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 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
387+ 10.86% |
$65.3K - $71.9K
|
3.95K
$788K
|
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
BUY
|
- |
384+ 9.99% |
$64.8K - $71.3K
|
4.23K
$844K
|
|
|
Feb 02, 2022
Q4 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
373+ 7.8% |
$62.9K - $69.3K
|
5.16K
$1.03M
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
373New |
$62.9K - $69.3K
|
373
$74.5K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
370New |
$62.4K - $68.7K
|
370
$73.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
369+ 2.78% |
$62.3K - $68.5K
|
13.6K
$2.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
369+ 11.08% |
$62.3K - $68.5K
|
3.7K
$739K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
369+ 2.78% |
$62.3K - $68.5K
|
13.6K
$2.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
364+ 22.99% |
$61.4K - $67.6K
|
1.95K
$389K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
362+ 0.71% |
$61.1K - $67.2K
|
51.7K
$10.3M
|
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
356+ 15.34% |
$60.1K - $66.1K
|
2.68K
$534K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
349+ 1.96% |
$58.9K - $64.8K
|
18.2K
$3.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
349+ 8.64% |
$58.9K - $64.8K
|
4.39K
$876K
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
347+ 8.66% |
$58.5K - $64.4K
|
4.35K
$869K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
343+ 28.21% |
$57.9K - $63.7K
|
1.56K
$311K
|
|
|
Jan 19, 2022
Q4 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
340+ 2.18% |
$57.4K - $63.1K
|
15.9K
$3.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
337+ 8.02% |
$56.9K - $62.6K
|
4.54K
$907K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
316+ 14.89% |
$53.3K - $58.7K
|
2.44K
$487K
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
316+ 0.83% |
$53.3K - $58.7K
|
38.3K
$7.65M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
308+ 7.5% |
$52K - $57.2K
|
4.42K
$882K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
306+ 0.87% |
$51.6K - $56.8K
|
35.3K
$7.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
296+ 8.13% |
$49.9K - $55K
|
3.94K
$786K
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
294+ 8.64% |
$49.6K - $54.6K
|
3.7K
$738K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
289New |
$48.8K - $53.7K
|
289
$57.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
287+ 0.43% |
$48.4K - $53.3K
|
67K
$13.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
286+ 3.21% |
$48.3K - $53.1K
|
9.21K
$1.84M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
279+ 0.45% |
$47.1K - $51.8K
|
62.9K
$12.6M
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
270+ 13.32% |
$45.6K - $50.1K
|
2.3K
$459K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
270+ 2.64% |
$45.6K - $50.1K
|
10.5K
$2.09M
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
268+ 0.49% |
$45.2K - $49.8K
|
54.6K
$10.9M
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
266+ 3.58% |
$44.9K - $49.4K
|
7.69K
$1.54M
|
|
|
Jan 10, 2022
Q4 2021
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
265+ 5.1% |
$44.7K - $49.2K
|
5.46K
$1.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
263New |
$44.4K - $48.8K
|
263
$52.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
261New |
$44K - $48.5K
|
261
$52.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
260+ 14.44% |
$43.9K - $48.3K
|
2.06K
$411K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
255+ 8.97% |
$43K - $47.4K
|
3.1K
$619K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
255+ 0.89% |
$43K - $47.4K
|
29K
$5.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
248+ 0.45% |
$41.8K - $46.1K
|
55K
$11M
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
246+ 18.94% |
$41.5K - $45.7K
|
1.55K
$308K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
245+ 0.72% |
$41.3K - $45.5K
|
34.1K
$6.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
240New |
$40.5K - $44.6K
|
240
$47.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
239+ 54.2% |
$40.3K - $44.4K
|
680
$136K
|
|
|
Jan 18, 2022
Q4 2021
|
Tenret CO LLC
|
BUY
|
- |
235+ 1.02% |
$39.6K - $43.6K
|
23.2K
$4.64M
|
|
|
Feb 15, 2022
Q4 2021
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
231New |
$39K - $42.9K
|
231
$46.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
228New |
$38.5K - $42.3K
|
228
$45.5K
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
226+ 2.46% |
$38.1K - $42K
|
9.42K
$1.88M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
226+ 1.99% |
$38.1K - $42K
|
11.6K
$2.32M
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
BUY
|
- |
225+ 7.29% |
$38K - $41.8K
|
3.31K
$661K
|
|
|
Jan 19, 2022
Q4 2021
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
211+ 0.4% |
$35.6K - $39.2K
|
53.3K
$10.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
208+ 0.64% |
$35.1K - $38.6K
|
32.6K
$6.51M
|