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 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
671+ 2.03% |
$111K - $123K
|
33.7K
$6.67M
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
650+ 0.98% |
$108K - $119K
|
67.2K
$13.3M
|
|
May 09, 2022
Q1 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
643+ 1.96% |
$106K - $117K
|
33.5K
$6.64M
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
635+ 4535.71% |
$105K - $116K
|
649
$129K
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
634+ 1.35% |
$105K - $116K
|
47.4K
$9.39M
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
618+ 47.65% |
$102K - $113K
|
1.92K
$379K
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
617+ 3.94% |
$102K - $113K
|
16.3K
$3.22M
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
615+ 2.95% |
$102K - $112K
|
21.5K
$4.26M
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
591+ 6.61% |
$97.9K - $108K
|
9.53K
$1.89M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
590+ 6.26% |
$97.7K - $108K
|
10K
$1.98M
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
578+ 49.49% |
$95.7K - $106K
|
1.75K
$346K
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
575+ 118.07% |
$95.2K - $105K
|
1.06K
$210K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
571+ 2.55% |
$94.6K - $104K
|
23K
$4.55M
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
567+ 1.96% |
$93.9K - $104K
|
29.5K
$5.85M
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
565+ 26.4% |
$93.6K - $103K
|
2.71K
$536K
|
|
Apr 26, 2022
Q1 2022
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
564+ 3.06% |
$93.4K - $103K
|
19K
$3.76M
|
|
Apr 13, 2022
Q1 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
563+ 2.22% |
$93.2K - $103K
|
25.9K
$5.13M
|
|
May 09, 2022
Q1 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
559+ 1.71% |
$92.6K - $102K
|
33.2K
$6.57M
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
552+ 3.04% |
$91.4K - $101K
|
18.7K
$3.71M
|
|
May 10, 2022
Q1 2022
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
550+ 4.11% |
$91.1K - $100K
|
13.9K
$2.76M
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
532+ 5.59% |
$88.1K - $97.1K
|
10K
$1.99M
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
531+ 11.77% |
$87.9K - $96.9K
|
5.04K
$998K
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
528+ 99.25% |
$87.4K - $96.4K
|
1.06K
$210K
|
|
Apr 18, 2022
Q1 2022
|
Veery Capital, LLC
|
BUY
|
- |
528+ 3.31% |
$87.4K - $96.4K
|
16.5K
$3.27M
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
528+ 3.01% |
$87.4K - $96.4K
|
18.1K
$3.58M
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
527+ 4.22% |
$87.3K - $96.2K
|
13K
$2.58M
|
|
Apr 29, 2022
Q1 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
526+ 7.84% |
$87.1K - $96K
|
7.24K
$1.43M
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
522+ 14.5% |
$86.5K - $95.3K
|
4.12K
$816K
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
BUY
|
- |
520+ 2.07% |
$86.1K - $94.9K
|
25.7K
$5.09M
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
BUY
|
- |
519+ 10.76% |
$86K - $94.8K
|
5.34K
$1.06M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
506+ 6.96% |
$83.8K - $92.4K
|
7.77K
$1.54M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
496+ 0.59% |
$82.1K - $90.6K
|
84.9K
$16.8M
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
496+ 0.59% |
$82.1K - $90.6K
|
84.9K
$16.8M
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
491+ 20.6% |
$81.3K - $89.6K
|
2.88K
$569K
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
471+ 216.06% |
$78K - $86K
|
689
$136K
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
468+ 5.79% |
$77.5K - $85.4K
|
8.54K
$1.69M
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
465+ 15.1% |
$77K - $84.9K
|
3.55K
$702K
|
|
Apr 14, 2022
Q1 2022
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
455+ 37.33% |
$75.4K - $83.1K
|
1.67K
$332K
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
455+ 0.47% |
$75.4K - $83.1K
|
97.8K
$19.4M
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
453+ 16.14% |
$75K - $82.7K
|
3.26K
$646K
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
447New |
$74K - $81.6K
|
447
$88.5K
|
|
May 13, 2022
Q1 2022
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
433New |
$71.7K - $79.1K
|
433
$85.7K
|
|
Apr 22, 2022
Q1 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
431+ 0.34% |
$71.4K - $78.7K
|
126K
$24.9M
|
|
May 05, 2022
Q1 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
430+ 8.19% |
$71.2K - $78.5K
|
5.68K
$1.12M
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
424New |
$70.2K - $77.4K
|
424
$84K
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
423+ 5.38% |
$70.1K - $77.2K
|
8.28K
$1.64M
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
420+ 15.7% |
$69.6K - $76.7K
|
3.1K
$613K
|
|
May 06, 2022
Q1 2022
|
Hc Advisors, LLC
|
BUY
|
- |
415+ 6.87% |
$68.7K - $75.8K
|
6.46K
$1.28M
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
411+ 23.45% |
$68.1K - $75K
|
2.16K
$429K
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
411+ 1.29% |
$68.1K - $75K
|
32.2K
$6.37M
|