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 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
47+ 2.42% |
$6.92K - $7.97K
|
1.99K
$426K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
45+ 2.43% |
$6.63K - $7.63K
|
1.9K
$406K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
44New |
$6.48K - $7.46K
|
44
$9.42K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
44+ 0.84% |
$6.48K - $7.46K
|
5.3K
$1.13M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
43New |
$6.33K - $7.29K
|
43
$9.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
43+ 2.04% |
$6.33K - $7.29K
|
2.15K
$461K
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
42+ 0.5% |
$6.18K - $7.12K
|
8.37K
$1.79M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
41+ 20.6% |
$6.04K - $6.95K
|
240
$51.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
41New |
$6.04K - $6.95K
|
41
$8.77K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
40+ 0.17% |
$5.89K - $6.78K
|
23.8K
$5.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
40New |
$5.89K - $6.78K
|
40
$8.56K
|
|
|
Jan 12, 2023
Q4 2022
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
39+ 0.83% |
$5.74K - $6.61K
|
4.73K
$1.01M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
39+ 1.29% |
$5.74K - $6.61K
|
3.05K
$654K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
38+ 7.45% |
$5.6K - $6.44K
|
548
$117K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
37New |
$5.45K - $6.27K
|
37
$7.92K
|
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
37+ 0.12% |
$5.45K - $6.27K
|
29.8K
$6.37M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
37+ 0.08% |
$5.45K - $6.27K
|
46.1K
$9.87M
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
35+ 1.38% |
$5.15K - $5.93K
|
2.57K
$549K
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
BUY
|
- |
35+ 0.19% |
$5.15K - $5.93K
|
18.1K
$3.88M
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
32+ 118.52% |
$4.71K - $5.43K
|
59
$12.6K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
31New |
$4.56K - $5.26K
|
31
$6.63K
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
30+ 0.16% |
$4.42K - $5.09K
|
19.1K
$4.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
29+ 0.4% |
$4.27K - $4.92K
|
7.29K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
29New |
$4.27K - $4.92K
|
29
$6.21K
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
28+ 0.99% |
$4.12K - $4.75K
|
2.87K
$614K
|
|
|
Feb 14, 2023
Q4 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.09% |
$4.12K - $4.75K
|
30.4K
$6.51M
|
|
|
Jan 09, 2023
Q4 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
26+ 0.11% |
$3.83K - $4.41K
|
24.4K
$5.23M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
26+ 0.69% |
$3.83K - $4.41K
|
3.77K
$807K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
BUY
|
- |
25+ 0.53% |
$3.68K - $4.24K
|
4.74K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
24+ 0.81% |
$3.53K - $4.07K
|
2.97K
$635K
|
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
23New |
$3.39K - $3.9K
|
23
$4.92K
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
23+ 0.03% |
$3.39K - $3.9K
|
84.7K
$18.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
21+ 0.1% |
$3.09K - $3.56K
|
20.1K
$4.3M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
20+ 0.14% |
$2.95K - $3.39K
|
14.8K
$3.17M
|
|
|
Feb 07, 2023
Q4 2022
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
20+ 0.66% |
$2.95K - $3.39K
|
3.07K
$656K
|
|
|
Feb 09, 2023
Q4 2022
|
Resolute Advisors LLC
|
BUY
|
- |
20+ 0.67% |
$2.95K - $3.39K
|
2.98K
$638K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
20+ 0.55% |
$2.95K - $3.39K
|
3.68K
$787K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
19+ 0.24% |
$2.8K - $3.22K
|
7.85K
$1.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
19+ 0.17% |
$2.8K - $3.22K
|
11K
$2.35M
|
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
18New |
$2.65K - $3.05K
|
18
$3.85K
|
|
|
Jan 23, 2023
Q4 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
18+ 0.68% |
$2.65K - $3.05K
|
2.65K
$567K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
18+ 0.23% |
$2.65K - $3.05K
|
7.85K
$1.68M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
15+ 8.93% |
$2.21K - $2.54K
|
183
$39.2K
|
|
|
Jan 27, 2023
Q4 2022
|
D.B. Root & Company, LLC
|
BUY
|
- |
15+ 0.37% |
$2.21K - $2.54K
|
4.02K
$861K
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
15+ 0.53% |
$2.21K - $2.54K
|
2.86K
$612K
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
15+ 0.12% |
$2.21K - $2.54K
|
12.7K
$2.71M
|
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
14+ 0.81% |
$2.06K - $2.37K
|
1.74K
$372K
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
14+ 35.9% |
$2.06K - $2.37K
|
53
$11.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
13New |
$1.91K - $2.2K
|
13
$2.78K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
13New |
$1.91K - $2.2K
|
13
$2.78K
|