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
|
Creative Financial Designs Inc
|
SELL
|
- |
-822- 7.13% |
$123K - $146K
|
10.7K
$2.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-833- 19.02% |
$125K - $148K
|
3.55K
$706K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
SELL
|
- |
-843- 0.89% |
$127K - $150K
|
94.2K
$18.8M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-845- 10.04% |
$127K - $150K
|
7.57K
$1.51M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-846- 13.75% |
$127K - $150K
|
5.31K
$1.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-854- 4.72% |
$128K - $152K
|
17.2K
$3.43M
|
|
|
May 02, 2023
Q1 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-857- 2.15% |
$129K - $152K
|
39K
$7.76M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-885- 3.24% |
$133K - $157K
|
26.4K
$5.26M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-894- 1.09% |
$134K - $159K
|
80.9K
$16.1M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-894- 1.09% |
$134K - $159K
|
80.9K
$16.1M
|
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
SELL
|
- |
-898- 0.34% |
$135K - $160K
|
266K
$52.9M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-906- 15.75% |
$136K - $161K
|
4.85K
$965K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-917- 3.47% |
$138K - $163K
|
25.5K
$5.08M
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-918- 4.56% |
$138K - $163K
|
19.2K
$3.83M
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-931- 16.9% |
$140K - $165K
|
4.58K
$911K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-938- 1.73% |
$141K - $167K
|
53.2K
$10.6M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-948- 4.93% |
$142K - $168K
|
18.3K
$3.64M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-950- 2.74% |
$143K - $169K
|
33.7K
$6.71M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-982- 16.6% |
$148K - $174K
|
4.94K
$982K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-998- 18.34% |
$150K - $177K
|
4.45K
$885K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1.01K- 62.53% |
$151K - $179K
|
604
$120K
|
|
|
May 08, 2023
Q1 2023
|
Zeit Capital LLC
|
SELL
|
- |
-1.01K- 5.4% |
$152K - $180K
|
17.7K
$3.53M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-1.01K- 0.49% |
$152K - $180K
|
207K
$41.3M
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.03K- 1.81% |
$154K - $182K
|
55.5K
$11M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.04K- 37.87% |
$155K - $184K
|
1.7K
$338K
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.07K- 23.13% |
$161K - $191K
|
3.57K
$710K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.1K- 14.97% |
$165K - $195K
|
6.23K
$1.24M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.11K- 5.08% |
$166K - $197K
|
20.7K
$4.12M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-1.15K- 2.96% |
$173K - $204K
|
37.7K
$7.5M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.17K- 4.88% |
$175K - $207K
|
22.8K
$4.53M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1.17K- 18.05% |
$175K - $208K
|
5.3K
$1.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.17K- 9.55% |
$176K - $208K
|
11.1K
$2.2M
|
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.18K- 10.09% |
$177K - $209K
|
10.5K
$2.08M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-1.2K- 10.52% |
$180K - $213K
|
10.2K
$2.03M
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.22K- 1.64% |
$183K - $216K
|
72.7K
$14.5M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1.22K- 31.32% |
$183K - $216K
|
2.67K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.23K- 21.21% |
$185K - $219K
|
4.57K
$910K
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.27K- 3.47% |
$190K - $225K
|
35.2K
$7.01M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.27K- 6.57% |
$190K - $225K
|
18K
$3.58M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.27K- 6.57% |
$190K - $225K
|
18K
$3.58M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.27K- 1.13% |
$190K - $225K
|
111K
$22M
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-1.29K- 20.61% |
$193K - $229K
|
4.96K
$987K
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.31K- 7.24% |
$197K - $233K
|
16.8K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-1.34K- 25.21% |
$201K - $238K
|
3.97K
$790K
|
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-1.35K- 13.96% |
$203K - $240K
|
8.32K
$1.66M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.36K- 6.53% |
$204K - $241K
|
19.4K
$3.86M
|
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.36K- 21.83% |
$204K - $241K
|
4.86K
$968K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.36K- 1.14% |
$204K - $242K
|
118K
$23.4M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.37K- 9.63% |
$205K - $243K
|
12.8K
$2.55M
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
SELL
|
- |
-1.38K- 1.86% |
$207K - $245K
|
72.5K
$14.4M
|