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
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
80New |
$13K - $14.1K
|
80
$13.9K
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
80+ 126.98% |
$13K - $14.1K
|
143
$24.9K
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
79+ 26.33% |
$12.9K - $13.9K
|
379
$66K
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
77+ 3.37% |
$12.5K - $13.5K
|
2.36K
$412K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
77+ 0.81% |
$12.5K - $13.5K
|
9.57K
$1.67M
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
77+ 3.27% |
$12.5K - $13.5K
|
2.44K
$424K
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
73+ 1.84% |
$11.9K - $12.8K
|
4.04K
$704K
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
72+ 0.89% |
$11.7K - $12.7K
|
8.13K
$1.42M
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
72+ 0.1% |
$11.7K - $12.7K
|
71.7K
$12.5M
|
|
Nov 08, 2021
Q3 2021
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
65+ 4.44% |
$10.6K - $11.4K
|
1.53K
$266K
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
65+ 224.14% |
$10.6K - $11.4K
|
94
$16.4K
|
|
Nov 12, 2021
Q3 2021
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
65+ 0.62% |
$10.6K - $11.4K
|
10.6K
$1.85M
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
65+ 1.64% |
$10.6K - $11.4K
|
4.03K
$703K
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
64+ 2.09% |
$10.4K - $11.2K
|
3.13K
$545K
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
64+ 0.92% |
$10.4K - $11.2K
|
7.02K
$1.22M
|
|
Oct 19, 2021
Q3 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
63+ 4.44% |
$10.2K - $11.1K
|
1.48K
$258K
|
|
Oct 22, 2021
Q3 2021
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
62+ 2.07% |
$10.1K - $10.9K
|
3.06K
$533K
|
|
Oct 08, 2021
Q3 2021
|
Eclectic Associates Inc
|
BUY
|
- |
62+ 0.58% |
$10.1K - $10.9K
|
10.8K
$1.88M
|
|
Oct 29, 2021
Q3 2021
|
Hc Advisors, LLC
|
BUY
|
- |
60+ 1.0% |
$9.76K - $10.5K
|
6.07K
$1.06M
|
|
Nov 12, 2021
Q3 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
60+ 1.44% |
$9.76K - $10.5K
|
4.23K
$736K
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
58+ 0.13% |
$9.43K - $10.2K
|
43.9K
$7.65M
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
56New |
$9.11K - $9.84K
|
56
$9.76K
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
56+ 4.25% |
$9.11K - $9.84K
|
1.37K
$239K
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
56+ 2.0% |
$9.11K - $9.84K
|
2.86K
$499K
|
|
Nov 08, 2021
Q3 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
55+ 0.71% |
$8.95K - $9.67K
|
7.8K
$1.36M
|
|
Nov 05, 2021
Q3 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
55+ 0.83% |
$8.95K - $9.67K
|
6.69K
$1.17M
|
|
Nov 09, 2021
Q3 2021
|
Hyman Charles D
|
BUY
|
- |
53+ 0.32% |
$8.62K - $9.31K
|
16.7K
$2.9M
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
52+ 4.07% |
$8.46K - $9.14K
|
1.33K
$232K
|
|
Nov 01, 2021
Q3 2021
|
Tenret CO LLC
|
BUY
|
- |
50+ 0.22% |
$8.13K - $8.79K
|
23K
$4.01M
|
|
Nov 02, 2021
Q3 2021
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
49+ 4.18% |
$7.97K - $8.61K
|
1.22K
$213K
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
47+ 3.53% |
$7.65K - $8.26K
|
1.38K
$240K
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
44+ 3.04% |
$7.16K - $7.73K
|
1.49K
$260K
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
BUY
|
- |
43+ 1.83% |
$6.99K - $7.56K
|
2.39K
$417K
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
42+ 0.23% |
$6.83K - $7.38K
|
18.6K
$3.24M
|
|
Oct 29, 2021
Q3 2021
|
Hudson Value Partners, LLC
|
BUY
|
- |
40+ 2.81% |
$6.51K - $7.03K
|
1.47K
$255K
|
|
Nov 15, 2021
Q3 2021
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
40+ 2.51% |
$6.51K - $7.03K
|
1.64K
$285K
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
37+ 6.49% |
$6.02K - $6.5K
|
607
$106K
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
36+ 2.04% |
$5.86K - $6.33K
|
1.8K
$314K
|
|
Oct 28, 2021
Q3 2021
|
Compass Ion Advisors, LLC
|
BUY
|
- |
35+ 2.65% |
$5.69K - $6.15K
|
1.35K
$236K
|
|
Nov 09, 2021
Q3 2021
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
31+ 0.37% |
$5.04K - $5.45K
|
8.39K
$1.46M
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
31+ 0.38% |
$5.04K - $5.45K
|
8.19K
$1.43M
|
|
Nov 03, 2021
Q3 2021
|
Nvwm, LLC
|
BUY
|
- |
30New |
$4.88K - $5.27K
|
30
$5.23K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
30+ 0.86% |
$4.88K - $5.27K
|
3.52K
$613K
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.5% |
$4.88K - $5.27K
|
2.03K
$353K
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
29+ 0.37% |
$4.72K - $5.1K
|
7.92K
$1.38M
|
|
Nov 02, 2021
Q3 2021
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
28New |
$4.55K - $4.92K
|
28
$4.88K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
26+ 0.95% |
$4.23K - $4.57K
|
2.76K
$480K
|
|
Nov 09, 2021
Q3 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
25+ 0.78% |
$4.07K - $4.39K
|
3.22K
$562K
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
25+ 44.64% |
$4.07K - $4.39K
|
81
$14.1K
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
23+ 1.15% |
$3.74K - $4.04K
|
2.02K
$351K
|