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 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12+ 0.1% |
$1.77K - $2.03K
|
11.6K
$2.47M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
12+ 1.13% |
$1.77K - $2.03K
|
1.08K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
11+ 0.08% |
$1.62K - $1.86K
|
13.1K
$2.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
11+ 0.4% |
$1.62K - $1.86K
|
2.79K
$596K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
11+ 0.14% |
$1.62K - $1.86K
|
7.91K
$1.69M
|
|
|
Feb 01, 2023
Q4 2022
|
High Mark Wealth Management LLC
|
BUY
|
- |
11+ 9.02% |
$1.62K - $1.86K
|
133
$28.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11+ 0.65% |
$1.62K - $1.86K
|
1.7K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
11+ 0.71% |
$1.62K - $1.86K
|
1.57K
$336K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
11+ 0.13% |
$1.62K - $1.86K
|
8.69K
$1.86M
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
11+ 8.46% |
$1.62K - $1.86K
|
141
$30.2K
|
|
|
Jan 13, 2023
Q4 2022
|
E&G Advisors, LP
|
BUY
|
- |
10+ 0.06% |
$1.47K - $1.7K
|
18K
$3.86M
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
10+ 0.07% |
$1.47K - $1.7K
|
14.2K
$3.04M
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
9+ 0.4% |
$1.33K - $1.53K
|
2.26K
$484K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
9+ 0.58% |
$1.33K - $1.53K
|
1.55K
$332K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
8+ 0.12% |
$1.18K - $1.36K
|
6.59K
$1.41M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
8+ 36.36% |
$1.18K - $1.36K
|
30
$6.42K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.68% |
$1.03K - $1.19K
|
1.04K
$222K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
BUY
|
- |
5+ 0.09% |
$736 - $848
|
5.78K
$1.24M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
5+ 0.23% |
$736 - $848
|
2.19K
$468K
|
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
BUY
|
- |
4+ 0.02% |
$589 - $678
|
21.2K
$4.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 0.06% |
$589 - $678
|
6.25K
$1.34M
|
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
3+ 0.2% |
$442 - $509
|
1.52K
$325K
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
3+ 0.18% |
$442 - $509
|
1.65K
$354K
|
|
|
Feb 01, 2023
Q4 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3+ 0.21% |
$442 - $509
|
1.42K
$304K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3+ 0.06% |
$442 - $509
|
5.41K
$1.16M
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.97% |
$295 - $339
|
208
$44.5K
|
|
|
Jan 19, 2023
Q4 2022
|
Garland Capital Management Inc
|
BUY
|
- |
2+ 0.81% |
$295 - $339
|
248
$53.1K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
2+ 0.02% |
$295 - $339
|
10.4K
$2.22M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$295 - $339
|
3.8K
$813K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$295 - $339
|
1.72K
$367K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 2.04% |
$147 - $170
|
50
$10.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.12% |
$147 - $170
|
835
$179K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1+ 0.32% |
$147 - $170
|
315
$67.4K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.03% |
$147 - $170
|
3.74K
$801K
|
|
|
Feb 02, 2023
Q4 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.61% |
$147 - $170
|
164
$35.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1New |
$147 - $170
|
1
$214
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
1+ 2.08% |
$147 - $170
|
49
$10.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.06% |
$147 - $170
|
1.64K
$350K
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
1+ 0.01% |
$147 - $170
|
11.5K
$2.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.73% |
$147 - $170
|
138
$29.5K
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$147 - $170
|
2.46K
$526K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1+ 0.05% |
$147 - $170
|
1.84K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$147 - $170
|
2.97K
$636K
|
|
|
Jan 11, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-1- 7.14% |
$147 - $170
|
13
$2.78K
|
|
|
Jan 17, 2023
Q4 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1- 0.02% |
$147 - $170
|
4.8K
$1.03M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
SELL
|
- |
-1- 0.06% |
$147 - $170
|
1.64K
$352K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3- 0.01% |
$442 - $509
|
50.6K
$10.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-5- 0.03% |
$736 - $848
|
15.7K
$3.36M
|