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 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-17K- 7.88% |
$2.43M - $2.93M
|
198K
$41.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-18.5K- 88.24% |
$2.65M - $3.2M
|
2.47K
$512K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-19.3K- 1.55% |
$2.77M - $3.33M
|
1.22M
$254M
|
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-19.7K- 57.15% |
$2.83M - $3.41M
|
14.8K
$3.07M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-20.1K- 2.51% |
$2.89M - $3.48M
|
781K
$162M
|
|
|
Mar 23, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-23.3K- 33.1% |
$3.34M - $4.03M
|
47.1K
$9.78M
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
SELL
|
- |
-23.4K- 12.57% |
$3.35M - $4.04M
|
163K
$33.8M
|
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-25.1K- 94.17% |
$3.6M - $4.34M
|
1.56K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-26.8KClosed |
$3.85M - $4.64M
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.6K- 8.5% |
$3.95M - $4.76M
|
296K
$61.6M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-27.9K- 4.2% |
$4.01M - $4.83M
|
637K
$132M
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-34.7K- 84.35% |
$4.98M - $6M
|
6.44K
$1.34M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-40.7K- 55.92% |
$5.83M - $7.03M
|
32K
$6.66M
|
|
|
Nov 08, 2022
Q3 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-49.2K- 95.25% |
$7.06M - $8.51M
|
2.45K
$510K
|
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-67.8K- 97.64% |
$9.72M - $11.7M
|
1.64K
$341K
|
|
|
Nov 10, 2022
Q3 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-71.6K- 95.51% |
$10.3M - $12.4M
|
3.37K
$699K
|
|
|
Nov 08, 2022
Q3 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-74.4KClosed |
$10.7M - $12.9M
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-75.9K- 4.26% |
$10.9M - $13.1M
|
1.71M
$354M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-76.4K- 17.29% |
$11M - $13.2M
|
365K
$75.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-83.6K- 2.28% |
$12M - $14.5M
|
3.59M
$746M
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-93.7K- 85.54% |
$13.4M - $16.2M
|
15.8K
$3.29M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-120K- 5.99% |
$17.2M - $20.8M
|
1.88M
$391M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-127K- 14.0% |
$18.3M - $22M
|
782K
$163M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-153K- 93.25% |
$21.9M - $26.4M
|
11.1K
$2.3M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-172K- 49.06% |
$24.7M - $29.7M
|
178K
$37.1M
|
|
|
Oct 13, 2022
Q3 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-295K- 95.81% |
$42.4M - $51.1M
|
12.9K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.09M- 16.84% |
$300M - $361M
|
10.3M
$2.14B
|