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 03, 2022
Q3 2022
|
Coastline Trust CO
|
SELL
|
- |
-640- 2.44% |
$91.8K - $111K
|
25.6K
$5.47M
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-643- 20.72% |
$92.2K - $111K
|
2.46K
$527K
|
|
Oct 17, 2022
Q3 2022
|
Burleson & Company, LLC
|
SELL
|
- |
-644- 3.97% |
$92.3K - $111K
|
15.6K
$3.33M
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-646- 3.79% |
$92.6K - $112K
|
16.4K
$3.51M
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-661- 10.74% |
$94.8K - $114K
|
5.49K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-673- 27.97% |
$96.5K - $116K
|
1.73K
$371K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-679- 4.9% |
$97.4K - $117K
|
13.2K
$2.82M
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-682- 25.97% |
$97.8K - $118K
|
1.94K
$416K
|
|
Oct 20, 2022
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-696- 5.6% |
$99.8K - $120K
|
11.7K
$2.51M
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-722- 11.03% |
$104K - $125K
|
5.82K
$1.25M
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-735- 0.38% |
$105K - $127K
|
192K
$41.2M
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-753- 1.98% |
$108K - $130K
|
37.3K
$7.98M
|
|
Nov 14, 2022
Q3 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-756- 23.42% |
$108K - $131K
|
2.47K
$529K
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-763- 1.71% |
$109K - $132K
|
43.9K
$9.4M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-770- 1.64% |
$110K - $133K
|
46.1K
$9.86M
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-774- 3.71% |
$111K - $134K
|
20.1K
$4.29M
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-775- 60.31% |
$111K - $134K
|
510
$109K
|
|
Oct 31, 2022
Q3 2022
|
Camelot Portfolios, LLC
|
SELL
|
- |
-793- 19.37% |
$114K - $137K
|
3.3K
$706K
|
|
Nov 07, 2022
Q3 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-805- 5.99% |
$115K - $139K
|
12.6K
$2.71M
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-811- 51.33% |
$116K - $140K
|
769
$165K
|
|
Feb 01, 2023
Q3 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-819- 4.92% |
$117K - $142K
|
15.8K
$3.38M
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-820- 9.48% |
$118K - $142K
|
7.83K
$1.68M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-844- 3.99% |
$121K - $146K
|
20.3K
$4.34M
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-852- 4.3% |
$122K - $147K
|
19K
$4.06M
|
|
Nov 23, 2022
Q3 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-864- 1.82% |
$124K - $149K
|
46.5K
$9.96M
|
|
Oct 17, 2022
Q3 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-876- 5.97% |
$126K - $151K
|
13.8K
$2.95M
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-887- 15.77% |
$127K - $153K
|
4.74K
$1.01M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-909- 3.26% |
$130K - $157K
|
27K
$5.78M
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-930- 8.25% |
$133K - $161K
|
10.3K
$2.21M
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-932- 3.82% |
$134K - $161K
|
23.5K
$5.02M
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-933- 11.27% |
$134K - $161K
|
7.35K
$1.57M
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-984- 24.75% |
$141K - $170K
|
2.99K
$640K
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.03K- 3.36% |
$148K - $178K
|
29.6K
$6.34M
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-1.03K- 32.14% |
$148K - $178K
|
2.18K
$466K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.05K- 24.51% |
$151K - $182K
|
3.24K
$693K
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.07K- 3.54% |
$154K - $185K
|
29.2K
$6.24M
|
|
Nov 08, 2022
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-1.1K- 2.02% |
$158K - $190K
|
53.5K
$11.5M
|
|
Nov 10, 2022
Q3 2022
|
True North Advisors, LLC
|
SELL
|
- |
-1.11K- 22.37% |
$159K - $192K
|
3.85K
$824K
|
|
Nov 01, 2022
Q3 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.13K- 7.93% |
$161K - $194K
|
13.1K
$2.8M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.15K- 10.34% |
$165K - $199K
|
10K
$2.14M
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.21K- 15.91% |
$173K - $209K
|
6.38K
$1.37M
|
|
Oct 21, 2022
Q3 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.28K- 33.15% |
$184K - $222K
|
2.59K
$553K
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.31K- 33.6% |
$188K - $227K
|
2.59K
$555K
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-1.33K- 41.34% |
$190K - $229K
|
1.88K
$402K
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-1.33K- 41.34% |
$190K - $229K
|
1.88K
$402K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.36K- 7.41% |
$195K - $235K
|
17K
$3.63M
|
|
Jan 03, 2023
Q3 2022
|
Gray Wealth Management Inc.
Bangor, ME |
SELL
|
- |
-1.36KClosed |
$196K - $236K
|
0
$0
|
|
Oct 20, 2022
Q3 2022
|
Girard Partners Ltd.
|
SELL
|
- |
-1.37K- 12.51% |
$197K - $237K
|
9.59K
$2.05M
|
|
Oct 21, 2022
Q3 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.38K- 26.72% |
$198K - $239K
|
3.79K
$811K
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.39K- 2.55% |
$200K - $241K
|
53.4K
$11.4M
|