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 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
717+ 0.32% |
$117K - $126K
|
225K
$44.8M
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
703+ 1.31% |
$114K - $124K
|
54.3K
$10.8M
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
700+ 15.56% |
$114K - $123K
|
5.2K
$1.03M
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
700+ 1.98% |
$114K - $123K
|
36.1K
$7.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
697New |
$113K - $122K
|
697
$139K
|
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
696+ 5.11% |
$113K - $122K
|
14.3K
$2.85M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
696+ 1.35% |
$113K - $122K
|
52.2K
$10.4M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
694+ 20.32% |
$113K - $122K
|
4.11K
$818K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
683+ 26.32% |
$111K - $120K
|
3.28K
$652K
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
677+ 0.99% |
$110K - $119K
|
68.8K
$13.7M
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
653+ 1.62% |
$106K - $115K
|
40.9K
$8.15M
|
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
649+ 37.47% |
$106K - $114K
|
2.38K
$474K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
631+ 1.15% |
$103K - $111K
|
55.6K
$11.1M
|
|
|
Oct 08, 2021
Q3 2021
|
Eidelman Virant Capital
|
BUY
|
- |
608+ 14.52% |
$98.9K - $107K
|
4.8K
$954K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
605+ 2.92% |
$98.4K - $106K
|
21.3K
$4.25M
|
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
BUY
|
- |
604+ 2.86% |
$98.2K - $106K
|
21.7K
$4.32M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
590New |
$96K - $104K
|
590
$117K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
545+ 6.42% |
$88.6K - $95.8K
|
9.03K
$1.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
537+ 2.3% |
$87.3K - $94.4K
|
23.9K
$4.76M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
532+ 16.81% |
$86.5K - $93.5K
|
3.7K
$736K
|
|
|
Nov 15, 2021
Q3 2021
|
Townsquare Capital LLC
|
BUY
|
- |
523+ 16.28% |
$85.1K - $91.9K
|
3.74K
$744K
|
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
521+ 1.63% |
$84.7K - $91.6K
|
32.5K
$6.47M
|
|
|
Oct 27, 2021
Q3 2021
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
516+ 0.89% |
$83.9K - $90.7K
|
58.4K
$11.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
510+ 12.53% |
$83K - $89.6K
|
4.58K
$911K
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
501+ 2.97% |
$81.5K - $88K
|
17.4K
$3.46M
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
497+ 21.16% |
$80.8K - $87.3K
|
2.85K
$566K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
466+ 0.66% |
$75.8K - $81.9K
|
71.5K
$14.2M
|
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
465+ 11.39% |
$75.6K - $81.7K
|
4.55K
$905K
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
463+ 78.47% |
$75.3K - $81.4K
|
1.05K
$210K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
453+ 20.68% |
$73.7K - $79.6K
|
2.64K
$526K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
453+ 20.68% |
$73.7K - $79.6K
|
2.64K
$526K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
440+ 5.56% |
$71.6K - $77.3K
|
8.36K
$1.66M
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
440+ 26.16% |
$71.6K - $77.3K
|
2.12K
$422K
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
430+ 0.98% |
$69.9K - $75.6K
|
44.1K
$8.78M
|
|
|
Nov 10, 2021
Q3 2021
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
425+ 4.08% |
$69.1K - $74.7K
|
10.8K
$2.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
423+ 13.15% |
$68.8K - $74.3K
|
3.64K
$724K
|
|
|
Oct 26, 2021
Q3 2021
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
423+ 7.43% |
$68.8K - $74.3K
|
6.12K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
418+ 18.66% |
$68K - $73.5K
|
2.66K
$529K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
417+ 8.09% |
$67.8K - $73.3K
|
5.57K
$1.11M
|
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
417+ 12.19% |
$67.8K - $73.3K
|
3.84K
$764K
|
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
409+ 13.67% |
$66.5K - $71.9K
|
3.4K
$677K
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
396+ 1.52% |
$64.4K - $69.6K
|
26.5K
$5.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
392+ 4.01% |
$63.8K - $68.9K
|
10.2K
$2.02M
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
387+ 10.71% |
$62.9K - $68K
|
4K
$796K
|
|
|
Nov 01, 2021
Q3 2021
|
Center For Asset Management LLC
|
BUY
|
- |
384+ 2.73% |
$62.5K - $67.5K
|
14.4K
$2.88M
|
|
|
Nov 03, 2021
Q3 2021
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
383+ 10.79% |
$62.3K - $67.3K
|
3.93K
$783K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
379+ 8.89% |
$61.6K - $66.6K
|
4.64K
$924K
|
|
|
Oct 19, 2021
Q3 2021
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
375+ 6.14% |
$61K - $65.9K
|
6.49K
$1.29M
|
|
|
Nov 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
373+ 5.01% |
$60.7K - $65.5K
|
7.82K
$1.56M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
366+ 17.41% |
$59.5K - $64.3K
|
2.47K
$491K
|