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 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
950+ 2.76% |
$136K - $164K
|
35.3K
$7.56M
|
|
Nov 10, 2022
Q3 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
948+ 6771.43% |
$136K - $164K
|
962
$206K
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
947+ 53.29% |
$136K - $164K
|
2.72K
$583K
|
|
Nov 14, 2022
Q3 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
939+ 46.81% |
$135K - $162K
|
2.95K
$630K
|
|
Nov 14, 2022
Q3 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
937+ 33.89% |
$134K - $162K
|
3.7K
$792K
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
929+ 4.27% |
$133K - $161K
|
22.7K
$4.86M
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
929+ 4.69% |
$133K - $161K
|
20.7K
$4.44M
|
|
Oct 12, 2022
Q3 2022
|
Veery Capital, LLC
|
BUY
|
- |
905+ 4.92% |
$130K - $156K
|
19.3K
$4.13M
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
903+ 52.38% |
$129K - $156K
|
2.63K
$562K
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
897+ 8.75% |
$129K - $155K
|
11.2K
$2.39M
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
883+ 1.21% |
$127K - $153K
|
74K
$15.8M
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
880New |
$126K - $152K
|
880
$188K
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
872+ 2.21% |
$125K - $151K
|
40.3K
$8.62M
|
|
Nov 14, 2022
Q3 2022
|
Roof Eidam & Maycock
|
BUY
|
- |
871+ 7.65% |
$125K - $151K
|
12.3K
$2.62M
|
|
Mar 24, 2023
Q3 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
856+ 3.98% |
$123K - $148K
|
22.4K
$4.79M
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
833+ 10.1% |
$119K - $144K
|
9.08K
$1.94M
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
811+ 105.46% |
$116K - $140K
|
1.58K
$338K
|
|
Nov 08, 2022
Q3 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
799+ 0.95% |
$115K - $138K
|
84.7K
$18.1M
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
793+ 2.0% |
$114K - $137K
|
40.5K
$8.67M
|
|
Oct 24, 2022
Q3 2022
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
780+ 5.38% |
$112K - $135K
|
15.3K
$3.27M
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
780+ 26.66% |
$112K - $135K
|
3.71K
$793K
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
766+ 12.11% |
$110K - $132K
|
7.09K
$1.52M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
762+ 4.92% |
$109K - $132K
|
16.2K
$3.48M
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
751New |
$108K - $130K
|
751
$161K
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
749+ 2.81% |
$107K - $129K
|
27.4K
$5.87M
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
BUY
|
- |
737+ 5.35% |
$106K - $127K
|
14.5K
$3.11M
|
|
Oct 20, 2022
Q3 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
727+ 2.05% |
$104K - $126K
|
36.1K
$7.73M
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
717+ 16.33% |
$103K - $124K
|
5.11K
$1.09M
|
|
Nov 09, 2022
Q3 2022
|
True Wealth Financial Partners
|
BUY
|
- |
713+ 1.06% |
$102K - $123K
|
68.1K
$14.6M
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
704+ 6.22% |
$101K - $122K
|
12K
$2.57M
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
697+ 14.27% |
$99.9K - $120K
|
5.58K
$1.19M
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
696+ 7.15% |
$99.8K - $120K
|
10.4K
$2.23M
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
689+ 332.85% |
$98.8K - $119K
|
896
$192K
|
|
Jan 25, 2023
Q3 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
683+ 1.71% |
$97.9K - $118K
|
40.5K
$8.67M
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
662+ 2.08% |
$94.9K - $114K
|
32.5K
$6.95M
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
659+ 11.39% |
$94.5K - $114K
|
6.45K
$1.38M
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
658+ 1.67% |
$94.4K - $114K
|
40K
$8.57M
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
651+ 10.07% |
$93.4K - $113K
|
7.11K
$1.52M
|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
636+ 17.88% |
$91.2K - $110K
|
4.19K
$897K
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
627+ 1.44% |
$89.9K - $108K
|
44.1K
$9.43M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
624+ 2.8% |
$89.5K - $108K
|
22.9K
$4.9M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
623+ 6.76% |
$89.3K - $108K
|
9.84K
$2.11M
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
623+ 2.0% |
$89.3K - $108K
|
31.8K
$6.81M
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
619+ 55.07% |
$88.8K - $107K
|
1.74K
$373K
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
608+ 48.87% |
$87.2K - $105K
|
1.85K
$396K
|
|
Oct 18, 2022
Q3 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
593+ 3.7% |
$85K - $103K
|
16.6K
$3.56M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
583+ 0.96% |
$83.6K - $101K
|
61.4K
$13.1M
|
|
Oct 12, 2022
Q3 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
582+ 14.18% |
$83.5K - $101K
|
4.69K
$1M
|
|
Oct 11, 2022
Q3 2022
|
Gpwm LLC
|
BUY
|
- |
577+ 1.42% |
$82.7K - $99.7K
|
41.4K
$8.85M
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
569+ 3.15% |
$81.6K - $98.4K
|
18.6K
$3.98M
|