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 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
120+ 2.0% |
$17.7K - $20.3K
|
6.13K
$1.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
113+ 3.89% |
$16.6K - $19.2K
|
3.02K
$651K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
113New |
$16.6K - $19.2K
|
113
$24.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
112+ 1.33% |
$16.5K - $19K
|
8.56K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
112+ 3.38% |
$16.5K - $19K
|
3.43K
$739K
|
|
|
Jan 09, 2023
Q4 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
110+ 0.59% |
$16.2K - $18.6K
|
18.8K
$4.06M
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
109+ 2.45% |
$16.1K - $18.5K
|
4.57K
$985K
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
109+ 4.81% |
$16.1K - $18.5K
|
2.38K
$513K
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
108New |
$15.9K - $18.3K
|
108
$23.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
106New |
$15.6K - $18K
|
106
$22.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
106+ 1.54% |
$15.6K - $18K
|
7K
$1.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
105+ 10.5% |
$15.5K - $17.8K
|
1.11K
$238K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
103+ 4.74% |
$15.2K - $17.5K
|
2.28K
$491K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
102+ 0.4% |
$15K - $17.3K
|
25.5K
$5.51M
|
|
|
Feb 06, 2023
Q4 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
102+ 2.6% |
$15K - $17.3K
|
4.02K
$868K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
102+ 3.74% |
$15K - $17.3K
|
2.83K
$610K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
102+ 1.56% |
$15K - $17.3K
|
6.66K
$1.44M
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
101+ 439.13% |
$14.9K - $17.1K
|
124
$26.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
100+ 0.23% |
$14.7K - $17K
|
44.2K
$9.53M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
100+ 5.42% |
$14.7K - $17K
|
1.95K
$420K
|
|
|
Feb 09, 2023
Q4 2022
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
100+ 0.24% |
$14.7K - $17K
|
42.1K
$9.08M
|
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
95+ 2.17% |
$14K - $16.1K
|
4.48K
$966K
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
94+ 2.76% |
$13.8K - $15.9K
|
3.5K
$754K
|
|
|
Feb 14, 2023
Q4 2022
|
Plancorp, LLC
|
BUY
|
- |
92+ 0.95% |
$13.5K - $15.6K
|
9.79K
$2.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
85New |
$12.5K - $14.4K
|
85
$18.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
82+ 178.26% |
$12.1K - $13.9K
|
128
$27.6K
|
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
79+ 0.82% |
$11.6K - $13.4K
|
9.67K
$2.09M
|
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
78+ 0.21% |
$11.5K - $13.2K
|
36.8K
$7.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
74+ 1.39% |
$10.9K - $12.5K
|
5.41K
$1.17M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
72New |
$10.6K - $12.2K
|
72
$15.5K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
71+ 21.71% |
$10.5K - $12K
|
398
$85.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
69+ 1.19% |
$10.2K - $11.7K
|
5.86K
$1.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
68New |
$10K - $11.5K
|
68
$14.7K
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
65+ 3.95% |
$9.57K - $11K
|
1.71K
$369K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
64+ 3.88% |
$9.42K - $10.9K
|
1.71K
$370K
|
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
BUY
|
- |
62+ 258.33% |
$9.13K - $10.5K
|
86
$18.6K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
62New |
$9.13K - $10.5K
|
62
$13.4K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
59+ 0.71% |
$8.69K - $10K
|
8.42K
$1.82M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
59New |
$8.69K - $10K
|
59
$12.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
59+ 34.5% |
$8.69K - $10K
|
230
$49.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
59+ 1.7% |
$8.69K - $10K
|
3.53K
$763K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
57+ 0.58% |
$8.39K - $9.66K
|
9.9K
$2.14M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
55+ 31.07% |
$8.1K - $9.32K
|
232
$50.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
55+ 1.73% |
$8.1K - $9.32K
|
3.24K
$699K
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
52+ 0.26% |
$7.66K - $8.82K
|
20.1K
$4.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
52+ 0.4% |
$7.66K - $8.82K
|
13.2K
$2.85M
|
|
|
Jan 20, 2023
Q4 2022
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
49+ 0.61% |
$7.22K - $8.31K
|
8.11K
$1.75M
|
|
|
Jul 10, 2024
Q4 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
48+ 0.8% |
$7.07K - $8.14K
|
6.05K
$1.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
47+ 13.39% |
$6.92K - $7.97K
|
398
$85.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
47New |
$6.92K - $7.97K
|
47
$10.1K
|