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 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
2.68KNew |
$395K - $454K
|
2.68K
$545K
|
|
|
Jan 20, 2023
Q4 2022
|
Eclectic Associates Inc
|
BUY
|
- |
2.63K+ 18.92% |
$387K - $446K
|
16.5K
$3.36M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.57KNew |
$379K - $436K
|
2.57K
$523K
|
|
|
Feb 07, 2023
Q4 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
2.56K+ 0.22% |
$377K - $434K
|
1.15M
$234M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
2.54K+ 188.29% |
$374K - $431K
|
3.89K
$791K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
2.54K+ 134.21% |
$374K - $430K
|
4.43K
$901K
|
|
|
Jan 20, 2023
Q4 2022
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
2.5KNew |
$369K - $424K
|
2.5K
$509K
|
|
|
Jan 25, 2023
Q4 2022
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.45K+ 19.6% |
$361K - $416K
|
15K
$3.05M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.44K+ 22.48% |
$359K - $414K
|
13.3K
$2.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
2.44KNew |
$359K - $414K
|
2.44K
$496K
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
2.44KNew |
$359K - $413K
|
2.44K
$496K
|
|
|
Feb 15, 2023
Q4 2022
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
2.43KNew |
$357K - $411K
|
2.43K
$494K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.41KNew |
$355K - $409K
|
2.41K
$490K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.4K+ 12.11% |
$354K - $407K
|
22.2K
$4.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.37K+ 106.7% |
$349K - $402K
|
4.6K
$935K
|
|
|
Feb 08, 2023
Q4 2022
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2.32KNew |
$342K - $394K
|
2.32K
$473K
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
BUY
|
- |
2.31K+ 20.69% |
$340K - $391K
|
13.5K
$2.74M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
2.31K+ 22.17% |
$340K - $391K
|
12.7K
$2.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.3K+ 3.16% |
$338K - $390K
|
75.1K
$15.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
2.28KNew |
$336K - $387K
|
2.28K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.28KNew |
$336K - $387K
|
2.28K
$465K
|
|
|
Feb 08, 2023
Q4 2022
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.27KNew |
$334K - $385K
|
2.27K
$462K
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.25K+ 10.03% |
$331K - $381K
|
24.7K
$5.02M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
2.24KNew |
$329K - $379K
|
2.24K
$455K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.17K+ 11.65% |
$319K - $368K
|
20.8K
$4.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
2.16K+ 68.35% |
$317K - $365K
|
5.31K
$1.08M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$317K - $365K
|
2.15K
$438K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
2.11KNew |
$311K - $358K
|
2.11K
$430K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.11K+ 14.74% |
$311K - $358K
|
16.4K
$3.35M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
2.1KNew |
$309K - $356K
|
2.1K
$427K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.09K+ 16.69% |
$307K - $354K
|
14.6K
$2.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.08K+ 3.14% |
$306K - $353K
|
68.4K
$13.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.05K+ 9.38% |
$301K - $347K
|
23.9K
$4.85M
|
|
|
Feb 09, 2023
Q4 2022
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
2.02KNew |
$297K - $342K
|
2.02K
$411K
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2KNew |
$295K - $339K
|
2K
$407K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1.99KNew |
$293K - $337K
|
1.99K
$405K
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.98K+ 6.8% |
$292K - $336K
|
31.1K
$6.34M
|
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 3.61% |
$291K - $335K
|
56.7K
$11.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.96K+ 118.13% |
$289K - $332K
|
3.62K
$737K
|
|
|
Jan 19, 2023
Q4 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.87K+ 3968.09% |
$275K - $316K
|
1.91K
$389K
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.85K+ 31.36% |
$273K - $314K
|
7.77K
$1.58M
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
1.84K+ 12.07% |
$271K - $312K
|
17.1K
$3.48M
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.84K+ 205.02% |
$270K - $311K
|
2.73K
$556K
|
|
|
Feb 06, 2023
Q4 2022
|
True Wealth Financial Partners
|
BUY
|
- |
1.84K+ 2.69% |
$270K - $311K
|
70K
$14.2M
|
|
|
Jan 25, 2023
Q4 2022
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1.83KNew |
$270K - $311K
|
1.83K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.83K+ 49.41% |
$269K - $310K
|
5.53K
$1.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.83K+ 15.48% |
$269K - $310K
|
13.6K
$2.77M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$268K - $308K
|
1.82K
$370K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.81K+ 34.94% |
$266K - $307K
|
6.99K
$1.42M
|
|
|
Feb 10, 2023
Q4 2022
|
Weik Capital Management
Wyomissing, PA |
BUY
|
- |
1.8KNew |
$265K - $305K
|
1.8K
$366K
|