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 14, 2023
Q4 2022
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.21K- 34.28% |
$179K - $206K
|
2.33K
$503K
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-1.22K- 22.52% |
$180K - $208K
|
4.21K
$910K
|
|
|
Feb 14, 2023
Q4 2022
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.23K- 0.95% |
$180K - $208K
|
127K
$27.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Hardy Reed LLC
|
SELL
|
- |
-1.24K- 12.8% |
$183K - $210K
|
8.45K
$1.83M
|
|
|
Aug 07, 2024
Q4 2022
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-1.24K- 0.31% |
$183K - $210K
|
397K
$85.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.25K- 1.06% |
$184K - $212K
|
117K
$25.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.25K- 16.77% |
$185K - $213K
|
6.22K
$1.35M
|
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-1.26K- 36.15% |
$185K - $213K
|
2.22K
$481K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-1.26K- 2.6% |
$186K - $214K
|
47.2K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.28K- 9.97% |
$188K - $216K
|
11.5K
$2.49M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.29K- 1.79% |
$189K - $218K
|
70.7K
$15.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.29K- 4.63% |
$189K - $218K
|
26.5K
$5.72M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.31K- 6.45% |
$193K - $222K
|
19K
$4.11M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.32K- 3.75% |
$195K - $224K
|
34K
$7.35M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.32K- 3.62% |
$195K - $224K
|
35.2K
$7.61M
|
|
|
Jan 12, 2023
Q4 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-1.35K- 4.07% |
$199K - $229K
|
31.9K
$6.89M
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.36K- 2.84% |
$200K - $231K
|
46.6K
$10.1M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.37K- 1.64% |
$201K - $232K
|
81.8K
$17.7M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.37K- 1.64% |
$201K - $232K
|
81.8K
$17.7M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-1.37K- 2.49% |
$202K - $232K
|
53.7K
$11.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.39K- 0.79% |
$204K - $235K
|
173K
$37.5M
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.43K- 4.37% |
$210K - $242K
|
31.2K
$6.75M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-1.45K- 7.25% |
$214K - $247K
|
18.6K
$4.02M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.46K- 7.38% |
$214K - $247K
|
18.3K
$3.95M
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-1.48K- 31.94% |
$218K - $251K
|
3.15K
$681K
|
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-1.49K- 3.73% |
$219K - $252K
|
38.3K
$8.29M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.5K- 3.76% |
$221K - $255K
|
38.5K
$8.33M
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.53K- 4.22% |
$225K - $259K
|
34.6K
$7.48M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
SELL
|
- |
-1.54K- 24.35% |
$227K - $261K
|
4.79K
$1.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.55K- 7.13% |
$228K - $263K
|
20.2K
$4.37M
|
|
|
Feb 10, 2023
Q4 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.55K- 15.58% |
$229K - $263K
|
8.41K
$1.82M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.58K- 13.82% |
$232K - $268K
|
9.84K
$2.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.74K- 27.68% |
$255K - $294K
|
4.53K
$980K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1.79K- 48.16% |
$263K - $303K
|
1.93K
$416K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
SELL
|
- |
-1.82K- 19.91% |
$268K - $309K
|
7.33K
$1.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-1.83K- 46.0% |
$269K - $309K
|
2.14K
$463K
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.85K- 6.4% |
$272K - $313K
|
27K
$5.84M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.87K- 8.84% |
$275K - $316K
|
19.2K
$4.16M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.94K- 14.23% |
$285K - $328K
|
11.7K
$2.52M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.96K- 6.7% |
$289K - $332K
|
27.3K
$5.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.96K- 9.29% |
$289K - $333K
|
19.2K
$4.15M
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.99K- 9.91% |
$293K - $337K
|
18.1K
$3.91M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-2.01K- 2.07% |
$295K - $340K
|
95.1K
$20.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.04K- 6.9% |
$301K - $347K
|
27.6K
$5.96M
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.04K- 6.9% |
$301K - $347K
|
27.6K
$5.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.08K- 8.01% |
$307K - $353K
|
23.9K
$5.17M
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-2.16K- 56.05% |
$319K - $367K
|
1.7K
$367K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-2.29K- 22.1% |
$337K - $388K
|
8.06K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.37K- 3.63% |
$349K - $401K
|
62.9K
$13.6M
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-2.38K- 10.64% |
$350K - $403K
|
20K
$4.32M
|