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
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-2.87K
- 29.58%
$467K - $505K
6.84K $1.37M
Nov 12, 2021 Q3 2021
Radnor Financial Advisors, LLC

Wayne, PA
SELL
 -
-2.95K
- 5.26%
$479K - $518K
53.1K $10.6M
Nov 01, 2021 Q3 2021
Sg Americas Securities, LLC

SELL
 -
-3.01K
- 28.27%
$489K - $528K
7.62K $1.53M
Nov 02, 2021 Q3 2021
Victory Capital Management Inc

SELL
 -
-3.21K
- 2.89%
$521K - $563K
108K $21.6M
Oct 19, 2021 Q3 2021
Capital Wealth Management, LLC

W. Warwick, RI
SELL
 -
-3.22K
- 9.33%
$523K - $565K
31.3K $6.26M
Oct 18, 2021 Q3 2021
Symmetry Partners, LLC

SELL
 -
-3.24K
- 0.96%
$527K - $569K
334K $66.9M
Nov 12, 2021 Q3 2021
Sns Financial Group, LLC

SELL
 -
-3.33K
- 8.71%
$542K - $586K
34.9K $7M
Nov 15, 2021 Q3 2021
Asset Management Group, Inc.

Stamford, CT
SELL
 -
-3.36K
- 2.65%
$547K - $591K
124K $24.8M
Mar 24, 2023 Q3 2021
Ratio Wealth Group

Denver, CO
SELL
 -
-3.43K
- 14.89%
$558K - $603K
19.6K $3.93M
Nov 05, 2021 Q3 2021
Baystate Wealth Management LLC

SELL
 -
-3.48K
- 3.21%
$565K - $611K
105K $21M
Nov 10, 2021 Q3 2021
Cx Institutional

SELL
 -
-3.73K
- 12.79%
$606K - $655K
25.4K $5.08M
Nov 03, 2021 Q3 2021
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-3.73K
- 7.76%
$607K - $656K
44.3K $8.88M
Oct 08, 2021 Q3 2021
Wedbush Securities Inc

SELL
 -
-3.78K
- 63.54%
$614K - $664K
2.17K $434K
Nov 15, 2021 Q3 2021
Northern Trust Corp

Chicago, IL
SELL
 -
-3.79K
- 8.74%
$616K - $666K
39.5K $7.92M
Nov 12, 2021 Q3 2021
Roberts Glore & CO Inc

Deerfield, IL
SELL
 -
-3.84K
- 27.65%
$625K - $676K
10.1K $2.01M
Oct 14, 2021 Q3 2021
Money Design Co.,Ltd.

SELL
 -
-3.88K
Closed
$631K - $681K
0 $0
Nov 02, 2021 Q3 2021
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
SELL
 -
-4.34K
- 4.42%
$706K - $763K
93.9K $18.8M
Nov 08, 2021 Q3 2021
Plante Moran Financial Advisors, LLC

SELL
 -
-4.57K
- 27.31%
$743K - $803K
12.2K $2.44M
Nov 09, 2021 Q3 2021
Wealth Architects, LLC

SELL
 -
-4.79K
- 3.24%
$779K - $842K
143K $28.7M
Nov 03, 2021 Q3 2021
Davidson Investment Advisors

SELL
 -
-4.89K
Closed
$795K - $859K
0 $0
Nov 12, 2021 Q3 2021
Octavia Wealth Advisors, LLC

SELL
 -
-5.01K
- 9.78%
$815K - $881K
46.3K $9.26M
Nov 09, 2021 Q3 2021
Alera Investment Advisors, LLC

SELL
 -
-5.21K
- 83.07%
$847K - $915K
1.06K $212K
Nov 15, 2021 Q3 2021
Angeles Investment Advisors, LLC

SELL
 -
-5.24K
- 80.44%
$853K - $922K
1.28K $255K
Nov 05, 2021 Q3 2021
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-5.54K
- 6.89%
$901K - $974K
74.9K $15M
Oct 29, 2021 Q3 2021
Windward Private Wealth Management Inc.

