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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-61- 0.15% |
$8.98K - $10.3K
|
40.2K
$8.68M
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-62- 4.41% |
$9.13K - $10.5K
|
1.35K
$290K
|
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-62- 0.39% |
$9.13K - $10.5K
|
15.8K
$3.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-64- 2.02% |
$9.42K - $10.9K
|
3.1K
$669K
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
SELL
|
- |
-66- 0.5% |
$9.72K - $11.2K
|
13.2K
$2.85M
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-70- 1.01% |
$10.3K - $11.9K
|
6.85K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-70- 1.05% |
$10.3K - $11.9K
|
6.61K
$1.43M
|
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
SELL
|
- |
-72- 1.21% |
$10.6K - $12.2K
|
5.87K
$1.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-73- 5.48% |
$10.7K - $12.4K
|
1.26K
$272K
|
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
SELL
|
- |
-77- 0.41% |
$11.3K - $13.1K
|
18.7K
$4.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-77- 7.24% |
$11.3K - $13.1K
|
986
$213K
|
|
|
Feb 06, 2023
Q4 2022
|
Tenret CO LLC
|
SELL
|
- |
-78- 0.33% |
$11.5K - $13.2K
|
23.5K
$5.08M
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
SELL
|
- |
-80- 0.6% |
$11.8K - $13.6K
|
13.2K
$2.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-80- 3.67% |
$11.8K - $13.6K
|
2.1K
$453K
|
|
|
Feb 07, 2023
Q4 2022
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-81- 4.79% |
$11.9K - $13.7K
|
1.61K
$347K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-83- 1.72% |
$12.2K - $14.1K
|
4.73K
$1.02M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-83- 0.65% |
$12.2K - $14.1K
|
12.7K
$2.75M
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-85- 1.71% |
$12.5K - $14.4K
|
4.9K
$1.06M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-88- 12.92% |
$13K - $14.9K
|
593
$128K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-88- 11.73% |
$13K - $14.9K
|
662
$143K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-88- 2.82% |
$13K - $14.9K
|
3.03K
$655K
|
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-88- 2.82% |
$13K - $14.9K
|
3.03K
$655K
|
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-91- 0.93% |
$13.4K - $15.4K
|
9.65K
$2.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-91- 4.27% |
$13.4K - $15.4K
|
2.04K
$440K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-92- 35.94% |
$13.5K - $15.6K
|
164
$35.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-97- 0.4% |
$14.3K - $16.4K
|
24.3K
$5.24M
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-97- 3.12% |
$14.3K - $16.4K
|
3.01K
$649K
|
|
|
Sep 15, 2023
Q4 2022
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-97- 0.62% |
$14.3K - $16.4K
|
15.6K
$3.36M
|
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-98- 5.8% |
$14.4K - $16.6K
|
1.59K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-98- 10.47% |
$14.4K - $16.6K
|
838
$181K
|
|
|
Jan 05, 2023
Q4 2022
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-100- 1.62% |
$14.7K - $17K
|
6.06K
$1.31M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-100- 6.7% |
$14.7K - $17K
|
1.39K
$301K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-100- 2.7% |
$14.7K - $17K
|
3.6K
$777K
|
|
|
Feb 09, 2023
Q4 2022
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-100- 3.39% |
$14.7K - $17K
|
2.85K
$616K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-102- 1.13% |
$15K - $17.3K
|
8.9K
$1.92M
|
|
|
Oct 03, 2024
Q4 2022
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-104- 1.56% |
$15.3K - $17.6K
|
6.57K
$1.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-105- 3.03% |
$15.5K - $17.8K
|
3.36K
$724K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-110- 5.8% |
$16.2K - $18.6K
|
1.79K
$386K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-117- 0.31% |
$17.2K - $19.8K
|
37.1K
$8M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-120- 5.42% |
$17.7K - $20.3K
|
2.1K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-123- 8.26% |
$18.1K - $20.9K
|
1.37K
$295K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-126- 1.47% |
$18.6K - $21.4K
|
8.42K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-126- 1.11% |
$18.6K - $21.4K
|
11.3K
$2.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-128- 4.0% |
$18.8K - $21.7K
|
3.07K
$663K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-128- 1.99% |
$18.8K - $21.7K
|
6.32K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-128- 0.17% |
$18.8K - $21.7K
|
73.9K
$15.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-132- 0.07% |
$19.4K - $22.4K
|
198K
$42.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-133- 17.3% |
$19.6K - $22.5K
|
636
$137K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-136- 5.5% |
$20K - $23.1K
|
2.34K
$504K
|
|
|
Oct 02, 2023
Q4 2022
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-150- 8.63% |
$22.1K - $25.4K
|
1.59K
$343K
|