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
May 15, 2023 Q1 2023
Roof Eidam & Maycock

BUY
 -
1.78K
+ 14.96%
$267K - $316K
13.6K $2.72M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.77K
+ 2.37%
$266K - $315K
76.4K $15.2M
Apr 26, 2023 Q1 2023
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
1.76K
+ 3.59%
$265K - $313K
50.8K $10.1M
Apr 25, 2023 Q1 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
1.74K
New
$262K - $310K
1.74K $347K
Apr 06, 2023 Q1 2023
Willis Johnson & Associates, Inc.

BUY
 -
1.74K
New
$261K - $309K
1.74K $346K
Apr 06, 2023 Q1 2023
Kwmg, LLC

BUY
 -
1.7K
+ 2.97%
$255K - $301K
58.7K $11.7M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.7K
+ 0.09%
$255K - $301K
1.82M $362M
Apr 24, 2023 Q1 2023
Beaumont Asset Management, L.L.C.

BUY
 -
1.69K
+ 7.76%
$254K - $300K
23.5K $4.67M
May 15, 2023 Q1 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
1.69K
+ 2.63%
$254K - $300K
66K $13.1M
Apr 13, 2023 Q1 2023
Prosperity Planning, Inc.

BUY
 -
1.68K
+ 3.06%
$253K - $299K
56.6K $11.3M
Apr 26, 2023 Q1 2023
Ifg Advisory, LLC

BUY
 -
1.66K
+ 12.87%
$250K - $296K
14.6K $2.91M
May 04, 2023 Q1 2023
Trinity Point Wealth, LLC

BUY
 -
1.66K
New
$249K - $295K
1.66K $330K
Aug 15, 2023 Q1 2023
Hbk Sorce Advisory LLC

Erie, PA
BUY
 -
1.64K
+ 37.64%
$246K - $291K
5.98K $1.19M
May 16, 2023 Q1 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
1.61K
+ 37.34%
$242K - $286K
5.93K $1.18M
May 01, 2023 Q1 2023
Crestone Asset Management LLC

BUY
 -
1.6K
New
$240K - $284K
1.6K $318K
May 11, 2023 Q1 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
1.56K
+ 1.9%
$234K - $276K
83.5K $16.6M
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1.55K
+ 20.47%
$233K - $276K
9.13K $1.82M
Apr 18, 2023 Q1 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
1.55K
+ 3.03%
$233K - $275K
52.7K $10.5M
May 15, 2023 Q1 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
1.55K
New
$232K - $275K
1.55K $308K
May 15, 2023 Q1 2023
Avalon Investment & Advisory

Houston, TX
BUY
 -
1.55K
New
$232K - $275K
1.55K $308K
Sep 06, 2023 Q1 2023
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
1.54K
New
$231K - $273K
1.54K $306K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
1.52K
+ 4.24%
$228K - $270K
37.4K $7.44M
Sep 15, 2023 Q1 2023
Cjm Wealth Advisers, Ltd.

Falls Church, VA
BUY
 -
1.51K
+ 9.72%
$227K - $269K
17.1K $3.4M
May 15, 2023 Q1 2023
Northern Trust Corp

Chicago, IL
BUY
 -
1.51K
+ 7.96%
$227K - $268K
20.5K $4.07M
May 12, 2023 Q1 2023
Hrt Financial LP

New York, NY
BUY
 -
1.49K
New
$224K - $265K
1.49K $297K
May 04, 2023 Q1 2023
Capital Advantage, Inc.

BUY
 -
1.48K
+ 2.17%
$222K - $263K
69.7K $13.9M
May 03, 2023 Q1 2023
Le Jeune Puetz Investment Counsel LLC

BUY
 -
1.48K
+ 10.89%
$222K - $263K
15.1K $3M
Apr 21, 2023 Q1 2023
Axiom Advisory, LLC

San Diego, CA
BUY
 -
1.48K
+ 8.23%
$222K - $262K
19.4K $3.86M
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
1.47K
+ 11.19%
$221K - $262K
14.6K $2.91M
Apr 12, 2023 Q1 2023
Collective Family Office LLC

BUY
 -
1.47K
+ 2.73%
$221K - $261K
55.2K $11M
Apr 25, 2023 Q1 2023
Busey Wealth Management

BUY
 -
1.43K
+ 81.0%
$215K - $254K
3.19K $635K
May 11, 2023 Q1 2023
Nikulski Financial, Inc.

BUY
 -
1.43K
+ 10.29%
$214K - $253K
15.3K $3.04M
Apr 17, 2023 Q1 2023
Claro Advisors LLC

Boston, MA
BUY
 -
1.42K
New
$213K - $252K
1.42K $282K
Apr 13, 2023 Q1 2023
Leavell Investment Management, Inc.

BUY
 -
1.41K
+ 6.77%
$211K - $250K
22.2K $4.41M
May 11, 2023 Q1 2023
Montag A & Associates Inc

Atlanta, GA
BUY
 -
1.41K
+ 27.5%
$211K - $250K
6.51K $1.3M
Apr 10, 2023 Q1 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
1.4K
+ 7.24%
$210K - $248K
20.7K $4.12M
May 10, 2023 Q1 2023
King Wealth

Saratoga Springs, NY
BUY
 -
1.39K
New
$208K - $246K
1.39K $276K
May 01, 2023 Q1 2023
Iron Horse Wealth Management, LLC

BUY
 -
1.38K
+ 3.81%
$207K - $245K
37.6K $7.48M
Apr 24, 2023 Q1 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
1.37K
+ 10.07%
$206K - $244K
15K $2.99M
Apr 27, 2023 Q1 2023
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
1.36K
+ 7.69%
$205K - $242K
19.1K $3.8M
May 12, 2023 Q1 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
1.34K
+ 3.94%
$201K - $237K
35.3K $7.02M
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.32K
+ 5.96%
$199K - $235K
23.5K $4.68M
Apr 11, 2023 Q1 2023
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
1.29K
New
$193K - $229K
1.29K $256K
Apr 12, 2023 Q1 2023
Transcend Capital Advisors, LLC

BUY
 -
1.29K
+ 39.24%
$193K - $229K
4.57K $909K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.29K
+ 5.7%
$193K - $228K
23.8K $4.74M
May 01, 2023 Q1 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
1.28K
+ 10.17%
$192K - $227K
13.8K $2.75M
Apr 26, 2023 Q1 2023
Buffington Mohr Mc Neal

BUY
 -
1.26K
+ 2.69%
$189K - $223K
47.9K $9.54M
Apr 18, 2023 Q1 2023
Archford Capital Strategies, LLC

BUY
 -
1.24K
+ 2.67%
$186K - $221K
47.8K $9.5M
May 11, 2023 Q1 2023
Kovitz Investment Group Partners, LLC

BUY
 -
1.22K
+ 75.59%
$183K - $216K
2.83K $563K

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