Purchases and Sales Made in Q4 2022 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 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 14, 2023 Q4 2022
Cetera Advisors LLC

Denver, CO
BUY
 -
15.2K
+ 93.51%
$2.24M - $2.57M
31.4K $6.32M
Jan 19, 2023 Q4 2022
Morgan Rosel Wealth Management, LLC

BUY
 -
14.9K
+ 81.83%
$2.19M - $2.53M
33.1K $6.65M
Jan 20, 2023 Q4 2022
Affiance Financial, LLC

BUY
 -
14.8K
New
$2.17M - $2.5M
14.8K $2.97M
May 17, 2023 Q4 2022
Vawter Financial, Ltd.

Columbus, OH
BUY
 -
14.7K
New
$2.17M - $2.5M
14.7K $2.96M
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

BUY
 -
14.4K
+ 31.12%
$2.12M - $2.44M
60.7K $12.2M
Jan 23, 2023 Q4 2022
Capital Advantage, Inc.

BUY
 -
14.4K
+ 26.77%
$2.12M - $2.44M
68.2K $13.7M
Feb 08, 2023 Q4 2022
Efficient Advisors, LLC

BUY
 -
13.9K
+ 2.49%
$2.05M - $2.36M
572K $115M
Feb 03, 2023 Q4 2022
Spire Wealth Management

BUY
 -
13.9K
+ 623.41%
$2.05M - $2.36M
16.1K $3.24M
Feb 06, 2023 Q4 2022
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
13.6K
New
$2M - $2.31M
13.6K $2.73M
Feb 17, 2023 Q4 2022
Truist Financial Corp

BUY
 -
13.1K
+ 5.6%
$1.93M - $2.22M
247K $49.6M
Jan 31, 2023 Q4 2022
Kestra Private Wealth Services, LLC

BUY
 -
12.7K
+ 387.77%
$1.87M - $2.16M
16K $3.21M
Feb 14, 2023 Q4 2022
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
12.6K
New
$1.85M - $2.13M
12.6K $2.52M
Sep 11, 2023 Q4 2022
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
12.4K
New
$1.82M - $2.1M
12.4K $2.48M
Feb 27, 2023 Q4 2022
Rebalance, LLC

Palo Alto, CA
BUY
 -
12.3K
New
$1.81M - $2.09M
12.3K $2.48M
Jun 27, 2023 Q4 2022
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
12.3K
+ 11.25%
$1.81M - $2.09M
122K $24.4M
Feb 09, 2023 Q4 2022
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
12.2K
New
$1.8M - $2.08M
12.2K $2.46M
Feb 09, 2023 Q4 2022
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
12.1K
+ 354.97%
$1.79M - $2.06M
15.6K $3.13M
Feb 14, 2023 Q4 2022
Evergreen Wealth Management, LLC

Williamston, MI
BUY
 -
12.1K
New
$1.78M - $2.05M
12.1K $2.43M
Feb 02, 2023 Q4 2022
Breakwater Capital Group

Paramus, NJ
BUY
 -
11.6K
New
$1.72M - $1.97M
11.6K $2.34M
Sep 04, 2024 Q4 2022
Mas Advisors LLC

Miami, FL
BUY
 -
11.4K
+ 692.0%
$1.68M - $1.94M
13.1K $2.63M
Feb 07, 2023 Q4 2022
Summit Trail Advisors, LLC

New York, NY
BUY
 -
10.9K
New
$1.61M - $1.85M
10.9K $2.2M
Jan 24, 2023 Q4 2022
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
10.6K
New
$1.57M - $1.8M
10.6K $2.14M
Jan 25, 2023 Q4 2022
Nikulski Financial, Inc.

