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 01, 2023
Q4 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.8K+ 9.0% |
$265K - $305K
|
21.8K
$4.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
BUY
|
- |
1.8K+ 11.48% |
$265K - $305K
|
17.4K
$3.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.78KNew |
$263K - $302K
|
1.78K
$385K
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
1.77K+ 56.05% |
$261K - $301K
|
4.94K
$1.07M
|
|
|
Jan 19, 2024
Q4 2022
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.77K+ 10.5% |
$260K - $299K
|
18.6K
$4.02M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.75K+ 12.73% |
$258K - $297K
|
15.5K
$3.36M
|
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
1.73K+ 4.72% |
$255K - $293K
|
38.4K
$8.29M
|
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.71KNew |
$252K - $290K
|
1.71K
$370K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
1.71KNew |
$251K - $289K
|
1.71K
$369K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
1.64K+ 4.32% |
$242K - $278K
|
39.7K
$8.58M
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
1.64KNew |
$241K - $278K
|
1.64K
$354K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1.64KNew |
$241K - $278K
|
1.64K
$354K
|
|
|
Jul 03, 2024
Q4 2022
|
Mills Wealth Advisors LLC
Southlake, TX |
BUY
|
- |
1.63KNew |
$239K - $276K
|
1.63K
$352K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
1.62K+ 4.19% |
$239K - $275K
|
40.3K
$8.72M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
1.62K+ 2.14% |
$239K - $275K
|
77.2K
$16.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.61K+ 12.84% |
$237K - $273K
|
14.2K
$3.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.61K+ 22.58% |
$236K - $272K
|
8.72K
$1.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.6KNew |
$236K - $271K
|
1.6K
$346K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.59KNew |
$234K - $269K
|
1.59K
$343K
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.58K+ 7.15% |
$233K - $269K
|
23.7K
$5.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.56KNew |
$229K - $264K
|
1.56K
$337K
|
|
|
Feb 13, 2023
Q4 2022
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
1.54K+ 12.23% |
$227K - $261K
|
14.1K
$3.06M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.52K+ 9.59% |
$224K - $258K
|
17.4K
$3.76M
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.5KNew |
$220K - $254K
|
1.5K
$324K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.49KNew |
$219K - $252K
|
1.49K
$321K
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1.48K+ 1.3% |
$219K - $252K
|
115K
$24.9M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
1.48K+ 19.66% |
$217K - $250K
|
8.99K
$1.94M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.43K+ 12.45% |
$211K - $243K
|
12.9K
$2.8M
|
|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.43KNew |
$211K - $243K
|
1.43K
$309K
|
|
|
Jan 20, 2023
Q4 2022
|
Secure Asset Management, LLC
|
BUY
|
- |
1.43KNew |
$211K - $242K
|
1.43K
$309K
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.43K+ 6.12% |
$210K - $242K
|
24.8K
$5.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.42KNew |
$209K - $241K
|
1.42K
$307K
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
1.42KNew |
$209K - $240K
|
1.42K
$306K
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
1.41KNew |
$208K - $240K
|
1.41K
$305K
|
|
|
Jan 19, 2023
Q4 2022
|
Investment Advisory Group, LLC
|
BUY
|
- |
1.41KNew |
$208K - $239K
|
1.41K
$305K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.41KNew |
$207K - $238K
|
1.41K
$304K
|
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.39KNew |
$205K - $236K
|
1.39K
$301K
|
|
|
Mar 01, 2023
Q4 2022
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.39KNew |
$204K - $235K
|
1.39K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.38K+ 7.34% |
$203K - $234K
|
20.2K
$4.36M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.38K+ 7.4% |
$203K - $233K
|
20K
$4.32M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.38KNew |
$202K - $233K
|
1.38K
$297K
|
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.37KNew |
$202K - $232K
|
1.37K
$296K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.35KNew |
$199K - $229K
|
1.35K
$292K
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.35KNew |
$199K - $229K
|
1.35K
$292K
|
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.34K+ 2.96% |
$198K - $228K
|
46.7K
$10.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.33KNew |
$196K - $226K
|
1.33K
$288K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.33K+ 10.82% |
$196K - $226K
|
13.6K
$2.95M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.33K+ 26.51% |
$196K - $225K
|
6.34K
$1.37M
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.32KNew |
$195K - $224K
|
1.32K
$286K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.32KNew |
$195K - $224K
|
1.32K
$286K
|