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 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
5.21K+ 490.67% |
$847K - $915K
|
6.27K
$1.25M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.14K+ 15.43% |
$835K - $903K
|
38.4K
$7.65M
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
5.13K+ 8.85% |
$834K - $901K
|
63.1K
$12.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Argi Investment Services, LLC
|
BUY
|
- |
5.06K+ 2.22% |
$822K - $888K
|
233K
$46.4M
|
|
|
Nov 12, 2021
Q3 2021
|
American Money Management, LLC
|
BUY
|
- |
4.99KNew |
$812K - $877K
|
4.99K
$993K
|
|
|
Oct 13, 2021
Q3 2021
|
Five Oceans Advisors
|
BUY
|
- |
4.93KNew |
$802K - $867K
|
4.93K
$981K
|
|
|
Nov 15, 2021
Q3 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
4.89K+ 4.63% |
$795K - $859K
|
111K
$22M
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
4.89K+ 201.19% |
$795K - $858K
|
7.31K
$1.46M
|
|
|
Oct 07, 2021
Q3 2021
|
Capital Advantage, Inc.
|
BUY
|
- |
4.54K+ 11.82% |
$739K - $798K
|
43K
$8.55M
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4.53K+ 14.07% |
$737K - $796K
|
36.7K
$7.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
4.47K+ 276.64% |
$726K - $785K
|
6.08K
$1.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.34K+ 80.52% |
$705K - $762K
|
9.72K
$1.93M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.2K+ 3.07% |
$683K - $738K
|
141K
$28M
|
|
|
Oct 18, 2021
Q3 2021
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
4.18KNew |
$679K - $734K
|
4.18K
$831K
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.1KNew |
$667K - $720K
|
4.1K
$816K
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.05KNew |
$659K - $712K
|
4.05K
$806K
|
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
4.03K+ 4.46% |
$655K - $708K
|
94.3K
$18.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.97K+ 7.82% |
$646K - $697K
|
54.7K
$10.9M
|
|
|
Oct 27, 2021
Q3 2021
|
Lutz Financial Services LLC
|
BUY
|
- |
3.86K+ 10.92% |
$627K - $678K
|
39.2K
$7.8M
|
|
|
Oct 27, 2021
Q3 2021
|
Trellis Advisors, LLC
|
BUY
|
- |
3.76K+ 72.38% |
$612K - $661K
|
8.96K
$1.78M
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
3.68K+ 5.64% |
$599K - $647K
|
69K
$13.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.54K+ 1.93% |
$576K - $623K
|
187K
$37.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.54K+ 3.43% |
$575K - $621K
|
106K
$21.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.53K+ 0.2% |
$573K - $619K
|
1.79M
$356M
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.47K+ 7.68% |
$564K - $610K
|
48.6K
$9.68M
|
|
|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
3.37K+ 9.1% |
$548K - $592K
|
40.4K
$8.04M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
3.31K+ 9.05% |
$538K - $581K
|
39.8K
$7.93M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
3.27K+ 14.99% |
$532K - $575K
|
25.1K
$4.99M
|
|
|
Oct 06, 2021
Q3 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
3.18K+ 25.31% |
$518K - $559K
|
15.8K
$3.14M
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
3.06K+ 5.65% |
$498K - $538K
|
57.2K
$11.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
3.04K+ 17.66% |
$495K - $535K
|
20.3K
$4.04M
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3.03K+ 2.9% |
$493K - $532K
|
108K
$21.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
3.03K+ 21.48% |
$492K - $532K
|
17.1K
$3.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.94K+ 4.42% |
$478K - $517K
|
69.5K
$13.8M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.9K+ 48.29% |
$472K - $510K
|
8.91K
$1.77M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.9K+ 88.68% |
$471K - $509K
|
6.17K
$1.23M
|
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.87K+ 2.33% |
$467K - $504K
|
126K
$25.1M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.86K+ 126.73% |
$465K - $502K
|
5.12K
$1.02M
|
|
|
Mar 28, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
2.82KNew |
$458K - $495K
|
2.82K
$561K
|
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
2.79K+ 7.95% |
$454K - $490K
|
37.9K
$7.54M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2.77K+ 145.85% |
$451K - $487K
|
4.68K
$931K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.73K+ 1.78% |
$444K - $480K
|
156K
$31.1M
|
|
|
Oct 08, 2021
Q3 2021
|
Collective Family Office LLC
|
BUY
|
- |
2.52K+ 5.2% |
$410K - $442K
|
51K
$10.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
2.49K+ 24.04% |
$404K - $437K
|
12.8K
$2.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.44KNew |
$396K - $428K
|
2.44K
$485K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
2.43K+ 1.33% |
$395K - $426K
|
186K
$36.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
2.42K+ 28.36% |
$393K - $425K
|
10.9K
$2.18M
|
|
|
Oct 06, 2021
Q3 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
2.41K+ 9.31% |
$392K - $423K
|
28.3K
$5.63M
|
|
|
Oct 21, 2021
Q3 2021
|
Marotta Asset Management
|
BUY
|
- |
2.36K+ 2.93% |
$383K - $414K
|
82.8K
$16.5M
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
2.34K+ 11.79% |
$380K - $411K
|
22.2K
$4.41M
|