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
Jan 13, 2023 Q4 2022
Harbour Capital Advisors, LLC

BUY
 -
1.32K
New
$195K - $224K
1.32K $264K
Feb 09, 2023 Q4 2022
Venture Visionary Partners LLC

BUY
 -
1.31K
New
$193K - $222K
1.31K $262K
May 11, 2023 Q4 2022
Sebold Capital Management, Inc.

Lisle, IL
BUY
 -
1.31K
New
$193K - $222K
1.31K $261K
Feb 14, 2023 Q4 2022
Davis R M Inc

Portland, ME
BUY
 -
1.3K
New
$191K - $220K
1.3K $259K
Feb 14, 2023 Q4 2022
First Foundation Advisors

Irvine, CA
BUY
 -
1.3K
New
$191K - $220K
1.3K $259K
Feb 13, 2023 Q4 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
1.3K
New
$191K - $220K
1.3K $259K
Jan 18, 2023 Q4 2022
Calton & Associates, Inc.

BUY
 -
1.29K
New
$190K - $218K
1.29K $257K
Jan 23, 2023 Q4 2022
Mps Loria Financial Planners, LLC

BUY
 -
1.28K
New
$189K - $217K
1.28K $256K
Aug 11, 2023 Q4 2022
Rs Crum Inc.

BUY
 -
1.28K
+ 24.73%
$188K - $217K
6.45K $1.29M
Jan 19, 2023 Q4 2022
Ridgewood Investments LLC

BUY
 -
1.27K
New
$187K - $216K
1.27K $254K
Jan 25, 2023 Q4 2022
Wealth Advisors, Inc.

BUY
 -
1.27K
New
$187K - $215K
1.27K $254K
Jan 17, 2023 Q4 2022
Romano Brothers And Company

Evanston, IL
BUY
 -
1.26K
New
$186K - $214K
1.26K $252K
Jan 19, 2023 Q4 2022
Sage Capital Advisors,Llc

BUY
 -
1.26K
New
$186K - $214K
1.26K $252K
Jan 26, 2023 Q4 2022
First Purpose Wealth LLC

BUY
 -
1.26K
New
$186K - $214K
1.26K $252K
Feb 10, 2023 Q4 2022
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
1.25K
+ 4.88%
$184K - $212K
26.8K $5.36M
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

BUY
 -
1.23K
+ 6.67%
$181K - $209K
19.7K $3.94M
Feb 02, 2023 Q4 2022
Von Berge Wealth Management Group, LLC

BUY
 -
1.23K
New
$181K - $208K
1.23K $245K
Jan 23, 2023 Q4 2022
Lantz Financial LLC

BUY
 -
1.22K
+ 38.1%
$180K - $207K
4.43K $884K
Feb 13, 2023 Q4 2022
Diversified, LLC

BUY
 -
1.19K
+ 68.84%
$175K - $202K
2.92K $583K
Feb 03, 2023 Q4 2022
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.17K
+ 5.58%
$173K - $199K
22.2K $4.43M
Feb 09, 2023 Q4 2022
New Hampshire Trust

Concord, NH
BUY
 -
1.17K
New
$172K - $198K
1.17K $233K
Jan 26, 2023 Q4 2022
Archford Capital Strategies, LLC

BUY
 -
1.15K
+ 2.53%
$169K - $195K
46.5K $9.29M
Feb 01, 2023 Q4 2022
Alpha Omega Wealth Management LLC

BUY
 -
1.13K
+ 6.58%
$166K - $191K
18.2K $3.64M
Jan 11, 2023 Q4 2022
North Star Investment Management Corp.

Chicago, IL
BUY
 -
1.12K
+ 9.38%
$166K - $191K
13.1K $2.62M
Feb 14, 2023 Q4 2022
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
1.1K
+ 33.12%
$163K - $187K
4.44K $886K
Feb 10, 2023 Q4 2022
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
1.09K
New
$160K - $185K
1.09K $217K
Feb 14, 2023 Q4 2022
Fin Trust Capital Advisors, LLC

BUY
 -
1.07K
+ 10.72%
$158K - $181K
11.1K $2.21M
Feb 07, 2023 Q4 2022
Theory Financial LLC

Fort Collins, CO
BUY
 -
1.06K
+ 5.0%
$157K - $180K
22.4K $4.46M
Jan 27, 2023 Q4 2022
Annex Advisory Services, LLC

BUY
 -
1.05K
+ 46.92%
$155K - $178K
3.29K $656K
Jan 30, 2023 Q4 2022
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
1.04K
New
$153K - $176K
1.04K $208K
Feb 13, 2023 Q4 2022
Integrated Wealth Concepts LLC

BUY
 -
997
+ 16.17%
$147K - $169K
7.16K $1.43M
Feb 03, 2023 Q4 2022
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
982
+ 5.49%
$145K - $166K
18.9K $3.77M
Feb 09, 2023 Q4 2022
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
957
+ 61.31%
$141K - $162K
2.52K $503K
Feb 14, 2023 Q4 2022
Dravo Bay LLC

Wilmington, DE
BUY
 -
956
+ 14.19%
$141K - $162K
7.69K $1.54M
Feb 08, 2023 Q4 2022
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
956
+ 14.21%
$141K - $162K
7.68K $1.53M
Jan 27, 2023 Q4 2022
Hudson Value Partners, LLC

BUY
 -
954
+ 62.15%
$140K - $162K
2.49K $497K
Feb 13, 2023 Q4 2022
Townsquare Capital LLC

BUY
 -
950
+ 51.77%
$140K - $161K
2.79K $556K
Feb 14, 2023 Q4 2022
Studio Investment Management LLC

Chicago, IL
BUY
 -
943
+ 0.95%
$139K - $160K
100K $20M
Jan 20, 2023 Q4 2022
Le Jeune Puetz Investment Counsel LLC

BUY
 -
936
+ 7.4%
$138K - $159K
13.6K $2.71M
Apr 04, 2024 Q4 2022
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
930
+ 0.79%
$137K - $158K
119K $23.8M
Feb 14, 2023 Q4 2022
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
916
+ 4.61%
$135K - $155K
20.8K $4.15M
Feb 14, 2023 Q4 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
904
+ 3.63%
$133K - $153K
25.8K $5.15M
Feb 01, 2023 Q4 2022
Red Tortoise LLC

Atlanta, GA
BUY
 -
899
+ 26.33%
$132K - $152K
4.31K $861K
May 17, 2023 Q4 2022
Zhang Financial LLC

BUY
 -
898
+ 0.34%
$132K - $152K
267K $53.2M
Jan 12, 2023 Q4 2022
Mutual Advisors, LLC

Casper, WY
BUY
 -
895
+ 13.31%
$132K - $152K
7.62K $1.52M
Jan 31, 2023 Q4 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
891
+ 1.41%
$131K - $151K
63.9K $12.8M
Jan 11, 2023 Q4 2022
City State Bank

Norwalk, IA
BUY
 -
885
+ 8.84%
$130K - $150K
10.9K $2.18M
Feb 07, 2023 Q4 2022
Nwam LLC

Mercer Island, WA
BUY
 -
875
+ 3.82%
$129K - $148K
23.8K $4.75M
Feb 13, 2023 Q4 2022
Neuberger Berman Group LLC

New York, NY
BUY
 -
875
+ 17.93%
$129K - $148K
5.75K $1.15M

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