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 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
14+ 0.54% |
$2.01K - $2.42K
|
2.63K
$455K
|
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
13+ 0.59% |
$1.86K - $2.25K
|
2.2K
$381K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
13+ 2.04% |
$1.86K - $2.25K
|
650
$113K
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
11+ 0.49% |
$1.58K - $1.9K
|
2.27K
$393K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
11+ 0.08% |
$1.58K - $1.9K
|
13.3K
$2.31M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
11+ 0.73% |
$1.58K - $1.9K
|
1.52K
$264K
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
10+ 0.08% |
$1.43K - $1.73K
|
13.1K
$2.26M
|
|
|
Nov 09, 2022
Q3 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.5% |
$1.43K - $1.73K
|
2.01K
$349K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10+ 0.41% |
$1.43K - $1.73K
|
2.44K
$422K
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
10+ 0.54% |
$1.43K - $1.73K
|
1.87K
$324K
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
9+ 0.54% |
$1.29K - $1.56K
|
1.69K
$292K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
9+ 0.46% |
$1.29K - $1.56K
|
1.98K
$342K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
9+ 0.58% |
$1.29K - $1.56K
|
1.56K
$270K
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
9New |
$1.29K - $1.56K
|
9
$1.56K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
8+ 0.19% |
$1.15K - $1.38K
|
4.28K
$740K
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
8+ 0.06% |
$1.15K - $1.38K
|
12.6K
$2.18M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
8+ 0.14% |
$1.15K - $1.38K
|
5.87K
$1.02M
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
7+ 0.46% |
$1K - $1.21K
|
1.52K
$263K
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
7+ 0.48% |
$1K - $1.21K
|
1.47K
$255K
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
6+ 1.2% |
$860 - $1.04K
|
504
$87.2K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
6+ 0.17% |
$860 - $1.04K
|
3.48K
$603K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6+ 2.25% |
$860 - $1.04K
|
273
$47.3K
|
|
|
Oct 28, 2022
Q3 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
6+ 0.03% |
$860 - $1.04K
|
20.5K
$3.54M
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.47% |
$860 - $1.04K
|
1.29K
$224K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.49% |
$717 - $864
|
1.03K
$178K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.05% |
$574 - $691
|
7.58K
$1.31M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4+ 0.2% |
$574 - $691
|
2.01K
$348K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4+ 0.14% |
$574 - $691
|
2.84K
$491K
|
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
4+ 0.08% |
$574 - $691
|
5.22K
$904K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.36% |
$430 - $519
|
833
$144K
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3+ 0.08% |
$430 - $519
|
3.54K
$612K
|
|
|
Oct 21, 2022
Q3 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
3+ 0.09% |
$430 - $519
|
3.47K
$601K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.25% |
$430 - $519
|
1.19K
$206K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
2+ 0.08% |
$287 - $346
|
2.46K
$425K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2+ 0.09% |
$287 - $346
|
2.13K
$369K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2+ 0.13% |
$287 - $346
|
1.56K
$270K
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2+ 0.08% |
$287 - $346
|
2.65K
$459K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.06% |
$143 - $173
|
1.76K
$304K
|
|
|
Oct 20, 2022
Q3 2022
|
Garland Capital Management Inc
|
BUY
|
- |
1+ 0.41% |
$143 - $173
|
246
$42.6K
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$143 - $173
|
14.8K
$2.56M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.07% |
$143 - $173
|
1.41K
$244K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1+ 0.05% |
$143 - $173
|
1.84K
$319K
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.01% |
$143 - $173
|
10.4K
$1.79M
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$143 - $173
|
6.06K
$1.05M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.51% |
$143 - $173
|
199
$34.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.61% |
$143 - $173
|
164
$28.4K
|
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
1+ 0.05% |
$143 - $173
|
2.06K
$357K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.49% |
$143 - $173
|
206
$35.7K
|
|
|
Oct 11, 2022
Q3 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 2.08% |
$143 - $173
|
49
$8.48K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.29% |
$143 - $173
|
351
$60.8K
|