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 12, 2021
Q3 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
373+ 5.01% |
$60.7K - $65.5K
|
7.82K
$1.5M
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
366+ 17.41% |
$59.5K - $64.3K
|
2.47K
$472K
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
354+ 4.99% |
$57.6K - $62.2K
|
7.44K
$1.42M
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
351+ 8.57% |
$57.1K - $61.7K
|
4.45K
$851K
|
|
Aug 11, 2023
Q3 2021
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
349+ 9.34% |
$56.8K - $61.3K
|
4.09K
$782K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
346+ 9.81% |
$56.3K - $60.8K
|
3.87K
$741K
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
346+ 4.74% |
$56.3K - $60.8K
|
7.65K
$1.46M
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
343+ 4.9% |
$55.8K - $60.3K
|
7.34K
$1.4M
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
338+ 2.61% |
$55K - $59.4K
|
13.3K
$2.54M
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
338+ 2.61% |
$55K - $59.4K
|
13.3K
$2.54M
|
|
Oct 29, 2021
Q3 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
336New |
$54.7K - $59K
|
336
$64.3K
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
335+ 6.0% |
$54.5K - $58.9K
|
5.92K
$1.13M
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
326+ 3.63% |
$53K - $57.3K
|
9.31K
$1.78M
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
320+ 1.36% |
$52.1K - $56.2K
|
23.9K
$4.56M
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
320+ 5.39% |
$52.1K - $56.2K
|
6.26K
$1.2M
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
317+ 3.81% |
$51.6K - $55.7K
|
8.64K
$1.65M
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
317+ 7.22% |
$51.6K - $55.7K
|
4.71K
$901K
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
316+ 2.58% |
$51.4K - $55.5K
|
12.6K
$2.4M
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
304+ 4.95% |
$49.4K - $53.4K
|
6.45K
$1.23M
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
302+ 4.5% |
$49.1K - $53.1K
|
7.01K
$1.34M
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
300+ 18.28% |
$48.8K - $52.7K
|
1.94K
$371K
|
|
Oct 26, 2021
Q3 2021
|
Financial Counselors Inc
|
BUY
|
- |
288+ 0.86% |
$46.8K - $50.6K
|
33.8K
$6.47M
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
286+ 16.0% |
$46.5K - $50.3K
|
2.07K
$397K
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
284+ 2.36% |
$46.2K - $49.9K
|
12.3K
$2.35M
|
|
Nov 02, 2021
Q3 2021
|
Emc Capital Management
Houston, TX |
BUY
|
- |
282+ 43.38% |
$45.9K - $49.6K
|
932
$178K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
279New |
$45.4K - $49K
|
279
$53.4K
|
|
Nov 10, 2021
Q3 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
277+ 9.01% |
$45.1K - $48.7K
|
3.35K
$641K
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
269New |
$43.8K - $47.3K
|
269
$51.5K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
258+ 3.24% |
$42K - $45.3K
|
8.21K
$1.57M
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
255+ 3.46% |
$41.5K - $44.8K
|
7.63K
$1.46M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
253+ 4.85% |
$41.2K - $44.5K
|
5.47K
$1.05M
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
253+ 10.23% |
$41.2K - $44.5K
|
2.73K
$522K
|
|
Nov 09, 2021
Q3 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
248+ 2.23% |
$40.3K - $43.6K
|
11.4K
$2.18M
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
247+ 200.81% |
$40.2K - $43.4K
|
370
$70.8K
|
|
Oct 15, 2021
Q3 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
232+ 4.17% |
$37.7K - $40.8K
|
5.8K
$1.11M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
228+ 2.68% |
$37.1K - $40.1K
|
8.72K
$1.67M
|
|
Nov 16, 2021
Q3 2021
|
Motive Wealth Advisors
|
BUY
|
- |
225+ 3.49% |
$36.6K - $39.5K
|
6.68K
$1.28M
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
214+ 4.51% |
$34.8K - $37.6K
|
4.96K
$949K
|
|
Nov 12, 2021
Q3 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
210+ 1.19% |
$34.2K - $36.9K
|
17.8K
$3.41M
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
209+ 1.67% |
$34K - $36.7K
|
12.7K
$2.43M
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
208+ 7.59% |
$33.8K - $36.6K
|
2.95K
$564K
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
204+ 4.28% |
$33.2K - $35.8K
|
4.97K
$951K
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
204+ 9.73% |
$33.2K - $35.8K
|
2.3K
$440K
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
203+ 4.74% |
$33K - $35.7K
|
4.49K
$858K
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
200+ 2000.0% |
$32.5K - $35.1K
|
210
$40.2K
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
197+ 1.05% |
$32K - $34.6K
|
19K
$3.63M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
196New |
$31.9K - $34.4K
|
196
$37.5K
|
|
Oct 20, 2021
Q3 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
188+ 3.08% |
$30.6K - $33K
|
6.29K
$1.2M
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
188+ 127.89% |
$30.6K - $33K
|
335
$64.1K
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
187+ 11.09% |
$30.4K - $32.9K
|
1.87K
$358K
|