Purchases and Sales Made in Q3 2022 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-130- 1.62% |
$18.6K - $22.5K
|
7.9K
$1.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-133- 1.9% |
$19.1K - $23K
|
6.88K
$1.4M
|
|
|
Nov 02, 2022
Q3 2022
|
Five Oceans Advisors
|
SELL
|
- |
-137- 2.84% |
$19.6K - $23.7K
|
4.68K
$952K
|
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-139- 71.65% |
$19.9K - $24K
|
55
$11.2K
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-139- 0.69% |
$19.9K - $24K
|
19.9K
$4.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-141- 3.43% |
$20.2K - $24.4K
|
3.97K
$808K
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-142- 0.18% |
$20.4K - $24.5K
|
79.4K
$16.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Zeit Capital LLC
|
SELL
|
- |
-144- 0.76% |
$20.6K - $24.9K
|
18.8K
$3.83M
|
|
|
Oct 28, 2022
Q3 2022
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-145- 1.69% |
$20.8K - $25.1K
|
8.45K
$1.72M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-147- 0.77% |
$21.1K - $25.4K
|
18.9K
$3.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-148- 9.04% |
$21.2K - $25.6K
|
1.49K
$303K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-148- 4.27% |
$21.2K - $25.6K
|
3.31K
$674K
|
|
|
Nov 14, 2022
Q3 2022
|
Wrapmanager Inc
|
SELL
|
- |
-159- 2.49% |
$22.8K - $27.5K
|
6.24K
$1.27M
|
|
|
Nov 09, 2022
Q3 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-162- 1.32% |
$23.2K - $28K
|
12.1K
$2.47M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-163- 90.06% |
$23.4K - $28.2K
|
18
$3.66K
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-168- 2.79% |
$24.1K - $29K
|
5.85K
$1.19M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-168- 2.92% |
$24.1K - $29K
|
5.59K
$1.14M
|
|
|
Nov 07, 2022
Q3 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-170- 1.47% |
$24.4K - $29.4K
|
11.4K
$2.32M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-175- 0.21% |
$25.1K - $30.3K
|
83.2K
$16.9M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-175- 0.21% |
$25.1K - $30.3K
|
83.2K
$16.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-186- 2.46% |
$26.7K - $32.2K
|
7.36K
$1.5M
|
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-187- 3.51% |
$26.8K - $32.3K
|
5.15K
$1.05M
|
|
|
Oct 17, 2022
Q3 2022
|
Jentner Corp
|
SELL
|
- |
-192- 2.51% |
$27.5K - $33.2K
|
7.45K
$1.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-197- 3.0% |
$28.2K - $34.1K
|
6.37K
$1.3M
|
|
|
Oct 26, 2022
Q3 2022
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-198- 0.54% |
$28.4K - $34.2K
|
36.7K
$7.47M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-199- 1.53% |
$28.5K - $34.4K
|
12.8K
$2.61M
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-202- 7.73% |
$29K - $34.9K
|
2.41K
$490K
|
|
|
Nov 14, 2022
Q3 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-204- 8.7% |
$29.3K - $35.3K
|
2.14K
$436K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-208- 2.69% |
$29.8K - $36K
|
7.51K
$1.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-208- 4.14% |
$29.8K - $36K
|
4.82K
$980K
|
|
|
Nov 07, 2022
Q3 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-213- 3.85% |
$30.5K - $36.8K
|
5.32K
$1.08M
|
|
|
Oct 18, 2022
Q3 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-222- 2.85% |
$31.8K - $38.4K
|
7.56K
$1.54M
|
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
SELL
|
- |
-223- 0.46% |
$32K - $38.6K
|
48.4K
$9.85M
|
|
|
Nov 01, 2022
Q3 2022
|
Dagco, Inc.
|
SELL
|
- |
-224- 10.03% |
$32.1K - $38.7K
|
2.01K
$409K
|
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-233- 1.33% |
$33.4K - $40.3K
|
17.3K
$3.53M
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-234- 13.52% |
$33.6K - $40.5K
|
1.5K
$305K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-238- 2.75% |
$34.1K - $41.1K
|
8.41K
$1.71M
|
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-241- 12.41% |
$34.6K - $41.7K
|
1.7K
$346K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-249- 4.12% |
$35.7K - $43K
|
5.79K
$1.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-250- 3.59% |
$35.9K - $43.2K
|
6.71K
$1.37M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-250- 2.08% |
$35.9K - $43.2K
|
11.8K
$2.4M
|
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-254- 0.47% |
$36.4K - $43.9K
|
54.3K
$11M
|
|
|
Nov 03, 2022
Q3 2022
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-257- 2.7% |
$36.9K - $44.4K
|
9.28K
$1.89M
|
|
|
Oct 14, 2022
Q3 2022
|
Axiom Advisory, LLC
San Diego, CA |
SELL
|
- |
-260- 1.43% |
$37.3K - $44.9K
|
18K
$3.66M
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
SELL
|
- |
-275- 11.19% |
$39.4K - $47.5K
|
2.18K
$444K
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-275- 2.26% |
$39.4K - $47.5K
|
11.9K
$2.42M
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-279- 18.62% |
$40K - $48.2K
|
1.22K
$248K
|
|
|
Nov 09, 2022
Q3 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-279- 1.05% |
$40K - $48.2K
|
26.3K
$5.35M
|
|
|
Nov 04, 2022
Q3 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-287- 2.74% |
$41.2K - $49.6K
|
10.2K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-289- 16.96% |
$41.4K - $50K
|
1.42K
$288K
|