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
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.02K+ 276.86% |
$1.03M - $1.19M
|
9.56K
$2.05M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
7.01K+ 22.34% |
$1.03M - $1.19M
|
38.4K
$8.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
6.99KNew |
$1.03M - $1.18M
|
6.99K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.85K+ 4.9% |
$1.01M - $1.16M
|
147K
$31.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.73K+ 3.03% |
$991K - $1.14M
|
229K
$48.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.7KNew |
$987K - $1.14M
|
6.7K
$1.43M
|
|
|
Feb 02, 2023
Q4 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
6.58KNew |
$969K - $1.12M
|
6.58K
$1.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
6.5K+ 83.47% |
$957K - $1.1M
|
14.3K
$3.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.48K+ 17.55% |
$954K - $1.1M
|
43.4K
$9.29M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.47KNew |
$952K - $1.1M
|
6.47K
$1.38M
|
|
|
Jan 18, 2023
Q4 2022
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
6.34K+ 35.97% |
$933K - $1.07M
|
24K
$5.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6.3KNew |
$928K - $1.07M
|
6.3K
$1.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
6.15K+ 178.2% |
$905K - $1.04M
|
9.6K
$2.05M
|
|
|
Jan 11, 2023
Q4 2022
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
6.11K+ 9.67% |
$900K - $1.04M
|
69.3K
$14.8M
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
5.97KNew |
$879K - $1.01M
|
5.97K
$1.28M
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
5.9K+ 23.68% |
$868K - $1M
|
30.8K
$6.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
5.86K+ 1.74% |
$863K - $993K
|
343K
$73.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
5.8KNew |
$855K - $984K
|
5.8K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
5.71KNew |
$841K - $969K
|
5.71K
$1.22M
|
|
|
Sep 05, 2023
Q4 2022
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
5.62KNew |
$828K - $953K
|
5.62K
$1.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
5.53K+ 0.87% |
$814K - $937K
|
642K
$137M
|
|
|
Feb 02, 2023
Q4 2022
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
5.53K+ 2.33% |
$814K - $937K
|
243K
$51.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.41KNew |
$797K - $917K
|
5.41K
$1.16M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
5.39KNew |
$794K - $914K
|
5.39K
$1.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Bowman & CO S.C.
|
BUY
|
- |
5.38KNew |
$792K - $912K
|
5.38K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
5.37K+ 536.8% |
$790K - $910K
|
6.37K
$1.36M
|
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.36KNew |
$789K - $908K
|
5.36K
$1.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.29K+ 7.5% |
$778K - $896K
|
75.8K
$16.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Stone Point Wealth LLC
|
BUY
|
- |
5.27K+ 29.41% |
$775K - $893K
|
23.2K
$4.96M
|
|
|
Jan 13, 2023
Q4 2022
|
Rodgers & Associates, LTD
|
BUY
|
- |
5.26K+ 2.0% |
$774K - $891K
|
269K
$57.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
5.17K+ 7.23% |
$761K - $876K
|
76.6K
$16.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Legacy, Inc.
|
BUY
|
- |
5.16K+ 102.63% |
$760K - $875K
|
10.2K
$2.18M
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.1K+ 60.71% |
$752K - $865K
|
13.5K
$2.89M
|
|
|
Mar 23, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.97K+ 10.55% |
$731K - $842K
|
52K
$11.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
4.91K+ 87.99% |
$723K - $833K
|
10.5K
$2.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4.89K+ 6.34% |
$720K - $829K
|
81.9K
$17.5M
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.88KNew |
$719K - $828K
|
4.88K
$1.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
4.8K+ 69.14% |
$707K - $814K
|
11.7K
$2.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
4.74KNew |
$698K - $803K
|
4.74K
$1.01M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
4.73K+ 9.13% |
$696K - $802K
|
56.5K
$12.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
4.69K+ 14.74% |
$690K - $795K
|
36.5K
$7.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
4.68K+ 10.62% |
$688K - $793K
|
48.7K
$10.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
4.66K+ 27.23% |
$686K - $790K
|
21.8K
$4.66M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.65K+ 35.23% |
$684K - $788K
|
17.8K
$3.82M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4.61KNew |
$678K - $781K
|
4.61K
$986K
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.55KNew |
$669K - $771K
|
4.55K
$973K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.48K+ 59.14% |
$660K - $760K
|
12.1K
$2.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
4.4KNew |
$648K - $746K
|
4.4K
$942K
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
4.33K+ 8.1% |
$638K - $735K
|
57.9K
$12.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
4.28K+ 48.24% |
$630K - $726K
|
13.2K
$2.82M
|