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 10, 2023
Q1 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1.39K- 17.22% |
$209K - $247K
|
6.67K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.42K- 6.18% |
$213K - $252K
|
21.5K
$4.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-1.5K- 45.68% |
$226K - $267K
|
1.79K
$354K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.53K- 4.57% |
$229K - $271K
|
31.9K
$6.31M
|
|
|
Apr 14, 2023
Q1 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-1.53K- 10.09% |
$230K - $272K
|
13.6K
$2.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1.53K- 3.71% |
$230K - $272K
|
39.7K
$7.87M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-1.55K- 2.68% |
$233K - $275K
|
56.3K
$11.2M
|
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.56K- 1.55% |
$234K - $277K
|
98.6K
$19.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-1.6K- 26.48% |
$241K - $285K
|
4.45K
$882K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.61K- 4.2% |
$242K - $287K
|
36.8K
$7.29M
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.63KClosed |
$244K - $289K
|
0
$0
|
|
|
Oct 02, 2024
Q1 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.65K- 5.04% |
$247K - $292K
|
31K
$6.15M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-1.65K- 0.78% |
$248K - $293K
|
211K
$41.7M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.66K- 36.61% |
$249K - $295K
|
2.87K
$569K
|
|
|
Apr 28, 2023
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1.69K- 2.96% |
$253K - $300K
|
55.4K
$11M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.7K- 1.76% |
$255K - $301K
|
94.8K
$18.8M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-1.73K- 48.54% |
$259K - $307K
|
1.83K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.73K- 2.55% |
$259K - $307K
|
66.1K
$13.1M
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.74K- 15.92% |
$262K - $310K
|
9.21K
$1.83M
|
|
|
Apr 10, 2023
Q1 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.75K- 19.03% |
$263K - $312K
|
7.47K
$1.48M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.76K- 7.79% |
$265K - $313K
|
20.9K
$4.14M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.77K- 5.77% |
$265K - $314K
|
28.8K
$5.72M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.77K- 42.81% |
$266K - $315K
|
2.37K
$469K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.78KClosed |
$267K - $316K
|
0
$0
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.79K- 2.34% |
$268K - $317K
|
74.6K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.83K- 3.59% |
$274K - $324K
|
49K
$9.71M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.84K- 19.44% |
$276K - $327K
|
7.62K
$1.51M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-1.84K- 8.37% |
$277K - $327K
|
20.2K
$4M
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-1.87K- 9.93% |
$282K - $333K
|
17K
$3.37M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.88K- 24.4% |
$282K - $333K
|
5.81K
$1.15M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.92K- 9.3% |
$288K - $340K
|
18.7K
$3.7M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.94K- 15.57% |
$291K - $344K
|
10.5K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.08K- 13.7% |
$313K - $370K
|
13.1K
$2.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Mokosak Advisory Group, LLC
|
SELL
|
- |
-2.09K- 0.86% |
$314K - $372K
|
241K
$47.7M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.1K- 10.51% |
$316K - $374K
|
17.9K
$3.55M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.12K- 25.6% |
$318K - $377K
|
6.16K
$1.22M
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-2.15K- 8.25% |
$323K - $382K
|
23.9K
$4.74M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-2.17K- 1.91% |
$325K - $385K
|
111K
$22M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-2.21K- 1.53% |
$332K - $393K
|
142K
$28.1M
|
|
|
May 12, 2023
Q1 2023
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-2.24K- 92.34% |
$337K - $398K
|
186
$36.9K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-2.3K- 1.42% |
$345K - $408K
|
159K
$31.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.39K- 6.22% |
$358K - $424K
|
36K
$7.12M
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-2.56K- 9.07% |
$385K - $456K
|
25.7K
$5.1M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.58K- 30.17% |
$387K - $458K
|
5.97K
$1.18M
|
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-2.65K- 13.26% |
$398K - $470K
|
17.3K
$3.43M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.66K- 34.1% |
$399K - $472K
|
5.14K
$1.02M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.72K- 9.27% |
$408K - $483K
|
26.6K
$5.27M
|
|
|
May 02, 2023
Q1 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-2.83K- 9.1% |
$425K - $503K
|
28.3K
$5.61M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.84K- 5.02% |
$427K - $505K
|
53.8K
$10.7M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.02K- 1.53% |
$453K - $536K
|
194K
$38.5M
|