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
|
Evensky & Katz LLC
|
SELL
|
- |
-74- 4.87% |
$12.5K - $13.7K
|
1.45K
$288K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-75- 1.69% |
$12.7K - $13.9K
|
4.37K
$873K
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-75- 1.7% |
$12.7K - $13.9K
|
4.35K
$867K
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-79- 20.84% |
$13.3K - $14.7K
|
300
$59.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-79- 5.86% |
$13.3K - $14.7K
|
1.27K
$253K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-80- 0.36% |
$13.5K - $14.9K
|
22.1K
$4.41M
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-80- 55.94% |
$13.5K - $14.9K
|
63
$12.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-80Closed |
$13.5K - $14.9K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-82- 0.92% |
$13.8K - $15.2K
|
8.82K
$1.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
SELL
|
- |
-83- 0.7% |
$14K - $15.4K
|
11.8K
$2.36M
|
|
|
Jan 25, 2022
Q4 2021
|
Newton One Investments LLC
|
SELL
|
- |
-85- 0.81% |
$14.3K - $15.8K
|
10.4K
$2.08M
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
SELL
|
- |
-86- 0.52% |
$14.5K - $16K
|
16.4K
$3.28M
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
SELL
|
- |
-88- 2.24% |
$14.8K - $16.3K
|
3.84K
$767K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-88- 6.76% |
$14.8K - $16.3K
|
1.21K
$242K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-88- 0.13% |
$14.8K - $16.3K
|
68.6K
$13.7M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-93- 0.91% |
$15.7K - $17.3K
|
10.1K
$2.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-93- 4.49% |
$15.7K - $17.3K
|
1.98K
$395K
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-93- 6.77% |
$15.7K - $17.3K
|
1.28K
$256K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-94- 5.18% |
$15.9K - $17.5K
|
1.72K
$343K
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-96- 5.33% |
$16.2K - $17.8K
|
1.71K
$341K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-97- 0.96% |
$16.4K - $18K
|
10.1K
$2.01M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-99- 7.26% |
$16.7K - $18.4K
|
1.26K
$252K
|
|
|
Jan 20, 2022
Q4 2021
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$16.9K - $18.6K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-100- 1.82% |
$16.9K - $18.6K
|
5.4K
$1.08M
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-100Closed |
$16.9K - $18.6K
|
0
$0
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-100- 34.48% |
$16.9K - $18.6K
|
190
$37.9K
|
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-104- 4.02% |
$17.5K - $19.3K
|
2.48K
$495K
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-105Closed |
$17.7K - $19.5K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-106- 3.47% |
$17.9K - $19.7K
|
2.95K
$590K
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-108Closed |
$18.2K - $20.1K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-109Closed |
$18.4K - $20.2K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-113- 3.12% |
$19.1K - $21K
|
3.51K
$701K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-116- 6.76% |
$19.6K - $21.5K
|
1.6K
$320K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-119- 7.57% |
$20.1K - $22.1K
|
1.45K
$290K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-119- 4.18% |
$20.1K - $22.1K
|
2.73K
$545K
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-122Closed |
$20.6K - $22.7K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
SELL
|
- |
-125- 1.81% |
$21.1K - $23.2K
|
6.79K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-125- 7.65% |
$21.1K - $23.2K
|
1.51K
$301K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-135- 2.52% |
$22.8K - $25.1K
|
5.22K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-138- 1.42% |
$23.3K - $25.6K
|
9.56K
$1.91M
|
|
|
Feb 02, 2022
Q4 2021
|
Girard Partners Ltd.
|
SELL
|
- |
-145- 1.22% |
$24.5K - $26.9K
|
11.7K
$2.34M
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-148- 4.42% |
$25K - $27.5K
|
3.2K
$639K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-152- 1.06% |
$25.6K - $28.2K
|
14.1K
$2.82M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-156- 2.49% |
$26.3K - $29K
|
6.11K
$1.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-157- 2.37% |
$26.5K - $29.2K
|
6.47K
$1.29M
|
|
|
Jan 27, 2022
Q4 2021
|
Planning Directions Inc
|
SELL
|
- |
-157- 1.84% |
$26.5K - $29.2K
|
8.36K
$1.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-159- 28.19% |
$26.8K - $29.5K
|
405
$80.9K
|
|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-160- 2.72% |
$27K - $29.7K
|
5.72K
$1.14M
|
|
|
Feb 01, 2022
Q4 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-161- 0.33% |
$27.2K - $29.9K
|
48K
$9.59M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
SELL
|
- |
-162- 12.07% |
$27.3K - $30.1K
|
1.18K
$236K
|