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 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-3.29K- 29.18% |
$494K - $585K
|
7.99K
$1.59M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-3.32K- 19.07% |
$499K - $590K
|
14.1K
$2.8M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.38K- 2.65% |
$508K - $601K
|
124K
$24.7M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.64K- 96.93% |
$546K - $646K
|
115
$22.9K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.7K- 23.8% |
$556K - $658K
|
11.9K
$2.36M
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-3.83K- 15.54% |
$576K - $681K
|
20.8K
$4.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.92K- 19.54% |
$589K - $697K
|
16.1K
$3.21M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.98K- 4.95% |
$598K - $708K
|
76.4K
$15.2M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.1K- 19.19% |
$616K - $729K
|
17.3K
$3.44M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-4.41K- 6.47% |
$663K - $784K
|
63.8K
$12.7M
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-4.46K- 38.72% |
$670K - $792K
|
7.05K
$1.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-4.75K- 11.48% |
$714K - $844K
|
36.6K
$7.29M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.77K- 2.64% |
$717K - $848K
|
176K
$35M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-4.87K- 2.15% |
$732K - $866K
|
222K
$44.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-4.88K- 4.63% |
$733K - $867K
|
100K
$20M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-5.09K- 2.83% |
$765K - $905K
|
175K
$34.7M
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-5.32K- 98.67% |
$799K - $946K
|
72
$14.3K
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-5.62K- 20.84% |
$845K - $999K
|
21.4K
$4.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-5.93K- 0.81% |
$891K - $1.05M
|
724K
$144M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-5.99K- 3.7% |
$900K - $1.06M
|
156K
$31.1M
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-6.16K- 77.91% |
$926K - $1.09M
|
1.75K
$348K
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-6.22K- 20.91% |
$935K - $1.11M
|
23.5K
$4.68M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.29K- 47.3% |
$945K - $1.12M
|
7.01K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-6.45K- 52.89% |
$968K - $1.15M
|
5.74K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.53K- 0.51% |
$981K - $1.16M
|
1.27M
$253M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-6.62K- 35.62% |
$994K - $1.18M
|
12K
$2.38M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-6.67K- 29.17% |
$1M - $1.19M
|
16.2K
$3.22M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.86K- 41.82% |
$1.03M - $1.22M
|
9.54K
$1.9M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.07K- 14.84% |
$1.06M - $1.26M
|
40.6K
$8.08M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-7.14K- 9.61% |
$1.07M - $1.27M
|
67.2K
$13.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.51K- 31.15% |
$1.13M - $1.33M
|
16.6K
$3.3M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.89K- 6.2% |
$1.19M - $1.4M
|
119K
$23.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-8.28K- 56.1% |
$1.24M - $1.47M
|
6.48K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.8K- 6.16% |
$1.32M - $1.56M
|
134K
$26.7M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.16K- 38.54% |
$1.38M - $1.63M
|
14.6K
$2.91M
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.18K- 0.95% |
$1.38M - $1.63M
|
957K
$190M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-9.22K- 11.24% |
$1.38M - $1.64M
|
72.8K
$14.5M
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-9.24K- 83.31% |
$1.39M - $1.64M
|
1.85K
$368K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-11.4K- 16.16% |
$1.71M - $2.02M
|
58.9K
$11.7M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-11.6K- 23.18% |
$1.75M - $2.07M
|
38.5K
$7.67M
|
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-11.8K- 61.9% |
$1.78M - $2.1M
|
7.28K
$1.45M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-11.9K- 9.63% |
$1.79M - $2.12M
|
112K
$22.3M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-12.7K- 5.16% |
$1.91M - $2.26M
|
234K
$46.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.9K- 8.93% |
$1.94M - $2.29M
|
132K
$26.2M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14.5K- 5.49% |
$2.18M - $2.58M
|
250K
$49.8M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-15.6K- 6.34% |
$2.34M - $2.77M
|
231K
$45.9M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-16.5K- 6.34% |
$2.48M - $2.93M
|
243K
$48.4M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-16.5K- 30.9% |
$2.48M - $2.93M
|
36.9K
$7.34M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-17.3K- 14.81% |
$2.6M - $3.07M
|
99.4K
$19.8M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-18.6K- 46.03% |
$2.79M - $3.3M
|
21.8K
$4.33M
|