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 24, 2022
Q3 2022
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.43K- 39.0% |
$205K - $247K
|
2.24K
$479K
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
SELL
|
- |
-1.44K- 3.96% |
$206K - $249K
|
34.9K
$7.47M
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.5K- 24.75% |
$215K - $260K
|
4.57K
$977K
|
|
|
Oct 21, 2022
Q3 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.51K- 5.0% |
$216K - $261K
|
28.7K
$6.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.52K- 22.73% |
$218K - $263K
|
5.18K
$1.11M
|
|
|
Nov 04, 2022
Q3 2022
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1.54K- 12.31% |
$221K - $266K
|
11K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-1.59K- 6.29% |
$229K - $276K
|
23.8K
$5.09M
|
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.62K- 24.92% |
$232K - $280K
|
4.88K
$1.04M
|
|
|
Oct 18, 2022
Q3 2022
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-1.64K- 2.54% |
$236K - $284K
|
63.2K
$13.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.66K- 0.84% |
$238K - $287K
|
195K
$41.8M
|
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.66K- 4.19% |
$238K - $287K
|
38K
$8.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.67K- 14.76% |
$239K - $289K
|
9.65K
$2.06M
|
|
|
Nov 08, 2022
Q3 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.67K- 2.6% |
$239K - $289K
|
62.6K
$13.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.71K- 4.38% |
$244K - $295K
|
37.2K
$7.96M
|
|
|
Nov 01, 2022
Q3 2022
|
St. Louis Trust CO
|
SELL
|
- |
-1.77K- 35.92% |
$254K - $306K
|
3.16K
$677K
|
|
|
Oct 12, 2022
Q3 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.78K- 26.35% |
$256K - $308K
|
4.98K
$1.07M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.8K- 3.71% |
$258K - $311K
|
46.7K
$9.99M
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.82K- 27.77% |
$261K - $315K
|
4.74K
$1.01M
|
|
|
Aug 11, 2023
Q3 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.85K- 37.34% |
$266K - $320K
|
3.11K
$666K
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.89K- 18.87% |
$271K - $327K
|
8.14K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.91K- 1.46% |
$273K - $329K
|
128K
$27.5M
|
|
|
Nov 14, 2022
Q3 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.91K- 21.2% |
$274K - $330K
|
7.09K
$1.52M
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-1.97K- 22.26% |
$282K - $340K
|
6.87K
$1.47M
|
|
|
Oct 17, 2022
Q3 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.02K- 46.71% |
$290K - $349K
|
2.31K
$494K
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-2.02K- 8.93% |
$290K - $350K
|
20.6K
$4.42M
|
|
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.16KClosed |
$310K - $373K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2.16K- 7.86% |
$310K - $374K
|
25.3K
$5.42M
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-2.17K- 0.99% |
$310K - $374K
|
215K
$46.1M
|
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.18K- 3.89% |
$312K - $376K
|
53.8K
$11.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.18K- 56.74% |
$312K - $376K
|
1.66K
$355K
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.28K- 25.34% |
$328K - $395K
|
6.73K
$1.44M
|
|
|
Oct 25, 2022
Q3 2022
|
First United Bank & Trust
|
SELL
|
- |
-2.31K- 15.49% |
$331K - $398K
|
12.6K
$2.69M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.32K- 16.78% |
$333K - $401K
|
11.5K
$2.46M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.37K- 7.87% |
$340K - $410K
|
27.7K
$5.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.41K- 2.14% |
$345K - $416K
|
110K
$23.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-2.45K- 27.87% |
$351K - $423K
|
6.33K
$1.36M
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-2.49K- 1.74% |
$357K - $430K
|
140K
$30.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-2.5K- 6.06% |
$358K - $431K
|
38.7K
$8.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-2.54K- 44.98% |
$364K - $439K
|
3.11K
$665K
|
|
|
Oct 17, 2022
Q3 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 4.56% |
$365K - $440K
|
53.2K
$11.4M
|
|
|
Nov 10, 2022
Q3 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.63K- 6.72% |
$378K - $455K
|
36.5K
$7.82M
|
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.69K- 5.09% |
$386K - $465K
|
50.2K
$10.7M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.7K- 1.12% |
$387K - $467K
|
239K
$51.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.87K- 79.49% |
$412K - $496K
|
741
$159K
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.94K- 9.12% |
$421K - $508K
|
29.3K
$6.27M
|
|
|
Nov 07, 2022
Q3 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-3.05K- 66.73% |
$437K - $527K
|
1.52K
$325K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.25K- 32.65% |
$466K - $562K
|
6.7K
$1.43M
|
|
|
Oct 23, 2023
Q3 2022
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.45K- 22.12% |
$495K - $597K
|
12.2K
$2.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.54K- 50.99% |
$507K - $612K
|
3.4K
$728K
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-3.64K- 3.62% |
$522K - $630K
|
97.1K
$20.8M
|