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 15, 2021
Q3 2021
|
Keeler T Homas Management LLC
|
BUY
|
- |
182+ 5.69% |
$29.6K - $32K
|
3.38K
$673K
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
180New |
$29.3K - $31.6K
|
180
$35.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
177+ 20.44% |
$28.8K - $31.1K
|
1.04K
$208K
|
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
176+ 13.83% |
$28.6K - $30.9K
|
1.45K
$288K
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
173+ 2.15% |
$28.1K - $30.4K
|
8.23K
$1.64M
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
172+ 10.44% |
$28K - $30.2K
|
1.82K
$362K
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
168+ 4.1% |
$27.3K - $29.5K
|
4.27K
$850K
|
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
164+ 1.41% |
$26.7K - $28.8K
|
11.8K
$2.35M
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
156+ 8.86% |
$25.4K - $27.4K
|
1.92K
$381K
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
154+ 8.84% |
$25K - $27.1K
|
1.9K
$377K
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
150+ 10.88% |
$24.4K - $26.4K
|
1.53K
$304K
|
|
|
Oct 12, 2021
Q3 2021
|
Resource Planning Group
|
BUY
|
- |
145+ 7.01% |
$23.6K - $25.5K
|
2.21K
$440K
|
|
|
Oct 09, 2024
Q3 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
142+ 3.09% |
$23.1K - $25K
|
4.74K
$944K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
140+ 4.04% |
$22.8K - $24.6K
|
3.6K
$717K
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
138New |
$22.4K - $24.3K
|
138
$27.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
134+ 10.75% |
$21.8K - $23.5K
|
1.38K
$275K
|
|
|
Nov 12, 2021
Q3 2021
|
Zeit Capital LLC
|
BUY
|
- |
133+ 0.69% |
$21.6K - $23.4K
|
19.3K
$3.84M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
133+ 1.41% |
$21.6K - $23.4K
|
9.53K
$1.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
127+ 2.12% |
$20.7K - $22.3K
|
6.1K
$1.21M
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
126+ 3.25% |
$20.5K - $22.1K
|
4.01K
$797K
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
122New |
$19.8K - $21.4K
|
122
$24.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
121+ 76.58% |
$19.7K - $21.3K
|
279
$55.5K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
115+ 4.94% |
$18.7K - $20.2K
|
2.44K
$486K
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
114+ 167.65% |
$18.5K - $20K
|
182
$36.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Brr Op Co, LLC
|
BUY
|
- |
109+ 2.05% |
$17.7K - $19.2K
|
5.43K
$1.08M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
109New |
$17.7K - $19.2K
|
109
$21.7K
|
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
BUY
|
- |
108New |
$17.6K - $19K
|
108
$21.5K
|
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
104+ 4.19% |
$16.9K - $18.3K
|
2.58K
$514K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
104+ 6.31% |
$16.9K - $18.3K
|
1.75K
$348K
|
|
|
Nov 09, 2021
Q3 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
104New |
$16.9K - $18.3K
|
104
$20.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
103+ 8.84% |
$16.8K - $18.1K
|
1.27K
$252K
|
|
|
Oct 29, 2021
Q3 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
102+ 7.46% |
$16.6K - $17.9K
|
1.47K
$292K
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
101+ 5.69% |
$16.4K - $17.7K
|
1.88K
$373K
|
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
100New |
$16.3K - $17.6K
|
100
$19.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
99+ 1.12% |
$16.1K - $17.4K
|
8.92K
$1.78M
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
98+ 4.99% |
$15.9K - $17.2K
|
2.06K
$410K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
98+ 5.79% |
$15.9K - $17.2K
|
1.79K
$356K
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
BUY
|
- |
98+ 2.43% |
$15.9K - $17.2K
|
4.13K
$821K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
95+ 5.9% |
$15.5K - $16.7K
|
1.71K
$340K
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
91+ 9.1% |
$14.8K - $16K
|
1.09K
$217K
|
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
88+ 1.54% |
$14.3K - $15.5K
|
5.81K
$1.16M
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
BUY
|
- |
84+ 0.64% |
$13.7K - $14.8K
|
13.3K
$2.64M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
84+ 3.83% |
$13.7K - $14.8K
|
2.28K
$453K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
81+ 103.85% |
$13.2K - $14.2K
|
159
$31.6K
|
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
81+ 4.77% |
$13.2K - $14.2K
|
1.78K
$354K
|
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
81+ 1.87% |
$13.2K - $14.2K
|
4.42K
$880K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
80New |
$13K - $14.1K
|
80
$15.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
80New |
$13K - $14.1K
|
80
$15.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
80+ 126.98% |
$13K - $14.1K
|
143
$28.5K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
79+ 26.33% |
$12.9K - $13.9K
|
379
$75.4K
|