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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
245+ 19.22% |
$36.1K - $41.5K
|
1.52K
$328K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Square, LLC
|
BUY
|
- |
240+ 2.52% |
$35.3K - $40.7K
|
9.76K
$2.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
235+ 3.42% |
$34.6K - $39.8K
|
7.11K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
231New |
$34K - $39.2K
|
231
$49.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
BUY
|
- |
225+ 1.83% |
$33.1K - $38.1K
|
12.5K
$2.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
223New |
$32.8K - $37.8K
|
223
$48.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
BUY
|
- |
221+ 16.33% |
$32.5K - $37.5K
|
1.57K
$340K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
217New |
$32K - $36.8K
|
217
$46.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
211+ 6.67% |
$31.1K - $35.8K
|
3.38K
$728K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
204+ 2.34% |
$30K - $34.6K
|
8.91K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
203+ 0.1% |
$29.9K - $34.4K
|
208K
$44.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
200+ 14.29% |
$29.5K - $33.9K
|
1.6K
$345K
|
|
|
Jan 26, 2023
Q4 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
200+ 12.86% |
$29.5K - $33.9K
|
1.76K
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
200New |
$29.5K - $33.9K
|
200
$43.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
198+ 1.93% |
$29.2K - $33.6K
|
10.4K
$2.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
197+ 2.24% |
$29K - $33.4K
|
8.98K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
196New |
$28.9K - $33.2K
|
196
$42.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
193+ 0.65% |
$28.4K - $32.7K
|
30K
$6.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
192+ 2.85% |
$28.3K - $32.6K
|
6.92K
$1.49M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
192New |
$28.3K - $32.6K
|
192
$41.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
190+ 69.09% |
$28K - $32.2K
|
465
$100K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
190+ 1.72% |
$28K - $32.2K
|
11.2K
$2.43M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
186+ 1.59% |
$27.4K - $31.5K
|
11.9K
$2.57M
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
185+ 7.52% |
$27.2K - $31.4K
|
2.65K
$571K
|
|
|
Feb 07, 2023
Q4 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
185+ 1.49% |
$27.2K - $31.4K
|
12.6K
$2.71M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
182+ 10.42% |
$26.8K - $30.9K
|
1.93K
$416K
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
181New |
$26.7K - $30.7K
|
181
$39.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
180+ 11.33% |
$26.5K - $30.5K
|
1.77K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
180+ 0.49% |
$26.5K - $30.5K
|
36.6K
$7.91M
|
|
|
Feb 21, 2023
Q4 2022
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
174New |
$25.6K - $29.5K
|
174
$37.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
BUY
|
- |
173+ 11.36% |
$25.5K - $29.3K
|
1.7K
$366K
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
172+ 0.41% |
$25.3K - $29.2K
|
42.4K
$9.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
169+ 1.11% |
$24.9K - $28.7K
|
15.4K
$3.33M
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
168+ 2.37% |
$24.7K - $28.5K
|
7.26K
$1.57M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
167+ 12.92% |
$24.6K - $28.3K
|
1.46K
$315K
|
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
162+ 7.57% |
$23.9K - $27.5K
|
2.3K
$497K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
149+ 6.9% |
$21.9K - $25.3K
|
2.31K
$498K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
149+ 2.52% |
$21.9K - $25.3K
|
6.06K
$1.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
146+ 2.02% |
$21.5K - $24.8K
|
7.36K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
143New |
$21.1K - $24.2K
|
143
$30.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
139+ 0.36% |
$20.5K - $23.6K
|
39.3K
$8.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
135New |
$19.9K - $22.9K
|
135
$29.1K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
134New |
$19.7K - $22.7K
|
134
$28.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
134+ 7.44% |
$19.7K - $22.7K
|
1.93K
$417K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
131+ 3.31% |
$19.3K - $22.2K
|
4.08K
$881K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
130+ 3.04% |
$19.1K - $22K
|
4.41K
$952K
|
|
|
Feb 02, 2023
Q4 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
130+ 0.45% |
$19.1K - $22K
|
28.9K
$6.24M
|
|
|
Feb 06, 2023
Q4 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
125+ 1.91% |
$18.4K - $21.2K
|
6.67K
$1.44M
|
|
|
Jan 27, 2023
Q4 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
122+ 2.66% |
$18K - $20.7K
|
4.71K
$1.02M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
121+ 73.78% |
$17.8K - $20.5K
|
285
$61.5K
|