Purchases and Sales Made in Q4 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 Q4 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
Feb 01, 2023 Q4 2022
Kathleen S. Wright Associates Inc.

BUY
 -
1.8K
+ 9.0%
$265K - $305K
21.8K $4.35M
Jan 17, 2023 Q4 2022
Mayport, LLC

BUY
 -
1.8K
+ 11.48%
$265K - $305K
17.4K $3.48M
Feb 13, 2023 Q4 2022
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
1.78K
New
$263K - $302K
1.78K $356K
Feb 03, 2023 Q4 2022
St. Louis Trust CO

BUY
 -
1.77K
+ 56.05%
$261K - $301K
4.94K $985K
Jan 19, 2024 Q4 2022
Cedrus LLC

Littleton, CO
BUY
 -
1.77K
+ 10.5%
$260K - $299K
18.6K $3.71M
Feb 09, 2023 Q4 2022
Valeo Financial Advisors, LLC

BUY
 -
1.75K
+ 12.73%
$258K - $297K
15.5K $3.1M
Feb 06, 2023 Q4 2022
First Ascent Asset Management, LLC

BUY
 -
1.73K
+ 4.72%
$255K - $293K
38.4K $7.66M
May 04, 2023 Q4 2022
Cm Wealth Advisors LLC

Beachwood, OH
BUY
 -
1.71K
New
$252K - $290K
1.71K $342K
Jan 11, 2023 Q4 2022
My Personal Cfo, LLC

BUY
 -
1.71K
New
$251K - $289K
1.71K $340K
Jan 19, 2023 Q4 2022
Quent Capital, LLC

BUY
 -
1.64K
+ 4.32%
$242K - $278K
39.7K $7.92M
Feb 02, 2023 Q4 2022
Dfpg Investments, LLC

BUY
 -
1.64K
New
$241K - $278K
1.64K $327K
Jul 03, 2024 Q4 2022
Mills Wealth Advisors LLC

Southlake, TX
BUY
 -
1.63K
New
$239K - $276K
1.63K $325K
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
1.62K
+ 4.19%
$239K - $275K
40.3K $8.05M
Feb 03, 2023 Q4 2022
Ellevest, Inc.

BUY
 -
1.62K
+ 2.14%
$239K - $275K
77.2K $15.4M
Feb 10, 2023 Q4 2022
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
1.61K
+ 12.84%
$237K - $273K
14.2K $2.83M
Feb 14, 2023 Q4 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
1.61K
+ 22.58%
$236K - $272K
8.72K $1.74M
Feb 13, 2023 Q4 2022
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
1.6K
New
$236K - $271K
1.6K $319K
Jan 18, 2023 Q4 2022
Ritholtz Wealth Management

BUY
 -
1.59K
New
$234K - $269K
1.59K $317K
Feb 15, 2023 Q4 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
1.58K
+ 7.15%
$233K - $269K
23.7K $4.74M
Feb 14, 2023 Q4 2022
Cornerstone Planning Group LLC

Fairfield, NJ
BUY
 -
1.56K
New
$229K - $264K
1.56K $311K
Feb 13, 2023 Q4 2022
Roundview Capital LLC

Princeton, NJ
BUY
 -
1.54K
+ 12.23%
$227K - $261K
14.1K $2.82M
Feb 15, 2023 Q4 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
1.52K
+ 9.59%
$224K - $258K
17.4K $3.48M
Jan 17, 2023 Q4 2022
Keel Point, LLC

Huntsville, AL
BUY
 -
1.5K
New
$220K - $254K
1.5K $299K
Feb 09, 2023 Q4 2022
Arlington Capital Management, Inc.

Arlington Heights, IL
BUY
 -
1.49K
New
$219K - $252K
1.49K $297K
Jan 30, 2023 Q4 2022
Northwest Quadrant Wealth Management, LLC

BUY
 -
1.48K
+ 1.3%
$219K - $252K
115K $23M
Feb 02, 2023 Q4 2022
Tranquility Partners, LLC

BUY
 -
1.48K
+ 19.66%
$217K - $250K
8.99K $1.79M
Feb 14, 2023 Q4 2022
J.W. Cole Advisors, Inc.

BUY
 -
1.43K
+ 12.45%
$211K - $243K
12.9K $2.58M
Apr 14, 2023 Q4 2022
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
1.43K
New
$211K - $243K
1.43K $286K
Jan 20, 2023 Q4 2022
Secure Asset Management, LLC

BUY
 -
1.43K
New
$211K - $242K
1.43K $285K
Feb 02, 2023 Q4 2022
Brighton Jones LLC

BUY
 -
1.43K
+ 6.12%
$210K - $242K
24.8K $4.94M
Feb 10, 2023 Q4 2022
Wade G W & Inc

Wellesley, MA
BUY
 -
1.42K
New
$209K - $241K
1.42K $284K
Jan 31, 2023 Q4 2022
Pinnacle Associates LTD

BUY
 -
1.42K
New
$209K - $240K
1.42K $283K
Jan 23, 2023 Q4 2022
Wood Trust Financial Corp

BUY
 -
1.41K
New
$208K - $240K
1.41K $282K
Jan 19, 2023 Q4 2022
Investment Advisory Group, LLC

BUY
 -
1.41K
New
$208K - $239K
1.41K $282K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
1.41K
New
$207K - $238K
1.41K $281K
Feb 21, 2023 Q4 2022
Dgs Capital Management, LLC

BUY
 -
1.39K
New
$205K - $236K
1.39K $278K
Mar 01, 2023 Q4 2022
Smithbridge Asset Management Inc

BUY
 -
1.39K
New
$204K - $235K
1.39K $277K
Feb 14, 2023 Q4 2022
Linscomb & Williams, Inc.

Houston, TX
BUY
 -
1.38K
+ 7.34%
$203K - $234K
20.2K $4.02M
Feb 02, 2023 Q4 2022
Raymond James Trust N.A.

BUY
 -
1.38K
+ 7.4%
$203K - $233K
20K $3.99M
Feb 09, 2023 Q4 2022
Keystone Wealth Services, LLC

BUY
 -
1.38K
New
$202K - $233K
1.38K $275K
Feb 08, 2023 Q4 2022
Obermeyer Wood Investment Counsel, Lllp

Aspen, CO
BUY
 -
1.37K
New
$202K - $232K
1.37K $274K
Mar 15, 2023 Q4 2022
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
1.35K
New
$199K - $229K
1.35K $270K
Feb 13, 2023 Q4 2022
Gray Wealth Management Inc.

Bangor, ME
BUY
 -
1.35K
New
$199K - $229K
1.35K $269K
Jan 19, 2023 Q4 2022
Buffington Mohr Mc Neal

BUY
 -
1.34K
+ 2.96%
$198K - $228K
46.7K $9.32M
Jan 20, 2023 Q4 2022
Sage Financial Management Group, Inc.

BUY
 -
1.33K
New
$196K - $226K
1.33K $266K
Jan 10, 2023 Q4 2022
Soa Wealth Advisors, Llc.

BUY
 -
1.33K
+ 10.82%
$196K - $226K
13.6K $2.72M
Jan 24, 2023 Q4 2022
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
1.33K
+ 26.51%
$196K - $225K
6.34K $1.27M
Jan 20, 2023 Q4 2022
V Wealth Advisors LLC

BUY
 -
1.32K
New
$195K - $224K
1.32K $264K
Jan 02, 2024 Q4 2022
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
1.32K
New
$195K - $224K
1.32K $264K

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