Purchases and Sales Made in Q3 2022 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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 18, 2022 Q3 2022
Zhang Financial LLC

BUY
 -
5.24K
+ 2.04%
$752K - $906K
263K $54.6M
Nov 10, 2022 Q3 2022
Brandywine Oak Private Wealth LLC

BUY
 -
5.2K
+ 29.27%
$745K - $898K
22.9K $4.77M
Nov 07, 2022 Q3 2022
D.A. Davidson & Co.

BUY
 -
5.15K
+ 6.64%
$738K - $889K
82.7K $17.2M
Nov 14, 2022 Q3 2022
Buckingham Strategic Partners

Saint Louis, MO
BUY
 -
5.14K
+ 8.4%
$737K - $889K
66.3K $13.8M
Nov 14, 2022 Q3 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
5.12K
+ 1.16%
$733K - $884K
447K $92.8M
Oct 17, 2022 Q3 2022
Greenhouse Wealth Management, LLC

BUY
 -
5.07K
+ 49.65%
$726K - $876K
15.3K $3.17M
Nov 07, 2022 Q3 2022
Personal Capital Advisors Corp

BUY
 -
5.03K
+ 67.25%
$721K - $869K
12.5K $2.6M
Oct 25, 2022 Q3 2022
Thompson Siegel & Walmsley LLC

BUY
 -
4.99K
+ 2.4%
$716K - $863K
213K $44.2M
Nov 14, 2022 Q3 2022
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
4.87K
New
$698K - $842K
4.87K $1.01M
Nov 08, 2022 Q3 2022
Black Diamond Financial, LLC

BUY
 -
4.81K
+ 28.26%
$689K - $831K
21.8K $4.53M
Nov 14, 2022 Q3 2022
Financial Advocates Investment Management

Olympia, WA
BUY
 -
4.67K
+ 24.23%
$670K - $808K
24K $4.98M
Oct 18, 2022 Q3 2022
Wedbush Securities Inc

BUY
 -
4.52K
+ 281.48%
$647K - $781K
6.12K $1.27M
Nov 08, 2022 Q3 2022
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
4.51K
+ 1.35%
$647K - $780K
338K $70.1M
Oct 23, 2023 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
4.36K
+ 17.26%
$625K - $753K
29.6K $6.15M
Nov 14, 2022 Q3 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
4.36K
+ 17.26%
$625K - $753K
29.6K $6.15M
Nov 01, 2022 Q3 2022
Beaumont Asset Management, L.L.C.

BUY
 -
4.35K
+ 34.06%
$624K - $752K
17.1K $3.56M
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
4.22K
+ 3.11%
$605K - $729K
140K $29M
Nov 01, 2022 Q3 2022
Financial Counselors Inc

BUY
 -
4.13K
+ 11.3%
$592K - $713K
40.6K $8.44M
Nov 08, 2022 Q3 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
4.04K
+ 34.05%
$579K - $698K
15.9K $3.3M
Nov 14, 2022 Q3 2022
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
4.01K
+ 90.68%
$575K - $693K
8.43K $1.75M
Nov 09, 2022 Q3 2022
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
3.93K
New
$564K - $679K
3.93K $816K
Oct 28, 2022 Q3 2022
Aire Advisors, LLC

Beverly Hills, CA
BUY
 -
3.92K
+ 52.33%
$562K - $677K
11.4K $2.37M
Oct 14, 2022 Q3 2022
Adviser Investments LLC

BUY
 -
3.88K
New
$557K - $671K
3.88K $806K
Nov 18, 2022 Q3 2022
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
3.87K
+ 4.21%
$555K - $670K
95.8K $19.9M
Nov 14, 2022 Q3 2022
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
3.87K
+ 22.89%
$554K - $668K
20.8K $4.31M
Nov 14, 2022 Q3 2022
Total Wealth Planning, LLC

BUY
 -
3.83K
+ 4.49%
$550K - $663K
89.2K $18.5M
Oct 24, 2022 Q3 2022
Keeler T Homas Management LLC

BUY
 -
3.83K
+ 210.33%
$549K - $662K
5.65K $1.17M
Oct 06, 2022 Q3 2022
Pure Financial Advisors, LLC

BUY
 -
3.79K
+ 94.39%
$543K - $655K
7.8K $1.62M
Nov 14, 2022 Q3 2022
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
3.6K
+ 12.06%
$516K - $622K
33.4K $6.94M
Oct 31, 2022 Q3 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
3.56K
New
$511K - $616K
3.56K $740K
Nov 03, 2022 Q3 2022
Stone Point Wealth LLC

BUY
 -
3.49K
+ 24.21%
$500K - $603K
17.9K $3.72M
Apr 14, 2023 Q3 2022
Ervin Investment Management, LLC

BUY
 -
3.46K
+ 27.98%
$495K - $597K
15.8K $3.28M
Nov 08, 2022 Q3 2022
Ervin Investment Management, LLC

BUY
 -
3.46K
+ 27.98%
$495K - $597K
15.8K $3.28M
Oct 18, 2022 Q3 2022
Alpha Omega Wealth Management LLC

BUY
 -
3.42K
+ 24.93%
$490K - $591K
17.1K $3.56M
Nov 08, 2022 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
3.4K
+ 17.22%
$487K - $587K
23.1K $4.8M
Nov 14, 2022 Q3 2022
Csm Advisors, LLC

Pittsburgh, PA
BUY
 -
3.4K
+ 20.34%
$487K - $587K
20.1K $4.17M
Dec 13, 2023 Q3 2022
Continuum Advisory, LLC

Eagle, ID
BUY
 -
3.4K
+ 17.22%
$487K - $587K
23.1K $4.8M
Nov 15, 2022 Q3 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
3.39K
+ 1.83%
$487K - $587K
189K $39.2M
Oct 26, 2022 Q3 2022
Libra Wealth LLC

BUY
 -
3.39K
New
$485K - $585K
3.39K $703K
Nov 09, 2022 Q3 2022
Performa LTD (Us), LLC

BUY
 -
3.37K
New
$483K - $583K
3.37K $700K
Nov 14, 2022 Q3 2022
Regentatlantic Capital LLC

Morristown, NJ
BUY
 -
3.34K
+ 195.1%
$479K - $578K
5.06K $1.05M
Oct 31, 2022 Q3 2022
Wharton Business Group, LLC

Malvern, PA
BUY
 -
3.33K
+ 2.23%
$478K - $576K
153K $31.8M
Oct 28, 2022 Q3 2022
Comerica Bank

BUY
 -
3.31K
+ 3.28%
$475K - $573K
104K $21.7M
Nov 14, 2022 Q3 2022
Advisory Services Network, LLC

BUY
 -
3.3K
+ 9.4%
$473K - $570K
38.3K $7.97M
Oct 31, 2022 Q3 2022
Avion Wealth

The Woodlands, TX
BUY
 -
3.28K
+ 4.11%
$470K - $567K
83.1K $17.3M
Nov 02, 2022 Q3 2022
Ellevest, Inc.

BUY
 -
3.27K
+ 4.51%
$468K - $565K
75.6K $15.7M
Nov 08, 2022 Q3 2022
Ifp Advisors, Inc

BUY
 -
3.23K
+ 4.97%
$464K - $559K
68.3K $14.2M
Oct 17, 2022 Q3 2022
Lantz Financial LLC

BUY
 -
3.21K
New
$460K - $554K
3.21K $666K
Oct 17, 2022 Q3 2022
Mayflower Financial Advisors, LLC

BUY
 -
3.18K
New
$457K - $550K
3.18K $661K

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