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 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
46+ 3.61% |
$6.91K - $8.17K
|
1.32K
$261K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
46+ 1.4% |
$6.91K - $8.17K
|
3.34K
$662K
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
44+ 3.08% |
$6.61K - $7.82K
|
1.47K
$292K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
43New |
$6.46K - $7.64K
|
43
$8.52K
|
|
|
May 11, 2023
Q1 2023
|
Planning Directions Inc
|
BUY
|
- |
42+ 0.47% |
$6.31K - $7.46K
|
9.02K
$1.79M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
41+ 0.36% |
$6.16K - $7.29K
|
11.3K
$2.24M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
41+ 0.13% |
$6.16K - $7.29K
|
32.5K
$6.44M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
41+ 0.42% |
$6.16K - $7.29K
|
9.88K
$1.96M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
40+ 2.09% |
$6.01K - $7.11K
|
1.95K
$387K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
39+ 1.16% |
$5.86K - $6.93K
|
3.4K
$674K
|
|
|
May 03, 2023
Q1 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
37+ 0.28% |
$5.56K - $6.57K
|
13.1K
$2.59M
|
|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
36+ 0.42% |
$5.41K - $6.4K
|
8.6K
$1.7M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.33% |
$4.96K - $5.86K
|
10.1K
$2M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
33+ 0.12% |
$4.96K - $5.86K
|
27.5K
$5.45M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
33+ 1.13% |
$4.96K - $5.86K
|
2.95K
$585K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
33+ 0.61% |
$4.96K - $5.86K
|
5.44K
$1.08M
|
|
|
May 04, 2023
Q1 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
31+ 0.12% |
$4.66K - $5.51K
|
26K
$5.15M
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
31+ 0.43% |
$4.66K - $5.51K
|
7.29K
$1.45M
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
28+ 3.35% |
$4.21K - $4.98K
|
863
$171K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
28+ 21.05% |
$4.21K - $4.98K
|
161
$31.9K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
28+ 1.65% |
$4.21K - $4.98K
|
1.72K
$342K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.5% |
$3.91K - $4.62K
|
1.76K
$350K
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
BUY
|
- |
26+ 0.98% |
$3.91K - $4.62K
|
2.69K
$533K
|
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
25+ 1.64% |
$3.76K - $4.44K
|
1.55K
$306K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
25+ 0.83% |
$3.76K - $4.44K
|
3.04K
$603K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
25+ 1250.0% |
$3.76K - $4.44K
|
27
$5.35K
|
|
|
May 09, 2023
Q1 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.08% |
$3.61K - $4.26K
|
30.5K
$6.04M
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
21+ 0.74% |
$3.15K - $3.73K
|
2.87K
$568K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
21+ 1.28% |
$3.15K - $3.73K
|
1.66K
$329K
|
|
|
May 11, 2023
Q1 2023
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
21+ 1.17% |
$3.15K - $3.73K
|
1.82K
$361K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
21New |
$3.15K - $3.73K
|
21
$4.16K
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
20+ 0.22% |
$3K - $3.55K
|
8.93K
$1.77M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
20+ 0.42% |
$3K - $3.55K
|
4.76K
$944K
|
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
19+ 0.58% |
$2.85K - $3.38K
|
3.31K
$655K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17+ 0.46% |
$2.55K - $3.02K
|
3.7K
$732K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
16+ 0.18% |
$2.4K - $2.84K
|
8.73K
$1.73M
|
|
|
May 05, 2023
Q1 2023
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
16+ 0.52% |
$2.4K - $2.84K
|
3.08K
$611K
|
|
|
May 10, 2023
Q1 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
16+ 0.57% |
$2.4K - $2.84K
|
2.8K
$555K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
14+ 73.68% |
$2.1K - $2.49K
|
33
$6.54K
|
|
|
Aug 11, 2023
Q1 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
13+ 0.67% |
$1.95K - $2.31K
|
1.96K
$389K
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
12+ 0.16% |
$1.8K - $2.13K
|
7.37K
$1.46M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
11+ 0.57% |
$1.65K - $1.95K
|
1.94K
$384K
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
9+ 0.42% |
$1.35K - $1.6K
|
2.16K
$428K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
9New |
$1.35K - $1.6K
|
9
$1.78K
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
8+ 0.51% |
$1.2K - $1.42K
|
1.58K
$312K
|
|
|
May 15, 2023
Q1 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
8+ 1.37% |
$1.2K - $1.42K
|
594
$118K
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
7+ 0.14% |
$1.05K - $1.24K
|
5.14K
$1.02M
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
7New |
$1.05K - $1.24K
|
7
$1.39K
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.23% |
$1.05K - $1.24K
|
3.11K
$615K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.58% |
$901 - $1.07K
|
1.04K
$207K
|