Purchases and Sales Made in Q3 2022 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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 10, 2022 Q3 2022
Falcon Wealth Planning

BUY
 -
12.3K
+ 11.14%
$1.76M - $2.13M
123K $25M
Nov 02, 2022 Q3 2022
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
12.3K
+ 10.23%
$1.76M - $2.12M
132K $26.9M
Oct 12, 2022 Q3 2022
Prosperity Planning, Inc.

BUY
 -
11.8K
+ 27.26%
$1.69M - $2.03M
54.9K $11.2M
Nov 15, 2022 Q3 2022
Mai Capital Management

BUY
 -
11.7K
+ 35.57%
$1.67M - $2.02M
44.4K $9.04M
Dec 02, 2022 Q3 2022
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
11.5K
+ 16.11%
$1.65M - $1.99M
82.8K $16.8M
Nov 01, 2022 Q3 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
11.5K
+ 22.24%
$1.64M - $1.98M
63K $12.8M
Nov 16, 2022 Q3 2022
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
11.2K
+ 158.42%
$1.61M - $1.94M
18.3K $3.72M
Nov 04, 2022 Q3 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
11.1K
+ 8.62%
$1.59M - $1.92M
140K $28.4M
Oct 24, 2022 Q3 2022
Landmark Wealth Management, LLC

BUY
 -
11K
New
$1.57M - $1.9M
11K $2.23M
Nov 10, 2022 Q3 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
10.7K
+ 8.25%
$1.54M - $1.86M
141K $28.7M
Oct 14, 2022 Q3 2022
Private Advisor Group, LLC

BUY
 -
10.4K
+ 9.63%
$1.49M - $1.79M
118K $24M
Oct 12, 2022 Q3 2022
Acorn Financial Advisory Services Inc

BUY
 -
10.2K
+ 460.29%
$1.46M - $1.76M
12.4K $2.51M
Nov 14, 2022 Q3 2022
Studio Investment Management LLC

Chicago, IL
BUY
 -
10.1K
+ 11.34%
$1.45M - $1.75M
99.3K $20.2M
Nov 14, 2022 Q3 2022
Jpmorgan Chase & CO

New York, NY
BUY
 -
10K
+ 6.36%
$1.44M - $1.74M
168K $34.1M
Nov 10, 2022 Q3 2022
Legacy Wealth Planning, LLC

BUY
 -
9.84K
+ 837.07%
$1.41M - $1.7M
11K $2.24M
Mar 17, 2023 Q3 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
9.71K
New
$1.39M - $1.68M
9.71K $1.98M
Oct 12, 2022 Q3 2022
Everhart Financial Group, Inc.

BUY
 -
9.63K
+ 49.45%
$1.38M - $1.66M
29.1K $5.92M
Oct 03, 2022 Q3 2022
Symmetry Partners, LLC

BUY
 -
9.29K
+ 2.46%
$1.33M - $1.61M
388K $78.9M
Oct 27, 2022 Q3 2022
Asset Dedication, LLC

BUY
 -
9K
New
$1.29M - $1.56M
9K $1.83M
Nov 14, 2022 Q3 2022
Capital Advisors Wealth Management, LLC

BUY
 -
8.96K
+ 24.14%
$1.29M - $1.55M
46.1K $9.38M
Oct 13, 2022 Q3 2022
Kohmann Bosshard Financial Services, LLC

BUY
 -
8.91K
+ 12.62%
$1.28M - $1.54M
79.5K $16.2M
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
BUY
 -
8.78K
+ 65.07%
$1.26M - $1.52M
22.3K $4.53M
Nov 14, 2022 Q3 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
8.63K
New
$1.24M - $1.49M
8.63K $1.76M
Nov 15, 2022 Q3 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
8.55K
+ 6.87%
$1.23M - $1.48M
133K $27.1M
Oct 21, 2022 Q3 2022
Choreo, LLC

