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 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
874+ 1.74% |
$129K - $148K
|
51.1K
$10.9M
|
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
852+ 25.37% |
$125K - $144K
|
4.21K
$901K
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
849+ 23.91% |
$125K - $144K
|
4.4K
$942K
|
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
BUY
|
- |
833+ 23.87% |
$123K - $141K
|
4.32K
$925K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
821+ 10.49% |
$121K - $139K
|
8.65K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
813+ 52.18% |
$120K - $138K
|
2.37K
$507K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
805+ 20.28% |
$119K - $136K
|
4.78K
$1.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
787+ 39.15% |
$116K - $133K
|
2.8K
$599K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
784New |
$115K - $133K
|
784
$168K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
773+ 16.17% |
$114K - $131K
|
5.55K
$1.19M
|
|
|
Feb 10, 2023
Q4 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
767+ 21.41% |
$113K - $130K
|
4.35K
$931K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
763+ 1.43% |
$112K - $129K
|
54.1K
$11.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
758+ 2.99% |
$112K - $129K
|
26.1K
$5.59M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
741+ 6.66% |
$109K - $126K
|
11.9K
$2.54M
|
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
723+ 1.78% |
$106K - $123K
|
41.2K
$8.83M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
702+ 12.08% |
$103K - $119K
|
6.51K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
700+ 18.42% |
$103K - $119K
|
4.5K
$963K
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
691+ 13.22% |
$102K - $117K
|
5.92K
$1.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
681+ 11.7% |
$100K - $115K
|
6.5K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
677+ 0.96% |
$99.7K - $115K
|
71.2K
$15.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
674+ 24.93% |
$99.2K - $114K
|
3.38K
$723K
|
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
665+ 19.94% |
$97.9K - $113K
|
4K
$856K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
663+ 11.65% |
$97.6K - $112K
|
6.35K
$1.36M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
659+ 5.2% |
$97K - $112K
|
13.3K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
649New |
$95.6K - $110K
|
649
$139K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
648+ 8.05% |
$95.4K - $110K
|
8.7K
$1.86M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
648New |
$95.4K - $110K
|
648
$139K
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
638+ 10.6% |
$93.9K - $108K
|
6.66K
$1.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
638+ 25.64% |
$93.9K - $108K
|
3.13K
$669K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
626+ 517.36% |
$92.2K - $106K
|
747
$160K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
626+ 253.44% |
$92.2K - $106K
|
873
$187K
|
|
|
Jul 20, 2023
Q4 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
622+ 23.47% |
$91.6K - $105K
|
3.27K
$700K
|
|
|
Jan 10, 2023
Q4 2022
|
Kwmg, LLC
|
BUY
|
- |
619+ 1.1% |
$91.1K - $105K
|
57K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Forest Hill Capital, LLC
Little Rock, AR |
BUY
|
- |
600+ 9.52% |
$88.4K - $102K
|
6.9K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
590+ 655.56% |
$86.9K - $100K
|
680
$146K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
590New |
$86.9K - $100K
|
590
$126K
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
585+ 5.38% |
$86.1K - $99.2K
|
11.5K
$2.45M
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
570+ 16.56% |
$83.9K - $96.6K
|
4.01K
$858K
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
568+ 20.34% |
$83.6K - $96.3K
|
3.36K
$719K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
555+ 13.52% |
$81.7K - $94.1K
|
4.66K
$997K
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
542+ 2.81% |
$79.8K - $91.9K
|
19.8K
$4.25M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
541+ 10.57% |
$79.7K - $91.7K
|
5.66K
$1.21M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
540+ 19.29% |
$79.5K - $91.6K
|
3.34K
$715K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
538New |
$79.2K - $91.2K
|
538
$115K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
521+ 0.83% |
$76.7K - $88.3K
|
63.4K
$13.6M
|
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
521+ 8.23% |
$76.7K - $88.3K
|
6.86K
$1.47M
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
514+ 1.54% |
$75.7K - $87.1K
|
33.9K
$7.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
501+ 33.47% |
$73.8K - $84.9K
|
2K
$428K
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
487+ 1.78% |
$71.7K - $82.6K
|
27.9K
$5.97M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
487+ 1.27% |
$71.7K - $82.6K
|
38.8K
$8.31M
|