Purchases and Sales Made in Q3 2021 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 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
Oct 15, 2021 Q3 2021
Baker Ellis Asset Management LLC

SELL
 -
-493
- 4.57%
$80.2K - $86.6K
10.3K $2.07M
Feb 05, 2024 Q3 2021
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-499
- 14.8%
$81.2K - $87.7K
2.87K $577K
Nov 12, 2021 Q3 2021
Dowling & Yahnke LLC

San Diego, CA
SELL
 -
-514
- 3.23%
$83.6K - $90.3K
15.4K $3.1M
Nov 02, 2021 Q3 2021
Black Diamond Financial, LLC

SELL
 -
-531
- 6.28%
$86.4K - $93.3K
7.92K $1.59M
Oct 26, 2021 Q3 2021
Simmons Bank

SELL
 -
-536
- 2.5%
$87.2K - $94.2K
20.9K $4.2M
Nov 12, 2021 Q3 2021
Centaurus Financial, Inc.

SELL
 -
-573
- 12.96%
$93.2K - $101K
3.85K $773K
Oct 20, 2021 Q3 2021
Pro Vise Management Group, LLC

Clearwater, FL
SELL
 -
-586
- 4.23%
$95.3K - $103K
13.3K $2.66M
Nov 12, 2021 Q3 2021
Personal Capital Advisors Corp

SELL
 -
-601
- 4.92%
$97.8K - $106K
11.6K $2.33M
Nov 02, 2021 Q3 2021
Gradient Capital Advisors, LLC

SELL
 -
-606
- 4.91%
$98.6K - $106K
11.7K $2.36M
Nov 15, 2021 Q3 2021
Mutual Advisors, LLC

Casper, WY
SELL
 -
-613
- 9.92%
$99.7K - $108K
5.57K $1.12M
Oct 29, 2021 Q3 2021
Versant Capital Management, Inc

SELL
 -
-640
- 15.02%
$104K - $112K
3.62K $728K
Nov 12, 2021 Q3 2021
Cranbrook Wealth Management, LLC

SELL
 -
-644
- 2.61%
$105K - $113K
24K $4.83M
Nov 09, 2021 Q3 2021
Droms Strauss Advisors Inc

St. Louis, MO
SELL
 -
-654
- 21.02%
$106K - $115K
2.46K $494K
Nov 12, 2021 Q3 2021
Visionary Wealth Advisors

O'fallon, IL
SELL
 -
-661
- 5.83%
$108K - $116K
10.7K $2.15M
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
-682
- 2.87%
$111K - $120K
23.1K $4.63M
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-693
- 2.16%
$113K - $122K
31.4K $6.3M
Nov 10, 2021 Q3 2021
South State Corp

SELL
 -
-694
- 7.02%
$113K - $122K
9.2K $1.85M
Oct 26, 2021 Q3 2021
Cambria Investment Management, L.P.

SELL
 -
-707
- 2.08%
$115K - $124K
33.3K $6.7M
Aug 16, 2024 Q3 2021
Td Private Client Wealth LLC

New York, NY
SELL
 -
-709
- 8.67%
$115K - $125K
7.47K $1.5M
Oct 13, 2021 Q3 2021
Everhart Financial Group, Inc.

SELL
 -
-719
- 3.63%
$117K - $126K
19.1K $3.83M
Oct 21, 2021 Q3 2021
Jag Capital Management, LLC

SELL
 -
-741
- 17.77%
$121K - $130K
3.43K $689K
Nov 24, 2021 Q3 2021
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-765
- 55.08%
$124K - $134K
624 $125K
Nov 02, 2021 Q3 2021
Connecticut Wealth Management, LLC

SELL
 -
-765
- 1.77%
$124K - $134K
42.4K $8.52M
Oct 06, 2021 Q3 2021
Private Trust CO Na

SELL
 -
-776
- 21.2%
$126K - $136K
2.88K $580K
Jul 29, 2022 Q3 2021
Tpg Financial Advisors, LLC

SELL
 -
-821
- 35.66%
$134K - $144K
1.48K $298K
Oct 22, 2021 Q3 2021
Baldrige Asset Management LLC

