Purchases and Sales Made in Q3 2022 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.29% |
$143 - $173
|
351
$69.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.62% |
$143 - $173
|
163
$32.3K
|
|
|
Oct 11, 2022
Q3 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1- 0.02% |
$143 - $173
|
5.09K
$1.01M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-2- 0.15% |
$287 - $346
|
1.37K
$272K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-3- -0.0% |
$430 - $519
|
65.8K
$13M
|
|
|
May 11, 2023
Q3 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-3Closed |
$430 - $519
|
0
$0
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3- 0.43% |
$430 - $519
|
697
$138K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-4- 0.18% |
$574 - $691
|
2.17K
$430K
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4- 0.03% |
$574 - $691
|
15.1K
$3M
|
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
SELL
|
- |
-9- 0.52% |
$1.29K - $1.56K
|
1.71K
$339K
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-9- 0.4% |
$1.29K - $1.56K
|
2.23K
$441K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-10- 0.26% |
$1.43K - $1.73K
|
3.82K
$757K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-12- 0.54% |
$1.72K - $2.07K
|
2.22K
$439K
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-12- 0.73% |
$1.72K - $2.07K
|
1.64K
$324K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-15- 2.37% |
$2.15K - $2.59K
|
618
$122K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-15Closed |
$2.15K - $2.59K
|
0
$0
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-16- 0.12% |
$2.29K - $2.77K
|
13.8K
$2.72M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-16- 0.84% |
$2.29K - $2.77K
|
1.9K
$376K
|
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
SELL
|
- |
-17- 30.36% |
$2.44K - $2.94K
|
39
$7.72K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17- 1.16% |
$2.44K - $2.94K
|
1.45K
$287K
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-17- 1.02% |
$2.44K - $2.94K
|
1.64K
$325K
|
|
|
Oct 24, 2022
Q3 2022
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-18- 0.37% |
$2.58K - $3.11K
|
4.89K
$968K
|
|
|
Nov 14, 2022
Q3 2022
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-19- 1.14% |
$2.72K - $3.28K
|
1.66K
$328K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-19- 9.05% |
$2.72K - $3.28K
|
191
$37.8K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-20- 0.95% |
$2.87K - $3.46K
|
2.09K
$413K
|
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-20- 0.52% |
$2.87K - $3.46K
|
3.82K
$755K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.48% |
$2.87K - $3.46K
|
4.18K
$827K
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-20- 47.62% |
$2.87K - $3.46K
|
22
$4.36K
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-20- 0.37% |
$2.87K - $3.46K
|
5.34K
$1.06M
|
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-22- 0.42% |
$3.15K - $3.8K
|
5.19K
$1.03M
|
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-23- 0.35% |
$3.3K - $3.98K
|
6.55K
$1.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-24- 1.45% |
$3.44K - $4.15K
|
1.64K
$324K
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-25- 0.4% |
$3.59K - $4.32K
|
6.24K
$1.24M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-25- 1.53% |
$3.59K - $4.32K
|
1.61K
$318K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-27- 0.56% |
$3.87K - $4.67K
|
4.78K
$947K
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-27- 0.29% |
$3.87K - $4.67K
|
9.37K
$1.85M
|
|
|
Nov 03, 2022
Q3 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-27- 52.94% |
$3.87K - $4.67K
|
24
$4.75K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-28- 0.34% |
$4.02K - $4.84K
|
8.15K
$1.61M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-29- 0.8% |
$4.16K - $5.01K
|
3.6K
$712K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-29- 1.84% |
$4.16K - $5.01K
|
1.54K
$306K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-30- 33.71% |
$4.3K - $5.19K
|
59
$11.7K
|
|
|
Oct 14, 2022
Q3 2022
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-30- 0.76% |
$4.3K - $5.19K
|
3.92K
$776K
|
|
|
Nov 07, 2022
Q3 2022
|
Hudson Value Partners, LLC
|
SELL
|
- |
-30- 1.92% |
$4.3K - $5.19K
|
1.54K
$304K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-31- 0.25% |
$4.45K - $5.36K
|
12.6K
$2.5M
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-33- 1.96% |
$4.73K - $5.7K
|
1.65K
$327K
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-34- 0.56% |
$4.88K - $5.88K
|
6.03K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-34- 44.16% |
$4.88K - $5.88K
|
43
$8.52K
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-35- 0.09% |
$5.02K - $6.05K
|
38.3K
$7.59M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-37- 0.79% |
$5.31K - $6.4K
|
4.66K
$922K
|