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 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.7KNew |
$2.13M - $2.35M
|
12.7K
$2.53M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
12.4K+ 25.8% |
$2.09M - $2.31M
|
60.5K
$12.1M
|
|
|
Feb 08, 2022
Q4 2021
|
Ervin Investment Management, LLC
|
BUY
|
- |
12.4KNew |
$2.09M - $2.3M
|
12.4K
$2.47M
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
12.2KNew |
$2.06M - $2.27M
|
12.2K
$2.44M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
12.2K+ 9.13% |
$2.05M - $2.26M
|
146K
$29.1M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
12.2K+ 9.13% |
$2.05M - $2.26M
|
146K
$29.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11.6K+ 191.25% |
$1.96M - $2.16M
|
17.7K
$3.53M
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
11.5KNew |
$1.95M - $2.14M
|
11.5K
$2.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
11.3KNew |
$1.9M - $2.09M
|
11.3K
$2.25M
|
|
|
Apr 15, 2022
Q4 2021
|
Mayport, LLC
|
BUY
|
- |
11.2KNew |
$1.89M - $2.08M
|
11.2K
$2.23M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
11.1K+ 388.97% |
$1.87M - $2.06M
|
13.9K
$2.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
11K+ 6.19% |
$1.85M - $2.03M
|
188K
$37.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
10.8KNew |
$1.81M - $2M
|
10.8K
$2.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.4K+ 1.18% |
$1.76M - $1.93M
|
893K
$178M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
9.74KNew |
$1.64M - $1.81M
|
9.74K
$1.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.69K+ 7.94% |
$1.63M - $1.8M
|
132K
$26.3M
|
|
|
Aug 31, 2022
Q4 2021
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
9.64KNew |
$1.63M - $1.79M
|
9.64K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
9.63K+ 21.91% |
$1.62M - $1.79M
|
53.6K
$10.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.57K+ 187.02% |
$1.61M - $1.78M
|
14.7K
$2.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
9.29K+ 82.79% |
$1.57M - $1.73M
|
20.5K
$4.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
9.22KNew |
$1.56M - $1.71M
|
9.22K
$1.84M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
8.97KNew |
$1.51M - $1.66M
|
8.97K
$1.79M
|
|
|
Jan 27, 2022
Q4 2021
|
Leeward Financial Partners, LLC
|
BUY
|
- |
8.91KNew |
$1.5M - $1.65M
|
8.91K
$1.78M
|
|
|
Apr 12, 2022
Q4 2021
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
8.89KNew |
$1.5M - $1.65M
|
8.89K
$1.78M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.86K+ 8.33% |
$1.5M - $1.65M
|
115K
$23M
|
|
|
Mar 09, 2022
Q4 2021
|
Latigo Investments, LLC
|
BUY
|
- |
8.86KNew |
$1.49M - $1.64M
|
8.86K
$1.77M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
8.78KNew |
$1.48M - $1.63M
|
8.78K
$1.75M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
8.78KNew |
$1.48M - $1.63M
|
8.78K
$1.75M
|
|
|
Feb 14, 2022
Q4 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
8.69K+ 35.31% |
$1.47M - $1.61M
|
33.3K
$6.65M
|
|
|
Feb 22, 2022
Q4 2021
|
Rs Crum Inc.
|
BUY
|
- |
8.62KNew |
$1.45M - $1.6M
|
8.62K
$1.72M
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
8.53K+ 6.76% |
$1.44M - $1.58M
|
135K
$26.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.49K+ 7.72% |
$1.43M - $1.58M
|
118K
$23.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8.39KNew |
$1.41M - $1.56M
|
8.39K
$1.67M
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
8.36K+ 19.08% |
$1.41M - $1.55M
|
52.2K
$10.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
8.34K+ 31.48% |
$1.41M - $1.55M
|
34.8K
$6.95M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.32K+ 31.77% |
$1.4M - $1.54M
|
34.5K
$6.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.03K+ 589.21% |
$1.35M - $1.49M
|
9.39K
$1.87M
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.75K+ 29.81% |
$1.31M - $1.44M
|
33.8K
$6.74M
|
|
|
Sep 15, 2023
Q4 2021
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
7.56KNew |
$1.28M - $1.4M
|
7.56K
$1.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
7.51K+ 54.76% |
$1.27M - $1.4M
|
21.2K
$4.24M
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
7.51KNew |
$1.27M - $1.39M
|
7.51K
$1.5M
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
7.45KNew |
$1.26M - $1.38M
|
7.45K
$1.49M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
7.42K+ 3.18% |
$1.25M - $1.38M
|
240K
$48M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
7.39K+ 25.11% |
$1.25M - $1.37M
|
36.8K
$7.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
7.27KNew |
$1.23M - $1.35M
|
7.27K
$1.45M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.26KNew |
$1.23M - $1.35M
|
7.26K
$1.45M
|
|
|
Feb 08, 2022
Q4 2021
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
7.16KNew |
$1.21M - $1.33M
|
7.16K
$1.43M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
7.02K+ 57.67% |
$1.18M - $1.3M
|
19.2K
$3.83M
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
7.01K+ 15.16% |
$1.18M - $1.3M
|
53.3K
$10.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
6.96K+ 6.0% |
$1.17M - $1.29M
|
123K
$24.5M
|