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
$503K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
13+ 2.04% |
$1.86K - $2.25K
|
650
$124K
|
|
|
Dec 05, 2023
Q3 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
13+ 0.59% |
$1.86K - $2.25K
|
2.2K
$420K
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
BUY
|
- |
11+ 0.08% |
$1.58K - $1.9K
|
13.3K
$2.55M
|
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
11+ 0.49% |
$1.58K - $1.9K
|
2.27K
$433K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
BUY
|
- |
11+ 0.73% |
$1.58K - $1.9K
|
1.52K
$291K
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
10+ 0.54% |
$1.43K - $1.73K
|
1.87K
$358K
|
|
|
Nov 09, 2022
Q3 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.5% |
$1.43K - $1.73K
|
2.01K
$385K
|
|
|
Nov 15, 2022
Q3 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10+ 0.41% |
$1.43K - $1.73K
|
2.44K
$466K
|
|
|
Nov 01, 2022
Q3 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
10+ 0.08% |
$1.43K - $1.73K
|
13.1K
$2.5M
|
|
|
Jan 09, 2024
Q3 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
9New |
$1.29K - $1.56K
|
9
$1.72K
|
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
9+ 0.46% |
$1.29K - $1.56K
|
1.98K
$378K
|
|
|
Nov 10, 2022
Q3 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
9+ 0.58% |
$1.29K - $1.56K
|
1.56K
$298K
|
|
|
Nov 14, 2022
Q3 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
9+ 0.54% |
$1.29K - $1.56K
|
1.69K
$322K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
8+ 0.14% |
$1.15K - $1.38K
|
5.87K
$1.12M
|
|
|
Nov 10, 2022
Q3 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
8+ 0.06% |
$1.15K - $1.38K
|
12.6K
$2.41M
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
8+ 0.19% |
$1.15K - $1.38K
|
4.28K
$817K
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
7+ 0.48% |
$1K - $1.21K
|
1.47K
$281K
|
|
|
Nov 04, 2022
Q3 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
7+ 0.46% |
$1K - $1.21K
|
1.52K
$290K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6+ 2.25% |
$860 - $1.04K
|
273
$52.2K
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
6+ 0.17% |
$860 - $1.04K
|
3.48K
$666K
|
|
|
Oct 28, 2022
Q3 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
6+ 0.03% |
$860 - $1.04K
|
20.5K
$3.91M
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
BUY
|
- |
6+ 1.2% |
$860 - $1.04K
|
504
$96.3K
|
|
|
Oct 20, 2022
Q3 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.47% |
$860 - $1.04K
|
1.29K
$247K
|
|
|
Nov 14, 2022
Q3 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.49% |
$717 - $864
|
1.03K
$197K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4+ 0.05% |
$574 - $691
|
7.58K
$1.45M
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4+ 0.2% |
$574 - $691
|
2.01K
$384K
|
|
|
Oct 14, 2022
Q3 2022
|
Petix & Botte CO
|
BUY
|
- |
4+ 0.08% |
$574 - $691
|
5.22K
$998K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4+ 0.14% |
$574 - $691
|
2.84K
$543K
|
|
|
Oct 21, 2022
Q3 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
3+ 0.09% |
$430 - $519
|
3.47K
$664K
|
|
|
Nov 10, 2022
Q3 2022
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
3+ 0.08% |
$430 - $519
|
3.54K
$676K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.36% |
$430 - $519
|
833
$159K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.25% |
$430 - $519
|
1.19K
$227K
|
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
BUY
|
- |
2+ 0.08% |
$287 - $346
|
2.46K
$469K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2+ 0.13% |
$287 - $346
|
1.56K
$298K
|
|
|
Nov 14, 2022
Q3 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
2+ 0.09% |
$287 - $346
|
2.13K
$407K
|
|
|
Jul 20, 2023
Q3 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2+ 0.08% |
$287 - $346
|
2.65K
$506K
|
|
|
Oct 20, 2022
Q3 2022
|
Garland Capital Management Inc
|
BUY
|
- |
1+ 0.41% |
$143 - $173
|
246
$47K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1+ 0.07% |
$143 - $173
|
1.41K
$269K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.06% |
$143 - $173
|
1.76K
$335K
|
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.61% |
$143 - $173
|
164
$31.3K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.51% |
$143 - $173
|
199
$38K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$143 - $173
|
6.06K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1+ 0.05% |
$143 - $173
|
1.84K
$352K
|
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1+ 0.01% |
$143 - $173
|
14.8K
$2.83M
|
|
|
Oct 19, 2022
Q3 2022
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.01% |
$143 - $173
|
10.4K
$1.98M
|
|
|
Nov 09, 2022
Q3 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
1+ 0.05% |
$143 - $173
|
2.06K
$394K
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.62% |
$143 - $173
|
163
$31.1K
|
|
|
Nov 08, 2022
Q3 2022
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.49% |
$143 - $173
|
206
$39.4K
|
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.29% |
$143 - $173
|
351
$67.1K
|