Purchases and Sales Made in Q1 2022 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-2.51K- 36.48% |
$415K - $458K
|
4.37K
$865K
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-2.53K- 4.05% |
$419K - $462K
|
59.8K
$11.9M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.64K- 1.08% |
$438K - $483K
|
243K
$48.2M
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.86K- 10.2% |
$473K - $522K
|
25.2K
$4.98M
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-2.87KClosed |
$475K - $524K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-2.96K- 52.64% |
$489K - $540K
|
2.66K
$527K
|
|
|
May 09, 2022
Q1 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.01K- 19.37% |
$499K - $550K
|
12.5K
$2.48M
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-3.03K- 69.25% |
$502K - $553K
|
1.35K
$267K
|
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-3.11K- 57.99% |
$514K - $567K
|
2.25K
$446K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.17K- 8.06% |
$525K - $579K
|
36.2K
$7.17M
|
|
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-3.23K- 9.28% |
$535K - $590K
|
31.6K
$6.26M
|
|
|
Apr 19, 2022
Q1 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-3.47KClosed |
$574K - $633K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-3.5K- 39.31% |
$580K - $640K
|
5.41K
$1.07M
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.6K- 2.61% |
$597K - $658K
|
135K
$26.7M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.65KClosed |
$605K - $667K
|
0
$0
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-3.7K- 33.49% |
$613K - $676K
|
7.35K
$1.46M
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-3.72K- 10.02% |
$615K - $678K
|
33.4K
$6.61M
|
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-3.98K- 99.47% |
$659K - $726K
|
21
$4.16K
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-4.1K- 48.45% |
$680K - $749K
|
4.37K
$865K
|
|
|
Apr 25, 2022
Q1 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-4.28K- 13.12% |
$708K - $781K
|
28.3K
$5.61M
|
|
|
May 13, 2022
Q1 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-4.54K- 25.43% |
$752K - $829K
|
13.3K
$2.64M
|
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-4.94K- 84.04% |
$819K - $902K
|
939
$186K
|
|
|
Apr 26, 2022
Q1 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-5.06K- 11.13% |
$838K - $924K
|
40.4K
$8M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.07K- 70.53% |
$840K - $926K
|
2.12K
$420K
|
|
|
May 05, 2022
Q1 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-5.15K- 2.07% |
$852K - $940K
|
244K
$48.2M
|
|
|
May 06, 2022
Q1 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-5.16KClosed |
$854K - $941K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-5.27K- 46.2% |
$873K - $962K
|
6.14K
$1.22M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-5.55K- 47.7% |
$919K - $1.01M
|
6.08K
$1.2M
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-6KClosed |
$994K - $1.1M
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-6.08K- 31.68% |
$1.01M - $1.11M
|
13.1K
$2.59M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.23K- 7.51% |
$1.03M - $1.14M
|
76.7K
$15.2M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-6.41K- 1.89% |
$1.06M - $1.17M
|
332K
$65.8M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-6.69K- 49.56% |
$1.11M - $1.22M
|
6.81K
$1.35M
|
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-7.39K- 64.12% |
$1.22M - $1.35M
|
4.14K
$819K
|
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-7.67K- 20.87% |
$1.27M - $1.4M
|
29.1K
$5.76M
|
|
|
Apr 29, 2022
Q1 2022
|
Paragon Advisors, LLC
|
SELL
|
- |
-7.92K- 28.23% |
$1.31M - $1.45M
|
20.1K
$3.99M
|
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-8.09K- 72.81% |
$1.34M - $1.48M
|
3.02K
$599K
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8.2K- 28.3% |
$1.36M - $1.5M
|
20.8K
$4.12M
|
|
|
Apr 14, 2023
Q1 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-8.56K- 41.72% |
$1.42M - $1.56M
|
12K
$2.37M
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-8.65K- 39.64% |
$1.43M - $1.58M
|
13.2K
$2.61M
|
|
|
May 13, 2022
Q1 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8.96K- 42.18% |
$1.48M - $1.64M
|
12.3K
$2.43M
|
|
|
Apr 21, 2022
Q1 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-9.11K- 10.17% |
$1.51M - $1.66M
|
80.5K
$15.9M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.48K- 3.14% |
$1.57M - $1.73M
|
292K
$57.8M
|
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-9.64KClosed |
$1.6M - $1.76M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.93K- 4.86% |
$1.64M - $1.81M
|
194K
$38.5M
|
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-10.3K- 86.14% |
$1.7M - $1.88M
|
1.65K
$327K
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
SELL
|
- |
-10.4K- 2.48% |
$1.73M - $1.9M
|
410K
$81.1M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-10.6K- 6.5% |
$1.76M - $1.94M
|
153K
$30.3M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-11K- 21.11% |
$1.82M - $2.01M
|
41.2K
$8.15M
|
|
|
Apr 19, 2022
Q1 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-11.1K- 26.99% |
$1.85M - $2.04M
|
30.2K
$5.97M
|