SELL
 -
-840
- 1.22%
$137K - $148K
68.1K $13.7M
Jan 02, 2024 Q3 2021
Anchor Investment Management, LLC

Columbia, SC
SELL
 -
-846
- 20.23%
$138K - $149K
3.34K $670K
Oct 27, 2021 Q3 2021
Market Street Wealth Management Advisors LLC

SELL
 -
-851
- 3.06%
$138K - $150K
27K $5.42M
Oct 12, 2021 Q3 2021
Prairie View Partners, LLC

SELL
 -
-866
- 1.68%
$141K - $152K
50.5K $10.2M
Nov 12, 2021 Q3 2021
Fortis Advisors, LLC

King Of Prussia, PA
SELL
 -
-877
- 21.94%
$143K - $154K
3.12K $627K
Nov 16, 2021 Q3 2021
Amussen Hunsaker Associates LLC

Salt Lake City, UT
SELL
 -
-886
- 20.5%
$144K - $156K
3.44K $690K
Oct 19, 2021 Q3 2021
Stratos Wealth Partners, Ltd.

SELL
 -
-886
- 9.58%
$144K - $156K
8.36K $1.68M
Oct 22, 2021 Q3 2021
Family Firm, Inc.

SELL
 -
-937
- 11.21%
$152K - $165K
7.42K $1.49M
Oct 21, 2021 Q3 2021
V Wealth Advisors LLC

SELL
 -
-946
- 36.29%
$154K - $166K
1.66K $334K
Nov 12, 2021 Q3 2021
Coldstream Capital Management Inc

SELL
 -
-961
- 9.06%
$156K - $169K
9.65K $1.94M
Nov 12, 2021 Q3 2021
Titan Capital Management, LLC

SELL
 -
-962
- 1.55%
$156K - $169K
60.9K $12.2M
Nov 08, 2021 Q3 2021
Sage Financial Group Inc

SELL
 -
-983
- 2.46%
$160K - $173K
38.9K $7.83M
Nov 01, 2021 Q3 2021
Bhk Investment Advisors, LLC

SELL
 -
-1.01K
- 0.77%
$164K - $177K
131K $26.3M
Nov 09, 2021 Q3 2021
Pasadena Private Wealth, LLC

Pasadena, CA
SELL
 -
-1.01K
- 1.14%
$165K - $178K
88.1K $17.7M
Nov 12, 2021 Q3 2021
Steward Partners Investment Advisory, LLC

SELL
 -
-1.05K
- 1.41%
$171K - $185K
73.3K $14.7M
Nov 05, 2021 Q3 2021
Mission Wealth Management, LP

SELL
 -
-1.08K
- 29.41%
$175K - $189K
2.59K $520K
Nov 12, 2021 Q3 2021
Dimension Capital Management LLC

Coral Gables, FL
SELL
 -
-1.15K
- 47.63%
$186K - $201K
1.26K $253K
Nov 15, 2021 Q3 2021
Wealthspire Advisors, LLC

New York, NY
SELL
 -
-1.15K
- 7.79%
$188K - $203K
13.6K $2.74M
Oct 22, 2021 Q3 2021
Paulson Wealth Management Inc.

SELL
 -
-1.16K
Closed
$188K - $203K
0 $0
Nov 16, 2021 Q3 2021
Keebeck Wealth Management, LLC

Chicago, IL
SELL
 -
-1.16K
Closed
$189K - $204K
0 $0
Nov 12, 2021 Q3 2021
Austin Private Wealth, LLC

SELL
 -
-1.17K
Closed
$190K - $206K
0 $0
Nov 15, 2021 Q3 2021
Blue Crest Capital Management LTD

St Helier, Y9
SELL
 -
-1.19K
Closed
$194K - $210K
0 $0
Dec 19, 2023 Q3 2021
West Paces Advisors Inc.

Atlanta, GA
SELL
 -
-1.25K
- 98.66%
$203K - $220K
17 $3.42K
Oct 12, 2021 Q3 2021
Apella Capital, LLC

SELL
 -
-1.27K
- 1.8%
$207K - $224K
69.4K $14M

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