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 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
9New |
$1.52K - $1.67K
|
9
$1.8K
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
8+ 0.54% |
$1.35K - $1.49K
|
1.49K
$297K
|
|
|
Jan 14, 2022
Q4 2021
|
Trust CO
|
BUY
|
- |
7+ 0.09% |
$1.18K - $1.3K
|
7.86K
$1.57M
|
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
7+ 25.0% |
$1.18K - $1.3K
|
35
$6.99K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
7+ 0.05% |
$1.18K - $1.3K
|
12.8K
$2.56M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
6+ 0.16% |
$1.01K - $1.11K
|
3.85K
$769K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
6+ 17.14% |
$1.01K - $1.11K
|
41
$8.19K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
5+ 0.04% |
$844 - $929
|
12.6K
$2.52M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5+ 0.24% |
$844 - $929
|
2.11K
$422K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 1.9% |
$675 - $743
|
214
$42.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
3+ 0.09% |
$506 - $557
|
3.2K
$640K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
3+ 0.45% |
$506 - $557
|
664
$133K
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.25% |
$506 - $557
|
1.18K
$236K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
3New |
$506 - $557
|
3
$599
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3+ 0.04% |
$506 - $557
|
6.93K
$1.38M
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
2+ 0.18% |
$337 - $371
|
1.1K
$220K
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
2+ 0.14% |
$337 - $371
|
1.46K
$291K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2New |
$337 - $371
|
2
$399
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.08% |
$337 - $371
|
2.59K
$517K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
2+ 0.08% |
$337 - $371
|
2.44K
$487K
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
2+ 0.12% |
$337 - $371
|
1.7K
$340K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
2+ 0.03% |
$337 - $371
|
7.64K
$1.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.29% |
$169 - $186
|
350
$69.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.67% |
$169 - $186
|
61
$12.2K
|
|
|
Feb 03, 2022
Q4 2021
|
Garland Capital Management Inc
|
BUY
|
- |
1+ 0.41% |
$169 - $186
|
243
$48.5K
|
|
|
Jan 28, 2022
Q4 2021
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.63% |
$169 - $186
|
161
$32.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.5% |
$169 - $186
|
203
$40.5K
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1+ 0.04% |
$169 - $186
|
2.34K
$467K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.55% |
$169 - $186
|
183
$36.5K
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$169 - $186
|
2.42K
$483K
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
1+ 2.13% |
$169 - $186
|
48
$9.58K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
1+ 0.37% |
$169 - $186
|
271
$54.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.04% |
$169 - $186
|
2.55K
$509K
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$169 - $186
|
3.03K
$605K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$169 - $186
|
29.8K
$5.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1- 0.07% |
$169 - $186
|
1.35K
$270K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-2- 0.6% |
$337 - $371
|
333
$66.5K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-2- 6.9% |
$337 - $371
|
27
$5.39K
|
|
|
Jan 19, 2022
Q4 2021
|
Moser Wealth Advisors, LLC
|
SELL
|
- |
-3- 0.01% |
$506 - $557
|
52.1K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3- 3.61% |
$506 - $557
|
80
$16K
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-3Closed |
$506 - $557
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-5- 0.21% |
$844 - $929
|
2.38K
$476K
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-5- 0.01% |
$844 - $929
|
40.9K
$8.17M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6- 0.3% |
$1.01K - $1.11K
|
2.01K
$401K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-6- 0.34% |
$1.01K - $1.11K
|
1.79K
$356K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-7- 0.21% |
$1.18K - $1.3K
|
3.26K
$651K
|
|
|
Jan 21, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-7- 24.14% |
$1.18K - $1.3K
|
22
$4.39K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-7- 0.51% |
$1.18K - $1.3K
|
1.35K
$270K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-8- 47.06% |
$1.35K - $1.49K
|
9
$1.8K
|