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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
4.25KNew |
$626K - $721K
|
4.25K
$854K
|
|
|
Feb 09, 2023
Q4 2022
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
4.22K+ 9.15% |
$621K - $715K
|
50.3K
$10.1M
|
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
BUY
|
- |
4.21K+ 12.82% |
$621K - $714K
|
37.1K
$7.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.17KNew |
$613K - $706K
|
4.17K
$837K
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
3.98K+ 1.52% |
$586K - $675K
|
267K
$53.6M
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
3.91KNew |
$575K - $662K
|
3.91K
$785K
|
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
3.87KNew |
$570K - $656K
|
3.87K
$777K
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.8KNew |
$560K - $644K
|
3.8K
$764K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.75KNew |
$552K - $636K
|
3.75K
$754K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.73KNew |
$549K - $633K
|
3.73K
$750K
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.71K+ 47.57% |
$546K - $629K
|
11.5K
$2.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Ervin Investment Management, LLC
|
BUY
|
- |
3.7K+ 23.44% |
$545K - $628K
|
19.5K
$3.92M
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
3.7KNew |
$545K - $628K
|
3.7K
$744K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.7K+ 161.9% |
$545K - $627K
|
5.99K
$1.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
3.55KNew |
$523K - $603K
|
3.55K
$714K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.53KNew |
$519K - $598K
|
3.53K
$709K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
3.45K+ 56.43% |
$508K - $585K
|
9.57K
$1.92M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.44KNew |
$506K - $583K
|
3.44K
$691K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
BUY
|
- |
3.44K+ 9.85% |
$506K - $583K
|
38.3K
$7.7M
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.34KNew |
$492K - $566K
|
3.34K
$671K
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
3.34KNew |
$491K - $566K
|
3.34K
$671K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.29K+ 10.06% |
$485K - $558K
|
36K
$7.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.29K+ 4.81% |
$484K - $557K
|
71.6K
$14.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
BUY
|
- |
3.28K+ 2.33% |
$483K - $556K
|
144K
$29M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.28KNew |
$483K - $556K
|
3.28K
$659K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.28K+ 2.35% |
$482K - $555K
|
143K
$28.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.25K+ 68.54% |
$478K - $550K
|
7.98K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
3.2K+ 12.55% |
$471K - $543K
|
28.7K
$5.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
3.19KNew |
$469K - $540K
|
3.19K
$640K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
3.18K+ 40.85% |
$468K - $539K
|
11K
$2.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
3.13K+ 5.88% |
$461K - $530K
|
56.3K
$11.3M
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
BUY
|
- |
3.06K+ 6.97% |
$451K - $519K
|
47K
$9.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.05K+ 6.51% |
$449K - $517K
|
49.9K
$10M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.03KNew |
$446K - $513K
|
3.03K
$608K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
3.02KNew |
$444K - $511K
|
3.02K
$606K
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3K+ 123.07% |
$442K - $509K
|
5.44K
$1.09M
|
|
|
Jan 03, 2023
Q4 2022
|
Marotta Asset Management
|
BUY
|
- |
3K+ 2.52% |
$442K - $508K
|
122K
$24.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.99K+ 3.23% |
$441K - $507K
|
95.6K
$19.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.95K+ 4.81% |
$435K - $501K
|
64.3K
$12.9M
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.93K+ 36.53% |
$432K - $497K
|
11K
$2.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.87K+ 14.42% |
$423K - $487K
|
22.8K
$4.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.87K+ 79.96% |
$422K - $486K
|
6.46K
$1.3M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.86K+ 68.11% |
$421K - $484K
|
7.05K
$1.42M
|
|
|
Jan 17, 2023
Q4 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
2.85K+ 7.4% |
$420K - $483K
|
41.4K
$8.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.85K+ 43.11% |
$420K - $483K
|
9.46K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2.84K+ 2.16% |
$418K - $481K
|
135K
$27M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.83K+ 40.38% |
$417K - $480K
|
9.85K
$1.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.81KNew |
$413K - $476K
|
2.81K
$564K
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.72KNew |
$401K - $461K
|
2.72K
$547K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.69K+ 14.07% |
$396K - $456K
|
21.8K
$4.38M
|