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 10, 2023
Q4 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
480+ 9.28% |
$70.7K - $81.4K
|
5.65K
$1.21M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
BUY
|
- |
477+ 94.64% |
$70.2K - $80.9K
|
981
$210K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
472+ 18.34% |
$69.5K - $80K
|
3.05K
$652K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
466+ 76.39% |
$68.6K - $79K
|
1.08K
$230K
|
|
|
Jan 30, 2023
Q4 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
428+ 4.61% |
$63K - $72.6K
|
9.71K
$2.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
428+ 0.92% |
$63K - $72.6K
|
47.1K
$10.1M
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
426+ 11.95% |
$62.7K - $72.2K
|
3.99K
$854K
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
424+ 28.51% |
$62.4K - $71.9K
|
1.91K
$409K
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
409+ 3.44% |
$60.2K - $69.3K
|
12.3K
$2.64M
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
408New |
$60.1K - $69.2K
|
408
$87.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
408+ 22.52% |
$60.1K - $69.2K
|
2.22K
$475K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
406+ 1.79% |
$59.8K - $68.8K
|
23.1K
$4.94M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
405New |
$59.6K - $68.7K
|
405
$86.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
401+ 7.49% |
$59K - $68K
|
5.76K
$1.23M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
400+ 4.91% |
$58.9K - $67.8K
|
8.55K
$1.83M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
393+ 5.66% |
$57.9K - $66.6K
|
7.34K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
390+ 15.13% |
$57.4K - $66.1K
|
2.97K
$635K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
381+ 23.18% |
$56.1K - $64.6K
|
2.03K
$433K
|
|
|
Jan 19, 2023
Q4 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
379+ 23.01% |
$55.8K - $64.3K
|
2.03K
$434K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
374+ 0.67% |
$55.1K - $63.4K
|
56.6K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
370+ 0.55% |
$54.5K - $62.7K
|
68.3K
$14.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
366+ 24.86% |
$53.9K - $62.1K
|
1.84K
$393K
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
360+ 6.74% |
$53K - $61K
|
5.7K
$1.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
357+ 1.56% |
$52.6K - $60.5K
|
23.3K
$4.99M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
355New |
$52.3K - $60.2K
|
355
$76K
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
348+ 18.38% |
$51.2K - $59K
|
2.24K
$480K
|
|
|
Feb 09, 2023
Q4 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
348+ 2.74% |
$51.2K - $59K
|
13.1K
$2.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
346+ 10.48% |
$50.9K - $58.7K
|
3.65K
$780K
|
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
340+ 8.98% |
$50.1K - $57.6K
|
4.13K
$883K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
334New |
$49.2K - $56.6K
|
334
$71.5K
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
330+ 7.76% |
$48.6K - $55.9K
|
4.58K
$981K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
323+ 2.56% |
$47.6K - $54.8K
|
12.9K
$2.77M
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
318+ 6.92% |
$46.8K - $53.9K
|
4.91K
$1.05M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
312+ 17.9% |
$45.9K - $52.9K
|
2.06K
$440K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
308+ 8.2% |
$45.4K - $52.2K
|
4.07K
$870K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
299+ 2.09% |
$44K - $50.7K
|
14.6K
$3.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
296New |
$43.6K - $50.2K
|
296
$63.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
292+ 7.59% |
$43K - $49.5K
|
4.14K
$886K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
285+ 11.62% |
$42K - $48.3K
|
2.74K
$586K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
283+ 1.52% |
$41.7K - $48K
|
19K
$4.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
267+ 21.19% |
$39.3K - $45.3K
|
1.53K
$327K
|
|
|
Jan 20, 2023
Q4 2022
|
Bourgeon Capital Management LLC
|
BUY
|
- |
266+ 532.0% |
$39.2K - $45.1K
|
316
$67.6K
|
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
264+ 4.49% |
$38.9K - $44.8K
|
6.14K
$1.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
259+ 3.23% |
$38.1K - $43.9K
|
8.27K
$1.77M
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
257New |
$37.8K - $43.6K
|
257
$55K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
257New |
$37.8K - $43.6K
|
257
$55K
|
|
|
Jan 26, 2023
Q4 2022
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
255+ 0.32% |
$37.5K - $43.2K
|
79.8K
$17.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
255+ 9.21% |
$37.5K - $43.2K
|
3.02K
$647K
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
251+ 2.7% |
$37K - $42.6K
|
9.54K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
248+ 1907.69% |
$36.5K - $42K
|
261
$55.9K
|