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 24, 2022
Q4 2021
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.01KClosed |
$170K - $188K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.06K- 12.23% |
$179K - $197K
|
7.62K
$1.52M
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
SELL
|
- |
-1.08K- 48.78% |
$182K - $200K
|
1.13K
$226K
|
|
Feb 10, 2022
Q4 2021
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-1.08K- 90.0% |
$182K - $201K
|
120
$24K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.17K- 26.62% |
$197K - $217K
|
3.22K
$642K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.19K- 6.45% |
$201K - $221K
|
17.3K
$3.45M
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-1.23K- 3.92% |
$207K - $228K
|
30K
$6M
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-1.24KClosed |
$209K - $230K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-1.25K- 2.38% |
$210K - $231K
|
51K
$10.2M
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.25KClosed |
$211K - $232K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.28K- 2.54% |
$216K - $238K
|
49.3K
$9.83M
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
SELL
|
- |
-1.29K- 5.83% |
$218K - $240K
|
20.9K
$4.17M
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.33KClosed |
$224K - $247K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.33K- 15.28% |
$225K - $248K
|
7.39K
$1.48M
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-1.36K- 8.81% |
$229K - $252K
|
14K
$2.8M
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.44K- 10.88% |
$243K - $268K
|
11.8K
$2.36M
|
|
Jan 24, 2022
Q4 2021
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-1.44KClosed |
$244K - $268K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.49K- 5.9% |
$251K - $276K
|
23.7K
$4.73M
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.5KClosed |
$253K - $279K
|
0
$0
|
|
Aug 06, 2024
Q4 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-1.52K- 0.37% |
$256K - $281K
|
412K
$82.2M
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.53KClosed |
$258K - $284K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.55KClosed |
$262K - $288K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.57K- 1.85% |
$264K - $291K
|
82.9K
$16.6M
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.58KClosed |
$266K - $293K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.59KClosed |
$268K - $295K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.6K- 20.6% |
$270K - $297K
|
6.17K
$1.23M
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
SELL
|
- |
-1.65K- 44.08% |
$278K - $306K
|
2.09K
$417K
|
|
Feb 07, 2022
Q4 2021
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.66K- 1.27% |
$280K - $309K
|
129K
$25.7M
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.67K- 22.21% |
$282K - $310K
|
5.85K
$1.17M
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.68KClosed |
$283K - $311K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-1.71K- 19.28% |
$289K - $318K
|
7.16K
$1.43M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-1.72K- 0.72% |
$290K - $319K
|
236K
$47.2M
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.72K- 3.2% |
$291K - $320K
|
52.1K
$10.4M
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.73K- 1.84% |
$291K - $321K
|
92.2K
$18.4M
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-1.75K- 6.97% |
$295K - $325K
|
23.4K
$4.66M
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.87K- 52.66% |
$316K - $347K
|
1.68K
$336K
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-1.91K- 1.67% |
$322K - $354K
|
112K
$22.4M
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-1.92KClosed |
$324K - $357K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.92K- 47.62% |
$324K - $357K
|
2.11K
$422K
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.93KClosed |
$325K - $358K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Titan Capital Management, LLC
|
SELL
|
- |
-1.93K- 3.17% |
$326K - $358K
|
59K
$11.8M
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
SELL
|
- |
-1.99K- 10.58% |
$336K - $370K
|
16.8K
$3.36M
|
|
Feb 14, 2022
Q4 2021
|
Harrell Investment Partners, LLC
Austin, TX |
SELL
|
- |
-2.02KClosed |
$341K - $375K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2.06K- 0.6% |
$348K - $383K
|
339K
$67.6M
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
SELL
|
- |
-2.07K- 10.87% |
$348K - $384K
|
16.9K
$3.38M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.07K- 6.6% |
$349K - $384K
|
29.3K
$5.85M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.08K- 49.64% |
$351K - $386K
|
2.11K
$421K
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-2.1KClosed |
$354K - $390K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.14K- 25.65% |
$362K - $398K
|
6.21K
$1.24M
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-2.16KClosed |
$364K - $401K
|
0
$0
|