Purchases and Sales Made in Q3 2021 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-2- 0.59% |
$325 - $351
|
338
$62.9K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-2- 0.02% |
$325 - $351
|
10.2K
$1.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3- 3.49% |
$488 - $527
|
83
$15.4K
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3- 0.16% |
$488 - $527
|
1.92K
$357K
|
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.42% |
$813 - $879
|
1.18K
$220K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5- 1.12% |
$813 - $879
|
441
$82.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Jentner Corp
|
SELL
|
- |
-6- 0.07% |
$976 - $1.05K
|
8.39K
$1.56M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-6Closed |
$976 - $1.05K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-7- 0.09% |
$1.14K - $1.23K
|
8.18K
$1.52M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-7- 0.04% |
$1.14K - $1.23K
|
15.9K
$2.97M
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-8- 0.08% |
$1.3K - $1.41K
|
9.74K
$1.81M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-8- 23.53% |
$1.3K - $1.41K
|
26
$4.84K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-9- 0.69% |
$1.46K - $1.58K
|
1.3K
$242K
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-10- 0.31% |
$1.63K - $1.76K
|
3.25K
$604K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-11- 0.08% |
$1.79K - $1.93K
|
13.1K
$2.44M
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-11- 0.37% |
$1.79K - $1.93K
|
2.97K
$552K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-11- 0.08% |
$1.79K - $1.93K
|
13.6K
$2.52M
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-12Closed |
$1.95K - $2.11K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-13- 12.38% |
$2.11K - $2.28K
|
92
$17.1K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-13- 0.78% |
$2.11K - $2.28K
|
1.65K
$307K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14- 15.91% |
$2.28K - $2.46K
|
74
$13.8K
|
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
SELL
|
- |
-14- 0.06% |
$2.28K - $2.46K
|
22.1K
$4.12M
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-16- 0.33% |
$2.6K - $2.81K
|
4.88K
$907K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-17- 0.13% |
$2.77K - $2.99K
|
12.8K
$2.39M
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-17- 1.64% |
$2.77K - $2.99K
|
1.02K
$189K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-18- 0.85% |
$2.93K - $3.16K
|
2.11K
$393K
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-18- 0.27% |
$2.93K - $3.16K
|
6.6K
$1.23M
|
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-18- 4.14% |
$2.93K - $3.16K
|
417
$77.6K
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-19- 0.45% |
$3.09K - $3.34K
|
4.22K
$785K
|
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-20- 0.2% |
$3.25K - $3.51K
|
9.77K
$1.82M
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-20- 0.23% |
$3.25K - $3.51K
|
8.57K
$1.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-22- 0.17% |
$3.58K - $3.87K
|
12.6K
$2.35M
|
|
|
Oct 21, 2021
Q3 2021
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-24- 1.89% |
$3.9K - $4.22K
|
1.24K
$232K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25- 1.94% |
$4.07K - $4.39K
|
1.26K
$235K
|
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-25- 0.42% |
$4.07K - $4.39K
|
5.88K
$1.09M
|
|
|
Oct 26, 2021
Q3 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-28- 0.21% |
$4.55K - $4.92K
|
13.3K
$2.47M
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-28- 1.9% |
$4.55K - $4.92K
|
1.45K
$270K
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-30- 0.75% |
$4.88K - $5.27K
|
3.99K
$742K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-31- 0.75% |
$5.04K - $5.45K
|
4.11K
$765K
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-31- 0.13% |
$5.04K - $5.45K
|
24.5K
$4.56M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-31- 56.36% |
$5.04K - $5.45K
|
24
$4.47K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-31- 1.23% |
$5.04K - $5.45K
|
2.48K
$462K
|
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-35- 0.36% |
$5.69K - $6.15K
|
9.62K
$1.79M
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-35- 2.85% |
$5.69K - $6.15K
|
1.2K
$222K
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-38- 1.06% |
$6.18K - $6.68K
|
3.56K
$663K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-40- 5.71% |
$6.51K - $7.03K
|
661
$123K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-43- 0.09% |
$6.99K - $7.56K
|
48.2K
$8.97M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-46- 5.44% |
$7.48K - $8.08K
|
800
$149K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
SELL
|
- |
-48- 0.72% |
$7.81K - $8.44K
|
6.62K
$1.23M
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-48Closed |
$7.81K - $8.44K
|
0
$0
|