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 21, 2023 Q1 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
731
+ 9.96%
$110K - $130K
8.07K $1.61M
Apr 10, 2023 Q1 2023
Bcs Wealth Management

BUY
 -
719
+ 11.75%
$108K - $128K
6.84K $1.36M
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
719
+ 2.31%
$108K - $128K
31.9K $6.35M
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
718
+ 3.2%
$108K - $128K
23.2K $4.61M
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
716
+ 11.29%
$108K - $127K
7.06K $1.4M
May 02, 2023 Q1 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
712
+ 0.21%
$107K - $127K
344K $68.5M
Apr 20, 2023 Q1 2023
Hfg Advisors, Inc.

BUY
 -
709
+ 2.87%
$107K - $126K
25.4K $5.05M
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
703
+ 2.72%
$106K - $125K
26.5K $5.28M
May 12, 2023 Q1 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
701
+ 39.32%
$105K - $125K
2.48K $494K
May 04, 2023 Q1 2023
Pinnacle Associates LTD

BUY
 -
698
+ 49.29%
$105K - $124K
2.11K $421K
May 04, 2023 Q1 2023
Lmcg Investments, LLC

Boston, MA
BUY
 -
689
+ 1.35%
$104K - $122K
51.8K $10.3M
May 09, 2023 Q1 2023
Apcm Wealth Management For Individuals

BUY
 -
678
New
$102K - $120K
678 $135K
May 11, 2023 Q1 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
675
+ 23.89%
$101K - $120K
3.5K $697K
Apr 05, 2023 Q1 2023
Quent Capital, LLC

BUY
 -
670
+ 1.69%
$101K - $119K
40.3K $8.03M
May 01, 2023 Q1 2023
Lincoln National Corp

BUY
 -
643
+ 0.28%
$96.6K - $114K
231K $46M
Apr 17, 2023 Q1 2023
E&G Advisors, LP

BUY
 -
626
+ 3.47%
$94K - $111K
18.7K $3.71M
Apr 19, 2023 Q1 2023
Alpha Omega Wealth Management LLC

BUY
 -
626
+ 3.43%
$94K - $111K
18.9K $3.76M
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
620
+ 5.89%
$93.1K - $110K
11.1K $2.22M
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
611
+ 1.59%
$91.8K - $109K
39.1K $7.79M
Apr 05, 2023 Q1 2023
Bts Asset Management, Inc.

BUY
 -
594
+ 9.02%
$89.2K - $106K
7.18K $1.43M
May 01, 2023 Q1 2023
Tenret CO LLC

BUY
 -
593
+ 2.52%
$89.1K - $105K
24.1K $4.8M
Apr 21, 2023 Q1 2023
Harbor Investment Advisory, LLC

BUY
 -
583
+ 204.56%
$87.6K - $104K
868 $173K
Apr 11, 2023 Q1 2023
Massmutual Trust CO Fsb

BUY
 -
581
+ 1.71%
$87.3K - $103K
34.6K $6.88M
Apr 06, 2023 Q1 2023
Foster Group, Inc.

BUY
 -
573
+ 0.15%
$86.1K - $102K
395K $78.7M
May 10, 2023 Q1 2023
Keybank National Association

BUY
 -
566
+ 4.25%
$85K - $101K
13.9K $2.76M
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
561
+ 12.72%
$84.3K - $99.7K
4.97K $990K
May 22, 2023 Q1 2023
American Trust

Lexington, KY
BUY
 -
561
+ 12.24%
$84.3K - $99.7K
5.15K $1.02M
May 12, 2023 Q1 2023
O'Rourke & Company, Inc

Boston, MA
BUY
 -
559
+ 7.93%
$84K - $99.3K
7.61K $1.51M
May 15, 2023 Q1 2023
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
559
+ 8.66%
$84K - $99.3K
7.01K $1.4M
May 03, 2023 Q1 2023
Dt Investment Partners, LLC

BUY
 -
555
New
$83.4K - $98.6K
555 $110K
Apr 27, 2023 Q1 2023
North Star Investment Management Corp.

Chicago, IL
BUY
 -
547
+ 4.17%
$82.2K - $97.2K
13.7K $2.72M
May 09, 2023 Q1 2023
Roundview Capital LLC

Princeton, NJ
BUY
 -
543
+ 3.84%
$81.6K - $96.5K
14.7K $2.92M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
527
+ 5.32%
$79.2K - $93.6K
10.4K $2.07M
Apr 19, 2023 Q1 2023
Dentgroup LLC

BUY
 -
509
+ 4.33%
$76.5K - $90.4K
12.3K $2.44M
May 11, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
505
+ 8.93%
$75.9K - $89.7K
6.16K $1.23M
May 15, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
502
+ 85.08%
$75.4K - $89.2K
1.09K $217K
May 09, 2023 Q1 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
486
+ 15.55%
$73K - $86.4K
3.61K $719K
May 03, 2023 Q1 2023
Raymond James Trust N.A.

BUY
 -
484
+ 2.42%
$72.7K - $86K
20.5K $4.07M
May 04, 2023 Q1 2023
One Charles Private Wealth Services, LLC

BUY
 -
470
+ 6.86%
$70.6K - $83.5K
7.33K $1.46M
Apr 13, 2023 Q1 2023
Apeiron Ria LLC

BUY
 -
468
+ 22.14%
$70.3K - $83.2K
2.58K $514K
May 12, 2023 Q1 2023
Hanseatic Management Services Inc

BUY
 -
457
+ 4.35%
$68.7K - $81.2K
11K $2.18M
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
448
+ 0.78%
$67.3K - $79.6K
57.8K $11.5M
May 05, 2023 Q1 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
430
+ 3.61%
$64.6K - $76.4K
12.3K $2.46M
May 01, 2023 Q1 2023
Windham Capital Management, LLC

BUY
 -
426
+ 1.78%
$64K - $75.7K
24.3K $4.84M
May 04, 2023 Q1 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
422
+ 2.45%
$63.4K - $75K
17.6K $3.51M
Apr 14, 2023 Q1 2023
Heartwood Wealth Advisors LLC

BUY
 -
417
+ 2.82%
$62.6K - $74.1K
15.2K $3.03M
May 08, 2023 Q1 2023
Phillips Financial Management, LLC

BUY
 -
415
+ 0.59%
$62.3K - $73.7K
71.1K $14.2M
Apr 11, 2023 Q1 2023
Acropolis Investment Management, LLC

BUY
 -
409
+ 3.22%
$61.4K - $72.7K
13.1K $2.61M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
408
New
$61.3K - $72.5K
408 $81.2K

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