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 12, 2021
Q3 2021
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-3- 3.49% |
$488 - $527
|
83
$16.7K
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-3- 0.16% |
$488 - $527
|
1.92K
$386K
|
|
|
Oct 13, 2021
Q3 2021
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-5- 0.42% |
$813 - $879
|
1.18K
$237K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-5- 1.12% |
$813 - $879
|
441
$88.6K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-6Closed |
$976 - $1.05K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Jentner Corp
|
SELL
|
- |
-6- 0.07% |
$976 - $1.05K
|
8.39K
$1.69M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-7- 0.04% |
$1.14K - $1.23K
|
15.9K
$3.21M
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-7- 0.09% |
$1.14K - $1.23K
|
8.18K
$1.64M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-8- 23.53% |
$1.3K - $1.41K
|
26
$5.23K
|
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-8- 0.08% |
$1.3K - $1.41K
|
9.74K
$1.96M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-9- 0.69% |
$1.46K - $1.58K
|
1.3K
$261K
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
SELL
|
- |
-10- 0.31% |
$1.63K - $1.76K
|
3.25K
$653K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-11- 0.37% |
$1.79K - $1.93K
|
2.97K
$596K
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
SELL
|
- |
-11- 0.08% |
$1.79K - $1.93K
|
13.6K
$2.72M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-11- 0.08% |
$1.79K - $1.93K
|
13.1K
$2.63M
|
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-12Closed |
$1.95K - $2.11K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-13- 12.38% |
$2.11K - $2.28K
|
92
$18.5K
|
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-13- 0.78% |
$2.11K - $2.28K
|
1.65K
$331K
|
|
|
Oct 13, 2021
Q3 2021
|
Bay Rivers Group
|
SELL
|
- |
-14- 0.06% |
$2.28K - $2.46K
|
22.1K
$4.45M
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-14- 15.91% |
$2.28K - $2.46K
|
74
$14.9K
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-16- 0.33% |
$2.6K - $2.81K
|
4.88K
$980K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-17- 1.64% |
$2.77K - $2.99K
|
1.02K
$204K
|
|
|
Nov 15, 2021
Q3 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-17- 0.13% |
$2.77K - $2.99K
|
12.8K
$2.58M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-18- 0.27% |
$2.93K - $3.16K
|
6.6K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-18- 0.85% |
$2.93K - $3.16K
|
2.11K
$424K
|
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-18- 4.14% |
$2.93K - $3.16K
|
417
$83.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-19- 0.45% |
$3.09K - $3.34K
|
4.22K
$847K
|
|
|
Nov 03, 2021
Q3 2021
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-20- 0.23% |
$3.25K - $3.51K
|
8.57K
$1.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-20- 0.2% |
$3.25K - $3.51K
|
9.77K
$1.96M
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-22- 0.17% |
$3.58K - $3.87K
|
12.6K
$2.54M
|
|
|
Oct 21, 2021
Q3 2021
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-24- 1.89% |
$3.9K - $4.22K
|
1.24K
$250K
|
|
|
Dec 11, 2023
Q3 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-25- 0.42% |
$4.07K - $4.39K
|
5.88K
$1.18M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-25- 1.94% |
$4.07K - $4.39K
|
1.26K
$253K
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-28- 1.9% |
$4.55K - $4.92K
|
1.45K
$291K
|
|
|
Oct 26, 2021
Q3 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-28- 0.21% |
$4.55K - $4.92K
|
13.3K
$2.66M
|
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-30- 0.75% |
$4.88K - $5.27K
|
3.99K
$802K
|
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-31- 1.23% |
$5.04K - $5.45K
|
2.48K
$498K
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-31- 0.13% |
$5.04K - $5.45K
|
24.5K
$4.92M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-31- 56.36% |
$5.04K - $5.45K
|
24
$4.82K
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-31- 0.75% |
$5.04K - $5.45K
|
4.11K
$826K
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-35- 2.85% |
$5.69K - $6.15K
|
1.2K
$240K
|
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-35- 0.36% |
$5.69K - $6.15K
|
9.62K
$1.93M
|
|
|
Nov 04, 2021
Q3 2021
|
Camelot Portfolios, LLC
|
SELL
|
- |
-38- 1.06% |
$6.18K - $6.68K
|
3.56K
$716K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-40- 5.71% |
$6.51K - $7.03K
|
661
$133K
|
|
|
Nov 01, 2021
Q3 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-43- 0.09% |
$6.99K - $7.56K
|
48.2K
$9.68M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
SELL
|
- |
-46- 5.44% |
$7.48K - $8.08K
|
800
$161K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
SELL
|
- |
-48- 0.72% |
$7.81K - $8.44K
|
6.62K
$1.33M
|
|
|
Oct 12, 2021
Q3 2021
|
Affiance Financial, LLC
|
SELL
|
- |
-48Closed |
$7.81K - $8.44K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-52- 3.2% |
$8.46K - $9.14K
|
1.57K
$316K
|
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
SELL
|
- |
-54- 2.92% |
$8.78K - $9.49K
|
1.8K
$361K
|