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 21, 2021
Q3 2021
|
First American Trust, Fsb
|
SELL
|
- |
-1.27K- 3.44% |
$207K - $224K
|
35.7K
$7.1M
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
SELL
|
- |
-1.33K- 6.58% |
$216K - $233K
|
18.8K
$3.74M
|
|
Oct 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.33KClosed |
$216K - $233K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.34K- 32.31% |
$219K - $236K
|
2.82K
$560K
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-1.38K- 2.78% |
$224K - $242K
|
48.1K
$9.57M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.38K- 20.07% |
$224K - $243K
|
5.5K
$1.09M
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.45KClosed |
$235K - $254K
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.46KClosed |
$238K - $257K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.5K- 23.58% |
$244K - $263K
|
4.85K
$966K
|
|
Nov 12, 2021
Q3 2021
|
Glovista Investments LLC
Jersey City, NJ |
SELL
|
- |
-1.5KClosed |
$244K - $264K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.52KClosed |
$248K - $268K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.56K- 6.32% |
$253K - $274K
|
23.1K
$4.6M
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.58K- 2.29% |
$256K - $277K
|
67.1K
$13.4M
|
|
Oct 15, 2021
Q3 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.58K- 1.35% |
$257K - $278K
|
116K
$23.1M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-1.63K- 0.27% |
$264K - $286K
|
596K
$119M
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.64K- 4.72% |
$266K - $288K
|
33.1K
$6.59M
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.66K- 1.21% |
$270K - $292K
|
136K
$27.1M
|
|
Nov 08, 2021
Q3 2021
|
Wood Trust Financial Corp
|
SELL
|
- |
-1.74KClosed |
$283K - $306K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.74K- 18.68% |
$283K - $306K
|
7.58K
$1.51M
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-1.75KClosed |
$285K - $308K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
SELL
|
- |
-1.78K- 13.05% |
$290K - $314K
|
11.9K
$2.37M
|
|
Oct 25, 2021
Q3 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-1.86KClosed |
$303K - $327K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.89K- 8.96% |
$308K - $333K
|
19.2K
$3.83M
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-2.04K- 7.26% |
$331K - $358K
|
26K
$5.18M
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-2.05K- 22.97% |
$333K - $360K
|
6.87K
$1.37M
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-2.05K- 2.99% |
$334K - $361K
|
66.7K
$13.3M
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.07K- 11.57% |
$337K - $364K
|
15.9K
$3.15M
|
|
Oct 29, 2021
Q3 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2.1K- 57.53% |
$342K - $369K
|
1.55K
$308K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.13K- 5.32% |
$346K - $374K
|
37.9K
$7.54M
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-2.14K- 61.05% |
$347K - $375K
|
1.36K
$271K
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-2.14KClosed |
$347K - $375K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.16K- 3.05% |
$352K - $380K
|
68.7K
$13.7M
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.21K- 9.79% |
$359K - $388K
|
20.3K
$4.05M
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.23KClosed |
$363K - $392K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.32K- 8.15% |
$378K - $408K
|
26.2K
$5.21M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.4K- 4.89% |
$390K - $422K
|
46.7K
$9.29M
|
|
Nov 12, 2021
Q3 2021
|
Godsey & Gibb Associates
|
SELL
|
- |
-2.44KClosed |
$397K - $429K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.46K- 46.37% |
$401K - $433K
|
2.85K
$567K
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.54K- 99.41% |
$414K - $447K
|
15
$2.99K
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.59K- 2.96% |
$421K - $455K
|
84.9K
$16.9M
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.59K- 2.96% |
$421K - $455K
|
84.9K
$16.9M
|
|
Oct 20, 2021
Q3 2021
|
Zhang Financial LLC
|
SELL
|
- |
-2.65K- 1.08% |
$431K - $466K
|
243K
$48.3M
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-2.68K- 12.9% |
$436K - $471K
|
18.1K
$3.6M
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.69K- 5.78% |
$437K - $472K
|
43.8K
$8.72M
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-2.7KClosed |
$439K - $474K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
SELL
|
- |
-2.81K- 31.11% |
$457K - $493K
|
6.22K
$1.24M
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.84K- 4.61% |
$463K - $500K
|
58.8K
$11.7M
|
|
Nov 15, 2021
Q3 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.85KClosed |
$464K - $501K
|
0
$0
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.86K- 1.13% |
$465K - $502K
|
250K
$49.8M
|
|
Nov 12, 2021
Q3 2021
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.87K- 9.27% |
$467K - $504K
|
28.1K
$5.58M
|