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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
569+ 3.15% |
$81.6K - $98.4K
|
18.6K
$3.78M
|
|
Nov 14, 2022
Q3 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
566+ 4.45% |
$81.2K - $97.8K
|
13.3K
$2.7M
|
|
Nov 08, 2022
Q3 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
563+ 4.66% |
$80.7K - $97.3K
|
12.6K
$2.57M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
552New |
$79.2K - $95.4K
|
552
$112K
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
545+ 28.05% |
$78.2K - $94.2K
|
2.49K
$506K
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
535+ 6.15% |
$76.7K - $92.5K
|
9.24K
$1.88M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
532+ 3.7% |
$76.3K - $92K
|
14.9K
$3.03M
|
|
Oct 12, 2022
Q3 2022
|
Eclectic Associates Inc
|
BUY
|
- |
525+ 3.93% |
$75.3K - $90.8K
|
13.9K
$2.83M
|
|
Nov 10, 2022
Q3 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
523+ 2.09% |
$75K - $90.4K
|
25.5K
$5.19M
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
521+ 227.51% |
$74.7K - $90.1K
|
750
$153K
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
507+ 9.78% |
$72.7K - $87.6K
|
5.69K
$1.16M
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
499+ 11.05% |
$71.6K - $86.3K
|
5.01K
$1.02M
|
|
Nov 18, 2022
Q3 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
496+ 3.29% |
$71.1K - $85.7K
|
15.6K
$3.17M
|
|
Oct 31, 2022
Q3 2022
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
494+ 13.97% |
$70.8K - $85.4K
|
4.03K
$820K
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
484+ 28.88% |
$69.4K - $83.7K
|
2.16K
$439K
|
|
Oct 21, 2022
Q3 2022
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
480+ 10.48% |
$68.8K - $83K
|
5.06K
$1.03M
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
457+ 5.56% |
$65.5K - $79K
|
8.68K
$1.77M
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
450New |
$64.5K - $77.8K
|
450
$91.5K
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
446+ 0.99% |
$64K - $77.1K
|
45.4K
$9.23M
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
408+ 18.85% |
$58.5K - $70.5K
|
2.57K
$523K
|
|
Oct 14, 2022
Q3 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
404+ 9.65% |
$57.9K - $69.8K
|
4.59K
$934K
|
|
Nov 08, 2022
Q3 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
400+ 3.29% |
$57.4K - $69.1K
|
12.6K
$2.55M
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
396+ 22.02% |
$56.8K - $68.5K
|
2.19K
$446K
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
390+ 1.56% |
$55.9K - $67.4K
|
25.4K
$5.17M
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
389+ 2.8% |
$55.8K - $67.2K
|
14.3K
$2.91M
|
|
Nov 14, 2022
Q3 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
384+ 40.55% |
$55.1K - $66.4K
|
1.33K
$271K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
380+ 12.28% |
$54.5K - $65.7K
|
3.48K
$707K
|
|
Oct 25, 2022
Q3 2022
|
Jacobsen Capital Management
|
BUY
|
- |
378+ 0.33% |
$54.2K - $65.3K
|
114K
$23.1M
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
367+ 1.11% |
$52.6K - $63.4K
|
33.4K
$6.79M
|
|
Oct 12, 2022
Q3 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
362+ 1.02% |
$51.9K - $62.6K
|
35.7K
$7.27M
|
|
Nov 09, 2022
Q3 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
360New |
$51.6K - $62.2K
|
360
$73.2K
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
349+ 16.6% |
$50K - $60.3K
|
2.45K
$499K
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
348+ 16.38% |
$49.9K - $60.2K
|
2.47K
$503K
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
347+ 3.1% |
$49.8K - $60K
|
11.5K
$2.35M
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
343+ 17.32% |
$49.2K - $59.3K
|
2.32K
$473K
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
342+ 7.08% |
$49K - $59.1K
|
5.17K
$1.05M
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
340+ 2.91% |
$48.8K - $58.8K
|
12K
$2.45M
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
334+ 0.52% |
$47.9K - $57.7K
|
64.3K
$13.1M
|
|
Oct 12, 2022
Q3 2022
|
Bay Rivers Group
|
BUY
|
- |
323+ 1.55% |
$46.3K - $55.8K
|
21.2K
$4.31M
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
322+ 5.76% |
$46.2K - $55.7K
|
5.91K
$1.2M
|
|
Nov 03, 2022
Q3 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
315+ 0.26% |
$45.2K - $54.5K
|
121K
$24.6M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
305+ 4.84% |
$43.7K - $52.7K
|
6.61K
$1.34M
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
299+ 24.65% |
$42.9K - $51.7K
|
1.51K
$308K
|
|
Nov 09, 2022
Q3 2022
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
296+ 4.9% |
$42.4K - $51.2K
|
6.33K
$1.29M
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
294+ 2.13% |
$42.2K - $50.8K
|
14.1K
$2.86M
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
277+ 2.65% |
$39.7K - $47.9K
|
10.7K
$2.18M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
275+ 4.26% |
$39.4K - $47.5K
|
6.73K
$1.37M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
268+ 0.57% |
$38.4K - $46.3K
|
47.3K
$9.62M
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
265+ 1.44% |
$38K - $45.8K
|
18.7K
$3.8M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
261+ 5.77% |
$37.4K - $45.1K
|
4.78K
$973K
|