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 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.73M+ 12.82% |
$293M - $322M
|
15.3M
$3.05B
|
|
Feb 11, 2022
Q4 2021
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
1.43MNew |
$241M - $265M
|
1.43M
$285M
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
269K+ 6.7% |
$45.3M - $49.9M
|
4.28M
$854M
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
241K+ 40.87% |
$40.7M - $44.8M
|
831K
$166M
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
209K+ 8.2% |
$35.2M - $38.8M
|
2.76M
$550M
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
178KNew |
$30.1M - $33.1M
|
178K
$35.6M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
166K+ 122.92% |
$28.1M - $30.9M
|
302K
$60.2M
|
|
Feb 11, 2022
Q4 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
147K+ 1.63% |
$24.8M - $27.3M
|
9.19M
$1.83B
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
137KNew |
$23.2M - $25.5M
|
137K
$27.4M
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
127K+ 21.33% |
$21.4M - $23.6M
|
723K
$144M
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
104K+ 20.09% |
$17.5M - $19.3M
|
620K
$124M
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
86.2KNew |
$14.5M - $16M
|
86.2K
$17.2M
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
83.6KNew |
$14.1M - $15.5M
|
83.6K
$16.7M
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
80.1K+ 14.92% |
$13.5M - $14.9M
|
617K
$123M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
74.6K+ 2.75% |
$12.6M - $13.9M
|
2.79M
$556M
|
|
Feb 14, 2022
Q4 2021
|
True Wealth Financial Partners
|
BUY
|
- |
63.8KNew |
$10.8M - $11.8M
|
63.8K
$12.7M
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
62K+ 648.09% |
$10.5M - $11.5M
|
71.6K
$14.3M
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
59.7K+ 2196.58% |
$10.1M - $11.1M
|
62.4K
$12.5M
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
51.2KNew |
$8.63M - $9.5M
|
51.2K
$10.2M
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
49.5K+ 646.79% |
$8.35M - $9.19M
|
57.1K
$11.4M
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
48.3K+ 46.67% |
$8.16M - $8.98M
|
152K
$30.3M
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
BUY
|
- |
47.8K+ 64.57% |
$8.07M - $8.88M
|
122K
$24.3M
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
46.8KNew |
$7.9M - $8.69M
|
46.8K
$9.34M
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
46.6KNew |
$7.86M - $8.66M
|
46.6K
$9.31M
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
46.2KNew |
$7.8M - $8.59M
|
46.2K
$9.23M
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
46.2K+ 7268.82% |
$7.79M - $8.57M
|
46.8K
$9.34M
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
46.1KNew |
$7.78M - $8.56M
|
46.1K
$9.21M
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
45.6K+ 38.69% |
$7.69M - $8.47M
|
163K
$32.6M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.7K+ 2.39% |
$7.2M - $7.93M
|
1.83M
$366M
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
42.3KNew |
$7.13M - $7.85M
|
42.3K
$8.44M
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
42K+ 26.02% |
$7.09M - $7.81M
|
204K
$40.7M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42K+ 12.92% |
$7.08M - $7.8M
|
367K
$73.2M
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
41.9KNew |
$7.07M - $7.78M
|
41.9K
$8.37M
|
|
Feb 02, 2022
Q4 2021
|
Gpwm LLC
|
BUY
|
- |
39.9KNew |
$6.73M - $7.41M
|
39.9K
$7.96M
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
39.1K+ 3.03% |
$6.59M - $7.26M
|
1.33M
$265M
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
38.7KNew |
$6.53M - $7.18M
|
38.7K
$7.72M
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38K+ 6.0% |
$6.42M - $7.06M
|
672K
$134M
|
|
Jan 25, 2023
Q4 2021
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
37.6KNew |
$6.34M - $6.98M
|
37.6K
$7.5M
|
|
Mar 01, 2022
Q4 2021
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
37KNew |
$6.24M - $6.87M
|
37K
$7.39M
|
|
Feb 14, 2022
Q4 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
37KNew |
$6.24M - $6.86M
|
37K
$7.38M
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
36.8KNew |
$6.2M - $6.83M
|
36.8K
$7.34M
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
36.4K+ 1116.3% |
$6.13M - $6.75M
|
39.6K
$7.91M
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
35.9K+ 26.42% |
$6.06M - $6.68M
|
172K
$34.3M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
33.3K+ 40.2% |
$5.62M - $6.18M
|
116K
$23.2M
|
|
Feb 11, 2022
Q4 2021
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
32.9KNew |
$5.55M - $6.11M
|
32.9K
$6.56M
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
32.5K+ 3.71% |
$5.48M - $6.03M
|
907K
$181M
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
31.8KNew |
$5.36M - $5.9M
|
31.8K
$6.34M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.1K+ 65.09% |
$5.25M - $5.78M
|
78.9K
$15.7M
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
30.4KNew |
$5.13M - $5.64M
|
30.4K
$6.07M
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
29.8KNew |
$5.03M - $5.54M
|
29.8K
$5.95M
|