Purchases and Sales Made in Q1 2023 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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 10, 2023 Q1 2023
Lantz Financial LLC

BUY
 -
5.78K
+ 130.5%
$868K - $1.03M
10.2K $2.03M
Apr 17, 2023 Q1 2023
Hall Capital Management CO Inc

BUY
 -
5.71K
New
$858K - $1.02M
5.71K $1.14M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
5.66K
+ 8.98%
$851K - $1.01M
68.7K $13.7M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
5.65K
+ 1.59%
$849K - $1M
361K $71.8M
Apr 12, 2023 Q1 2023
Koshinski Asset Management, Inc.

BUY
 -
5.57K
+ 41.2%
$836K - $989K
19.1K $3.8M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
5.5K
+ 247.52%
$825K - $976K
7.72K $1.54M
May 11, 2023 Q1 2023
True Wealth Financial Partners

BUY
 -
5.44K
+ 7.78%
$817K - $967K
75.4K $15M
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
5.42K
New
$814K - $963K
5.42K $1.08M
May 09, 2023 Q1 2023
Aptus Capital Advisors, LLC

BUY
 -
5.41K
+ 795.44%
$813K - $961K
6.09K $1.21M
May 20, 2024 Q1 2023
Parallel Advisors, LLC

BUY
 -
5.29K
+ 12.96%
$794K - $940K
46.1K $9.17M
Apr 27, 2023 Q1 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
4.79K
+ 9.72%
$720K - $851K
54K $10.8M
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
4.75K
+ 12.84%
$714K - $845K
41.8K $8.31M
May 15, 2023 Q1 2023
Cornerstone Wealth Management, LLC

BUY
 -
4.72K
+ 9.14%
$709K - $839K
56.4K $11.2M
Apr 18, 2023 Q1 2023
Willis Investment Counsel

Gainesville, GA
BUY
 -
4.64K
+ 19.37%
$697K - $825K
28.6K $5.69M
Jun 27, 2023 Q1 2023
Narus Financial Partners, LLC

Salt Lake City, UT
BUY
 -
4.21K
New
$633K - $748K
4.21K $838K
Apr 25, 2023 Q1 2023
Evergreen Wealth Management, LLC

Williamston, MI
BUY
 -
4.18K
+ 34.53%
$628K - $742K
16.3K $3.24M
Apr 06, 2023 Q1 2023
Fulton Bank, N.A.

BUY
 -
4.13K
+ 184.76%
$621K - $734K
6.37K $1.27M
May 11, 2023 Q1 2023
Thompson Siegel & Walmsley LLC

BUY
 -
3.96K
+ 1.83%
$595K - $703K
220K $43.7M
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
3.95K
New
$593K - $701K
3.95K $785K
Apr 20, 2023 Q1 2023
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
3.83K
+ 8.3%
$575K - $681K
50K $9.95M
Apr 14, 2023 Q1 2023
Total Wealth Planning, LLC

BUY
 -
3.79K
+ 4.43%
$570K - $674K
89.4K $17.8M
May 02, 2023 Q1 2023
Jackson Creek Investment Advisors LLC

BUY
 -
3.73K
New
$560K - $662K
3.73K $741K
Apr 17, 2023 Q1 2023
Abacus Planning Group, Inc.

BUY
 -
3.72K
+ 2.15%
$559K - $662K
177K $35.2M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
3.71K
+ 0.77%
$557K - $659K
485K $96.6M
May 04, 2023 Q1 2023
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
3.67K
+ 7.53%
$551K - $651K
52.3K $10.4M
May 10, 2023 Q1 2023
Brandes Investment Partners, LP

La Jolla, CA
BUY
 -
3.63K
New
$545K - $645K
3.63K $722K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
3.56K
+ 22.09%
$535K - $633K
19.7K $3.92M
May 08, 2023 Q1 2023
Greenup Street Wealth Management LLC

BUY
 -
3.53K
+ 54.22%
$530K - $627K
10K $2M
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
3.46K
+ 35.14%
$520K - $615K
13.3K $2.65M
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
3.46K
+ 21.65%
$520K - $615K
19.5K $3.87M
May 15, 2023 Q1 2023
Becker Capital Management Inc

BUY
 -
3.44K
New
$517K - $611K
3.44K $684K
Apr 13, 2023 Q1 2023
Hb Wealth Management, LLC

BUY
 -
3.36K
+ 8.46%
$504K - $597K
43K $8.56M
May 15, 2023 Q1 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
3.34K
+ 4.41%
$502K - $593K
79.1K $15.7M
Apr 27, 2023 Q1 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
3.33K
New
$500K - $592K
3.33K $663K
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
3.28K
New
$492K - $582K
3.28K $652K
Apr 27, 2023 Q1 2023
Telos Capital Management, Inc.

BUY
 -
3.26K
+ 39.47%
$490K - $580K
11.5K $2.3M
May 02, 2023 Q1 2023
Jacobsen Capital Management

BUY
 -
3.26K
+ 3.17%
$489K - $578K
106K $21.1M
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
3.12K
+ 25.27%
$469K - $555K
15.5K $3.08M
Apr 17, 2023 Q1 2023
Landmark Wealth Management, LLC

BUY
 -
3.07K
+ 28.8%
$462K - $546K
13.7K $2.74M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
3.07K
New
$461K - $545K
3.07K $611K
May 15, 2023 Q1 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
2.9K
+ 2.15%
$435K - $515K
137K $27.4M
Apr 18, 2023 Q1 2023
Sage Financial Group Inc

BUY
 -
2.9K
+ 7.2%
$435K - $515K
43.1K $8.58M
May 15, 2023 Q1 2023
Choreo, LLC

Minneapolis, MN
BUY
 -
2.86K
+ 0.32%
$429K - $507K
908K $181M
May 03, 2023 Q1 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
2.78K
+ 17.08%
$417K - $494K
19K $3.79M
May 05, 2023 Q1 2023
Avion Wealth

The Woodlands, TX
BUY
 -
2.73K
+ 3.28%
$410K - $485K
85.8K $17.1M
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
2.61K
+ 62.58%
$392K - $463K
6.77K $1.35M
Apr 11, 2023 Q1 2023
Olio Financial Planning

BUY
 -
2.56K
+ 6.9%
$384K - $455K
39.7K $7.89M
May 12, 2023 Q1 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
2.54K
+ 11.42%
$381K - $451K
24.8K $4.93M
Apr 10, 2023 Q1 2023
Dfpg Investments, LLC

BUY
 -
2.44K
+ 148.99%
$366K - $433K
4.08K $811K

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