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 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
100+ 3.47% |
$16.9K - $18.6K
|
2.98K
$592K
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
100+ 6.68% |
$16.9K - $18.6K
|
1.6K
$317K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
100New |
$16.9K - $18.6K
|
100
$19.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
100New |
$16.9K - $18.6K
|
100
$19.9K
|
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
100New |
$16.9K - $18.6K
|
100
$19.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
99+ 4.05% |
$16.7K - $18.4K
|
2.54K
$505K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
99New |
$16.7K - $18.4K
|
99
$19.7K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
97+ 5.84% |
$16.4K - $18K
|
1.76K
$349K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
96+ 0.64% |
$16.2K - $17.8K
|
15.1K
$3.01M
|
|
|
Jan 18, 2022
Q4 2021
|
Family Legacy, Inc.
|
BUY
|
- |
93+ 1.85% |
$15.7K - $17.3K
|
5.11K
$1.02M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
91New |
$15.4K - $16.9K
|
91
$18.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
90+ 0.21% |
$15.2K - $16.7K
|
42.3K
$8.39M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
90+ 2.96% |
$15.2K - $16.7K
|
3.14K
$622K
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
82+ 5.58% |
$13.8K - $15.2K
|
1.55K
$308K
|
|
|
Feb 07, 2022
Q4 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
78+ 0.58% |
$13.2K - $14.5K
|
13.6K
$2.71M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
75New |
$12.7K - $13.9K
|
75
$14.9K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
74+ 1.18% |
$12.5K - $13.7K
|
6.33K
$1.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
70+ 4.58% |
$11.8K - $13K
|
1.6K
$317K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
69+ 1.13% |
$11.6K - $12.8K
|
6.18K
$1.23M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
68+ 34.69% |
$11.5K - $12.6K
|
264
$52.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
68+ 1.96% |
$11.5K - $12.6K
|
3.53K
$701K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
62+ 2.0% |
$10.5K - $11.5K
|
3.17K
$629K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
61+ 0.83% |
$10.3K - $11.3K
|
7.4K
$1.47M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
60New |
$10.1K - $11.1K
|
60
$11.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
56New |
$9.45K - $10.4K
|
56
$11.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
55+ 0.68% |
$9.28K - $10.2K
|
8.19K
$1.63M
|
|
|
Feb 03, 2022
Q4 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
54+ 0.64% |
$9.11K - $10K
|
8.44K
$1.68M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
54+ 0.66% |
$9.11K - $10K
|
8.25K
$1.64M
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
53+ 0.85% |
$8.94K - $9.84K
|
6.32K
$1.25M
|
|
|
Jan 31, 2022
Q4 2021
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
52+ 0.35% |
$8.77K - $9.66K
|
14.7K
$2.92M
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
50+ 2.52% |
$8.44K - $9.29K
|
2.04K
$404K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
49+ 0.26% |
$8.27K - $9.1K
|
18.6K
$3.7M
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
49+ 1.78% |
$8.27K - $9.1K
|
2.81K
$557K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
47+ 63.51% |
$7.93K - $8.73K
|
121
$24K
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
46+ 16.31% |
$7.76K - $8.54K
|
328
$65.1K
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
45+ 0.33% |
$7.59K - $8.36K
|
13.6K
$2.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
45New |
$7.59K - $8.36K
|
45
$8.93K
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
45New |
$7.59K - $8.36K
|
45
$8.93K
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
43+ 34.4% |
$7.25K - $7.99K
|
168
$33.4K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
40+ 1.92% |
$6.75K - $7.43K
|
2.12K
$421K
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
40+ 1.23% |
$6.75K - $7.43K
|
3.29K
$653K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
39+ 24.53% |
$6.58K - $7.24K
|
198
$39.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
39+ 2.66% |
$6.58K - $7.24K
|
1.5K
$299K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
39+ 13.98% |
$6.58K - $7.24K
|
318
$63.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
39+ 0.62% |
$6.58K - $7.24K
|
6.36K
$1.26M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
39+ 1.17% |
$6.58K - $7.24K
|
3.37K
$670K
|
|
|
Feb 17, 2022
Q4 2021
|
Concorde Financial Corp
Dallas, TX |
BUY
|
- |
33New |
$5.57K - $6.13K
|
33
$6.55K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
32+ 0.63% |
$5.4K - $5.94K
|
5.08K
$1.01M
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
31+ 25.41% |
$5.23K - $5.76K
|
153
$30.4K
|
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
31+ 10.33% |
$5.23K - $5.76K
|
331
$65.7K
|