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 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-2.44K- 3.2% |
$360K - $414K
|
73.9K
$16M
|
|
|
Feb 03, 2023
Q4 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-2.47K- 50.94% |
$363K - $418K
|
2.37K
$513K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
SELL
|
- |
-2.56K- 0.09% |
$377K - $435K
|
2.99M
$647M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.6K- 10.87% |
$383K - $441K
|
21.4K
$4.62M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-2.71K- 2.6% |
$399K - $459K
|
102K
$22M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-3K- 51.0% |
$441K - $508K
|
2.88K
$622K
|
|
|
Jan 20, 2023
Q4 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-3.1K- 20.03% |
$456K - $525K
|
12.4K
$2.67M
|
|
|
Jan 27, 2023
Q4 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-3.18K- 1.47% |
$468K - $538K
|
212K
$45.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.27K- 29.56% |
$482K - $555K
|
7.79K
$1.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.27K- 12.52% |
$482K - $555K
|
22.9K
$4.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-3.34K- 1.43% |
$492K - $567K
|
230K
$49.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.39K- 13.03% |
$499K - $575K
|
22.6K
$4.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.54K- 1.12% |
$521K - $599K
|
311K
$67.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-3.57K- 5.56% |
$526K - $605K
|
60.7K
$13.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
SELL
|
- |
-3.61K- 18.05% |
$532K - $612K
|
16.4K
$3.54M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-3.62K- 9.23% |
$533K - $613K
|
35.6K
$7.69M
|
|
|
Feb 02, 2023
Q4 2022
|
Total Wealth Planning, LLC
|
SELL
|
- |
-3.62K- 4.06% |
$534K - $614K
|
85.6K
$18.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-3.77K- 6.02% |
$555K - $640K
|
58.8K
$12.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Keeler T Homas Management LLC
|
SELL
|
- |
-3.79K- 67.17% |
$559K - $643K
|
1.85K
$401K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-3.82K- 22.8% |
$562K - $647K
|
12.9K
$2.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.83K- 16.57% |
$564K - $649K
|
19.3K
$4.17M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.83K- 16.57% |
$564K - $649K
|
19.3K
$4.17M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-3.93K- 40.73% |
$578K - $666K
|
5.71K
$1.24M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-4K- 25.24% |
$589K - $678K
|
11.8K
$2.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-4.05K- 65.78% |
$596K - $687K
|
2.11K
$455K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.26K- 20.54% |
$628K - $723K
|
16.5K
$3.56M
|
|
|
Feb 09, 2023
Q4 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-4.45K- 14.15% |
$655K - $754K
|
27K
$5.83M
|
|
|
Jan 23, 2023
Q4 2022
|
Foster Group, Inc.
|
SELL
|
- |
-4.53K- 1.13% |
$667K - $768K
|
395K
$85.4M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.62K- 1.84% |
$680K - $783K
|
246K
$53.2M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.66K- 14.53% |
$686K - $790K
|
27.4K
$5.92M
|
|
|
May 28, 2024
Q4 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-4.7K- 12.61% |
$693K - $797K
|
32.6K
$7.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-4.78K- 3.41% |
$704K - $811K
|
136K
$29.3M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.21K- 19.29% |
$767K - $883K
|
21.8K
$4.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.29K- 11.37% |
$779K - $897K
|
41.2K
$8.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.31K- 27.22% |
$781K - $900K
|
14.2K
$3.07M
|
|
|
Jan 11, 2023
Q4 2022
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-5.36K- 1.45% |
$790K - $909K
|
363K
$78.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-5.4K- 6.77% |
$795K - $915K
|
74.3K
$16.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-5.62K- 12.64% |
$827K - $953K
|
38.8K
$8.39M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.73KClosed |
$843K - $971K
|
0
$0
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.77K- 7.17% |
$849K - $978K
|
74.6K
$16.1M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-5.77K- 10.2% |
$850K - $978K
|
50.8K
$11M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.81K- 4.37% |
$855K - $985K
|
127K
$27.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-5.87K- 10.81% |
$864K - $994K
|
48.4K
$10.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-6.08K- 13.16% |
$895K - $1.03M
|
40.1K
$8.67M
|
|
|
Jan 19, 2023
Q4 2022
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-6.31K- 75.38% |
$930K - $1.07M
|
2.06K
$446K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-6.41K- 42.39% |
$944K - $1.09M
|
8.72K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.76K- 1.87% |
$995K - $1.15M
|
355K
$76.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-6.81K- 55.28% |
$1M - $1.15M
|
5.51K
$1.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.06K- 2.38% |
$1.04M - $1.2M
|
289K
$62.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.12K- 68.24% |
$1.05M - $1.21M
|
3.31K
$716K
|