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 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-154- 2.42% |
$22.7K - $26.1K
|
6.22K
$1.34M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-163- 6.59% |
$24K - $27.6K
|
2.31K
$499K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-165- 2.52% |
$24.3K - $28K
|
6.39K
$1.38M
|
|
|
Jan 27, 2023
Q4 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-165- 7.88% |
$24.3K - $28K
|
1.93K
$416K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-165- 4.75% |
$24.3K - $28K
|
3.31K
$714K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-167- 4.25% |
$24.6K - $28.3K
|
3.76K
$812K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-169- 2.11% |
$24.9K - $28.7K
|
7.84K
$1.69M
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-170- 0.47% |
$25K - $28.8K
|
35.9K
$7.74M
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-179- 2.37% |
$26.4K - $30.3K
|
7.39K
$1.59M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-180- 12.08% |
$26.5K - $30.5K
|
1.31K
$283K
|
|
|
Feb 03, 2023
Q4 2022
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-183- 6.05% |
$26.9K - $31K
|
2.84K
$613K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-184- 1.79% |
$27.1K - $31.2K
|
10.1K
$2.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-186- 0.82% |
$27.4K - $31.5K
|
22.5K
$4.85M
|
|
|
Jan 24, 2023
Q4 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-192- 3.93% |
$28.3K - $32.6K
|
4.7K
$1.01M
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-194- 4.32% |
$28.6K - $32.9K
|
4.3K
$928K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-197- 3.06% |
$29K - $33.4K
|
6.25K
$1.35M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-199- 5.54% |
$29.3K - $33.7K
|
3.4K
$733K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-200- 0.88% |
$29.5K - $33.9K
|
22.5K
$4.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-200- 0.28% |
$29.5K - $33.9K
|
70.4K
$15.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-213- 2.31% |
$31.4K - $36.1K
|
9.03K
$1.95M
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-214- 1.39% |
$31.5K - $36.3K
|
15.2K
$3.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-216- 5.17% |
$31.8K - $36.6K
|
3.96K
$854K
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-216- 4.25% |
$31.8K - $36.6K
|
4.87K
$1.05M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-217- 2.02% |
$32K - $36.8K
|
10.5K
$2.27M
|
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-219- 7.06% |
$32.2K - $37.1K
|
2.88K
$622K
|
|
|
Jan 25, 2023
Q4 2022
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-221- 4.59% |
$32.5K - $37.5K
|
4.59K
$991K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-229- 0.88% |
$33.7K - $38.8K
|
25.7K
$5.54M
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-230- 58.97% |
$33.9K - $39K
|
160
$34.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-234- 3.49% |
$34.5K - $39.7K
|
6.47K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-237- 2.51% |
$34.9K - $40.2K
|
9.21K
$1.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-240- 6.8% |
$35.3K - $40.7K
|
3.29K
$709K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-247- 3.96% |
$36.4K - $41.9K
|
5.99K
$1.29M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-247- 26.82% |
$36.4K - $41.9K
|
674
$145K
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-257- 15.11% |
$37.8K - $43.6K
|
1.44K
$312K
|
|
|
Feb 02, 2023
Q4 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-259- 1.33% |
$38.1K - $43.9K
|
19.1K
$4.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-260- 16.15% |
$38.3K - $44.1K
|
1.35K
$291K
|
|
|
Jan 20, 2023
Q4 2022
|
Newton One Investments LLC
|
SELL
|
- |
-261- 2.57% |
$38.4K - $44.2K
|
9.89K
$2.13M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
SELL
|
- |
-266- 3.87% |
$39.2K - $45.1K
|
6.61K
$1.43M
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-271- 1.97% |
$39.9K - $45.9K
|
13.5K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-278- 8.58% |
$40.9K - $47.1K
|
2.96K
$639K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
SELL
|
- |
-285- 2.37% |
$42K - $48.3K
|
11.7K
$2.53M
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-295- 8.76% |
$43.4K - $50K
|
3.07K
$663K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-299- 1.01% |
$44K - $50.7K
|
29.3K
$6.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Wells Financial Advisors Inc
|
SELL
|
- |
-300- 14.54% |
$44.2K - $50.9K
|
1.76K
$380K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-306- 2.79% |
$45.1K - $51.9K
|
10.7K
$2.3M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-311- 18.12% |
$45.8K - $52.7K
|
1.41K
$303K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-312- 3.44% |
$45.9K - $52.9K
|
8.77K
$1.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-313- 0.68% |
$46.1K - $53.1K
|
45.8K
$9.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-316- 32.85% |
$46.5K - $53.6K
|
646
$139K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-324- 3.77% |
$47.7K - $54.9K
|
8.27K
$1.79M
|