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 04, 2022
Q3 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.14K+ 141.26% |
$450K - $542K
|
5.36K
$1.15M
|
|
|
Oct 09, 2024
Q3 2022
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
3.13K+ 41.44% |
$449K - $542K
|
10.7K
$2.29M
|
|
|
Jan 19, 2024
Q3 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
3.11K+ 22.68% |
$446K - $537K
|
16.8K
$3.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.11KNew |
$446K - $537K
|
3.11K
$665K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.06K+ 16.97% |
$439K - $529K
|
21.1K
$4.51M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
BUY
|
- |
3.03KNew |
$434K - $523K
|
3.03K
$647K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3.01K+ 2.34% |
$431K - $520K
|
132K
$28.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.94K+ 0.82% |
$422K - $508K
|
362K
$77.5M
|
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
2.82K+ 7.9% |
$405K - $488K
|
38.5K
$8.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
2.77K+ 11.19% |
$397K - $478K
|
27.5K
$5.88M
|
|
|
Nov 08, 2022
Q3 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.76K+ 30.46% |
$395K - $476K
|
11.8K
$2.53M
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
2.67K+ 36.46% |
$383K - $461K
|
9.99K
$2.14M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.66K+ 3.92% |
$381K - $460K
|
70.5K
$15.1M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.58K+ 11.55% |
$370K - $446K
|
24.9K
$5.33M
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
2.57K+ 7.49% |
$369K - $445K
|
36.9K
$7.9M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.51K+ 31.75% |
$359K - $433K
|
10.4K
$2.23M
|
|
|
Oct 24, 2022
Q3 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.5K+ 25.0% |
$359K - $433K
|
12.5K
$2.68M
|
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
2.49KNew |
$357K - $430K
|
2.49K
$532K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.48K+ 1096.02% |
$355K - $428K
|
2.7K
$578K
|
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.43K+ 7.72% |
$349K - $420K
|
33.9K
$7.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
2.41K+ 8.41% |
$346K - $417K
|
31.1K
$6.66M
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.37K+ 1.03% |
$340K - $410K
|
234K
$50M
|
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.35K+ 67.82% |
$337K - $406K
|
5.81K
$1.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
2.33K+ 63.07% |
$334K - $402K
|
6.02K
$1.29M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
2.32K+ 11.57% |
$333K - $401K
|
22.4K
$4.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.32K+ 229.67% |
$333K - $401K
|
3.33K
$713K
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.31K+ 13.84% |
$332K - $400K
|
19K
$4.07M
|
|
|
Oct 20, 2022
Q3 2022
|
Derbend Asset Management
|
BUY
|
- |
2.26KNew |
$325K - $391K
|
2.26K
$485K
|
|
|
Oct 24, 2022
Q3 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.26K+ 6.59% |
$325K - $391K
|
36.6K
$7.84M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.24K+ 6.3% |
$321K - $387K
|
37.7K
$8.07M
|
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.23K+ 10.07% |
$320K - $386K
|
24.4K
$5.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.22KNew |
$319K - $384K
|
2.22K
$476K
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
2.15KNew |
$308K - $371K
|
2.15K
$459K
|
|
|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
2.11K+ 28.94% |
$302K - $364K
|
9.38K
$2.01M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.11K+ 10.5% |
$302K - $364K
|
22.1K
$4.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.1K+ 5.31% |
$301K - $363K
|
41.7K
$8.92M
|
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.09KNew |
$300K - $362K
|
2.09K
$448K
|
|
|
Nov 14, 2022
Q3 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.08K+ 3.0% |
$299K - $360K
|
71.4K
$15.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.08K+ 76.99% |
$298K - $359K
|
4.77K
$1.02M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.07K+ 7.47% |
$297K - $358K
|
29.8K
$6.38M
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
2.06K+ 7.01% |
$295K - $356K
|
31.4K
$6.72M
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Partners
Boston, MA |
BUY
|
- |
2.05KNew |
$294K - $354K
|
2.05K
$438K
|
|
|
Nov 02, 2022
Q3 2022
|
Kraft Asset Management, LLC
|
BUY
|
- |
2.03K+ 26.8% |
$291K - $350K
|
9.59K
$2.05M
|
|
|
Oct 18, 2022
Q3 2022
|
Olio Financial Planning
|
BUY
|
- |
2.01K+ 6.51% |
$288K - $347K
|
32.9K
$7.04M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2KNew |
$287K - $345K
|
2K
$428K
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.99K+ 139.66% |
$286K - $345K
|
3.42K
$732K
|
|
|
Oct 11, 2022
Q3 2022
|
Marotta Asset Management
|
BUY
|
- |
1.99K+ 1.7% |
$285K - $344K
|
119K
$25.5M
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.96K+ 3.23% |
$282K - $340K
|
62.9K
$13.5M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.96K+ 3.23% |
$282K - $340K
|
62.9K
$13.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
1.96K+ 0.17% |
$280K - $338K
|
1.15M
$245M
|