Purchases and Sales Made in Q2 2023 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-66- 0.34% |
$9.95K - $10.9K
|
19.1K
$3.8M
|
|
|
Aug 04, 2023
Q2 2023
|
West Branch Capital LLC
|
SELL
|
- |
-68- 0.66% |
$10.3K - $11.2K
|
10.3K
$2.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-70- 0.23% |
$10.6K - $11.6K
|
30.4K
$6.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-70- 10.75% |
$10.6K - $11.6K
|
581
$116K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-72- 5.1% |
$10.9K - $11.9K
|
1.34K
$267K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-72- 2.0% |
$10.9K - $11.9K
|
3.54K
$704K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-72- 85.71% |
$10.9K - $11.9K
|
12
$2.39K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-72Closed |
$10.9K - $11.9K
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-75- 5.72% |
$11.3K - $12.4K
|
1.24K
$246K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-76- 1.11% |
$11.5K - $12.6K
|
6.75K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-77- 0.97% |
$11.6K - $12.7K
|
7.87K
$1.57M
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-80- 2.15% |
$12.1K - $13.2K
|
3.64K
$725K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-80- 1.61% |
$12.1K - $13.2K
|
4.89K
$974K
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-80- 0.92% |
$12.1K - $13.2K
|
8.62K
$1.72M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-84- 4.7% |
$12.7K - $13.9K
|
1.7K
$339K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-85- 2.4% |
$12.8K - $14.1K
|
3.46K
$689K
|
|
|
Aug 03, 2023
Q2 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-89- 4.07% |
$13.4K - $14.7K
|
2.1K
$418K
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-90- 4.01% |
$13.6K - $14.9K
|
2.16K
$429K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-90- 0.69% |
$13.6K - $14.9K
|
13K
$2.59M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-93- 12.37% |
$14K - $15.4K
|
659
$131K
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-94- 2.02% |
$14.2K - $15.5K
|
4.57K
$909K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-95- 3.9% |
$14.3K - $15.7K
|
2.34K
$466K
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-95- 5.07% |
$14.3K - $15.7K
|
1.78K
$354K
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-97- 2.98% |
$14.6K - $16K
|
3.16K
$629K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-104- 1.25% |
$15.7K - $17.2K
|
8.2K
$1.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-108- 3.82% |
$16.3K - $17.9K
|
2.72K
$541K
|
|
|
Jul 17, 2023
Q2 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-109- 0.45% |
$16.4K - $18K
|
24K
$4.78M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-109- 0.79% |
$16.4K - $18K
|
13.6K
$2.71M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-110- 1.02% |
$16.6K - $18.2K
|
10.7K
$2.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-110- 4.56% |
$16.6K - $18.2K
|
2.3K
$458K
|
|
|
Aug 07, 2023
Q2 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-112- 6.83% |
$16.9K - $18.5K
|
1.53K
$304K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-113- 2.17% |
$17K - $18.7K
|
5.09K
$1.01M
|
|
|
Jul 14, 2023
Q2 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-114- 0.7% |
$17.2K - $18.9K
|
16.1K
$3.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-117- 1.92% |
$17.6K - $19.4K
|
5.98K
$1.19M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-118- 6.95% |
$17.8K - $19.5K
|
1.58K
$314K
|
|
|
Jul 24, 2023
Q2 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-120- 1.37% |
$18.1K - $19.8K
|
8.61K
$1.71M
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-122- 75.78% |
$18.4K - $20.2K
|
39
$7.76K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-122- 2.46% |
$18.4K - $20.2K
|
4.84K
$963K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-125- 7.9% |
$18.8K - $20.7K
|
1.46K
$290K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-130- 1.2% |
$19.6K - $21.5K
|
10.7K
$2.12M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-130- 4.14% |
$19.6K - $21.5K
|
3.01K
$599K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-137- 4.81% |
$20.7K - $22.7K
|
2.71K
$540K
|
|
|
Jul 19, 2023
Q2 2023
|
Planning Directions Inc
|
SELL
|
- |
-138- 1.53% |
$20.8K - $22.8K
|
8.89K
$1.77M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-138- 0.32% |
$20.8K - $22.8K
|
43K
$8.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-138- 2.77% |
$20.8K - $22.8K
|
4.85K
$965K
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-141- 2.97% |
$21.3K - $23.3K
|
4.6K
$916K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-144- 1.1% |
$21.7K - $23.8K
|
12.9K
$2.58M
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-146- 1.13% |
$22K - $24.1K
|
12.7K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-146- 2.45% |
$22K - $24.1K
|
5.81K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-146- 78.49% |
$22K - $24.1K
|
40
$7.96K
|