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 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.38KNew |
$224K - $242K
|
1.38K
$263K
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
1.37KNew |
$223K - $241K
|
1.37K
$263K
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.36KNew |
$222K - $240K
|
1.36K
$261K
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.34KNew |
$218K - $236K
|
1.34K
$257K
|
|
Nov 12, 2021
Q3 2021
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
1.34K+ 66.97% |
$217K - $235K
|
3.33K
$637K
|
|
Nov 01, 2021
Q3 2021
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.33K+ 2.26% |
$216K - $233K
|
59.9K
$11.5M
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
1.32K+ 1.77% |
$215K - $232K
|
76.2K
$14.6M
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.31KNew |
$213K - $230K
|
1.31K
$251K
|
|
Oct 15, 2021
Q3 2021
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.29K+ 5.27% |
$210K - $226K
|
25.7K
$4.92M
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.28KNew |
$209K - $226K
|
1.28K
$246K
|
|
May 26, 2023
Q3 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.28K+ 3.36% |
$208K - $225K
|
39.3K
$7.51M
|
|
Nov 12, 2021
Q3 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.23K+ 2.09% |
$200K - $216K
|
60.1K
$11.5M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.19KNew |
$194K - $209K
|
1.19K
$228K
|
|
Nov 15, 2021
Q3 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.19KNew |
$194K - $209K
|
1.19K
$228K
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 0.73% |
$191K - $206K
|
162K
$30.9M
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
1.17K+ 20.39% |
$190K - $206K
|
6.91K
$1.32M
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.16K+ 6.71% |
$188K - $203K
|
18.4K
$3.52M
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.15K+ 5.1% |
$187K - $202K
|
23.7K
$4.54M
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.12K+ 1.34% |
$182K - $197K
|
84.4K
$16.1M
|
|
Nov 15, 2021
Q3 2021
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
1.11K+ 1.81% |
$181K - $195K
|
62.6K
$12M
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
1.06K+ 23.38% |
$173K - $186K
|
5.6K
$1.07M
|
|
Nov 08, 2021
Q3 2021
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.06K+ 2.57% |
$172K - $185K
|
42.2K
$8.07M
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.01K+ 3.29% |
$164K - $177K
|
31.7K
$6.06M
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.01K+ 12.92% |
$163K - $177K
|
8.78K
$1.68M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1K+ 14.91% |
$163K - $176K
|
7.72K
$1.48M
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1K+ 3.78% |
$163K - $176K
|
27.4K
$5.25M
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
948+ 6.49% |
$154K - $167K
|
15.6K
$2.98M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
906+ 2.88% |
$147K - $159K
|
32.4K
$6.2M
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
903+ 7.83% |
$147K - $159K
|
12.4K
$2.38M
|
|
Nov 09, 2021
Q3 2021
|
Progressive Investment Management Corp
|
BUY
|
- |
897New |
$146K - $158K
|
897
$172K
|
|
Nov 09, 2021
Q3 2021
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
879+ 22.52% |
$143K - $154K
|
4.78K
$915K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
873+ 4.75% |
$142K - $153K
|
19.2K
$3.68M
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
869+ 2.91% |
$141K - $153K
|
30.7K
$5.87M
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
860+ 14.83% |
$140K - $151K
|
6.66K
$1.27M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
857+ 1.7% |
$139K - $151K
|
51.3K
$9.81M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
855+ 4.69% |
$139K - $150K
|
19.1K
$3.65M
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
842+ 4.7% |
$137K - $148K
|
18.8K
$3.59M
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
831+ 11.76% |
$135K - $146K
|
7.9K
$1.51M
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
BUY
|
- |
814+ 1.11% |
$132K - $143K
|
74K
$14.2M
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
809+ 11.82% |
$132K - $142K
|
7.65K
$1.46M
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
799+ 53.16% |
$130K - $140K
|
2.3K
$440K
|
|
Oct 21, 2021
Q3 2021
|
Kessler Investment Group, LLC
|
BUY
|
- |
797New |
$130K - $140K
|
797
$152K
|
|
Nov 15, 2021
Q3 2021
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
788+ 21.26% |
$128K - $138K
|
4.49K
$860K
|
|
Nov 09, 2021
Q3 2021
|
Strategic Equity Management
|
BUY
|
- |
777+ 58.55% |
$126K - $137K
|
2.1K
$402K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
775+ 4.38% |
$126K - $136K
|
18.5K
$3.53M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
771+ 14.03% |
$125K - $135K
|
6.27K
$1.2M
|
|
Oct 15, 2021
Q3 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
765+ 32.37% |
$124K - $134K
|
3.13K
$598K
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
757+ 8.25% |
$123K - $133K
|
9.93K
$1.9M
|
|
Nov 04, 2021
Q3 2021
|
Hardy Reed LLC
|
BUY
|
- |
746+ 7.41% |
$121K - $131K
|
10.8K
$2.07M
|
|
Oct 18, 2021
Q3 2021
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
733+ 1.43% |
$119K - $129K
|
52.1K
$9.97M
|