2K
$5.18M
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
529+ 3.99% |
$77.6K - $94.3K
|
13.8K
$2.72M
|
|
Aug 09, 2022
Q2 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
521+ 2.37% |
$76.4K - $92.9K
|
22.5K
$4.44M
|
|
Aug 09, 2022
Q2 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
515+ 7.95% |
$75.5K - $91.8K
|
6.99K
$1.38M
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
504+ 2.06% |
$73.9K - $89.8K
|
25K
$4.94M
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
501+ 2.56% |
$73.5K - $89.3K
|
20K
$3.96M
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
498+ 4.32% |
$73K - $88.8K
|
12K
$2.38M
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
BUY
|
- |
495+ 4.59% |
$72.6K - $88.2K
|
11.3K
$2.23M
|
|
Jul 13, 2022
Q2 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
494+ 347.89% |
$72.5K - $88.1K
|
636
$126K
|
|
Aug 08, 2022
Q2 2022
|
Hc Advisors, LLC
|
BUY
|
- |
494+ 7.65% |
$72.5K - $88.1K
|
6.95K
$1.37M
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
489+ 3.91% |
$71.7K - $87.2K
|
13K
$2.57M
|
|
Aug 03, 2022
Q2 2022
|
Planning Directions Inc
|
BUY
|
- |
484+ 5.78% |
$71K - $86.3K
|
8.85K
$1.75M
|
|
Aug 01, 2022
Q2 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
482+ 6.66% |
$70.7K - $85.9K
|
7.72K
$1.52M
|
|
Aug 02, 2022
Q2 2022
|
Comerica Bank
|
BUY
|
- |
482+ 0.48% |
$70.7K - $85.9K
|
101K
$19.9M
|
|
Aug 11, 2022
Q2 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
467+ 7.32% |
$68.5K - $83.2K
|
6.85K
$1.35M
|
|
Aug 16, 2022
Q2 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
443+ 19.08% |
$65K - $79K
|
2.77K
$546K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
436+ 21.47% |
$63.9K - $77.7K
|
2.47K
$487K
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
433+ 11.88% |
$63.5K - $77.2K
|
4.08K
$805K
|
|
Jul 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
422+ 5.64% |
$61.9K - $75.2K
|
7.9K
$1.56M
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
410+ 24.42% |
$60.1K - $73.1K
|
2.09K
$413K
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
400+ 19.02% |
$58.7K - $71.3K
|
2.5K
$494K
|
|
Jul 20, 2022
Q2 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
399+ 29.64% |
$58.5K - $71.1K
|
1.75K
$345K
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
396+ 12.02% |
$58.1K - $70.6K
|
3.69K
$729K
|
|
Jul 20, 2022
Q2 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
382+ 3.19% |
$56K - $68.1K
|
12.3K
$2.44M
|
|
Apr 14, 2023
Q2 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
382+ 3.19% |
$56K - $68.1K
|
12.3K
$2.44M
|
|
Aug 11, 2022
Q2 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
375+ 3.18% |
$55K - $66.8K
|
12.2K
$2.4M
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
375+ 32.61% |
$55K - $66.8K
|
1.53K
$301K
|
|
Aug 01, 2022
Q2 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
365+ 6.73% |
$53.5K - $65.1K
|
5.79K
$1.14M
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
365+ 1.76% |
$53.5K - $65.1K
|
21.1K
$4.18M
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
360+ 2.5% |
$52.8K - $64.2K
|
14.8K
$2.92M
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
357+ 14.54% |
$52.4K - $63.6K
|
2.81K
$556K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
351+ 14.13% |
$51.5K - $62.6K
|
2.84K
$560K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
351New |
$51.5K - $62.6K
|
351
$69.3K
|