Purchases and Sales Made in Q3 2021 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q3 2021. 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 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.01MNew |
$652M - $704M
|
4.01M
$806M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.45M+ 12.03% |
$236M - $255M
|
13.5M
$2.72B
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.04MNew |
$168M - $182M
|
1.04M
$208M
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
839K+ 268.86% |
$136M - $147M
|
1.15M
$231M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
198K+ 30.79% |
$32.2M - $34.8M
|
842K
$169M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
197K+ 8.38% |
$32M - $34.6M
|
2.55M
$512M
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
175K+ 64.98% |
$28.5M - $30.7M
|
444K
$89.3M
|
|
Nov 12, 2021
Q3 2021
|
Jones Financial Companies Lllp
|
BUY
|
- |
169K+ 1.9% |
$27.4M - $29.6M
|
9.04M
$1.82B
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
141K+ 8494.98% |
$22.9M - $24.7M
|
142K
$28.6M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
125K+ 12.67% |
$20.3M - $21.9M
|
1.11M
$223M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
122KNew |
$19.9M - $21.5M
|
122K
$24.5M
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
117K+ 58.73% |
$19M - $20.5M
|
315K
$63.4M
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
113K+ 28.09% |
$18.4M - $19.9M
|
516K
$104M
|
|
Oct 26, 2021
Q3 2021
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
71.2KNew |
$11.6M - $12.5M
|
71.2K
$14.3M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
67.4K+ 8.55% |
$11M - $11.8M
|
856K
$172M
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
61.3KNew |
$9.97M - $10.8M
|
61.3K
$12.3M
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
59.9K+ 16.5% |
$9.74M - $10.5M
|
423K
$85M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
59.1K+ 7.18% |
$9.62M - $10.4M
|
883K
$177M
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
55.5KNew |
$9.03M - $9.76M
|
55.5K
$11.2M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
53.5K+ 3651.71% |
$8.71M - $9.41M
|
55K
$11.1M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
51KNew |
$8.29M - $8.96M
|
51K
$10.2M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
47K+ 35.96% |
$7.64M - $8.25M
|
178K
$35.7M
|
|
Nov 15, 2021
Q3 2021
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
45.4K+ 99.87% |
$7.38M - $7.98M
|
90.8K
$18.3M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
45.2K+ 1.7% |
$7.35M - $7.94M
|
2.71M
$545M
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
44.5K+ 48.99% |
$7.23M - $7.82M
|
135K
$27.2M
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
35.8K+ 0.49% |
$5.83M - $6.3M
|
7.36M
$1.48B
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
34.5K+ 45.95% |
$5.62M - $6.07M
|
110K
$22M
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
34.5K+ 2.75% |
$5.61M - $6.06M
|
1.29M
$259M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
34.2K+ 5.71% |
$5.56M - $6.01M
|
634K
$127M
|
|
Jan 18, 2022
Q3 2021
|
Apella Capital, LLC
|
BUY
|
- |
34.2K+ 49.23% |
$5.56M - $6.01M
|
104K
$20.8M
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
34K+ 4.12% |
$5.54M - $5.98M
|
861K
$173M
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
29.8K+ 5.32% |
$4.85M - $5.24M
|
590K
$119M
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
29KNew |
$4.72M - $5.1M
|
29K
$5.84M
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
24.4KNew |
$3.97M - $4.29M
|
24.4K
$4.91M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
24.3K+ 1.53% |
$3.96M - $4.28M
|
1.62M
$325M
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
23.5K+ 2.76% |
$3.82M - $4.13M
|
875K
$176M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.8K+ 12.85% |
$3.72M - $4.01M
|
201K
$40.3M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
22.2KNew |
$3.6M - $3.89M
|
22.2K
$4.45M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21K+ 11.82% |
$3.42M - $3.69M
|
199K
$40M
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20.3K+ 2.17% |
$3.3M - $3.56M
|
955K
$192M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
20.3K+ 43.99% |
$3.3M - $3.56M
|
66.3K
$13.3M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19.3K+ 6.0% |
$3.14M - $3.39M
|
341K
$68.5M
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
19.2K+ 11.91% |
$3.13M - $3.38M
|
181K
$36.3M
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
19KNew |
$3.09M - $3.34M
|
19K
$3.82M
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
19KNew |
$3.09M - $3.34M
|
19K
$3.82M
|
|
Oct 20, 2021
Q3 2021
|
E&G Advisors, LP
|
BUY
|
- |
18.2KNew |
$2.96M - $3.2M
|
18.2K
$3.66M
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
17.1K+ 14.71% |
$2.78M - $3M
|
133K
$26.8M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
17.1K+ 14.71% |
$2.78M - $3M
|
133K
$26.8M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
16.9K+ 409.94% |
$2.76M - $2.98M
|
21.1K
$4.24M
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.6KNew |
$2.54M - $2.75M
|
15.6K
$3.14M
|