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 |
---|---|---|---|---|---|---|---|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-95- 2.12% |
$14.3K - $16.9K
|
4.38K
$868K
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-95- 1.14% |
$14.3K - $16.9K
|
8.27K
$1.64M
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-97- 7.71% |
$14.6K - $17.2K
|
1.16K
$230K
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
SELL
|
- |
-99- 0.5% |
$14.9K - $17.6K
|
19.7K
$3.91M
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-100- 3.09% |
$15K - $17.8K
|
3.14K
$622K
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 0.92% |
$15K - $17.8K
|
10.8K
$2.14M
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-102- 0.77% |
$15.3K - $18.1K
|
13.1K
$2.6M
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-103- 1.78% |
$15.5K - $18.3K
|
5.69K
$1.13M
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-104- 7.2% |
$15.6K - $18.5K
|
1.34K
$266K
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-105- 0.55% |
$15.8K - $18.7K
|
19K
$3.77M
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-105- 9.5% |
$15.8K - $18.7K
|
1K
$198K
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-108- 5.45% |
$16.2K - $19.2K
|
1.87K
$371K
|
|
May 05, 2023
Q1 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-110- 1.76% |
$16.5K - $19.5K
|
6.14K
$1.22M
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-115- 5.6% |
$17.3K - $20.4K
|
1.94K
$384K
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-115- 0.87% |
$17.3K - $20.4K
|
13.1K
$2.59M
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-117- 0.29% |
$17.6K - $20.8K
|
40.3K
$7.99M
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-121- 3.21% |
$18.2K - $21.5K
|
3.65K
$723K
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-121- 8.49% |
$18.2K - $21.5K
|
1.3K
$258K
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-123- 38.92% |
$18.5K - $21.9K
|
193
$38.2K
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-135- 6.01% |
$20.3K - $24K
|
2.11K
$419K
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-135- 6.94% |
$20.3K - $24K
|
1.81K
$359K
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-142- 2.96% |
$21.3K - $25.2K
|
4.65K
$921K
|
|
Apr 11, 2023
Q1 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-143- 0.04% |
$21.5K - $25.4K
|
363K
$71.9M
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-145- 5.06% |
$21.8K - $25.8K
|
2.72K
$539K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-148- 8.64% |
$22.2K - $26.3K
|
1.57K
$310K
|
|
May 01, 2023
Q1 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-149- 6.38% |
$22.4K - $26.5K
|
2.19K
$433K
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-150- 4.49% |
$22.5K - $26.7K
|
3.19K
$632K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-153- 1.95% |
$23K - $27.2K
|
7.69K
$1.52M
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-158- 7.52% |
$23.7K - $28.1K
|
1.94K
$385K
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-168- 91.8% |
$25.2K - $29.9K
|
15
$2.97K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-173- 1.77% |
$26K - $30.7K
|
9.61K
$1.9M
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-175- 1.59% |
$26.3K - $31.1K
|
10.8K
$2.14M
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-176- 3.52% |
$26.4K - $31.3K
|
4.82K
$956K
|
|
May 09, 2023
Q1 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-181- 4.33% |
$27.2K - $32.2K
|
4K
$793K
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-182- 7.23% |
$27.3K - $32.3K
|
2.34K
$463K
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-183- 6.44% |
$27.5K - $32.5K
|
2.66K
$527K
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-187- 5.54% |
$28.1K - $33.2K
|
3.19K
$632K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-187- 10.57% |
$28.1K - $33.2K
|
1.58K
$314K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-190Closed |
$28.5K - $33.8K
|
0
$0
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-209- 0.74% |
$31.4K - $37.1K
|
28K
$5.55M
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-210- 4.99% |
$31.5K - $37.3K
|
4K
$793K
|
|
Apr 28, 2023
Q1 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-215- 8.36% |
$32.3K - $38.2K
|
2.36K
$467K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-220- 0.93% |
$33K - $39.1K
|
23.5K
$4.66M
|
|
Apr 17, 2023
Q1 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-221- 10.72% |
$33.2K - $39.3K
|
1.84K
$365K
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-239- 10.6% |
$35.9K - $42.5K
|
2.02K
$399K
|
|
Apr 10, 2023
Q1 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-256- 5.42% |
$38.5K - $45.5K
|
4.47K
$886K
|
|
Apr 20, 2023
Q1 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-260- 1.71% |
$39.1K - $46.2K
|
15K
$2.97M
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-260- 0.62% |
$39.1K - $46.2K
|
41.8K
$8.29M
|
|
May 15, 2023
Q1 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-262- 0.72% |
$39.4K - $46.6K
|
36.4K
$7.21M
|
|
Apr 06, 2023
Q1 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-269- 1.1% |
$40.4K - $47.8K
|
24.1K
$4.79M
|