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 |
|---|---|---|---|---|---|---|---|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-5- 0.08% |
$736 - $848
|
6.15K
$1.33M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7- 0.27% |
$1.03K - $1.19K
|
2.62K
$565K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-7- 0.05% |
$1.03K - $1.19K
|
13.1K
$2.82M
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-8- 0.35% |
$1.18K - $1.36K
|
2.25K
$486K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-9- 0.1% |
$1.33K - $1.53K
|
9.07K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-10- 8.85% |
$1.47K - $1.7K
|
103
$22.2K
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-11- 0.17% |
$1.62K - $1.86K
|
6.62K
$1.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-11- 0.13% |
$1.62K - $1.86K
|
8.62K
$1.86M
|
|
|
May 16, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.11% |
$1.62K - $1.86K
|
10.5K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-12- 0.64% |
$1.77K - $2.03K
|
1.85K
$399K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-12- 0.29% |
$1.77K - $2.03K
|
4.17K
$900K
|
|
|
Jan 19, 2023
Q4 2022
|
Leo H. Evart, Inc.
|
SELL
|
- |
-15- 0.43% |
$2.21K - $2.54K
|
3.44K
$743K
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-15- 0.29% |
$2.21K - $2.54K
|
5.13K
$1.11M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-15- 0.75% |
$2.21K - $2.54K
|
1.99K
$430K
|
|
|
Feb 08, 2023
Q4 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-15- 0.6% |
$2.21K - $2.54K
|
2.47K
$534K
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-16- 0.73% |
$2.36K - $2.71K
|
2.18K
$471K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-17- 0.27% |
$2.5K - $2.88K
|
6.25K
$1.35M
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-20- 0.07% |
$2.95K - $3.39K
|
26.7K
$5.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-20- 0.69% |
$2.95K - $3.39K
|
2.89K
$624K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-21- 3.08% |
$3.09K - $3.56K
|
660
$142K
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
SELL
|
- |
-21- 0.42% |
$3.09K - $3.56K
|
5K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-22- 0.14% |
$3.24K - $3.73K
|
16.1K
$3.47M
|
|
|
Jan 31, 2023
Q4 2022
|
Friedenthal Financial
|
SELL
|
- |
-23- 0.56% |
$3.39K - $3.9K
|
4.08K
$881K
|
|
|
Feb 14, 2023
Q4 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-24- 0.57% |
$3.53K - $4.07K
|
4.18K
$901K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-25- 0.44% |
$3.68K - $4.24K
|
5.72K
$1.23M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-25- 1.72% |
$3.68K - $4.24K
|
1.43K
$308K
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.84% |
$3.83K - $4.41K
|
3.08K
$665K
|
|
|
Jan 27, 2023
Q4 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-26- 1.42% |
$3.83K - $4.41K
|
1.8K
$388K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-28- 1.26% |
$4.12K - $4.75K
|
2.2K
$475K
|
|
|
Feb 09, 2023
Q4 2022
|
Dagco, Inc.
|
SELL
|
- |
-29- 1.44% |
$4.27K - $4.92K
|
1.98K
$427K
|
|
|
Feb 08, 2023
Q4 2022
|
Planning Directions Inc
|
SELL
|
- |
-32- 0.36% |
$4.71K - $5.43K
|
8.98K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-32- 0.72% |
$4.71K - $5.43K
|
4.4K
$949K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-36- 0.26% |
$5.3K - $6.1K
|
14K
$3.03M
|
|
|
Feb 08, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-36- 2.22% |
$5.3K - $6.1K
|
1.59K
$343K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-37- 5.69% |
$5.45K - $6.27K
|
613
$132K
|
|
|
Feb 07, 2023
Q4 2022
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-38- 0.21% |
$5.6K - $6.44K
|
17.9K
$3.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-38- 0.22% |
$5.6K - $6.44K
|
16.9K
$3.66M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-43- 3.53% |
$6.33K - $7.29K
|
1.18K
$254K
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-45- 1.18% |
$6.63K - $7.63K
|
3.78K
$815K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
SELL
|
- |
-45- 47.87% |
$6.63K - $7.63K
|
49
$10.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-49- 1.55% |
$7.22K - $8.31K
|
3.12K
$674K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-49- 1.86% |
$7.22K - $8.31K
|
2.59K
$559K
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-50- 1.31% |
$7.36K - $8.48K
|
3.77K
$813K
|
|
|
Feb 08, 2023
Q4 2022
|
One Day In July LLC
|
SELL
|
- |
-51- 1.21% |
$7.51K - $8.65K
|
4.18K
$902K
|
|
|
Jan 27, 2023
Q4 2022
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-52- 0.34% |
$7.66K - $8.82K
|
15.2K
$3.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-54- 0.89% |
$7.95K - $9.16K
|
5.98K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-55- 2.6% |
$8.1K - $9.32K
|
2.06K
$445K
|
|
|
Feb 14, 2023
Q4 2022
|
Jentner Corp
|
SELL
|
- |
-55- 0.74% |
$8.1K - $9.32K
|
7.39K
$1.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-56- 3.48% |
$8.25K - $9.49K
|
1.55K
$335K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-57- 9.22% |
$8.39K - $9.66K
|
561
$121K
|