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 31, 2022
Q4 2021
|
Grove Bank & Trust
|
SELL
|
- |
-9- 0.1% |
$1.52K - $1.67K
|
8.63K
$1.72M
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
SELL
|
- |
-12- 0.72% |
$2.02K - $2.23K
|
1.65K
$329K
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-13- 1.05% |
$2.19K - $2.41K
|
1.23K
$246K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-13- 0.17% |
$2.19K - $2.41K
|
7.7K
$1.54M
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-14- 1.38% |
$2.36K - $2.6K
|
1K
$200K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-14- 53.85% |
$2.36K - $2.6K
|
12
$2.4K
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-15Closed |
$2.53K - $2.79K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-17- 0.7% |
$2.87K - $3.16K
|
2.42K
$483K
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
SELL
|
- |
-18- 1.04% |
$3.04K - $3.34K
|
1.71K
$341K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-18- 1.24% |
$3.04K - $3.34K
|
1.43K
$286K
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
SELL
|
- |
-19- 13.67% |
$3.21K - $3.53K
|
120
$24K
|
|
Jan 13, 2022
Q4 2021
|
E&G Advisors, LP
|
SELL
|
- |
-23- 0.13% |
$3.88K - $4.27K
|
18.2K
$3.63M
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-23Closed |
$3.88K - $4.27K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-23- 0.57% |
$3.88K - $4.27K
|
4.03K
$804K
|
|
Jan 18, 2022
Q4 2021
|
Systelligence, LLC
|
SELL
|
- |
-24- 0.29% |
$4.05K - $4.46K
|
8.19K
$1.63M
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-25- 2.77% |
$4.22K - $4.64K
|
876
$175K
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-26- 32.5% |
$4.39K - $4.83K
|
54
$10.8K
|
|
Feb 03, 2022
Q4 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-28- 0.08% |
$4.72K - $5.2K
|
33.3K
$6.65M
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-28- 13.08% |
$4.72K - $5.2K
|
186
$37.1K
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-28Closed |
$4.72K - $5.2K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
SELL
|
- |
-29- 0.08% |
$4.89K - $5.39K
|
34.9K
$6.97M
|
|
Feb 02, 2022
Q4 2021
|
Hc Advisors, LLC
|
SELL
|
- |
-30- 0.49% |
$5.06K - $5.57K
|
6.04K
$1.21M
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-30- 2.88% |
$5.06K - $5.57K
|
1.01K
$202K
|
|
Jan 31, 2022
Q4 2021
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-31- 1.56% |
$5.23K - $5.76K
|
1.96K
$391K
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-35- 1.65% |
$5.91K - $6.5K
|
2.09K
$417K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-36Closed |
$6.07K - $6.69K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-37- 1.51% |
$6.24K - $6.87K
|
2.42K
$483K
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
SELL
|
- |
-38- 0.26% |
$6.41K - $7.06K
|
14.4K
$2.88M
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
SELL
|
- |
-39- 1.88% |
$6.58K - $7.24K
|
2.04K
$406K
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-39- 0.81% |
$6.58K - $7.24K
|
4.77K
$952K
|
|
Feb 09, 2022
Q4 2021
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-39- 1.79% |
$6.58K - $7.24K
|
2.14K
$427K
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-39- 2.93% |
$6.58K - $7.24K
|
1.29K
$258K
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-40Closed |
$6.75K - $7.43K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-41- 2.49% |
$6.92K - $7.61K
|
1.61K
$321K
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-42- 0.3% |
$7.09K - $7.8K
|
14K
$2.8M
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-43- 2.0% |
$7.25K - $7.99K
|
2.11K
$422K
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-46- 1.47% |
$7.76K - $8.54K
|
3.08K
$615K
|
|
Feb 01, 2022
Q4 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-46- 0.16% |
$7.76K - $8.54K
|
28K
$5.59M
|
|
Feb 14, 2022
Q4 2021
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-50- 3.86% |
$8.44K - $9.29K
|
1.25K
$249K
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-50- 2.79% |
$8.44K - $9.29K
|
1.75K
$348K
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-51- 2.87% |
$8.6K - $9.47K
|
1.73K
$345K
|
|
Feb 08, 2022
Q4 2021
|
Hyman Charles D
|
SELL
|
- |
-53- 0.32% |
$8.94K - $9.84K
|
16.6K
$3.32M
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-56- 1.96% |
$9.45K - $10.4K
|
2.81K
$560K
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-58- 1.65% |
$9.79K - $10.8K
|
3.46K
$691K
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
SELL
|
- |
-59- 2.38% |
$9.95K - $11K
|
2.43K
$484K
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-60- 2.33% |
$10.1K - $11.1K
|
2.52K
$503K
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-60- 0.62% |
$10.1K - $11.1K
|
9.68K
$1.93M
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-68Closed |
$11.5K - $12.6K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-72- 0.7% |
$12.1K - $13.4K
|
10.2K
$2.04M
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-72- 4.11% |
$12.1K - $13.4K
|
1.68K
$335K
|