Purchases and Sales Made in Q3 2022 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q3 2022. 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 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
368K+ 13.66% |
$52.7M - $63.5M
|
3.06M
$635M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
305K+ 2948.41% |
$43.7M - $52.7M
|
315K
$65.4M
|
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
156K+ 1804.32% |
$22.4M - $27M
|
165K
$34.2M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
115K+ 26.88% |
$16.5M - $19.8M
|
542K
$113M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
85.6K+ 2.94% |
$12.3M - $14.8M
|
2.99M
$622M
|
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
78.1K+ 9.54% |
$11.2M - $13.5M
|
896K
$186M
|
|
|
Nov 14, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
77KNew |
$11M - $13.3M
|
77K
$16M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
68.5KNew |
$9.83M - $11.8M
|
68.5K
$14.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
68.5KNew |
$9.83M - $11.8M
|
68.5K
$14.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
57.2K+ 105.53% |
$8.2M - $9.89M
|
111K
$23.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55.8K+ 18.1% |
$8M - $9.65M
|
364K
$75.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.8KNew |
$6.71M - $8.09M
|
46.8K
$9.73M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
46.1K+ 4.94% |
$6.61M - $7.97M
|
979K
$203M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
41.2K+ 46.88% |
$5.9M - $7.12M
|
129K
$26.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
41K+ 4.66% |
$5.88M - $7.08M
|
920K
$191M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
39.5K+ 175.77% |
$5.67M - $6.83M
|
62K
$12.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38.9K+ 32.69% |
$5.58M - $6.72M
|
158K
$32.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
36.5K+ 31.46% |
$5.24M - $6.32M
|
153K
$31.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.1K+ 3.63% |
$5.03M - $6.07M
|
1M
$208M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
35.1K+ 3.63% |
$5.03M - $6.07M
|
1M
$208M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
34.7K+ 16.09% |
$4.98M - $6.01M
|
251K
$52.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
28.2K+ 53.57% |
$4.04M - $4.87M
|
80.8K
$16.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
26K+ 14.04% |
$3.73M - $4.5M
|
211K
$43.9M
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
26KNew |
$3.73M - $4.5M
|
26K
$5.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
25.9K+ 239.35% |
$3.71M - $4.47M
|
36.7K
$7.62M
|
|
|
Nov 02, 2022
Q3 2022
|
Pds Planning, Inc
|
BUY
|
- |
25.2K+ 9.97% |
$3.62M - $4.36M
|
278K
$57.8M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
24.5K+ 3.07% |
$3.51M - $4.24M
|
822K
$171M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24K+ 1.71% |
$3.44M - $4.15M
|
1.43M
$297M
|
|
|
Nov 09, 2022
Q3 2022
|
Fure Financial Corp
Bloomington, MN |
BUY
|
- |
23.7KNew |
$3.4M - $4.1M
|
23.7K
$4.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.5K+ 11.47% |
$3.36M - $4.06M
|
228K
$47.4M
|
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
23K+ 2.4% |
$3.29M - $3.97M
|
978K
$203M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.7KNew |
$3.25M - $3.92M
|
22.7K
$4.71M
|
|
|
Oct 26, 2022
Q3 2022
|
F3 Logic, LLC
|
BUY
|
- |
20.1K+ 12.22% |
$2.88M - $3.48M
|
185K
$38.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
20KNew |
$2.87M - $3.46M
|
20K
$4.16M
|
|
|
Nov 14, 2022
Q3 2022
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
17.9KNew |
$2.57M - $3.09M
|
17.9K
$3.72M
|
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
17.7K+ 14.82% |
$2.54M - $3.06M
|
137K
$28.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17.4K+ 34.7% |
$2.5M - $3.01M
|
67.6K
$14M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.8K+ 3.45% |
$2.4M - $2.9M
|
502K
$104M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.7K+ 0.4% |
$2.4M - $2.89M
|
4.17M
$867M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15.9K+ 94.98% |
$2.29M - $2.76M
|
32.7K
$6.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15.3K+ 120.74% |
$2.2M - $2.65M
|
28K
$5.82M
|
|
|
Oct 11, 2022
Q3 2022
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
14.6K+ 4.12% |
$2.09M - $2.52M
|
369K
$76.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
14.4K+ 4.49% |
$2.07M - $2.5M
|
336K
$69.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
14KNew |
$2M - $2.41M
|
14K
$2.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
13.4KNew |
$1.92M - $2.32M
|
13.4K
$2.79M
|
|
|
Nov 07, 2022
Q3 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
13.2K+ 113.06% |
$1.9M - $2.28M
|
24.9K
$5.17M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.7K+ 3.74% |
$1.83M - $2.2M
|
353K
$73.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.7K+ 66.23% |
$1.82M - $2.2M
|
31.9K
$6.62M
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.6K+ 9.62% |
$1.8M - $2.17M
|
143K
$29.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
12.5K+ 7.72% |
$1.8M - $2.17M
|
175K
$36.3M
|