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 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39.5K+ 28.0% |
$5.81M - $6.69M
|
180K
$35.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.8K+ 63.22% |
$5.71M - $6.58M
|
100K
$19.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.1K+ 3.8% |
$5.62M - $6.47M
|
1.04M
$206M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.1K+ 3.8% |
$5.62M - $6.47M
|
1.04M
$206M
|
|
|
Feb 14, 2023
Q4 2022
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
38KNew |
$5.59M - $6.44M
|
38K
$7.52M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
37.2K+ 10.55% |
$5.48M - $6.31M
|
390K
$77.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
37.2K+ 51.54% |
$5.48M - $6.31M
|
109K
$21.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
37KNew |
$5.45M - $6.28M
|
37K
$7.33M
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
37K+ 4.5% |
$5.45M - $6.27M
|
859K
$170M
|
|
|
Sep 05, 2023
Q4 2022
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
36KNew |
$5.3M - $6.11M
|
36K
$7.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
35.5K+ 16.8% |
$5.23M - $6.02M
|
247K
$48.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
35.3K+ 4.06% |
$5.19M - $5.98M
|
905K
$179M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.1K+ 7.85% |
$5.17M - $5.95M
|
482K
$95.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
31.3K+ 16.0% |
$4.61M - $5.3M
|
227K
$44.9M
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
31.2KNew |
$4.59M - $5.29M
|
31.2K
$6.17M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
31.2K+ 13.34% |
$4.59M - $5.28M
|
265K
$52.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
30.6KNew |
$4.51M - $5.19M
|
30.6K
$6.06M
|
|
|
Apr 21, 2023
Q4 2022
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
28.6KNew |
$4.21M - $4.85M
|
28.6K
$5.67M
|
|
|
Jan 12, 2023
Q4 2022
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
26.7KNew |
$3.94M - $4.53M
|
26.7K
$5.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
26.3K+ 22.27% |
$3.88M - $4.46M
|
145K
$28.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
26.2K+ 261.77% |
$3.85M - $4.44M
|
36.2K
$7.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
26.2KNew |
$3.85M - $4.44M
|
26.2K
$5.18M
|
|
|
Apr 06, 2023
Q4 2022
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
25.3KNew |
$3.72M - $4.29M
|
25.3K
$5.01M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24.7K+ 1.73% |
$3.64M - $4.19M
|
1.46M
$288M
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
24.4K+ 95.39% |
$3.59M - $4.14M
|
50K
$9.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
23.1K+ 10.13% |
$3.4M - $3.91M
|
251K
$49.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
23KNew |
$3.38M - $3.89M
|
23K
$4.55M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
22.7K+ 16.51% |
$3.34M - $3.84M
|
160K
$31.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
22.6KNew |
$3.33M - $3.83M
|
22.6K
$4.48M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
22.6K+ 25.24% |
$3.32M - $3.83M
|
112K
$22.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
22.3KNew |
$3.28M - $3.78M
|
22.3K
$4.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
21.4K+ 144.89% |
$3.15M - $3.63M
|
36.2K
$7.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
20.8K+ 8.7% |
$3.06M - $3.52M
|
260K
$51.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20.6KNew |
$3.03M - $3.49M
|
20.6K
$4.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
20.3KNew |
$2.99M - $3.44M
|
20.3K
$4.02M
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
20.2KNew |
$2.97M - $3.42M
|
20.2K
$4M
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
20KNew |
$2.94M - $3.38M
|
20K
$3.95M
|
|
|
Apr 20, 2023
Q4 2022
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
19.4KNew |
$2.85M - $3.28M
|
19.4K
$3.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
19.3KNew |
$2.84M - $3.27M
|
19.3K
$3.82M
|
|
|
Jan 05, 2023
Q4 2022
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
18.9KNew |
$2.78M - $3.2M
|
18.9K
$3.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
18.3KNew |
$2.7M - $3.11M
|
18.3K
$3.63M
|
|
|
Jan 31, 2023
Q4 2022
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
17.7KNew |
$2.61M - $3.01M
|
17.7K
$3.51M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
17.7K+ 13.38% |
$2.6M - $3M
|
150K
$29.7M
|
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
17.5K+ 10.64% |
$2.58M - $2.97M
|
182K
$36.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
17.2K+ 50.78% |
$2.54M - $2.92M
|
51.1K
$10.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
16.4K+ 35.18% |
$2.42M - $2.78M
|
63.1K
$12.5M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
16.3K+ 3.02% |
$2.41M - $2.77M
|
558K
$111M
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
16.3KNew |
$2.4M - $2.76M
|
16.3K
$3.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
15.9K+ 748.63% |
$2.34M - $2.69M
|
18K
$3.57M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
15.7K+ 41.61% |
$2.31M - $2.66M
|
53.4K
$10.6M
|