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 11, 2022
Q4 2021
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.53KNew |
$259K - $285K
|
1.53K
$306K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
1.5K+ 12.96% |
$254K - $279K
|
13.1K
$2.62M
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.5K+ 25.31% |
$254K - $279K
|
7.44K
$1.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.49K+ 5.27% |
$251K - $277K
|
29.8K
$5.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.49K+ 1.69% |
$251K - $276K
|
89.6K
$17.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.46K+ 55.22% |
$246K - $271K
|
4.1K
$819K
|
|
|
Jan 24, 2022
Q4 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.46K+ 20.83% |
$246K - $271K
|
8.47K
$1.69M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.46K+ 55.22% |
$246K - $271K
|
4.1K
$819K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.45KNew |
$244K - $268K
|
1.45K
$288K
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
1.43KNew |
$242K - $266K
|
1.43K
$286K
|
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.41KNew |
$238K - $262K
|
1.41K
$282K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.41K+ 11.48% |
$238K - $262K
|
13.7K
$2.74M
|
|
|
Jan 20, 2022
Q4 2021
|
Kwmg, LLC
|
BUY
|
- |
1.39K+ 2.91% |
$235K - $259K
|
49.2K
$9.83M
|
|
|
Feb 07, 2022
Q4 2021
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.36KNew |
$230K - $253K
|
1.36K
$272K
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.34KNew |
$227K - $250K
|
1.34K
$268K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.34KNew |
$226K - $249K
|
1.34K
$268K
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.33K+ 20.8% |
$225K - $247K
|
7.73K
$1.54M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.32K+ 105.0% |
$223K - $246K
|
2.59K
$516K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.32K+ 14.02% |
$223K - $245K
|
10.7K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.3KNew |
$220K - $242K
|
1.3K
$260K
|
|
|
Jan 14, 2022
Q4 2021
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.29KNew |
$217K - $239K
|
1.29K
$257K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
1.29K+ 2.52% |
$217K - $239K
|
52.4K
$10.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.28KNew |
$216K - $237K
|
1.28K
$255K
|
|
|
Feb 14, 2022
Q4 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.27K+ 60.09% |
$215K - $237K
|
3.39K
$678K
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.26KNew |
$212K - $234K
|
1.26K
$251K
|
|
|
Feb 09, 2022
Q4 2021
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.26K+ 3.14% |
$212K - $234K
|
41.3K
$8.25M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
1.26KNew |
$212K - $234K
|
1.26K
$251K
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
1.23KNew |
$208K - $228K
|
1.23K
$246K
|
|
|
Jan 21, 2022
Q4 2021
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
1.22KNew |
$206K - $226K
|
1.22K
$243K
|
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.22KNew |
$206K - $226K
|
1.22K
$243K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.22K+ 30.43% |
$205K - $226K
|
5.22K
$1.04M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.21KNew |
$205K - $225K
|
1.21K
$242K
|
|
|
Mar 03, 2022
Q4 2021
|
Better Wealth, LLC
|
BUY
|
- |
1.21KNew |
$204K - $224K
|
1.21K
$241K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
1.19K+ 10.9% |
$201K - $222K
|
12.1K
$2.42M
|
|
|
Feb 03, 2022
Q4 2021
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.19KNew |
$201K - $221K
|
1.19K
$238K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.19K+ 6.63% |
$200K - $220K
|
19.1K
$3.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.18KNew |
$199K - $219K
|
1.18K
$235K
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
1.18KNew |
$199K - $219K
|
1.18K
$235K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
1.18K+ 1.59% |
$198K - $218K
|
75.3K
$15M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
1.17K+ 2.29% |
$197K - $217K
|
52.2K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.16KNew |
$196K - $216K
|
1.16K
$232K
|
|
|
Jan 28, 2022
Q4 2021
|
Claris Advisors, LLC
|
BUY
|
- |
1.16KNew |
$196K - $216K
|
1.16K
$232K
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.16KNew |
$196K - $215K
|
1.16K
$232K
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.16K+ 11.52% |
$196K - $215K
|
11.2K
$2.24M
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.16KNew |
$195K - $215K
|
1.16K
$231K
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.15KNew |
$193K - $213K
|
1.15K
$229K
|
|
|
Jan 14, 2022
Q4 2021
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.15KNew |
$193K - $213K
|
1.15K
$229K
|
|
|
Jan 21, 2022
Q4 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.13K+ 2.55% |
$191K - $210K
|
45.6K
$9.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Papp L Roy & Associates
|
BUY
|
- |
1.13KNew |
$190K - $209K
|
1.13K
$225K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.12KNew |
$188K - $207K
|
1.12K
$223K
|