Purchases and Sales Made in Q3 2021 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
17+ 0.13% |
$2.77K - $2.99K
|
12.9K
$2.58M
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
16+ 0.69% |
$2.6K - $2.81K
|
2.32K
$462K
|
|
|
Nov 05, 2021
Q3 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
16+ 0.31% |
$2.6K - $2.81K
|
5.23K
$1.04M
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
14+ 0.95% |
$2.28K - $2.46K
|
1.49K
$297K
|
|
|
Oct 22, 2021
Q3 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
13+ 0.33% |
$2.11K - $2.28K
|
3.9K
$777K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
13+ 0.38% |
$2.11K - $2.28K
|
3.46K
$689K
|
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
BUY
|
- |
12+ 0.41% |
$1.95K - $2.11K
|
2.9K
$578K
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
11+ 6.47% |
$1.79K - $1.93K
|
181
$36K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10+ 0.28% |
$1.63K - $1.76K
|
3.52K
$701K
|
|
|
Oct 13, 2021
Q3 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
10+ 0.17% |
$1.63K - $1.76K
|
5.82K
$1.16M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
10+ 0.39% |
$1.63K - $1.76K
|
2.59K
$516K
|
|
|
Nov 15, 2021
Q3 2021
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
10+ 0.37% |
$1.63K - $1.76K
|
2.72K
$541K
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
9+ 0.19% |
$1.46K - $1.58K
|
4.73K
$941K
|
|
|
Oct 20, 2021
Q3 2021
|
Wp Advisors, LLC
|
BUY
|
- |
8+ 0.05% |
$1.3K - $1.41K
|
16.5K
$3.29M
|
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
BUY
|
- |
8+ 0.1% |
$1.3K - $1.41K
|
8K
$1.59M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7+ 0.23% |
$1.14K - $1.23K
|
3.01K
$599K
|
|
|
Nov 12, 2021
Q3 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.36% |
$1.14K - $1.23K
|
1.97K
$393K
|
|
|
Nov 15, 2021
Q3 2021
|
Baldwin Investment Management, LLC
|
BUY
|
- |
7+ 0.17% |
$1.14K - $1.23K
|
4.2K
$837K
|
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
BUY
|
- |
7+ 0.5% |
$1.14K - $1.23K
|
1.41K
$280K
|
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
6+ 2.03% |
$976 - $1.05K
|
301
$59.9K
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
6+ 0.3% |
$976 - $1.05K
|
1.99K
$395K
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
6+ 3.24% |
$976 - $1.05K
|
191
$38K
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
5+ 0.37% |
$813 - $879
|
1.36K
$270K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
5+ 0.29% |
$813 - $879
|
1.72K
$342K
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
BUY
|
- |
5+ 0.33% |
$813 - $879
|
1.52K
$302K
|
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
4+ 0.1% |
$651 - $703
|
3.84K
$765K
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
4+ 0.12% |
$651 - $703
|
3.31K
$659K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4+ 0.33% |
$651 - $703
|
1.22K
$242K
|
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.4% |
$651 - $703
|
1.01K
$201K
|
|
|
Oct 13, 2021
Q3 2021
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$488 - $527
|
9.91K
$1.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
2+ 7.41% |
$325 - $351
|
29
$5.77K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
2+ 0.18% |
$325 - $351
|
1.1K
$219K
|
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
2+ 0.26% |
$325 - $351
|
758
$151K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1+ 0.2% |
$163 - $176
|
506
$101K
|
|
|
Oct 26, 2021
Q3 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1+ 0.03% |
$163 - $176
|
3.2K
$637K
|
|
|
Oct 19, 2021
Q3 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1+ 0.55% |
$163 - $176
|
182
$36.2K
|
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
1+ 0.01% |
$163 - $176
|
14.1K
$2.8M
|
|
|
Oct 27, 2021
Q3 2021
|
Garland Capital Management Inc
|
BUY
|
- |
1+ 0.41% |
$163 - $176
|
242
$48.2K
|
|
|
Oct 18, 2021
Q3 2021
|
Geneva Partners, LLC
|
BUY
|
- |
1+ 0.03% |
$163 - $176
|
3.22K
$641K
|
|
|
Nov 10, 2021
Q3 2021
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1+ 0.05% |
$163 - $176
|
2.18K
$434K
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
1+ 0.06% |
$163 - $176
|
1.7K
$338K
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$163 - $176
|
5.35K
$1.07M
|
|
|
Oct 15, 2021
Q3 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1- 0.02% |
$163 - $176
|
4.85K
$965K
|
|
|
Oct 29, 2021
Q3 2021
|
Financial Life Advisors
|
SELL
|
- |
-1- 0.03% |
$163 - $176
|
3.93K
$782K
|
|
|
Nov 10, 2021
Q3 2021
|
Wells Financial Advisors Inc
|
SELL
|
- |
-1- 0.06% |
$163 - $176
|
1.75K
$348K
|
|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2- 0.59% |
$325 - $351
|
338
$67.3K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2- 0.05% |
$325 - $351
|
4.38K
$872K
|
|
|
Nov 05, 2021
Q3 2021
|
Pecaut & Co.
|
SELL
|
- |
-2- 6.67% |
$325 - $351
|
28
$5.57K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.02% |
$325 - $351
|
10.2K
$2.03M
|