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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2024
Q4 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-379- 5.09% |
$63.9K - $70.4K
|
7.06K
$1.41M
|
|
|
Jan 20, 2022
Q4 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-387- 18.52% |
$65.3K - $71.9K
|
1.7K
$340K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-392- 5.17% |
$66.1K - $72.8K
|
7.19K
$1.44M
|
|
|
Jan 24, 2022
Q4 2021
|
Bard Financial Services, Inc.
|
SELL
|
- |
-394- 1.53% |
$66.5K - $73.2K
|
25.3K
$5.06M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-398- 7.27% |
$67.2K - $73.9K
|
5.07K
$1.01M
|
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-413- 4.17% |
$69.7K - $76.7K
|
9.5K
$1.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-425- 7.04% |
$71.7K - $78.9K
|
5.61K
$1.12M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-429- 1.01% |
$72.4K - $79.7K
|
41.9K
$8.37M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-429- 1.13% |
$72.4K - $79.7K
|
37.5K
$7.48M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-429- 34.1% |
$72.4K - $79.7K
|
829
$166K
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-434- 10.52% |
$73.2K - $80.6K
|
3.69K
$737K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-445- 1.99% |
$75.1K - $82.6K
|
22K
$4.38M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-450- 3.39% |
$75.9K - $83.6K
|
12.8K
$2.56M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-450Closed |
$75.9K - $83.6K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-454- 12.28% |
$76.6K - $84.3K
|
3.24K
$647K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-459- 0.54% |
$77.4K - $85.2K
|
84.4K
$16.9M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-459- 0.54% |
$77.4K - $85.2K
|
84.4K
$16.9M
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-474- 6.05% |
$80K - $88K
|
7.36K
$1.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-479- 6.18% |
$80.8K - $89K
|
7.27K
$1.45M
|
|
|
Jan 26, 2022
Q4 2021
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-495- 7.63% |
$83.5K - $91.9K
|
5.99K
$1.2M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-495- 6.63% |
$83.5K - $91.9K
|
6.98K
$1.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-512- 14.17% |
$86.4K - $95.1K
|
3.1K
$619K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-530- 2.75% |
$89.4K - $98.4K
|
18.7K
$3.74M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-530- 0.79% |
$89.4K - $98.4K
|
66.6K
$13.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-566- 0.94% |
$95.5K - $105K
|
59.3K
$11.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-569- 17.53% |
$96K - $106K
|
2.68K
$534K
|
|
|
Feb 02, 2022
Q4 2021
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-600- 9.32% |
$101K - $111K
|
5.84K
$1.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-608- 8.33% |
$103K - $113K
|
6.69K
$1.34M
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-609- 4.86% |
$103K - $113K
|
11.9K
$2.38M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-629- 2.73% |
$106K - $117K
|
22.4K
$4.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-658- 16.95% |
$111K - $122K
|
3.22K
$644K
|
|
|
Jan 11, 2022
Q4 2021
|
First American Trust, Fsb
|
SELL
|
- |
-672- 1.88% |
$113K - $125K
|
35K
$6.99M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-709- 32.72% |
$120K - $132K
|
1.46K
$291K
|
|
|
Feb 09, 2022
Q4 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-720- 52.29% |
$121K - $134K
|
657
$131K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-751- 6.4% |
$127K - $139K
|
11K
$2.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-762- 1.93% |
$129K - $142K
|
38.8K
$7.74M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-775Closed |
$131K - $144K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-780- 1.09% |
$132K - $145K
|
70.9K
$14.2M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-800- 6.37% |
$135K - $149K
|
11.8K
$2.35M
|
|
|
Dec 06, 2024
Q4 2021
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-812- 5.85% |
$137K - $151K
|
13.1K
$2.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-824- 0.67% |
$139K - $153K
|
123K
$24.5M
|
|
|
Mar 28, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-851- 29.41% |
$144K - $158K
|
2.04K
$408K
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-852- 10.13% |
$144K - $158K
|
7.56K
$1.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-865- 2.98% |
$146K - $161K
|
28.2K
$5.62M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-891- 30.03% |
$150K - $165K
|
2.08K
$414K
|
|
|
Feb 02, 2022
Q4 2021
|
Tfc Financial Management
|
SELL
|
- |
-894- 26.68% |
$151K - $166K
|
2.46K
$491K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-903Closed |
$152K - $168K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-911- 6.39% |
$154K - $169K
|
13.3K
$2.66M
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-953- 5.27% |
$161K - $177K
|
17.1K
$3.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
SELL
|
- |
-976- 12.76% |
$165K - $181K
|
6.67K
$1.33M
|