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 13, 2022
Q3 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
130+ 3.11% |
$18.6K - $22.5K
|
4.3K
$876K
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
130+ 1.65% |
$18.6K - $22.5K
|
8.03K
$1.63M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
125+ 0.85% |
$17.9K - $21.6K
|
14.9K
$3.03M
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
124+ 4.67% |
$17.8K - $21.4K
|
2.78K
$566K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
BUY
|
- |
121New |
$17.4K - $20.9K
|
121
$24.6K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
120+ 96.0% |
$17.2K - $20.7K
|
245
$49.8K
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
120+ 10.06% |
$17.2K - $20.7K
|
1.31K
$267K
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
118+ 0.6% |
$16.9K - $20.4K
|
19.8K
$4.03M
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
115+ 1.79% |
$16.5K - $19.9K
|
6.55K
$1.33M
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
114+ 1.19% |
$16.3K - $19.7K
|
9.69K
$1.97M
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
113New |
$16.2K - $19.5K
|
113
$23K
|
|
Oct 28, 2022
Q3 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
112+ 0.39% |
$16.1K - $19.4K
|
28.8K
$5.85M
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
111+ 76.55% |
$15.9K - $19.2K
|
256
$52.1K
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
111+ 1.55% |
$15.9K - $19.2K
|
7.26K
$1.48M
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
108+ 7.83% |
$15.5K - $18.7K
|
1.49K
$303K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
106+ 3.34% |
$15.2K - $18.3K
|
3.28K
$667K
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
104+ 0.21% |
$14.9K - $18K
|
50.6K
$10.3M
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
101+ 69.18% |
$14.5K - $17.5K
|
247
$50.2K
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
100+ 5.73% |
$14.3K - $17.3K
|
1.85K
$375K
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
100+ 3.71% |
$14.3K - $17.3K
|
2.79K
$568K
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
99+ 3.03% |
$14.2K - $17.1K
|
3.37K
$685K
|
|
Nov 14, 2022
Q3 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
97+ 1.42% |
$13.9K - $16.8K
|
6.95K
$1.41M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
97+ 0.36% |
$13.9K - $16.8K
|
26.7K
$5.43M
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
97+ 1.43% |
$13.9K - $16.8K
|
6.89K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
BUY
|
- |
95+ 1.44% |
$13.6K - $16.4K
|
6.68K
$1.36M
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
93+ 1.17% |
$13.3K - $16.1K
|
8.01K
$1.63M
|
|
Oct 18, 2022
Q3 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
90+ 1.56% |
$12.9K - $15.6K
|
5.88K
$1.2M
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
90+ 30.0% |
$12.9K - $15.6K
|
390
$79.3K
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
89+ 2.55% |
$12.8K - $15.4K
|
3.58K
$729K
|
|
Oct 24, 2022
Q3 2022
|
Wp Advisors, LLC
|
BUY
|
- |
83+ 0.54% |
$11.9K - $14.3K
|
15.4K
$3.13M
|
|
Nov 08, 2022
Q3 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
83+ 3.64% |
$11.9K - $14.3K
|
2.37K
$481K
|
|
Nov 08, 2022
Q3 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
80+ 2.38% |
$11.5K - $13.8K
|
3.44K
$700K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
78+ 0.72% |
$11.2K - $13.5K
|
10.9K
$2.21M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
78+ 0.92% |
$11.2K - $13.5K
|
8.55K
$1.74M
|
|
Oct 26, 2022
Q3 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
77+ 0.33% |
$11K - $13.3K
|
23.7K
$4.81M
|
|
Nov 10, 2022
Q3 2022
|
Fullen Financial Group
|
BUY
|
- |
77+ 0.51% |
$11K - $13.3K
|
15.2K
$3.1M
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
76+ 0.14% |
$10.9K - $13.1K
|
55K
$11.2M
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
74+ 1.77% |
$10.6K - $12.8K
|
4.26K
$866K
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
73+ 0.14% |
$10.5K - $12.6K
|
51.2K
$10.4M
|
|
Oct 20, 2022
Q3 2022
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
71+ 1.62% |
$10.2K - $12.3K
|
4.46K
$906K
|
|
Nov 01, 2022
Q3 2022
|
Tenret CO LLC
|
BUY
|
- |
70+ 0.3% |
$10K - $12.1K
|
23.6K
$4.8M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
70+ 2.84% |
$10K - $12.1K
|
2.54K
$516K
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
69New |
$9.89K - $11.9K
|
69
$14K
|
|
Nov 09, 2022
Q3 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
68+ 3.73% |
$9.75K - $11.8K
|
1.89K
$385K
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
68+ 0.62% |
$9.75K - $11.8K
|
11.1K
$2.25M
|
|
Nov 03, 2022
Q3 2022
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
65+ 0.53% |
$9.32K - $11.2K
|
12.4K
$2.52M
|
|
Nov 02, 2022
Q3 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
61+ 2.19% |
$8.75K - $10.5K
|
2.84K
$579K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
60New |
$8.6K - $10.4K
|
60
$12.2K
|
|
Oct 28, 2022
Q3 2022
|
Sadoff Investment Management LLC
|
BUY
|
- |
60+ 2.06% |
$8.6K - $10.4K
|
2.98K
$605K
|
|
Nov 09, 2022
Q3 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
60+ 0.32% |
$8.6K - $10.4K
|
18.7K
$3.8M
|