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 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.21K+ 26.12% |
$181K - $214K
|
5.82K
$1.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.2K+ 5.37% |
$180K - $213K
|
23.5K
$4.67M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.18K+ 5.06% |
$177K - $210K
|
24.5K
$4.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.17K+ 4.28% |
$175K - $207K
|
28.4K
$5.65M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.14K+ 3.8% |
$171K - $203K
|
31.1K
$6.2M
|
|
|
May 12, 2023
Q1 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
1.1KNew |
$165K - $195K
|
1.1K
$219K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.08K+ 17.64% |
$163K - $192K
|
7.22K
$1.44M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.08K+ 4.06% |
$162K - $192K
|
27.7K
$5.52M
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.08K+ 3.87% |
$162K - $192K
|
29K
$5.77M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.08K+ 14.92% |
$162K - $192K
|
8.31K
$1.65M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.08K+ 24.27% |
$162K - $191K
|
5.51K
$1.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
1.02K+ 5.24% |
$154K - $182K
|
20.5K
$4.09M
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.02K+ 11.87% |
$153K - $181K
|
9.59K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1.02KNew |
$153K - $181K
|
1.02K
$202K
|
|
|
May 11, 2023
Q1 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.01K+ 11.18% |
$152K - $179K
|
10K
$2M
|
|
|
Sep 05, 2023
Q1 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1K+ 2.78% |
$151K - $178K
|
37K
$7.37M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
999+ 22.56% |
$150K - $178K
|
5.43K
$1.08M
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
994+ 8.63% |
$149K - $177K
|
12.5K
$2.49M
|
|
|
May 15, 2023
Q1 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
957+ 1.25% |
$144K - $170K
|
77.5K
$15.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
955+ 4.84% |
$143K - $170K
|
20.7K
$4.11M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
948+ 5.19% |
$142K - $168K
|
19.2K
$3.83M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
933+ 7.73% |
$140K - $166K
|
13K
$2.59M
|
|
|
Apr 21, 2023
Q1 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
930+ 4.27% |
$140K - $165K
|
22.7K
$4.52M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
926+ 23.09% |
$139K - $165K
|
4.94K
$983K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
909+ 5.63% |
$137K - $162K
|
17.1K
$3.39M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
892New |
$134K - $158K
|
892
$178K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
880+ 13.96% |
$132K - $156K
|
7.18K
$1.43M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
879+ 0.33% |
$132K - $156K
|
270K
$53.6M
|
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
859+ 22.12% |
$129K - $153K
|
4.74K
$944K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
858+ 2.79% |
$129K - $152K
|
31.6K
$6.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
857+ 6.97% |
$129K - $152K
|
13.1K
$2.62M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
841+ 15.21% |
$126K - $149K
|
6.37K
$1.27M
|
|
|
Apr 17, 2023
Q1 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
835+ 7.96% |
$125K - $148K
|
11.3K
$2.25M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
834+ 3.03% |
$125K - $148K
|
28.4K
$5.65M
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
830+ 10.79% |
$125K - $147K
|
8.52K
$1.7M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
825+ 2.28% |
$124K - $147K
|
37K
$7.36M
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
825+ 13.96% |
$124K - $147K
|
6.73K
$1.34M
|
|
|
Apr 05, 2023
Q1 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
814+ 14.4% |
$122K - $145K
|
6.47K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
807+ 2.89% |
$121K - $143K
|
28.7K
$5.71M
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
800+ 13.85% |
$120K - $142K
|
6.58K
$1.31M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
794+ 20.33% |
$119K - $141K
|
4.7K
$935K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
789+ 21.79% |
$119K - $140K
|
4.41K
$878K
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
765+ 28.54% |
$115K - $136K
|
3.45K
$686K
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
762+ 16.16% |
$114K - $135K
|
5.48K
$1.09M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
754+ 8.66% |
$113K - $134K
|
9.46K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
752+ 1.32% |
$113K - $134K
|
57.6K
$11.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
BUY
|
- |
751+ 22.51% |
$113K - $133K
|
4.09K
$813K
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
749+ 2.77% |
$113K - $133K
|
27.8K
$5.52M
|
|
|
Apr 28, 2023
Q1 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
735+ 0.92% |
$110K - $131K
|
80.5K
$16M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
735+ 7.68% |
$110K - $131K
|
10.3K
$2.05M
|