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
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
15.2K+ 46.01% |
$2.47M - $2.66M
|
48.1K
$9.57M
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
14.9K+ 2.39% |
$2.42M - $2.62M
|
638K
$127M
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
14.8K+ 6.63% |
$2.41M - $2.6M
|
238K
$47.3M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
14.6K+ 4.7% |
$2.37M - $2.56M
|
325K
$64.7M
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.6K+ 65.78% |
$2.37M - $2.56M
|
36.7K
$7.31M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14K+ 18.88% |
$2.27M - $2.46M
|
88K
$17.5M
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
13.4K+ 13.88% |
$2.18M - $2.35M
|
110K
$21.9M
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
13K+ 7.87% |
$2.12M - $2.29M
|
178K
$35.5M
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
13K+ 41.02% |
$2.12M - $2.29M
|
44.7K
$8.9M
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
13K+ 970.94% |
$2.11M - $2.28M
|
14.3K
$2.85M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
12K+ 24.88% |
$1.95M - $2.11M
|
60.3K
$12M
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11.7K+ 6.7% |
$1.91M - $2.06M
|
187K
$37.2M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.6K+ 595.8% |
$1.89M - $2.04M
|
13.6K
$2.7M
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
11.6K+ 31.7% |
$1.88M - $2.04M
|
48.1K
$9.57M
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
11.4K+ 17.86% |
$1.86M - $2.01M
|
75.5K
$15M
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
10.4K+ 52.14% |
$1.69M - $1.83M
|
30.4K
$6.04M
|
|
Oct 19, 2021
Q3 2021
|
Falcon Wealth Planning
|
BUY
|
- |
10K+ 13.06% |
$1.63M - $1.76M
|
86.7K
$17.3M
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
9.95K+ 15.43% |
$1.62M - $1.75M
|
74.4K
$14.8M
|
|
Nov 01, 2021
Q3 2021
|
Girard Partners Ltd.
|
BUY
|
- |
9.85K+ 491.02% |
$1.6M - $1.73M
|
11.9K
$2.36M
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
9.06K+ 2072.31% |
$1.47M - $1.59M
|
9.49K
$1.89M
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
8.89KNew |
$1.45M - $1.56M
|
8.89K
$1.77M
|
|
Oct 21, 2021
Q3 2021
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
8.64K+ 3.66% |
$1.41M - $1.52M
|
245K
$48.7M
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
8.42K+ 2.87% |
$1.37M - $1.48M
|
302K
$60.2M
|
|
Nov 12, 2021
Q3 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
8.41KNew |
$1.37M - $1.48M
|
8.41K
$1.67M
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
8.38K+ 4.97% |
$1.36M - $1.47M
|
177K
$35.2M
|
|
Oct 08, 2021
Q3 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
8.38K+ 4.58% |
$1.36M - $1.47M
|
191K
$38.1M
|
|
Oct 22, 2021
Q3 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
8.36KNew |
$1.36M - $1.47M
|
8.36K
$1.66M
|
|
Oct 26, 2021
Q3 2021
|
Systelligence, LLC
|
BUY
|
- |
8.21KNew |
$1.34M - $1.44M
|
8.21K
$1.63M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.1K+ 5.53% |
$1.32M - $1.42M
|
155K
$30.8M
|
|
Nov 01, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.97KNew |
$1.3M - $1.4M
|
7.97K
$1.59M
|
|
Oct 20, 2021
Q3 2021
|
Trust CO
|
BUY
|
- |
7.8K+ 15606.0% |
$1.27M - $1.37M
|
7.85K
$1.56M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.67K+ 24.11% |
$1.25M - $1.35M
|
39.5K
$7.85M
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
7.55K+ 8.69% |
$1.23M - $1.33M
|
94.5K
$18.8M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.43K+ 1.89% |
$1.21M - $1.31M
|
401K
$79.7M
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.65K+ 4.08% |
$1.08M - $1.17M
|
170K
$33.7M
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.53K+ 49.65% |
$1.06M - $1.15M
|
19.7K
$3.92M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
6.39KNew |
$1.04M - $1.12M
|
6.39K
$1.27M
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
6.38KNew |
$1.04M - $1.12M
|
6.38K
$1.27M
|
|
Nov 04, 2021
Q3 2021
|
Total Wealth Planning, LLC
|
BUY
|
- |
6.22K+ 8.73% |
$1.01M - $1.09M
|
77.5K
$15.4M
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6.16K+ 21.36% |
$1M - $1.08M
|
35K
$6.96M
|
|
Oct 20, 2021
Q3 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
6.07KNew |
$987K - $1.07M
|
6.07K
$1.21M
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.95K+ 12.75% |
$967K - $1.05M
|
52.6K
$10.5M
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.86K+ 29.65% |
$953K - $1.03M
|
25.6K
$5.1M
|
|
Nov 03, 2021
Q3 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
5.85K+ 17.36% |
$951K - $1.03M
|
39.5K
$7.87M
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.78K+ 6.89% |
$940K - $1.02M
|
89.6K
$17.8M
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
5.68K+ 23.88% |
$923K - $998K
|
29.4K
$5.86M
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
5.54K+ 2.8% |
$901K - $974K
|
204K
$40.5M
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.54K+ 14.24% |
$901K - $973K
|
44.4K
$8.84M
|
|
Oct 27, 2021
Q3 2021
|
Cannon Global Investment Management, LLC
|
BUY
|
- |
5.32K+ 108.65% |
$866K - $936K
|
10.2K
$2.03M
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.22K+ 12.25% |
$848K - $916K
|
47.8K
$9.51M
|