Purchases and Sales Made in Q4 2022 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-6.81K- 55.28% |
$1M - $1.15M
|
5.51K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.06K- 2.38% |
$1.04M - $1.2M
|
289K
$58.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-7.12K- 68.24% |
$1.05M - $1.21M
|
3.31K
$674K
|
|
|
Jan 23, 2023
Q4 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-7.4K- 44.52% |
$1.09M - $1.25M
|
9.22K
$1.88M
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-8.8K- 37.5% |
$1.3M - $1.49M
|
14.7K
$2.98M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-8.9K- 2.74% |
$1.31M - $1.51M
|
315K
$64.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-9K- 15.21% |
$1.33M - $1.53M
|
50.2K
$10.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-10.2K- 35.01% |
$1.5M - $1.73M
|
18.9K
$3.85M
|
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-10.8K- 83.88% |
$1.59M - $1.84M
|
2.08K
$423K
|
|
|
Feb 13, 2023
Q4 2022
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-10.9K- 29.68% |
$1.6M - $1.85M
|
25.8K
$5.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 5.39% |
$1.6M - $1.85M
|
191K
$38.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-11K- 8.16% |
$1.62M - $1.86M
|
124K
$25.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Jacobsen Capital Management
|
SELL
|
- |
-11.1K- 9.73% |
$1.63M - $1.88M
|
103K
$20.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-11.3K- 14.25% |
$1.66M - $1.91M
|
67.8K
$13.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-11.6K- 32.54% |
$1.71M - $1.97M
|
24.1K
$4.9M
|
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-12.1K- 3.62% |
$1.78M - $2.05M
|
322K
$65.5M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-12.2K- 24.94% |
$1.8M - $2.08M
|
36.8K
$7.49M
|
|
|
Jan 20, 2023
Q4 2022
|
Gpwm LLC
|
SELL
|
- |
-12.8K- 31.06% |
$1.89M - $2.18M
|
28.5K
$5.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-13.8K- 8.49% |
$2.04M - $2.35M
|
149K
$30.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-14.5K- 35.68% |
$2.13M - $2.45M
|
26.1K
$5.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-15.5K- 30.85% |
$2.28M - $2.62M
|
34.7K
$7.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-24.4K- 47.28% |
$3.59M - $4.14M
|
27.2K
$5.53M
|
|
|
Feb 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-24.6K- 19.06% |
$3.62M - $4.17M
|
104K
$21.2M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-25.3K- 30.64% |
$3.73M - $4.29M
|
57.3K
$11.7M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-26.5K- 51.83% |
$3.91M - $4.5M
|
24.7K
$5.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-26.9K- 7.35% |
$3.96M - $4.56M
|
339K
$68.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-29.3K- 5.84% |
$4.32M - $4.97M
|
473K
$96.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-32K- 6.58% |
$4.71M - $5.43M
|
454K
$92.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-45.7K- 56.51% |
$6.73M - $7.74M
|
35.1K
$7.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-46.4K- 2.47% |
$6.84M - $7.87M
|
1.84M
$374M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-49.5K- 30.45% |
$7.29M - $8.4M
|
113K
$23M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-51.6K- 6.61% |
$7.6M - $8.75M
|
729K
$148M
|
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-54.8K- 49.18% |
$8.07M - $9.29M
|
56.6K
$11.5M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-85K- 51.23% |
$12.5M - $14.4M
|
80.9K
$16.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-94.4K- 76.95% |
$13.9M - $16M
|
28.3K
$5.75M
|
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-117K- 91.05% |
$17.3M - $19.9M
|
11.5K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-160K- 20.43% |
$23.5M - $27.1M
|
622K
$127M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-164K- 17.83% |
$24.2M - $27.8M
|
756K
$154M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
SELL
|
- |
-200K- 5.56% |
$29.4M - $33.8M
|
3.39M
$689M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-158M- 99.98% |
$23.3B - $26.9B
|
33.5K
$6.81M
|