Minneapolis, MN
BUY
 -
8.27K
+ 0.96%
$1.19M - $1.43M
870K $177M
Nov 14, 2022 Q3 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
8.2K
+ 10.1%
$1.18M - $1.42M
89.4K $18.2M
Oct 21, 2022 Q3 2022
Tria Gen Wealth Management LLC

BUY
 -
8.05K
+ 172.68%
$1.15M - $1.39M
12.7K $2.59M
Oct 17, 2022 Q3 2022
Rodgers & Associates, LTD

BUY
 -
8.01K
+ 3.14%
$1.15M - $1.38M
263K $53.6M
Nov 10, 2022 Q3 2022
Cerity Partners LLC

New York, NY
BUY
 -
7.76K
+ 39.68%
$1.11M - $1.34M
27.3K $5.56M
Oct 27, 2022 Q3 2022
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
7.51K
+ 22.66%
$1.08M - $1.3M
40.6K $8.27M
Nov 02, 2022 Q3 2022
Hoyle Cohen, LLC

BUY
 -
7.34K
+ 37.98%
$1.05M - $1.27M
26.6K $5.42M
Nov 09, 2022 Q3 2022
Ackerman Capital Advisors, LLC

BUY
 -
7.17K
+ 27.53%
$1.03M - $1.24M
33.2K $6.76M
Nov 14, 2022 Q3 2022
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
7.06K
+ 3.28%
$1.01M - $1.22M
222K $45.2M
Oct 28, 2022 Q3 2022
Walkner Condon Financial Advisors LLC

BUY
 -
6.28K
+ 241.8%
$900K - $1.09M
8.87K $1.81M
Nov 14, 2022 Q3 2022
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
6.27K
+ 3.11%
$899K - $1.08M
208K $42.3M
Oct 24, 2022 Q3 2022
Mc Adam, LLC

BUY
 -
6.23K
+ 14.54%
$894K - $1.08M
49.1K $9.98M
Oct 18, 2022 Q3 2022
Inspirion Wealth Advisors, LLC

BUY
 -
6.22K
+ 3.18%
$892K - $1.07M
202K $41.1M
Oct 25, 2022 Q3 2022
Round Table Services, LLC

BUY
 -
6.22K
+ 297.51%
$891K - $1.07M
8.3K $1.69M
Oct 25, 2022 Q3 2022
Fifth Third Bancorp

BUY
 -
6.08K
+ 5.07%
$872K - $1.05M
126K $25.6M
Nov 10, 2022 Q3 2022
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
6.05K
+ 6.99%
$867K - $1.05M
92.6K $18.8M
Nov 14, 2022 Q3 2022
Column Capital Advisors, LLC

BUY
 -
6K
+ 45.74%
$860K - $1.04M
19.1K $3.89M
Oct 14, 2022 Q3 2022
Parcion Private Wealth LLC

Bellevue, WA
BUY
 -
5.85K
+ 12.77%
$838K - $1.01M
51.6K $10.5M
Oct 17, 2022 Q3 2022
Hfg Advisors, Inc.

BUY
 -
5.84K
+ 35.19%
$837K - $1.01M
22.4K $4.56M
Oct 21, 2022 Q3 2022
Aaron Wealth Advisors LLC

BUY
 -
5.84K
+ 11.9%
$837K - $1.01M
54.9K $11.2M
Oct 31, 2022 Q3 2022
Verus Financial Partners, Inc.

BUY
 -
5.39K
+ 1.87%
$773K - $932K
293K $59.7M
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

BUY
 -
5.39K
+ 4.78%
$773K - $932K
118K $24.1M
Oct 27, 2022 Q3 2022
Index Fund Advisors, Inc.

BUY
 -
5.36K
+ 36.34%
$768K - $926K
20.1K $4.09M
Oct 28, 2022 Q3 2022
Ifg Advisory, LLC

BUY
 -
5.32K
+ 46.51%
$763K - $919K
16.8K $3.41M
Nov 03, 2022 Q3 2022
Blue Sky Wealth Advisors, LLC

BUY
 -
5.29K
+ 63.58%
$758K - $914K
13.6K $2.77M

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