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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
55+ 2.68% |
$7.89K - $9.51K
|
2.11K
$438K
|
|
|
Oct 13, 2022
Q3 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
55+ 0.42% |
$7.89K - $9.51K
|
13.3K
$2.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
55+ 2.08% |
$7.89K - $9.51K
|
2.7K
$562K
|
|
|
Oct 28, 2022
Q3 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
54+ 1.74% |
$7.74K - $9.33K
|
3.16K
$657K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
51+ 0.87% |
$7.31K - $8.82K
|
5.91K
$1.23M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
49+ 0.75% |
$7.03K - $8.47K
|
6.55K
$1.36M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
49+ 0.61% |
$7.03K - $8.47K
|
8.05K
$1.67M
|
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
47New |
$6.74K - $8.12K
|
47
$9.76K
|
|
|
Nov 08, 2022
Q3 2022
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
45+ 2.85% |
$6.45K - $7.78K
|
1.62K
$337K
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
44+ 0.53% |
$6.31K - $7.61K
|
8.36K
$1.74M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
43+ 0.17% |
$6.17K - $7.43K
|
26K
$5.41M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
42+ 32.56% |
$6.02K - $7.26K
|
171
$35.5K
|
|
|
Oct 07, 2022
Q3 2022
|
Bcs Wealth Management
|
BUY
|
- |
37+ 0.57% |
$5.31K - $6.4K
|
6.51K
$1.35M
|
|
|
Dec 11, 2023
Q3 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
37+ 0.71% |
$5.31K - $6.4K
|
5.25K
$1.09M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
37+ 2.0% |
$5.31K - $6.4K
|
1.89K
$393K
|
|
|
Oct 25, 2022
Q3 2022
|
Friedenthal Financial
|
BUY
|
- |
36+ 0.88% |
$5.16K - $6.22K
|
4.11K
$853K
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
36New |
$5.16K - $6.22K
|
36
$7.48K
|
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
34New |
$4.88K - $5.88K
|
34
$7.06K
|
|
|
Nov 14, 2022
Q3 2022
|
Family Legacy, Inc.
|
BUY
|
- |
34+ 0.68% |
$4.88K - $5.88K
|
5.03K
$1.04M
|
|
|
Oct 25, 2022
Q3 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
33+ 0.13% |
$4.73K - $5.7K
|
25.1K
$5.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
32+ 0.6% |
$4.59K - $5.53K
|
5.4K
$1.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
31+ 2.19% |
$4.45K - $5.36K
|
1.44K
$300K
|
|
|
Oct 25, 2022
Q3 2022
|
Eidelman Virant Capital
|
BUY
|
- |
31+ 0.49% |
$4.45K - $5.36K
|
6.3K
$1.31M
|
|
|
Nov 07, 2022
Q3 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
29+ 0.94% |
$4.16K - $5.01K
|
3.11K
$647K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
27+ 0.77% |
$3.87K - $4.67K
|
3.55K
$738K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
26New |
$3.73K - $4.49K
|
26
$5.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
25+ 0.44% |
$3.59K - $4.32K
|
5.77K
$1.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
25+ 0.06% |
$3.59K - $4.32K
|
42K
$8.72M
|
|
|
Oct 07, 2022
Q3 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
24+ 0.1% |
$3.44K - $4.15K
|
24.4K
$5.07M
|
|
|
Nov 07, 2022
Q3 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
23+ 0.84% |
$3.3K - $3.98K
|
2.77K
$576K
|
|
|
Oct 06, 2022
Q3 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
23New |
$3.3K - $3.98K
|
23
$4.78K
|
|
|
Oct 24, 2022
Q3 2022
|
Willner & Heller, LLC
|
BUY
|
- |
22+ 0.5% |
$3.15K - $3.8K
|
4.43K
$920K
|
|
|
Nov 08, 2022
Q3 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
22+ 0.12% |
$3.15K - $3.8K
|
19.1K
$3.96M
|
|
|
Oct 21, 2022
Q3 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
21+ 20.79% |
$3.01K - $3.63K
|
122
$25.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
20+ 0.69% |
$2.87K - $3.46K
|
2.91K
$603K
|
|
|
Oct 26, 2022
Q3 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
19+ 0.48% |
$2.72K - $3.28K
|
4.01K
$832K
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
19+ 1.11% |
$2.72K - $3.28K
|
1.72K
$358K
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
18New |
$2.58K - $3.11K
|
18
$3.74K
|
|
|
Nov 10, 2022
Q3 2022
|
American Money Management, LLC
|
BUY
|
- |
18+ 0.36% |
$2.58K - $3.11K
|
5.02K
$1.04M
|
|
|
Oct 11, 2022
Q3 2022
|
Rise Advisors, LLC
|
BUY
|
- |
17+ 0.37% |
$2.44K - $2.94K
|
4.63K
$962K
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
17+ 0.06% |
$2.44K - $2.94K
|
29.7K
$6.17M
|
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
16+ 0.38% |
$2.29K - $2.77K
|
4.23K
$879K
|
|
|
Nov 14, 2022
Q3 2022
|
Resolute Advisors LLC
|
BUY
|
- |
16+ 0.54% |
$2.29K - $2.77K
|
2.96K
$616K
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
15+ 0.25% |
$2.15K - $2.59K
|
6.12K
$1.27M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 13.64% |
$2.15K - $2.59K
|
125
$26K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15+ 0.41% |
$2.15K - $2.59K
|
3.66K
$760K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
14+ 0.54% |
$2.01K - $2.42K
|
2.63K
$546K
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
14+ 2.1% |
$2.01K - $2.42K
|
681
$141K
|
|
|
Nov 01, 2022
Q3 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
14+ 0.46% |
$2.01K - $2.42K
|
3.05K
$633K
|
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
13+ 0.59% |
$1.86K - $2.25K
|
2.2K
$457K
|