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 10, 2022
Q3 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
1.96K+ 0.17% |
$280K - $338K
|
1.15M
$227M
|
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.95KNew |
$280K - $338K
|
1.95K
$387K
|
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
1.92K+ 3.52% |
$275K - $331K
|
56.4K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.83K+ 10.38% |
$263K - $317K
|
19.5K
$3.86M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.78K+ 2.3% |
$255K - $308K
|
79.1K
$15.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.74K+ 36.12% |
$249K - $300K
|
6.54K
$1.3M
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
BUY
|
- |
1.73KNew |
$248K - $299K
|
1.73K
$343K
|
|
|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.71KNew |
$245K - $296K
|
1.71K
$339K
|
|
|
Oct 12, 2022
Q3 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1.7K+ 1.52% |
$244K - $294K
|
114K
$22.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.68K+ 4.4% |
$241K - $290K
|
39.8K
$7.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.65KNew |
$237K - $286K
|
1.65K
$327K
|
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.65K+ 7.62% |
$237K - $286K
|
23.3K
$4.62M
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.65KNew |
$236K - $285K
|
1.65K
$326K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.61K+ 1.98% |
$230K - $278K
|
82.9K
$16.4M
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.59K+ 7.52% |
$228K - $275K
|
22.7K
$4.5M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.57K+ 22.27% |
$225K - $271K
|
8.6K
$1.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.56KNew |
$223K - $269K
|
1.56K
$309K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.56K+ 30.07% |
$223K - $269K
|
6.73K
$1.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.52K+ 2.16% |
$219K - $263K
|
72K
$14.3M
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.51K+ 3.56% |
$217K - $261K
|
44K
$8.71M
|
|
|
Oct 17, 2022
Q3 2022
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.51K+ 24.01% |
$216K - $261K
|
7.79K
$1.54M
|
|
|
Oct 26, 2022
Q3 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.5K+ 106.23% |
$215K - $259K
|
2.91K
$577K
|
|
|
Oct 17, 2022
Q3 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1.48K+ 8.63% |
$212K - $256K
|
18.6K
$3.69M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.47K+ 2.21% |
$210K - $254K
|
67.9K
$13.4M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 8.17% |
$210K - $253K
|
19.4K
$3.85M
|
|
|
Nov 03, 2022
Q3 2022
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
1.42KNew |
$204K - $246K
|
1.42K
$282K
|
|
|
Nov 09, 2022
Q3 2022
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
1.42KNew |
$203K - $245K
|
1.42K
$281K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
1.41K+ 0.61% |
$202K - $244K
|
234K
$46.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
1.39K+ 3.07% |
$199K - $240K
|
46.7K
$9.24M
|
|
|
Nov 14, 2022
Q3 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.38K+ 19.91% |
$197K - $238K
|
8.28K
$1.64M
|
|
|
Oct 07, 2022
Q3 2022
|
American Research & Management Co.
|
BUY
|
- |
1.37K+ 1.77% |
$197K - $237K
|
78.7K
$15.6M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1.35KNew |
$193K - $233K
|
1.35K
$267K
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.35K+ 10.83% |
$193K - $233K
|
13.8K
$2.73M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayport, LLC
|
BUY
|
- |
1.34K+ 9.39% |
$193K - $232K
|
15.7K
$3.1M
|
|
|
Oct 18, 2022
Q3 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.33K+ 7.14% |
$191K - $230K
|
20K
$3.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.32K+ 1.9% |
$189K - $228K
|
70.6K
$14M
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.32K+ 4.78% |
$189K - $228K
|
28.9K
$5.71M
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.3K+ 6.6% |
$186K - $225K
|
21K
$4.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
1.28K+ 5.28% |
$184K - $222K
|
25.6K
$5.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.26KNew |
$181K - $218K
|
1.26K
$250K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.25K+ 2.3% |
$179K - $216K
|
55.7K
$11M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.25K+ 41.04% |
$179K - $215K
|
4.28K
$848K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.23K+ 2.16% |
$176K - $212K
|
57.9K
$11.5M
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.16K+ 1.93% |
$167K - $201K
|
61.4K
$12.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
1.16K+ 3.84% |
$167K - $201K
|
31.4K
$6.23M
|
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
1.09K+ 0.65% |
$156K - $188K
|
168K
$33.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.01K+ 6.69% |
$145K - $175K
|
16.1K
$3.19M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1K+ 14.72% |
$143K - $173K
|
7.79K
$1.54M
|
|
|
Oct 18, 2022
Q3 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
990+ 10.02% |
$142K - $171K
|
10.9K
$2.15M
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
985+ 35.02% |
$141K - $170K
|
3.8K
$752K
|