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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2023
Q2 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-278- 6.1% |
$41.9K - $46K
|
4.28K
$852K
|
|
|
Aug 08, 2024
Q2 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-281- 0.1% |
$42.4K - $46.5K
|
294K
$58.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-285- 9.25% |
$43K - $47.1K
|
2.8K
$556K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-289- 22.77% |
$43.6K - $47.8K
|
980
$195K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
SELL
|
- |
-294- 2.4% |
$44.3K - $48.6K
|
12K
$2.38M
|
|
|
Jul 26, 2023
Q2 2023
|
Ervin Investment Management, LLC
|
SELL
|
- |
-294- 1.43% |
$44.3K - $48.6K
|
20.2K
$4.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-299- 0.42% |
$45.1K - $49.5K
|
70.1K
$13.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-301- 3.53% |
$45.4K - $49.8K
|
8.22K
$1.64M
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-302- 3.94% |
$45.5K - $50K
|
7.36K
$1.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-307- 2.97% |
$46.3K - $50.8K
|
10K
$2M
|
|
|
Aug 07, 2023
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-312- 0.56% |
$47K - $51.6K
|
55K
$11M
|
|
|
Apr 22, 2024
Q2 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-312- 0.56% |
$47K - $51.6K
|
55K
$11M
|
|
|
Jul 13, 2023
Q2 2023
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-320- 7.16% |
$48.2K - $52.9K
|
4.15K
$826K
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-320- 9.29% |
$48.2K - $52.9K
|
3.13K
$622K
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-326- 7.12% |
$49.1K - $53.9K
|
4.25K
$846K
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-326- 4.96% |
$49.1K - $53.9K
|
6.25K
$1.24M
|
|
|
May 28, 2024
Q2 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-331- 1.03% |
$49.9K - $54.7K
|
32K
$6.36M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-332- 17.3% |
$50K - $54.9K
|
1.59K
$316K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-345- 33.92% |
$52K - $57.1K
|
672
$134K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-350- 3.97% |
$52.8K - $57.9K
|
8.47K
$1.68M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-360- 4.3% |
$54.3K - $59.5K
|
8.01K
$1.59M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-365- 0.9% |
$55K - $60.4K
|
40K
$7.96M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-365- 0.9% |
$55K - $60.4K
|
40K
$7.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-366- 0.85% |
$55.2K - $60.5K
|
42.7K
$8.49M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-369- 11.95% |
$55.6K - $61K
|
2.72K
$541K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-370- 1.99% |
$55.8K - $61.2K
|
18.3K
$3.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-371- 4.54% |
$55.9K - $61.4K
|
7.81K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-373- 2.54% |
$56.2K - $61.7K
|
14.3K
$2.84M
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-380- 5.7% |
$57.3K - $62.9K
|
6.29K
$1.25M
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-386- 19.61% |
$58.2K - $63.8K
|
1.58K
$315K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-387- 17.44% |
$58.3K - $64K
|
1.83K
$365K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-397- 0.83% |
$59.8K - $65.7K
|
47.4K
$9.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-399- 7.34% |
$60.1K - $66K
|
5.04K
$1M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-399- 3.07% |
$60.1K - $66K
|
12.6K
$2.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-409- 4.68% |
$61.7K - $67.6K
|
8.34K
$1.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-419- 17.94% |
$63.2K - $69.3K
|
1.92K
$382K
|
|
|
Jul 14, 2023
Q2 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-429- 21.73% |
$64.7K - $71K
|
1.55K
$307K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-434- 4.55% |
$65.4K - $71.8K
|
9.11K
$1.81M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-438- 2.1% |
$66K - $72.4K
|
20.4K
$4.07M
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-439- 14.3% |
$66.2K - $72.6K
|
2.63K
$523K
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-458- 6.14% |
$69K - $75.8K
|
7.01K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-462- 16.95% |
$69.6K - $76.4K
|
2.26K
$450K
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-466- 17.12% |
$70.2K - $77.1K
|
2.26K
$449K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-467- 1.64% |
$70.4K - $77.2K
|
27.9K
$5.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-473- 3.23% |
$71.3K - $78.2K
|
14.2K
$2.82M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-481- 20.08% |
$72.5K - $79.6K
|
1.92K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-500- 3.81% |
$75.4K - $82.7K
|
12.6K
$2.51M
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
SELL
|
- |
-500- 90.09% |
$75.4K - $82.7K
|
55
$10.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-510- 77.27% |
$76.9K - $84.4K
|
150
$29.9K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-512- 1.97% |
$77.2K - $84.7K
|
25.5K
$5.07M
|