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 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-164- 1.39% |
$27.7K - $30.5K
|
11.6K
$2.31M
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-165- 26.44% |
$27.8K - $30.6K
|
459
$91.1K
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-168- 2.05% |
$28.3K - $31.2K
|
8.05K
$1.6M
|
|
Feb 08, 2022
Q4 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-170- 1.28% |
$28.7K - $31.6K
|
13.1K
$2.6M
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-174- 22.96% |
$29.4K - $32.3K
|
584
$116K
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-186- 9.93% |
$31.4K - $34.5K
|
1.69K
$335K
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-188- 0.52% |
$31.7K - $34.9K
|
35.9K
$7.12M
|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
SELL
|
- |
-188- 2.14% |
$31.7K - $34.9K
|
8.6K
$1.71M
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-193- 9.74% |
$32.6K - $35.8K
|
1.79K
$355K
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-196- 2.24% |
$33.1K - $36.4K
|
8.57K
$1.7M
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-200- 3.45% |
$33.7K - $37.1K
|
5.6K
$1.11M
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-200- 12.9% |
$33.7K - $37.1K
|
1.35K
$268K
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-205- 55.41% |
$34.6K - $38.1K
|
165
$32.7K
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-207- 0.3% |
$34.9K - $38.4K
|
67.9K
$13.5M
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-209- 1.11% |
$35.3K - $38.8K
|
18.6K
$3.68M
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
SELL
|
- |
-214- 1.93% |
$36.1K - $39.7K
|
10.9K
$2.15M
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-220- 1.03% |
$37.1K - $40.9K
|
21.2K
$4.2M
|
|
Feb 14, 2022
Q4 2021
|
Jentner Corp
|
SELL
|
- |
-221- 2.63% |
$37.3K - $41K
|
8.17K
$1.62M
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-222- 94.07% |
$37.5K - $41.2K
|
14
$2.78K
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-227- 1.19% |
$38.3K - $42.2K
|
18.9K
$3.74M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-228- 2.73% |
$38.5K - $42.3K
|
8.14K
$1.61M
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-230- 5.44% |
$38.8K - $42.7K
|
4K
$793K
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-232- 0.22% |
$39.1K - $43.1K
|
104K
$20.6M
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-235- 9.52% |
$39.6K - $43.6K
|
2.23K
$443K
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-238- 0.99% |
$40.2K - $44.2K
|
23.8K
$4.73M
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-247- 15.3% |
$41.7K - $45.9K
|
1.37K
$271K
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-254- 18.47% |
$42.9K - $47.2K
|
1.12K
$222K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-258- 3.99% |
$43.5K - $47.9K
|
6.21K
$1.23M
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-269Closed |
$45.4K - $50K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-274- 5.05% |
$46.2K - $50.9K
|
5.16K
$1.02M
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
SELL
|
- |
-275- 7.17% |
$46.4K - $51.1K
|
3.56K
$707K
|
|
Jan 31, 2022
Q4 2021
|
Relaxing Retirement Coach
|
SELL
|
- |
-276- 3.29% |
$46.6K - $51.3K
|
8.12K
$1.61M
|
|
Feb 11, 2022
Q4 2021
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-277- 10.53% |
$46.7K - $51.4K
|
2.35K
$467K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-279Closed |
$47.1K - $51.8K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-290- 3.13% |
$48.9K - $53.9K
|
8.98K
$1.78M
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-292- 6.51% |
$49.3K - $54.2K
|
4.2K
$833K
|
|
Feb 08, 2022
Q4 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-295- 1.86% |
$49.8K - $54.8K
|
15.6K
$3.09M
|
|
Jan 18, 2022
Q4 2021
|
Strategic Equity Management
|
SELL
|
- |
-296- 14.07% |
$49.9K - $55K
|
1.81K
$359K
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-304- 72.9% |
$51.3K - $56.5K
|
113
$22.4K
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-304Closed |
$51.3K - $56.5K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Culbertson A N & CO Inc
|
SELL
|
- |
-310- 2.27% |
$52.3K - $57.6K
|
13.4K
$2.65M
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-326- 16.68% |
$55K - $60.5K
|
1.63K
$323K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-328- 5.89% |
$55.3K - $60.9K
|
5.24K
$1.04M
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-330- 2.57% |
$55.7K - $61.3K
|
12.5K
$2.48M
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-334- 0.67% |
$56.4K - $62K
|
49.2K
$9.77M
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-336Closed |
$56.7K - $62.4K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-338Closed |
$57K - $62.8K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-348- 23.5% |
$58.7K - $64.6K
|
1.13K
$225K
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-350- 1.43% |
$59.1K - $65K
|
24.1K
$4.79M
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-375- 23.85% |
$63.3K - $69.6K
|
1.2K
$238K
|