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 06, 2023
Q4 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-341- 1.3% |
$50.2K - $57.8K
|
26K
$5.61M
|
|
|
Jan 25, 2023
Q4 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-342- 4.35% |
$50.4K - $58K
|
7.52K
$1.62M
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-345- 3.29% |
$50.8K - $58.5K
|
10.1K
$2.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-357- 11.43% |
$52.6K - $60.5K
|
2.77K
$597K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-358- 7.56% |
$52.7K - $60.7K
|
4.38K
$945K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-359- 16.36% |
$52.9K - $60.9K
|
1.84K
$396K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-370- 2.38% |
$54.5K - $62.7K
|
15.2K
$3.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Partners
Boston, MA |
SELL
|
- |
-371- 18.12% |
$54.6K - $62.9K
|
1.68K
$362K
|
|
|
Jan 25, 2023
Q4 2022
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-376- 15.89% |
$55.4K - $63.7K
|
1.99K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Roof Eidam & Maycock
|
SELL
|
- |
-385- 3.14% |
$56.7K - $65.3K
|
11.9K
$2.56M
|
|
|
Jan 10, 2023
Q4 2022
|
Bcs Wealth Management
|
SELL
|
- |
-387- 5.95% |
$57K - $65.6K
|
6.12K
$1.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-389- 5.95% |
$57.3K - $66K
|
6.15K
$1.33M
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-392- 1.91% |
$57.7K - $66.5K
|
20.1K
$4.33M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-396- 2.28% |
$58.3K - $67.1K
|
17K
$3.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-406- 7.64% |
$59.8K - $68.8K
|
4.91K
$1.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Hanseatic Management Services Inc
|
SELL
|
- |
-410- 3.76% |
$60.4K - $69.5K
|
10.5K
$2.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-416- 1.34% |
$61.3K - $70.5K
|
30.7K
$6.63M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-418- 1.55% |
$61.6K - $70.9K
|
26.6K
$5.73M
|
|
|
Jan 23, 2023
Q4 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-419- 0.35% |
$61.7K - $71K
|
121K
$26M
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-420- 4.12% |
$61.8K - $71.2K
|
9.78K
$2.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-425- 3.3% |
$62.6K - $72.1K
|
12.4K
$2.69M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-426- 9.33% |
$62.7K - $72.2K
|
4.14K
$893K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-430- 5.28% |
$63.3K - $72.9K
|
7.71K
$1.66M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
SELL
|
- |
-445- 1.1% |
$65.5K - $75.4K
|
40.2K
$8.67M
|
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-454- 9.7% |
$66.9K - $77K
|
4.23K
$912K
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-455- 3.85% |
$67K - $77.1K
|
11.4K
$2.46M
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-456- 15.07% |
$67.1K - $77.3K
|
2.57K
$554K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-461- 16.57% |
$67.9K - $78.2K
|
2.32K
$501K
|
|
|
Feb 06, 2023
Q4 2022
|
Lutz Financial Services LLC
|
SELL
|
- |
-469- 1.64% |
$69.1K - $79.5K
|
28.2K
$6.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-478- 3.94% |
$70.4K - $81K
|
11.7K
$2.51M
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-487- 21.07% |
$71.7K - $82.6K
|
1.82K
$394K
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-492- 13.95% |
$72.4K - $83.4K
|
3.03K
$655K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-509- 4.23% |
$75K - $86.3K
|
11.5K
$2.49M
|
|
|
Jan 23, 2023
Q4 2022
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-534- 3.87% |
$78.6K - $90.5K
|
13.3K
$2.86M
|
|
|
Feb 06, 2023
Q4 2022
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-543- 18.39% |
$80K - $92.1K
|
2.41K
$520K
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-543- 23.37% |
$80K - $92.1K
|
1.78K
$384K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-567- 1.48% |
$83.5K - $96.1K
|
37.8K
$8.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-572- 2.77% |
$84.2K - $97K
|
20.1K
$4.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-576- 9.04% |
$84.8K - $97.7K
|
5.79K
$1.25M
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-579- 28.75% |
$85.3K - $98.2K
|
1.44K
$310K
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
SELL
|
- |
-579- 0.49% |
$85.3K - $98.2K
|
118K
$25.4M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-623- 8.78% |
$91.7K - $106K
|
6.47K
$1.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-637- 5.15% |
$93.8K - $108K
|
11.7K
$2.53M
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-647- 2.27% |
$95.3K - $110K
|
27.9K
$6.02M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-660- 7.25% |
$97.2K - $112K
|
8.44K
$1.82M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-675- 2.12% |
$99.4K - $114K
|
31.2K
$6.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Gamble Jones Investment Counsel
|
SELL
|
- |
-679- 13.75% |
$100K - $115K
|
4.26K
$919K
|
|
|
Jan 12, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-680- 7.25% |
$100K - $115K
|
8.7K
$1.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-690- 7.15% |
$102K - $117K
|
8.96K
$1.93M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-693- 8.89% |
$102K - $117K
|
7.1K
$1.53M
|