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
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-289- 3.08% |
$41.4K - $50K
|
9.08K
$1.85M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-290- 7.19% |
$41.6K - $50.1K
|
3.74K
$762K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-296- 0.64% |
$42.4K - $51.2K
|
46.3K
$9.42M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-299- 7.47% |
$42.9K - $51.7K
|
3.7K
$753K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-299- 7.47% |
$42.9K - $51.7K
|
3.7K
$753K
|
|
|
Oct 12, 2022
Q3 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-303- 6.04% |
$43.5K - $52.4K
|
4.72K
$959K
|
|
|
Nov 08, 2022
Q3 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-317- 0.45% |
$45.5K - $54.8K
|
70.5K
$14.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-320- 2.0% |
$45.9K - $55.3K
|
15.7K
$3.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Facet Wealth, Inc.
|
SELL
|
- |
-321- 3.28% |
$46K - $55.5K
|
9.47K
$1.93M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-325- 8.61% |
$46.6K - $56.2K
|
3.45K
$702K
|
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-332- 3.23% |
$47.6K - $57.4K
|
9.96K
$2.03M
|
|
|
Oct 21, 2022
Q3 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-332- 1.68% |
$47.6K - $57.4K
|
19.4K
$3.95M
|
|
|
Oct 11, 2022
Q3 2022
|
E&G Advisors, LP
|
SELL
|
- |
-340- 1.85% |
$48.8K - $58.8K
|
18K
$3.67M
|
|
|
Oct 18, 2022
Q3 2022
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-343- 4.08% |
$49.2K - $59.3K
|
8.06K
$1.64M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-347- 9.91% |
$49.8K - $60K
|
3.15K
$641K
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-358- 10.11% |
$51.3K - $61.9K
|
3.18K
$648K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-381- 2.92% |
$54.6K - $65.9K
|
12.7K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-394- 10.22% |
$56.5K - $68.1K
|
3.46K
$704K
|
|
|
Nov 10, 2022
Q3 2022
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-400- 4.84% |
$57.4K - $69.1K
|
7.86K
$1.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-404- 6.55% |
$57.9K - $69.8K
|
5.77K
$1.17M
|
|
|
Nov 09, 2022
Q3 2022
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-409- 7.79% |
$58.7K - $70.7K
|
4.84K
$984K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-434- 10.79% |
$62.2K - $75K
|
3.59K
$730K
|
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-434- 1.5% |
$62.2K - $75K
|
28.5K
$5.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-462- 0.77% |
$66.3K - $79.9K
|
59.9K
$12.2M
|
|
|
Oct 03, 2022
Q3 2022
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-463- 1.25% |
$66.4K - $80K
|
36.5K
$7.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-469- 1.74% |
$67.3K - $81.1K
|
26.5K
$5.39M
|
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-469- 1.77% |
$67.3K - $81.1K
|
26K
$5.29M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-470- 1.71% |
$67.4K - $81.2K
|
27K
$5.49M
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-489- 0.72% |
$70.1K - $84.5K
|
67.1K
$13.7M
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-500- 13.8% |
$71.7K - $86.4K
|
3.12K
$635K
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-506- 7.78% |
$72.6K - $87.5K
|
6K
$1.22M
|
|
|
Oct 27, 2022
Q3 2022
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-537- 2.48% |
$77K - $92.8K
|
21.1K
$4.3M
|
|
|
Nov 22, 2022
Q3 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-539- 1.36% |
$77.3K - $93.2K
|
39.2K
$7.97M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-547- 12.72% |
$78.4K - $94.6K
|
3.75K
$763K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-548- 1.08% |
$78.6K - $94.7K
|
50.2K
$10.2M
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-548- 3.72% |
$78.6K - $94.7K
|
14.2K
$2.89M
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-560- 6.0% |
$80.3K - $96.8K
|
8.78K
$1.79M
|
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
SELL
|
- |
-560- 0.47% |
$80.3K - $96.8K
|
118K
$24M
|
|
|
Oct 17, 2022
Q3 2022
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-565- 25.04% |
$81K - $97.7K
|
1.69K
$344K
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-569- 6.63% |
$81.6K - $98.4K
|
8.01K
$1.63M
|
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-570- 2.13% |
$81.7K - $98.5K
|
26.1K
$5.32M
|
|
|
Nov 09, 2022
Q3 2022
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-572- 0.24% |
$82K - $98.9K
|
237K
$48.2M
|
|
|
Oct 21, 2022
Q3 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-573- 13.28% |
$82.2K - $99.1K
|
3.74K
$761K
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-575- 8.4% |
$82.5K - $99.4K
|
6.27K
$1.27M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-579- 9.63% |
$83K - $100K
|
5.43K
$1.11M
|
|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-580- 15.3% |
$83.2K - $100K
|
3.21K
$653K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-580- 86.57% |
$83.2K - $100K
|
90
$18.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-614- 1.34% |
$88K - $106K
|
45.3K
$9.22M
|
|
|
Oct 31, 2022
Q3 2022
|
Hardy Reed LLC
|
SELL
|
- |
-626- 6.07% |
$89.8K - $108K
|
9.69K
$1.97M
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-634- 1.35% |
$90.9K - $110K
|
46.2K
$9.39M
|