SELL
 -
-5.71K
- 18.48%
$928K - $1M
25.2K $5.04M
Nov 12, 2021 Q3 2021
Towerpoint Wealth, LLC

Sacramento, CA
SELL
 -
-5.72K
- 11.83%
$931K - $1.01M
42.6K $8.53M
Nov 15, 2021 Q3 2021
3 Edge Asset Management, LP

SELL
 -
-5.77K
Closed
$938K - $1.01M
0 $0
Nov 02, 2021 Q3 2021
Spinnaker Trust

SELL
 -
-5.8K
- 10.48%
$944K - $1.02M
49.6K $9.92M
Nov 03, 2021 Q3 2021
Kovack Advisors, Inc.

SELL
 -
-5.91K
- 47.76%
$962K - $1.04M
6.47K $1.29M
Oct 29, 2021 Q3 2021
Verus Financial Partners, Inc.

SELL
 -
-6.22K
- 2.16%
$1.01M - $1.09M
282K $56.4M
Oct 14, 2021 Q3 2021
Cliftonlarsonallen Wealth Advisors, LLC

SELL
 -
-6.36K
Closed
$1.04M - $1.12M
0 $0
Mar 23, 2023 Q3 2021
Prostatis Group LLC

Hanover, MD
SELL
 -
-6.49K
- 6.37%
$1.05M - $1.14M
95.3K $19.1M
Nov 09, 2021 Q3 2021
First Horizon Advisors, Inc.

SELL
 -
-6.75K
- 17.5%
$1.1M - $1.19M
31.8K $6.37M
Nov 12, 2021 Q3 2021
Vanguard Group Inc

Valley Forge, PA
SELL
 -
-6.99K
- 19.11%
$1.14M - $1.23M
29.6K $5.92M
Nov 15, 2021 Q3 2021
Css LLC

Chicago, IL
SELL
 -
-7K
- 31.59%
$1.14M - $1.23M
15.2K $3.04M
Nov 03, 2021 Q3 2021
Brookstone Capital Management

SELL
 -
-7.11K
- 2.01%
$1.16M - $1.25M
347K $69.4M
Oct 08, 2021 Q3 2021
Hbw Advisory Services LLC

SELL
 -
-7.18K
- 80.64%
$1.17M - $1.26M
1.72K $345K
Nov 15, 2021 Q3 2021
Beacon Pointe Advisors, LLC

Newport Beach, CA
SELL
 -
-7.38K
- 8.5%
$1.2M - $1.3M
79.5K $15.9M
Oct 25, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-7.7K
Closed
$1.25M - $1.35M
0 $0
Apr 05, 2024 Q3 2021
Financial Synergies Wealth Advisors, Inc.

Houston, TX
SELL
 -
-8.12K
- 5.25%
$1.32M - $1.43M
146K $29.3M
Oct 14, 2021 Q3 2021
Vicus Capital

State College, PA
SELL
 -
-9.04K
Closed
$1.47M - $1.59M
0 $0
Nov 16, 2021 Q3 2021
Mba Advisors LLC

Hermitage, PA
SELL
 -
-9.29K
Closed
$1.51M - $1.63M
0 $0
Oct 22, 2021 Q3 2021
James Investment Research Inc

SELL
 -
-9.57K
- 8.86%
$1.56M - $1.68M
98.4K $19.7M
Nov 01, 2021 Q3 2021
Girard Partners Ltd.

SELL
 -
-9.75K
- 82.95%
$1.59M - $1.71M
2.01K $401K
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

SELL
 -
-9.77K
- 2.08%
$1.59M - $1.72M
460K $92.2M
Oct 18, 2021 Q3 2021
Retirement Planning Group

SELL
 -
-9.96K
- 82.75%
$1.62M - $1.75M
2.08K $415K
Nov 09, 2021 Q3 2021
Checchi Capital Advisers, LLC

Beverly Hills, CA
SELL
 -
-10.2K
- 18.25%
$1.67M - $1.8M
45.9K $9.19M
Oct 19, 2021 Q3 2021
Stratos Wealth Advisors, LLC

SELL
 -
-10.3K
- 26.74%
$1.68M - $1.81M
28.3K $5.66M
Nov 12, 2021 Q3 2021
Scotia Capital Inc.

SELL
 -
-11.6K
Closed
$1.89M - $2.04M
0 $0

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