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 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.67KClosed |
$527K - $635K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-3.69K- 2.99% |
$529K - $638K
|
120K
$24.9M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
SELL
|
- |
-3.79K- 29.31% |
$544K - $656K
|
9.15K
$1.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-4.04K- 25.46% |
$580K - $699K
|
11.8K
$2.46M
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.25K- 35.34% |
$610K - $735K
|
7.78K
$1.62M
|
|
|
Oct 21, 2022
Q3 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-4.26K- 21.59% |
$611K - $736K
|
15.5K
$3.21M
|
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
SELL
|
- |
-4.33K- 7.49% |
$621K - $749K
|
53.5K
$11.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-4.37K- 7.79% |
$627K - $756K
|
51.8K
$10.8M
|
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.73K- 12.95% |
$678K - $818K
|
31.8K
$6.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-4.87K- 3.34% |
$698K - $841K
|
141K
$29.2M
|
|
|
Oct 13, 2022
Q3 2022
|
Foster Group, Inc.
|
SELL
|
- |
-4.93K- 1.22% |
$706K - $851K
|
399K
$83M
|
|
|
Oct 11, 2022
Q3 2022
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-5.08K- 51.31% |
$728K - $878K
|
4.82K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-5.19K- 35.46% |
$744K - $897K
|
9.45K
$1.96M
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-5.22K- 4.23% |
$748K - $902K
|
118K
$24.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.22K- 2.55% |
$748K - $902K
|
199K
$41.3M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-5.27K- 21.07% |
$755K - $911K
|
19.7K
$4.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.29K- 0.94% |
$758K - $914K
|
558K
$116M
|
|
|
Nov 14, 2022
Q3 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.3K- 58.24% |
$760K - $916K
|
3.8K
$789K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.57K- 71.41% |
$799K - $963K
|
2.23K
$463K
|
|
|
Nov 09, 2022
Q3 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.81K- 76.94% |
$834K - $1.01M
|
1.74K
$362K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.82K- 1.07% |
$835K - $1.01M
|
537K
$112M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-5.92K- 9.7% |
$849K - $1.02M
|
55.1K
$11.4M
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-5.96K- 6.95% |
$855K - $1.03M
|
79.7K
$16.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.23K- 47.29% |
$893K - $1.08M
|
6.95K
$1.44M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.34K- 13.43% |
$909K - $1.1M
|
40.8K
$8.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-6.35K- 87.33% |
$910K - $1.1M
|
921
$191K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.74K- 72.34% |
$967K - $1.17M
|
2.58K
$536K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.99K- 9.68% |
$1M - $1.21M
|
65.2K
$13.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-7.36K- 28.78% |
$1.05M - $1.27M
|
18.2K
$3.78M
|
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-7.41K- 34.07% |
$1.06M - $1.28M
|
14.3K
$2.98M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-7.48K- 1.52% |
$1.07M - $1.29M
|
486K
$101M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-7.81K- 5.22% |
$1.12M - $1.35M
|
142K
$29.4M
|
|
|
Oct 31, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-7.81K- 5.22% |
$1.12M - $1.35M
|
142K
$29.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-8.05K- 5.87% |
$1.15M - $1.39M
|
129K
$26.8M
|
|
|
Oct 11, 2022
Q3 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-8.34K- 49.88% |
$1.2M - $1.44M
|
8.38K
$1.74M
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
SELL
|
- |
-8.45K- 9.97% |
$1.21M - $1.46M
|
76.3K
$15.9M
|
|
|
Nov 14, 2022
Q3 2022
|
M&T Bank Corp
|
SELL
|
- |
-9.24K- 14.12% |
$1.33M - $1.6M
|
56.2K
$11.7M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-9.3K- 5.39% |
$1.33M - $1.61M
|
163K
$33.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-9.9K- 12.06% |
$1.42M - $1.71M
|
72.2K
$15M
|
|
|
Aug 07, 2024
Q3 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-11K- 2.7% |
$1.58M - $1.91M
|
399K
$82.8M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-11.5K- 16.24% |
$1.65M - $1.98M
|
59.2K
$12.3M
|
|
|
Oct 13, 2022
Q3 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-12.4K- 75.81% |
$1.78M - $2.15M
|
3.97K
$824K
|
|
|
Nov 14, 2022
Q3 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-12.6KClosed |
$1.8M - $2.18M
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-12.8K- 42.05% |
$1.83M - $2.21M
|
17.6K
$3.66M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-13.2K- 5.34% |
$1.89M - $2.28M
|
234K
$48.6M
|
|
|
Nov 15, 2022
Q3 2022
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-13.3K- 86.2% |
$1.9M - $2.29M
|
2.12K
$441K
|
|
|
Oct 25, 2022
Q3 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-13.7K- 74.0% |
$1.96M - $2.37M
|
4.81K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-15.9K- 17.95% |
$2.28M - $2.75M
|
72.8K
$15.1M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.4K- 2.32% |
$2.35M - $2.83M
|
689K
$143M
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-16.6K- 4.72% |
$2.37M - $2.86M
|
334K
$69.4M
|