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 14, 2022
Q4 2021
|
Five Oceans Advisors
|
BUY
|
- |
206+ 4.18% |
$34.8K - $38.3K
|
5.14K
$1.03M
|
|
|
Feb 08, 2022
Q4 2021
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
205+ 6.08% |
$34.6K - $38.1K
|
3.58K
$714K
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
203+ 4.28% |
$34.3K - $37.7K
|
4.95K
$988K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
201+ 1.53% |
$33.9K - $37.3K
|
13.3K
$2.66M
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
200+ 1176.47% |
$33.7K - $37.1K
|
217
$43.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
198+ 65.78% |
$33.4K - $36.8K
|
499
$99.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
BUY
|
- |
195+ 1.82% |
$32.9K - $36.2K
|
10.9K
$2.18M
|
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
189+ 3.88% |
$31.9K - $35.1K
|
5.06K
$1.01M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
188+ 2.66% |
$31.7K - $34.9K
|
7.27K
$1.45M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
186+ 2.92% |
$31.4K - $34.5K
|
6.56K
$1.31M
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
182+ 0.95% |
$30.7K - $33.8K
|
19.3K
$3.84M
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
BUY
|
- |
180+ 7.53% |
$30.4K - $33.4K
|
2.57K
$513K
|
|
|
Jan 31, 2022
Q4 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
176+ 10.37% |
$29.7K - $32.7K
|
1.87K
$374K
|
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
176+ 5.63% |
$29.7K - $32.7K
|
3.3K
$660K
|
|
|
Feb 14, 2022
Q4 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
170+ 4.96% |
$28.7K - $31.6K
|
3.6K
$719K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
168New |
$28.3K - $31.2K
|
168
$33.5K
|
|
|
Jan 18, 2022
Q4 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
167+ 4.19% |
$28.2K - $31K
|
4.16K
$830K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
165+ 37.76% |
$27.8K - $30.6K
|
602
$120K
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Financial Group Inc
|
BUY
|
- |
162+ 0.42% |
$27.3K - $30.1K
|
39.1K
$7.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
160+ 2.86% |
$27K - $29.7K
|
5.75K
$1.15M
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
157+ 4.79% |
$26.5K - $29.2K
|
3.44K
$686K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
154+ 30.43% |
$26K - $28.6K
|
660
$132K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
154New |
$26K - $28.6K
|
154
$30.7K
|
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
152+ 12.29% |
$25.6K - $28.2K
|
1.39K
$277K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
152+ 1.99% |
$25.6K - $28.2K
|
7.8K
$1.56M
|
|
|
Feb 01, 2022
Q4 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
152+ 12.44% |
$25.6K - $28.2K
|
1.37K
$274K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
152+ 10.2% |
$25.6K - $28.2K
|
1.64K
$328K
|
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
147+ 5.93% |
$24.8K - $27.3K
|
2.63K
$524K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
145New |
$24.5K - $26.9K
|
145
$28.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
144+ 2.57% |
$24.3K - $26.7K
|
5.74K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
143+ 5.38% |
$24.1K - $26.6K
|
2.8K
$559K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
142New |
$24K - $26.4K
|
142
$28.4K
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
140New |
$23.6K - $26K
|
140
$28K
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
138+ 8.09% |
$23.3K - $25.6K
|
1.84K
$368K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
136New |
$22.9K - $25.3K
|
136
$27.2K
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
134New |
$22.6K - $24.9K
|
134
$26.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
129+ 1.65% |
$21.8K - $24K
|
7.95K
$1.59M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
128+ 1.26% |
$21.6K - $23.8K
|
10.3K
$2.05M
|
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
BUY
|
- |
128+ 2.34% |
$21.6K - $23.8K
|
5.61K
$1.12M
|
|
|
Jan 24, 2022
Q4 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
126+ 3.02% |
$21.3K - $23.4K
|
4.3K
$859K
|
|
|
Feb 01, 2022
Q4 2021
|
Jacobsen Capital Management
|
BUY
|
- |
126+ 0.17% |
$21.3K - $23.4K
|
76.3K
$15.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
122+ 1.82% |
$20.6K - $22.7K
|
6.81K
$1.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
118+ 0.17% |
$19.9K - $21.9K
|
68.9K
$13.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
116+ 1.35% |
$19.6K - $21.5K
|
8.69K
$1.73M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
115New |
$19.4K - $21.4K
|
115
$23K
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
111+ 2.71% |
$18.7K - $20.6K
|
4.21K
$840K
|
|
|
Feb 10, 2022
Q4 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
110+ 1.86% |
$18.6K - $20.4K
|
6.03K
$1.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
109+ 990.91% |
$18.4K - $20.2K
|
120
$24K
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
102+ 0.31% |
$17.2K - $18.9K
|
32.8K
$6.54M
|
|
|
Jan 28, 2022
Q4 2021
|
Zeit Capital LLC
|
BUY
|
- |
101+ 0.52% |
$17K - $18.8K
|
19.4K
$3.87M
|