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 |
|---|---|---|---|---|---|---|---|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-46- 1.43% |
$6.6K - $7.95K
|
3.16K
$677K
|
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-46- 1.97% |
$6.6K - $7.95K
|
2.29K
$489K
|
|
|
Nov 14, 2022
Q3 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-49- 0.13% |
$7.03K - $8.47K
|
36.5K
$7.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-50- 1.55% |
$7.17K - $8.64K
|
3.17K
$679K
|
|
|
Oct 21, 2022
Q3 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-50- 2.94% |
$7.17K - $8.64K
|
1.65K
$353K
|
|
|
Oct 28, 2022
Q3 2022
|
Financial Life Advisors
|
SELL
|
- |
-52- 1.41% |
$7.46K - $8.99K
|
3.64K
$780K
|
|
|
Oct 12, 2022
Q3 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-54- 0.52% |
$7.74K - $9.33K
|
10.3K
$2.19M
|
|
|
Nov 08, 2022
Q3 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-54- 1.77% |
$7.74K - $9.33K
|
3K
$641K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-57- 2.2% |
$8.17K - $9.85K
|
2.53K
$542K
|
|
|
Nov 14, 2022
Q3 2022
|
Rs Crum Inc.
|
SELL
|
- |
-59- 0.69% |
$8.46K - $10.2K
|
8.43K
$1.8M
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-60- 15.5% |
$8.6K - $10.4K
|
327
$70K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
SELL
|
- |
-62- 5.84% |
$8.89K - $10.7K
|
1K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-63- 0.67% |
$9.03K - $10.9K
|
9.29K
$1.99M
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-64- 1.96% |
$9.18K - $11.1K
|
3.2K
$685K
|
|
|
Oct 17, 2022
Q3 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-64- 0.62% |
$9.18K - $11.1K
|
10.2K
$2.19M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-64- 3.37% |
$9.18K - $11.1K
|
1.84K
$393K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-68- 0.97% |
$9.75K - $11.8K
|
6.92K
$1.48M
|
|
|
Oct 20, 2022
Q3 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-70- 1.16% |
$10K - $12.1K
|
5.95K
$1.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-72- 1.77% |
$10.3K - $12.4K
|
4K
$855K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-73- 20.8% |
$10.5K - $12.6K
|
278
$59.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-74- 83.15% |
$10.6K - $12.8K
|
15
$3.21K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-75- 1.13% |
$10.8K - $13K
|
6.58K
$1.41M
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
SELL
|
- |
-75- 11.0% |
$10.8K - $13K
|
607
$130K
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-78- 30.59% |
$11.2K - $13.5K
|
177
$37.9K
|
|
|
Oct 24, 2022
Q3 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-79- 0.78% |
$11.3K - $13.7K
|
10K
$2.14M
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-79- 1.42% |
$11.3K - $13.7K
|
5.49K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-80- 0.62% |
$11.5K - $13.8K
|
12.8K
$2.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-80- 36.2% |
$11.5K - $13.8K
|
141
$30.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-84- 3.59% |
$12K - $14.5K
|
2.25K
$482K
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-86- 3.66% |
$12.3K - $14.9K
|
2.26K
$484K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-86- 4.97% |
$12.3K - $14.9K
|
1.64K
$352K
|
|
|
Nov 02, 2022
Q3 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-88- 2.48% |
$12.6K - $15.2K
|
3.46K
$740K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-93- 66.43% |
$13.3K - $16.1K
|
47
$10.1K
|
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-97- 1.05% |
$13.9K - $16.8K
|
9.1K
$1.95M
|
|
|
Nov 14, 2022
Q3 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-97- 4.86% |
$13.9K - $16.8K
|
1.9K
$406K
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-97- 6.69% |
$13.9K - $16.8K
|
1.35K
$290K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-100- 0.38% |
$14.3K - $17.3K
|
25.9K
$5.54M
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-100- 3.21% |
$14.3K - $17.3K
|
3.02K
$645K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-100- 1.19% |
$14.3K - $17.3K
|
8.32K
$1.78M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-100- 35.71% |
$14.3K - $17.3K
|
180
$38.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-100- 1.02% |
$14.3K - $17.3K
|
9.74K
$2.08M
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-100- 2.59% |
$14.3K - $17.3K
|
3.76K
$804K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-103- 3.59% |
$14.8K - $17.8K
|
2.77K
$593K
|
|
|
Nov 02, 2022
Q3 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-105Closed |
$15.1K - $18.2K
|
0
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-105- 1.68% |
$15.1K - $18.2K
|
6.16K
$1.32M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-112- 17.61% |
$16.1K - $19.4K
|
524
$112K
|
|
|
Nov 14, 2022
Q3 2022
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-124- 3.07% |
$17.8K - $21.4K
|
3.91K
$837K
|
|
|
Oct 28, 2022
Q3 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-126- 3.9% |
$18.1K - $21.8K
|
3.11K
$665K
|
|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-130- 1.62% |
$18.6K - $22.5K
|
7.9K
$1.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-133- 1.9% |
$19.1K - $23K
|
6.88K
$1.47M
|