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 |
---|---|---|---|---|---|---|---|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
11K+ 31.9% |
$1.83M - $2.02M
|
45.7K
$9.05M
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11K+ 13.99% |
$1.82M - $2M
|
89.5K
$17.7M
|
|
May 13, 2022
Q1 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
11KNew |
$1.82M - $2M
|
11K
$2.17M
|
|
May 02, 2022
Q1 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
10.9KNew |
$1.8M - $1.99M
|
10.9K
$2.16M
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10.8K+ 47.07% |
$1.78M - $1.97M
|
33.7K
$6.67M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.6K+ 3.29% |
$1.76M - $1.94M
|
334K
$66.1M
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
10.6K+ 760.04% |
$1.75M - $1.93M
|
11.9K
$2.37M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
10.6K+ 7.36% |
$1.75M - $1.93M
|
154K
$30.5M
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
10.4KNew |
$1.73M - $1.9M
|
10.4K
$2.06M
|
|
May 05, 2022
Q1 2022
|
Falcon Wealth Planning
|
BUY
|
- |
10.3K+ 11.05% |
$1.71M - $1.88M
|
104K
$20.5M
|
|
Apr 08, 2022
Q1 2022
|
Marotta Asset Management
|
BUY
|
- |
10.3K+ 12.03% |
$1.7M - $1.88M
|
95.6K
$18.9M
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
10.1KNew |
$1.68M - $1.85M
|
10.1K
$2.01M
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.1K+ 11.21% |
$1.68M - $1.85M
|
100K
$19.9M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
10.1KNew |
$1.67M - $1.84M
|
10.1K
$2M
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
10K+ 27.22% |
$1.66M - $1.83M
|
46.9K
$9.28M
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
10KNew |
$1.66M - $1.83M
|
10K
$1.98M
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
9.91K+ 8.06% |
$1.64M - $1.81M
|
133K
$26.3M
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
9.5K+ 4.9% |
$1.57M - $1.73M
|
204K
$40.3M
|
|
Apr 19, 2022
Q1 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
9.4K+ 20.83% |
$1.56M - $1.72M
|
54.5K
$10.8M
|
|
Apr 25, 2022
Q1 2022
|
Collective Family Office LLC
|
BUY
|
- |
9.27K+ 17.55% |
$1.54M - $1.69M
|
62.1K
$12.3M
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
9.11K+ 576.33% |
$1.51M - $1.66M
|
10.7K
$2.12M
|
|
Apr 04, 2022
Q1 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
8.82K+ 2.49% |
$1.46M - $1.61M
|
363K
$71.9M
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
8.77K+ 11.02% |
$1.45M - $1.6M
|
88.3K
$17.5M
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
8.69K+ 19.68% |
$1.44M - $1.59M
|
52.9K
$10.5M
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
8.34K+ 322.79% |
$1.38M - $1.52M
|
10.9K
$2.16M
|
|
Apr 22, 2022
Q1 2022
|
Quattro Financial Advisors LLC
|
BUY
|
- |
8.32K+ 22.29% |
$1.38M - $1.52M
|
45.7K
$9.04M
|
|
May 04, 2022
Q1 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
8.29KNew |
$1.37M - $1.51M
|
8.29K
$1.64M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
7.72K+ 6.65% |
$1.28M - $1.41M
|
124K
$24.5M
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
7.56K+ 465.76% |
$1.25M - $1.38M
|
9.19K
$1.82M
|
|
Apr 14, 2022
Q1 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7.52K+ 57.42% |
$1.24M - $1.37M
|
20.6K
$4.08M
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.4KNew |
$1.23M - $1.35M
|
7.4K
$1.47M
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
7K+ 3.66% |
$1.16M - $1.28M
|
198K
$39.2M
|
|
May 10, 2022
Q1 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
6.9KNew |
$1.14M - $1.26M
|
6.9K
$1.37M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.85KNew |
$1.13M - $1.25M
|
6.85K
$1.36M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
6.52K+ 21.87% |
$1.08M - $1.19M
|
36.3K
$7.2M
|
|
May 03, 2022
Q1 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
6.27K+ 38.53% |
$1.04M - $1.15M
|
22.6K
$4.47M
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
6.14K+ 10.66% |
$1.02M - $1.12M
|
63.7K
$12.6M
|
|
May 31, 2022
Q1 2022
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
6.11KNew |
$1.01M - $1.12M
|
6.11K
$1.21M
|
|
May 16, 2022
Q1 2022
|
Forest Hill Capital, LLC
Little Rock, AR |
BUY
|
- |
6.1KNew |
$1.01M - $1.11M
|
6.1K
$1.21M
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.03K+ 44.25% |
$999K - $1.1M
|
19.7K
$3.89M
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.03K+ 44.25% |
$999K - $1.1M
|
19.7K
$3.89M
|
|
Apr 26, 2022
Q1 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.92K+ 2.44% |
$981K - $1.08M
|
249K
$49.3M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.55KNew |
$919K - $1.01M
|
5.55K
$1.1M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.5K+ 16.68% |
$910K - $1M
|
38.4K
$7.61M
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.44K+ 5.9% |
$901K - $993K
|
97.6K
$19.3M
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
5.4K+ 18.62% |
$895K - $986K
|
34.4K
$6.82M
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
BUY
|
- |
5.27K+ 2.8% |
$872K - $962K
|
193K
$38.3M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.23K+ 31.27% |
$866K - $955K
|
22K
$4.35M
|
|
Apr 25, 2022
Q1 2022
|
Aevitas Wealth Management, Inc.
|
BUY
|
- |
5.21KNew |
$863K - $952K
|
5.21K
$1.03M
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
5.1K+ 355.94% |
$844K - $931K
|
6.53K
$1.29M
|