Purchases and Sales Made in Q4 2022 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
158M+ 132288.77% |
$23.3B - $26.8B
|
158M
$33.9B
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
461K+ 292.04% |
$67.9M - $78.2M
|
619K
$132M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
380K+ 3.68% |
$56M - $64.5M
|
10.7M
$2.29B
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
315KNew |
$46.4M - $53.4M
|
315K
$67.5M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
293K+ 7553.85% |
$43.2M - $49.7M
|
297K
$63.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
216KNew |
$31.8M - $36.6M
|
216K
$46.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
203K+ 636.47% |
$29.9M - $34.4M
|
235K
$50.2M
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
192KNew |
$28.3M - $32.6M
|
192K
$41.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
190K+ 2.62% |
$28M - $32.2M
|
7.46M
$1.6B
|
|
|
Feb 13, 2023
Q4 2022
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
140KNew |
$20.6M - $23.7M
|
140K
$30M
|
|
|
Jan 17, 2023
Q4 2022
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
131KNew |
$19.3M - $22.2M
|
131K
$28M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
124K+ 222.63% |
$18.3M - $21M
|
180K
$38.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
113K+ 6.6% |
$16.6M - $19.1M
|
1.82M
$389M
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
107K+ 31.93% |
$15.8M - $18.2M
|
443K
$94.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
104K+ 3.41% |
$15.3M - $17.7M
|
3.16M
$677M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
103KNew |
$15.1M - $17.4M
|
103K
$22M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
99.1KNew |
$14.6M - $16.8M
|
99.1K
$21.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
98.5K+ 10.99% |
$14.5M - $16.7M
|
995K
$213M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
97.2K+ 290.33% |
$14.3M - $16.5M
|
131K
$28M
|
|
|
Feb 14, 2023
Q4 2022
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
94.9KNew |
$14M - $16.1M
|
94.9K
$20.3M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
89.9K+ 24.68% |
$13.2M - $15.2M
|
454K
$97.2M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87.4K+ 12.68% |
$12.9M - $14.8M
|
777K
$166M
|
|
|
Jan 06, 2023
Q4 2022
|
Symmetry Partners, LLC
|
BUY
|
- |
83.9K+ 21.65% |
$12.4M - $14.2M
|
472K
$101M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
83.5K+ 2089.59% |
$12.3M - $14.2M
|
87.5K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
80.9K+ 32.94% |
$11.9M - $13.7M
|
326K
$69.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
78K+ 2737.54% |
$11.5M - $13.2M
|
80.9K
$17.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
74.2K+ 271.77% |
$10.9M - $12.6M
|
102K
$21.7M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
73KNew |
$10.7M - $12.4M
|
73K
$15.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
72.3K+ 37.56% |
$10.6M - $12.3M
|
265K
$56.7M
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
71.1KNew |
$10.5M - $12.1M
|
71.1K
$15.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
70.5K+ 1.69% |
$10.4M - $12M
|
4.24M
$908M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
67.4K+ 37.78% |
$9.93M - $11.4M
|
246K
$52.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
66.6K+ 46.57% |
$9.81M - $11.3M
|
210K
$44.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
62.9K+ 6.43% |
$9.27M - $10.7M
|
1.04M
$223M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
57.2K+ 4.68% |
$8.43M - $9.71M
|
1.28M
$274M
|
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
57KNew |
$8.4M - $9.67M
|
57K
$12.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Estate Counselors, LLC
|
BUY
|
- |
56.2K+ 3427.44% |
$8.28M - $9.53M
|
57.9K
$12.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
BUY
|
- |
54.2KNew |
$7.98M - $9.18M
|
54.2K
$11.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
52.7K+ 31.4% |
$7.76M - $8.93M
|
220K
$47.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.2K+ 9.54% |
$7.54M - $8.68M
|
588K
$126M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
49.1KNew |
$7.22M - $8.32M
|
49.1K
$10.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
46.2KNew |
$6.8M - $7.83M
|
46.2K
$9.88M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
45.3K+ 161.81% |
$6.67M - $7.68M
|
73.3K
$15.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
44.9K+ 14979.33% |
$6.62M - $7.62M
|
45.2K
$9.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
44.9K+ 1620.95% |
$6.61M - $7.61M
|
47.7K
$10.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
43.9KNew |
$6.46M - $7.44M
|
43.9K
$9.39M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
43.2KNew |
$6.36M - $7.32M
|
43.2K
$9.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
40.3K+ 23.97% |
$5.93M - $6.83M
|
208K
$44.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
39.8KNew |
$5.87M - $6.76M
|
39.8K
$8.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
39.5K+ 1149.84% |
$5.82M - $6.7M
|
43K
$9.2M
|