BUY
 -
10.3K
+ 293.1%
$1.52M - $1.75M
13.8K $2.78M
Feb 02, 2023 Q4 2022
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
9.56K
+ 9.98%
$1.41M - $1.62M
105K $21.2M
Feb 10, 2023 Q4 2022
Blair William & CO

Chicago, IL
BUY
 -
9.5K
+ 20.09%
$1.4M - $1.61M
56.8K $11.4M
Oct 09, 2024 Q4 2022
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
9.5K
+ 88.81%
$1.4M - $1.61M
20.2K $4.06M
Jan 26, 2023 Q4 2022
Pds Planning, Inc

BUY
 -
9.22K
+ 3.31%
$1.36M - $1.56M
287K $57.8M
Feb 13, 2023 Q4 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
9.09K
+ 455.06%
$1.34M - $1.54M
11.1K $2.23M
Feb 13, 2023 Q4 2022
Wharton Business Group, LLC

Malvern, PA
BUY
 -
9.08K
+ 5.94%
$1.34M - $1.54M
162K $32.6M
Feb 14, 2023 Q4 2022
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
8.87K
+ 5.81%
$1.31M - $1.5M
162K $32.5M
Feb 03, 2023 Q4 2022
Cx Institutional

BUY
 -
8.8K
+ 39.32%
$1.3M - $1.49M
31.2K $6.27M
Feb 07, 2023 Q4 2022
Summit Financial, LLC

Parsippany, NJ
BUY
 -
8.74K
+ 4.63%
$1.29M - $1.48M
197K $39.7M
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
8.74K
+ 22.78%
$1.29M - $1.48M
47.1K $9.46M
Feb 13, 2023 Q4 2022
Truepoint, Inc.

BUY
 -
8.69K
+ 65.17%
$1.28M - $1.47M
22K $4.42M
Feb 14, 2023 Q4 2022
Hoyle Cohen, LLC

BUY
 -
8.65K
+ 32.46%
$1.27M - $1.47M
35.3K $7.09M
Jan 19, 2023 Q4 2022
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
8.61K
+ 21.19%
$1.27M - $1.46M
49.3K $9.9M
Jan 24, 2023 Q4 2022
Tillar Wenstrup Advisors, LLC

BUY
 -
8.58K
+ 34.15%
$1.26M - $1.45M
33.7K $6.77M
Feb 09, 2023 Q4 2022
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
8.57K
New
$1.26M - $1.45M
8.57K $1.72M
Jan 19, 2023 Q4 2022
Cfm Wealth Partners LLC

BUY
 -
8.56K
New
$1.26M - $1.45M
8.56K $1.72M
Feb 13, 2023 Q4 2022
Wealthspire Advisors, LLC

New York, NY
BUY
 -
8.27K
+ 13.34%
$1.22M - $1.4M
70.3K $14.1M
Jan 27, 2023 Q4 2022
Joel Isaacson & Co., LLC

BUY
 -
8.2K
+ 43.1%
$1.21M - $1.39M
27.2K $5.47M
Jan 23, 2023 Q4 2022
Defined Wealth Management, LLC

BUY
 -
7.91K
New
$1.16M - $1.34M
7.91K $1.59M
Jan 25, 2023 Q4 2022
Fifth Third Bancorp

BUY
 -
7.86K
+ 6.25%
$1.16M - $1.33M
134K $26.9M
Feb 14, 2023 Q4 2022
F3 Logic, LLC

BUY
 -
7.76K
+ 4.2%
$1.14M - $1.31M
192K $38.7M
Feb 07, 2023 Q4 2022
Evolution Wealth Advisors, LLC

BUY
 -
7.69K
New
$1.13M - $1.3M
7.69K $1.55M
Feb 13, 2023 Q4 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
7.5K
+ 11.16%
$1.1M - $1.27M
74.6K $15M
Feb 14, 2023 Q4 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
7.39K
+ 0.76%
$1.09M - $1.25M
986K $198M
Feb 14, 2023 Q4 2022
Punch & Associates Investment Management, Inc.

Edina, MN
BUY
 -
7.31K
+ 149.86%
$1.08M - $1.24M
12.2K $2.45M
Feb 10, 2023 Q4 2022
Bbr Partners, LLC

New York, NY
BUY
 -
7.08K
New
$1.04M - $1.2M
7.08K $1.42M

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