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
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.33K+ 5.0% |
$379K - $410K
|
48.9K
$9.83M
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.32K+ 3.74% |
$378K - $408K
|
64.4K
$13M
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
BUY
|
- |
2.25K+ 4.94% |
$366K - $396K
|
47.8K
$9.62M
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
2.24K+ 103.42% |
$364K - $393K
|
4.4K
$884K
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
2.21K+ 36.81% |
$360K - $389K
|
8.23K
$1.65M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.19K+ 5.56% |
$356K - $385K
|
41.6K
$8.36M
|
|
Oct 14, 2021
Q3 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
2.18K+ 0.62% |
$355K - $384K
|
356K
$71.6M
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.18K+ 40.07% |
$354K - $383K
|
7.61K
$1.53M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.12K+ 4.23% |
$344K - $372K
|
52.2K
$10.5M
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
BUY
|
- |
2.1K+ 31.43% |
$341K - $369K
|
8.77K
$1.76M
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
BUY
|
- |
2.09KNew |
$340K - $367K
|
2.09K
$420K
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
2K+ 122.58% |
$326K - $352K
|
3.64K
$731K
|
|
Oct 22, 2021
Q3 2021
|
Culbertson A N & CO Inc
|
BUY
|
- |
2K+ 17.14% |
$325K - $351K
|
13.7K
$2.75M
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.91KNew |
$310K - $335K
|
1.91K
$383K
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
1.9K+ 43.34% |
$309K - $334K
|
6.28K
$1.26M
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.89K+ 50.28% |
$308K - $332K
|
5.66K
$1.14M
|
|
Nov 01, 2021
Q3 2021
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
1.87K+ 2.38% |
$304K - $328K
|
80.2K
$16.1M
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.85K+ 31.28% |
$300K - $324K
|
7.75K
$1.56M
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
1.8KNew |
$293K - $316K
|
1.8K
$362K
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.8KNew |
$293K - $316K
|
1.8K
$362K
|
|
Nov 15, 2021
Q3 2021
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
1.78K+ 7.78% |
$289K - $312K
|
24.6K
$4.94M
|
|
Nov 12, 2021
Q3 2021
|
St. Louis Trust CO
|
BUY
|
- |
1.77K+ 56.05% |
$288K - $312K
|
4.94K
$992K
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.72K+ 3.3% |
$280K - $303K
|
53.9K
$10.8M
|
|
Nov 15, 2021
Q3 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.71KNew |
$279K - $301K
|
1.71K
$344K
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.71K+ 3.19% |
$278K - $300K
|
55.3K
$11.1M
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.71K+ 3.19% |
$278K - $300K
|
55.3K
$11.1M
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
1.7KNew |
$277K - $299K
|
1.7K
$342K
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
1.69K+ 58.53% |
$274K - $296K
|
4.56K
$917K
|
|
Nov 15, 2021
Q3 2021
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.67K+ 4.36% |
$272K - $294K
|
40K
$8.05M
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.65K+ 8.01% |
$269K - $291K
|
22.3K
$4.48M
|
|
Oct 20, 2021
Q3 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.64K+ 6.65% |
$267K - $288K
|
26.3K
$5.28M
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
BUY
|
- |
1.63K+ 47.95% |
$265K - $286K
|
5.02K
$1.01M
|
|
Oct 29, 2021
Q3 2021
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.62K+ 11.64% |
$264K - $285K
|
15.6K
$3.13M
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.61KNew |
$262K - $283K
|
1.61K
$324K
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.6K+ 4.26% |
$260K - $281K
|
39.1K
$7.86M
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.6K+ 0.67% |
$260K - $281K
|
242K
$48.6M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
1.58K+ 2.9% |
$257K - $278K
|
56K
$11.3M
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.58KNew |
$257K - $278K
|
1.58K
$318K
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.57K+ 0.85% |
$255K - $275K
|
186K
$37.3M
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.51K+ 13.73% |
$246K - $266K
|
12.5K
$2.52M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.51K+ 820.11% |
$245K - $265K
|
1.69K
$340K
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.5KNew |
$244K - $264K
|
1.5K
$302K
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.48K+ 1.45% |
$241K - $261K
|
104K
$20.9M
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
1.47K+ 77.15% |
$239K - $258K
|
3.37K
$678K
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.47K+ 2.4% |
$238K - $258K
|
62.7K
$12.6M
|
|
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.46K+ 7.32% |
$237K - $256K
|
21.4K
$4.3M
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.46KNew |
$237K - $256K
|
1.46K
$293K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.45K+ 7.63% |
$236K - $254K
|
20.4K
$4.11M
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
1.39K+ 2.8% |
$226K - $244K
|
51.1K
$10.3M
|
|
Nov 10, 2021
Q3 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.39K+ 10.48% |
$226K - $244K
|
14.6K
$2.94M
|