Purchases and Sales Made in Q1 2023 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.51M+ 52033.71% |
$377M - $446M
|
2.51M
$500M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
746K+ 6.97% |
$112M - $133M
|
11.4M
$2.28B
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
206K+ 2.76% |
$31M - $36.6M
|
7.67M
$1.53B
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
183KNew |
$27.5M - $32.6M
|
183K
$36.5M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
168K+ 32.09% |
$25.3M - $29.9M
|
692K
$138M
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
166KNew |
$25M - $29.6M
|
166K
$33.1M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
125K+ 330.06% |
$18.8M - $22.3M
|
163K
$32.5M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
83.1K+ 100.33% |
$12.5M - $14.8M
|
166K
$33M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
73.4K+ 97.66% |
$11M - $13M
|
148K
$29.5M
|
|
|
May 05, 2023
Q1 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
67KNew |
$10.1M - $11.9M
|
67K
$13.3M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
57.9K+ 115.76% |
$8.69M - $10.3M
|
108K
$21.5M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
57.4K+ 99.2% |
$8.62M - $10.2M
|
115K
$22.9M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
54.1K+ 5.2% |
$8.13M - $9.62M
|
1.1M
$218M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
54.1K+ 5.2% |
$8.13M - $9.62M
|
1.1M
$218M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
49.4K+ 37.77% |
$7.42M - $8.77M
|
180K
$35.8M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
47.1K+ 6.06% |
$7.07M - $8.36M
|
824K
$164M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
45.1K+ 1491.18% |
$6.78M - $8.02M
|
48.1K
$9.58M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45K+ 4.32% |
$6.76M - $8M
|
1.09M
$216M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
40.9K+ 18.55% |
$6.14M - $7.27M
|
261K
$52M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
40.7K+ 22.49% |
$6.12M - $7.24M
|
222K
$44.1M
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
39.4K+ 3.96% |
$5.91M - $6.99M
|
1.03M
$206M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
38.5K+ 1.22% |
$5.78M - $6.83M
|
3.2M
$637M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
37.3KNew |
$5.61M - $6.63M
|
37.3K
$7.43M
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
36.9KNew |
$5.54M - $6.56M
|
36.9K
$7.34M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
36.8K+ 15.66% |
$5.52M - $6.53M
|
271K
$54M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
35.6K+ 226.29% |
$5.34M - $6.32M
|
51.3K
$10.2M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
35.3KNew |
$5.3M - $6.26M
|
35.3K
$7.02M
|
|
|
May 05, 2023
Q1 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
35.2K+ 121.78% |
$5.29M - $6.25M
|
64.1K
$12.8M
|
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
34.8KNew |
$5.23M - $6.19M
|
34.8K
$6.93M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34.7KNew |
$5.21M - $6.16M
|
34.7K
$6.9M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
32.1K+ 1.07% |
$4.82M - $5.7M
|
3.02M
$602M
|
|
|
Apr 14, 2023
Q1 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
30.8KNew |
$4.63M - $5.47M
|
30.8K
$6.13M
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
30.8KNew |
$4.63M - $5.47M
|
30.8K
$6.13M
|
|
|
May 15, 2023
Q1 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
30.5KNew |
$4.58M - $5.41M
|
30.5K
$6.06M
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
30.4K+ 29.14% |
$4.57M - $5.41M
|
135K
$26.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
30.1K+ 81.66% |
$4.52M - $5.35M
|
66.9K
$13.3M
|
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
26.1K+ 5.54% |
$3.92M - $4.64M
|
498K
$99M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
25.7K+ 16.04% |
$3.85M - $4.56M
|
186K
$36.9M
|
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
24.4K+ 1.68% |
$3.67M - $4.34M
|
1.48M
$294M
|
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
24.1KNew |
$3.63M - $4.29M
|
24.1K
$4.8M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.5K+ 3.1% |
$3.52M - $4.17M
|
780K
$155M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
23.3KNew |
$3.5M - $4.14M
|
23.3K
$4.64M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
22.8K+ 11.47% |
$3.43M - $4.06M
|
222K
$44.1M
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
22.5KNew |
$3.39M - $4.01M
|
22.5K
$4.49M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22.5K+ 10.73% |
$3.38M - $4M
|
232K
$46.2M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
22.2K+ 240.82% |
$3.33M - $3.94M
|
31.4K
$6.25M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
20.6K+ 4.54% |
$3.09M - $3.66M
|
475K
$94.5M
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
20.1KNew |
$3.01M - $3.56M
|
20.1K
$3.99M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
19.8KNew |
$2.98M - $3.52M
|
19.8K
$3.94M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
19.2K+ 6.67% |
$2.88M - $3.41M
|
307K
$61M
|