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
|
Trellis Advisors, LLC
|
SELL
|
- |
-716- 22.3% |
$105K - $121K
|
2.5K
$539K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-726- 11.38% |
$107K - $123K
|
5.65K
$1.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-736- 3.55% |
$108K - $125K
|
20K
$4.33M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-736- 12.76% |
$108K - $125K
|
5.03K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-746- 5.0% |
$110K - $126K
|
14.2K
$3.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-766- 66.03% |
$113K - $130K
|
394
$85.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-773- 1.41% |
$114K - $131K
|
54.2K
$11.7M
|
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-778- 1.42% |
$115K - $132K
|
54.1K
$11.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-800- 33.2% |
$118K - $136K
|
1.61K
$348K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-809- 49.27% |
$119K - $137K
|
833
$180K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-815- 6.07% |
$120K - $138K
|
12.6K
$2.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-816- 1.36% |
$120K - $138K
|
59K
$12.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-823- 0.99% |
$121K - $140K
|
82K
$17.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-840- 18.04% |
$124K - $142K
|
3.82K
$825K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-854- 11.6% |
$126K - $145K
|
6.51K
$1.41M
|
|
|
Feb 14, 2023
Q4 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-860- 27.68% |
$127K - $146K
|
2.25K
$486K
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-870- 4.59% |
$128K - $147K
|
18.1K
$3.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-873- 66.49% |
$129K - $148K
|
440
$95.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-880- 18.45% |
$130K - $149K
|
3.89K
$841K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-893- 3.37% |
$131K - $151K
|
25.6K
$5.54M
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
SELL
|
- |
-901- 2.83% |
$133K - $153K
|
30.9K
$6.69M
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-903- 2.71% |
$133K - $153K
|
32.5K
$7.02M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-905- 0.7% |
$133K - $153K
|
128K
$27.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-917- 52.25% |
$135K - $155K
|
838
$181K
|
|
|
Feb 13, 2023
Q4 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-923- 22.91% |
$136K - $156K
|
3.11K
$672K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-924- 2.22% |
$136K - $157K
|
40.8K
$8.81M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-941- 16.85% |
$139K - $160K
|
4.64K
$1M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-948- 8.04% |
$140K - $161K
|
10.8K
$2.34M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Life Advisors
|
SELL
|
- |
-980- 26.89% |
$144K - $166K
|
2.66K
$576K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-981- 37.83% |
$144K - $166K
|
1.61K
$349K
|
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-985- 1.5% |
$145K - $167K
|
64.8K
$14M
|
|
|
Feb 06, 2023
Q4 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-985- 32.88% |
$145K - $167K
|
2.01K
$435K
|
|
|
Feb 07, 2023
Q4 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.01K- 43.93% |
$149K - $172K
|
1.29K
$280K
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-1.02K- 6.99% |
$149K - $172K
|
13.5K
$2.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.02K- 1.04% |
$150K - $172K
|
96.4K
$20.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.02K- 39.46% |
$150K - $173K
|
1.57K
$338K
|
|
|
Apr 14, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
SELL
|
- |
-1.02K- 4.98% |
$151K - $173K
|
19.5K
$4.22M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.03K- 4.34% |
$151K - $174K
|
22.6K
$4.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-1.04K- 0.35% |
$153K - $176K
|
292K
$63.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-1.04K- 5.7% |
$153K - $176K
|
17.2K
$3.72M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.04K- 1.31% |
$153K - $177K
|
78.3K
$16.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 31.2% |
$155K - $178K
|
2.32K
$501K
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
SELL
|
- |
-1.06K- 8.39% |
$155K - $179K
|
11.5K
$2.49M
|
|
|
Feb 28, 2023
Q4 2022
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.08K- 3.36% |
$159K - $184K
|
31.1K
$6.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.1K- 5.82% |
$162K - $186K
|
17.8K
$3.85M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
SELL
|
- |
-1.12K- 8.35% |
$165K - $190K
|
12.3K
$2.66M
|
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.16K- 37.3% |
$171K - $197K
|
1.95K
$422K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.17K- 2.85% |
$172K - $198K
|
39.7K
$8.58M
|
|
|
Jan 30, 2023
Q4 2022
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.18K- 23.28% |
$173K - $200K
|
3.88K
$840K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.2K- 14.19% |
$176K - $203K
|
7.23K
$1.56M
|