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 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
BUY
|
- |
30New |
$5.06K - $5.57K
|
30
$5.99K
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
BUY
|
- |
30+ 0.32% |
$5.06K - $5.57K
|
9.45K
$1.89M
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
30New |
$5.06K - $5.57K
|
30
$5.99K
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
29New |
$4.89K - $5.39K
|
29
$5.79K
|
|
Feb 01, 2022
Q4 2021
|
Eidelman Virant Capital
|
BUY
|
- |
28+ 0.58% |
$4.72K - $5.2K
|
4.82K
$963K
|
|
Jan 24, 2022
Q4 2021
|
Dagco, Inc.
|
BUY
|
- |
28+ 1.18% |
$4.72K - $5.2K
|
2.41K
$481K
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
27+ 0.1% |
$4.56K - $5.01K
|
26.1K
$5.21M
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
27+ 0.2% |
$4.56K - $5.01K
|
13.3K
$2.66M
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
27+ 0.41% |
$4.56K - $5.01K
|
6.62K
$1.32M
|
|
Jan 20, 2022
Q4 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
26+ 1.34% |
$4.39K - $4.83K
|
1.97K
$393K
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
26+ 92.86% |
$4.39K - $4.83K
|
54
$10.8K
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
26+ 21.85% |
$4.39K - $4.83K
|
145
$28.9K
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
23+ 0.59% |
$3.88K - $4.27K
|
3.93K
$784K
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
22New |
$3.71K - $4.09K
|
22
$4.39K
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
22+ 0.93% |
$3.71K - $4.09K
|
2.38K
$476K
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
22+ 0.12% |
$3.71K - $4.09K
|
17.9K
$3.56M
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
21+ 161.54% |
$3.54K - $3.9K
|
34
$6.79K
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
21+ 1.53% |
$3.54K - $3.9K
|
1.39K
$278K
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
20+ 0.4% |
$3.37K - $3.71K
|
4.98K
$994K
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
20+ 1.08% |
$3.37K - $3.71K
|
1.87K
$373K
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
20+ 0.64% |
$3.37K - $3.71K
|
3.14K
$627K
|
|
Feb 14, 2022
Q4 2021
|
Resolute Advisors LLC
|
BUY
|
- |
19+ 0.65% |
$3.21K - $3.53K
|
2.92K
$584K
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
18+ 0.31% |
$3.04K - $3.34K
|
5.84K
$1.17M
|
|
Feb 16, 2022
Q4 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
18+ 2.26% |
$3.04K - $3.34K
|
815
$163K
|
|
Jan 24, 2022
Q4 2021
|
Keeler T Homas Management LLC
|
BUY
|
- |
18+ 0.53% |
$3.04K - $3.34K
|
3.4K
$679K
|
|
Feb 11, 2022
Q4 2021
|
American Money Management, LLC
|
BUY
|
- |
18+ 0.36% |
$3.04K - $3.34K
|
5.01K
$1M
|
|
Feb 03, 2022
Q4 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
18+ 0.66% |
$3.04K - $3.34K
|
2.74K
$546K
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
18+ 0.5% |
$3.04K - $3.34K
|
3.62K
$723K
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
17+ 0.66% |
$2.87K - $3.16K
|
2.61K
$521K
|
|
Feb 15, 2022
Q4 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
17+ 0.38% |
$2.87K - $3.16K
|
4.51K
$901K
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 1.05% |
$2.87K - $3.16K
|
1.63K
$325K
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
BUY
|
- |
16+ 0.46% |
$2.7K - $2.97K
|
3.47K
$692K
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
15+ 0.21% |
$2.53K - $2.79K
|
7.06K
$1.41M
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
15+ 0.82% |
$2.53K - $2.79K
|
1.83K
$366K
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
15+ 0.3% |
$2.53K - $2.79K
|
4.99K
$996K
|
|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
14+ 0.18% |
$2.36K - $2.6K
|
8.01K
$1.6M
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
13+ 2.15% |
$2.19K - $2.41K
|
618
$123K
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
13New |
$2.19K - $2.41K
|
13
$2.6K
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
13+ 0.48% |
$2.19K - $2.41K
|
2.74K
$547K
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
13New |
$2.19K - $2.41K
|
13
$2.6K
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
13+ 1.01% |
$2.19K - $2.41K
|
1.3K
$259K
|
|
Feb 09, 2022
Q4 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.66% |
$2.19K - $2.41K
|
1.99K
$397K
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
12+ 0.04% |
$2.02K - $2.23K
|
30.7K
$6.13M
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
12+ 0.65% |
$2.02K - $2.23K
|
1.86K
$372K
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
12+ 0.4% |
$2.02K - $2.23K
|
3.02K
$603K
|
|
Feb 17, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.06% |
$1.86K - $2.04K
|
18.5K
$3.7M
|
|
Feb 14, 2022
Q4 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
11New |
$1.86K - $2.04K
|
11
$2.2K
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
10+ 0.05% |
$1.69K - $1.86K
|
19.3K
$3.84M
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
9+ 11.11% |
$1.52K - $1.67K
|
90
$18K
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
9+ 0.27% |
$1.52K - $1.67K
|
3.32K
$663K
|