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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.7K- 85.68% |
$1.9M - $2.05M
|
1.95K
$388K
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-12.4KClosed |
$2.02M - $2.19M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-12.6K- 12.94% |
$2.04M - $2.21M
|
84.5K
$16.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.6K- 13.18% |
$2.04M - $2.21M
|
82.8K
$16.5M
|
|
|
Nov 10, 2021
Q3 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-15K- 66.63% |
$2.44M - $2.64M
|
7.52K
$1.5M
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-15.1KClosed |
$2.46M - $2.66M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15.2K- 5.16% |
$2.47M - $2.67M
|
279K
$55.5M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-16.2K- 70.44% |
$2.64M - $2.85M
|
6.8K
$1.35M
|
|
|
Nov 15, 2021
Q3 2021
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-17.4K- 55.85% |
$2.82M - $3.05M
|
13.7K
$2.73M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
SELL
|
- |
-17.9KClosed |
$2.91M - $3.15M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18K- 57.47% |
$2.92M - $3.15M
|
13.3K
$2.64M
|
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-19.3K- 79.38% |
$3.14M - $3.39M
|
5.01K
$998K
|
|
|
Nov 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
SELL
|
- |
-19.9K- 8.81% |
$3.23M - $3.49M
|
206K
$40.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-20K- 99.98% |
$3.25M - $3.51M
|
3
$597
|
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-20.7KClosed |
$3.37M - $3.64M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-21.3KClosed |
$3.46M - $3.74M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-23.4K- 11.34% |
$3.81M - $4.12M
|
183K
$36.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-24K- 99.99% |
$3.91M - $4.22M
|
3
$597
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-24.3KClosed |
$3.95M - $4.27M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-29.2K- 18.41% |
$4.75M - $5.13M
|
129K
$25.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-30.4KClosed |
$4.94M - $5.34M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-34.3K- 91.32% |
$5.57M - $6.02M
|
3.26K
$648K
|
|
|
Oct 29, 2021
Q3 2021
|
Q3 Asset Management
|
SELL
|
- |
-34.8KClosed |
$5.67M - $6.12M
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.6K- 8.3% |
$5.95M - $6.43M
|
404K
$80.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36.7K- 23.74% |
$5.97M - $6.45M
|
118K
$23.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-42.3KClosed |
$6.88M - $7.43M
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-44.7KClosed |
$7.27M - $7.85M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-45K- 22.87% |
$7.32M - $7.91M
|
152K
$30.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
SELL
|
- |
-51.7KClosed |
$8.42M - $9.09M
|
0
$0
|
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-53.3K- 96.95% |
$8.67M - $9.37M
|
1.68K
$333K
|
|
|
Oct 08, 2021
Q3 2021
|
Paragon Advisors, LLC
|
SELL
|
- |
-60.6K- 41.43% |
$9.86M - $10.7M
|
85.7K
$17.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-61.4KClosed |
$9.98M - $10.8M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-80.1K- 12.98% |
$13M - $14.1M
|
537K
$107M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-84.8K- 79.43% |
$13.8M - $14.9M
|
22K
$4.37M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-90.6K- 57.23% |
$14.7M - $15.9M
|
67.7K
$13.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-97.8KClosed |
$15.9M - $17.2M
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Estate Counselors, LLC
|
SELL
|
- |
-104KClosed |
$16.9M - $18.3M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-156K- 53.95% |
$25.4M - $27.4M
|
133K
$26.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-214K- 94.89% |
$34.8M - $37.6M
|
11.5K
$2.29M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
SELL
|
- |
-288K- 24.16% |
$46.8M - $50.6M
|
904K
$180M
|