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 10, 2022
Q3 2022
|
Hc Advisors, LLC
|
BUY
|
- |
259+ 3.73% |
$37.1K - $44.8K
|
7.21K
$1.5M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
254+ 3.76% |
$36.4K - $43.9K
|
7.02K
$1.46M
|
|
Nov 07, 2022
Q3 2022
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
254+ 0.53% |
$36.4K - $43.9K
|
48K
$9.97M
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
245+ 7.55% |
$35.1K - $42.4K
|
3.49K
$725K
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
BUY
|
- |
245+ 2.64% |
$35.1K - $42.4K
|
9.52K
$1.98M
|
|
Sep 15, 2023
Q3 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
237+ 1.54% |
$34K - $41K
|
15.7K
$3.25M
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
237+ 0.24% |
$34K - $41K
|
97.5K
$20.2M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
227+ 3.82% |
$32.6K - $39.2K
|
6.17K
$1.28M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
218+ 1.01% |
$31.3K - $37.7K
|
21.7K
$4.52M
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
216+ 0.57% |
$31K - $37.3K
|
38K
$7.9M
|
|
Nov 14, 2022
Q3 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
206+ 14.97% |
$29.5K - $35.6K
|
1.58K
$329K
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
201+ 0.48% |
$28.8K - $34.7K
|
42.3K
$8.78M
|
|
Nov 14, 2022
Q3 2022
|
Forest Hill Capital, LLC
Little Rock, AR |
BUY
|
- |
200+ 3.28% |
$28.7K - $34.6K
|
6.3K
$1.31M
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
192+ 384.0% |
$27.5K - $33.2K
|
242
$50.3K
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
192+ 1.05% |
$27.5K - $33.2K
|
18.5K
$3.84M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
189+ 11.65% |
$27.1K - $32.7K
|
1.81K
$376K
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
187+ 5.69% |
$26.8K - $32.3K
|
3.47K
$722K
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
186+ 3.2% |
$26.7K - $32.2K
|
6.01K
$1.25M
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
185New |
$26.5K - $32K
|
185
$38.4K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
184+ 1.52% |
$26.4K - $31.8K
|
12.3K
$2.55M
|
|
Nov 14, 2022
Q3 2022
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
184+ 2.81% |
$26.4K - $31.8K
|
6.74K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
179+ 1.74% |
$25.7K - $30.9K
|
10.5K
$2.18M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
179+ 0.35% |
$25.7K - $30.9K
|
51.7K
$10.7M
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
176+ 191.3% |
$25.2K - $30.4K
|
268
$55.7K
|
|
Oct 20, 2022
Q3 2022
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
175+ 2.93% |
$25.1K - $30.3K
|
6.16K
$1.28M
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
169+ 3.82% |
$24.2K - $29.2K
|
4.59K
$954K
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
162+ 1.37% |
$23.2K - $28K
|
12K
$2.49M
|
|
Oct 26, 2022
Q3 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
160+ 11.9% |
$22.9K - $27.7K
|
1.5K
$312K
|
|
Nov 08, 2022
Q3 2022
|
Planning Directions Inc
|
BUY
|
- |
160+ 1.81% |
$22.9K - $27.7K
|
9.01K
$1.87M
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
158+ 0.85% |
$22.7K - $27.3K
|
18.8K
$3.9M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
158New |
$22.7K - $27.3K
|
158
$32.8K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
156+ 23.01% |
$22.4K - $27K
|
834
$173K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
BUY
|
- |
156+ 3.81% |
$22.4K - $27K
|
4.25K
$884K
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
BUY
|
- |
154+ 0.4% |
$22.1K - $26.6K
|
39.1K
$8.13M
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
151+ 4.07% |
$21.7K - $26.1K
|
3.86K
$802K
|
|
Nov 14, 2022
Q3 2022
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
151+ 3.73% |
$21.7K - $26.1K
|
4.2K
$873K
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
149+ 6.41% |
$21.4K - $25.8K
|
2.48K
$514K
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
148+ 3.31% |
$21.2K - $25.6K
|
4.62K
$959K
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
147+ 1.91% |
$21.1K - $25.4K
|
7.83K
$1.63M
|
|
Nov 08, 2022
Q3 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
144+ 1.34% |
$20.6K - $24.9K
|
10.9K
$2.27M
|
|
Nov 08, 2022
Q3 2022
|
Wms Partners, LLC
|
BUY
|
- |
141+ 4.47% |
$20.2K - $24.4K
|
3.3K
$685K
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
BUY
|
- |
140+ 1.82% |
$20.1K - $24.2K
|
7.83K
$1.63M
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
138+ 1.06% |
$19.8K - $23.9K
|
13.1K
$2.73M
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
137+ 4.15% |
$19.6K - $23.7K
|
3.44K
$715K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
137+ 3.59% |
$19.6K - $23.7K
|
3.95K
$821K
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
136+ 2.87% |
$19.5K - $23.5K
|
4.88K
$1.01M
|
|
Oct 06, 2022
Q3 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
132+ 2.51% |
$18.9K - $22.8K
|
5.38K
$1.12M
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
130+ 1.65% |
$18.6K - $22.5K
|
8.03K
$1.67M
|
|
Oct 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
130+ 3.11% |
$18.6K - $22.5K
|
4.3K
$894K
|
|
Nov 14, 2022
Q3 2022
|
Radnor Financial Advisors, LLC
Wayne, PA |
BUY
|
- |
130+ 0.24% |
$18.6K - $22.5K
|
53.7K
$11.1M
|