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 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-163- 5.61% |
$26.5K - $28.6K
|
2.74K
$551K
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-166Closed |
$27K - $29.2K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-167- 4.07% |
$27.2K - $29.3K
|
3.94K
$792K
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
SELL
|
- |
-175- 2.82% |
$28.5K - $30.8K
|
6.04K
$1.21M
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
SELL
|
- |
-182- 3.21% |
$29.6K - $32K
|
5.48K
$1.1M
|
|
Nov 03, 2021
Q3 2021
|
Tap Consulting, LLC
|
SELL
|
- |
-205- 2.26% |
$33.3K - $36K
|
8.87K
$1.78M
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-207Closed |
$33.7K - $36.4K
|
0
$0
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-212- 8.96% |
$34.5K - $37.3K
|
2.16K
$433K
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-212- 0.69% |
$34.5K - $37.3K
|
30.7K
$6.17M
|
|
Oct 05, 2021
Q3 2021
|
Hanseatic Management Services Inc
|
SELL
|
- |
-213- 1.38% |
$34.6K - $37.4K
|
15.2K
$3.06M
|
|
Aug 06, 2024
Q3 2021
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-215- 0.05% |
$35K - $37.8K
|
413K
$83M
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-215- 0.95% |
$35K - $37.8K
|
22.4K
$4.5M
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-233Closed |
$37.9K - $40.9K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-234- 14.96% |
$38.1K - $41.1K
|
1.33K
$267K
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-238- 4.72% |
$38.7K - $41.8K
|
4.81K
$966K
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-240- 0.94% |
$39K - $42.2K
|
25.4K
$5.1M
|
|
Oct 26, 2021
Q3 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-256- 7.66% |
$41.6K - $45K
|
3.09K
$620K
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-262- 88.22% |
$42.6K - $46K
|
35
$7.03K
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-272- 7.3% |
$44.2K - $47.8K
|
3.45K
$694K
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
SELL
|
- |
-274- 0.24% |
$44.6K - $48.2K
|
114K
$23M
|
|
Nov 05, 2021
Q3 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-275- 7.47% |
$44.7K - $48.3K
|
3.41K
$685K
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-293- 2.93% |
$47.7K - $51.5K
|
9.69K
$1.95M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
SELL
|
- |
-307- 1.59% |
$49.9K - $53.9K
|
19K
$3.83M
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-308- 7.85% |
$50.1K - $54.1K
|
3.61K
$726K
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-311- 3.85% |
$50.6K - $54.7K
|
7.76K
$1.56M
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-325- 2.23% |
$52.9K - $57.1K
|
14.3K
$2.87M
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-329- 1.81% |
$53.5K - $57.8K
|
17.9K
$3.59M
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-345- 1.9% |
$56.1K - $60.6K
|
17.8K
$3.58M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-358- 4.26% |
$58.2K - $62.9K
|
8.05K
$1.62M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-367Closed |
$59.7K - $64.5K
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-371- 12.57% |
$60.3K - $65.2K
|
2.58K
$519K
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-373- 0.59% |
$60.7K - $65.5K
|
62.6K
$12.6M
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-375- 10.73% |
$61K - $65.9K
|
3.12K
$627K
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-375- 2.7% |
$61K - $65.9K
|
13.5K
$2.72M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-386- 4.09% |
$62.8K - $67.8K
|
9.05K
$1.82M
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-389- 19.83% |
$63.3K - $68.4K
|
1.57K
$316K
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-390Closed |
$63.4K - $68.5K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Planning Directions Inc
|
SELL
|
- |
-403- 4.52% |
$65.6K - $70.8K
|
8.51K
$1.71M
|
|
Oct 19, 2021
Q3 2021
|
Newton One Investments LLC
|
SELL
|
- |
-405- 3.71% |
$65.9K - $71.2K
|
10.5K
$2.11M
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-411- 6.11% |
$66.9K - $72.2K
|
6.32K
$1.27M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-413- 1.66% |
$67.2K - $72.6K
|
24.4K
$4.9M
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-418- 1.58% |
$68K - $73.5K
|
26.1K
$5.24M
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-427- 2.51% |
$69.5K - $75K
|
16.6K
$3.33M
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-446Closed |
$72.5K - $78.4K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-447- 4.08% |
$72.7K - $78.6K
|
10.5K
$2.11M
|
|
Nov 12, 2021
Q3 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-458- 6.08% |
$74.5K - $80.5K
|
7.08K
$1.42M
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
SELL
|
- |
-476- 12.95% |
$77.4K - $83.6K
|
3.2K
$643K
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-482- 0.97% |
$78.4K - $84.7K
|
49.1K
$9.87M
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-487- 15.2% |
$79.2K - $85.6K
|
2.72K
$546K
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-487- 2.53% |
$79.2K - $85.6K
|
18.7K
$3.77M
|