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 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-770- 23.43% |
$116K - $127K
|
2.52K
$501K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-770- 21.99% |
$116K - $127K
|
2.73K
$544K
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-806- 24.2% |
$121K - $133K
|
2.52K
$502K
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-806- 4.76% |
$121K - $133K
|
16.1K
$3.21M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-836- 4.22% |
$126K - $138K
|
19K
$3.78M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-837- 3.32% |
$126K - $138K
|
24.4K
$4.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-862- 7.3% |
$130K - $143K
|
11K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-868- 20.47% |
$131K - $144K
|
3.37K
$671K
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-871- 2.32% |
$131K - $144K
|
36.7K
$7.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-871- 1.64% |
$131K - $144K
|
52.3K
$10.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-875- 7.6% |
$132K - $145K
|
10.6K
$2.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-943- 0.54% |
$142K - $156K
|
175K
$34.8M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-964- 3.03% |
$145K - $159K
|
30.9K
$6.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-987- 17.19% |
$149K - $163K
|
4.76K
$946K
|
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-989- 10.32% |
$149K - $164K
|
8.6K
$1.71M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-993- 5.76% |
$150K - $164K
|
16.2K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-995- 63.13% |
$150K - $165K
|
581
$116K
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-1K- 15.21% |
$151K - $165K
|
5.58K
$1.11M
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1K- 3.91% |
$151K - $166K
|
24.6K
$4.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.01K- 54.29% |
$151K - $166K
|
846
$168K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.04K- 13.7% |
$156K - $172K
|
6.54K
$1.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.05K- 23.1% |
$158K - $173K
|
3.49K
$694K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.05K- 5.09% |
$159K - $174K
|
19.6K
$3.91M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.06K- 5.39% |
$160K - $176K
|
18.6K
$3.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.12K- 3.88% |
$169K - $185K
|
27.7K
$5.52M
|
|
|
Aug 10, 2023
Q2 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-1.12K- 23.4% |
$169K - $186K
|
3.68K
$732K
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.14K- 1.74% |
$172K - $189K
|
64.3K
$12.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.16K- 8.85% |
$175K - $192K
|
11.9K
$2.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.16K- 26.26% |
$175K - $192K
|
3.25K
$647K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.18K- 14.63% |
$178K - $196K
|
6.9K
$1.37M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.2K- 10.31% |
$181K - $198K
|
10.4K
$2.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.23K- 14.81% |
$186K - $204K
|
7.08K
$1.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-1.23K- 26.81% |
$186K - $204K
|
3.36K
$669K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.23K- 21.65% |
$186K - $204K
|
4.46K
$887K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.26K- 3.18% |
$190K - $208K
|
38.4K
$7.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-1.27K- 6.58% |
$191K - $209K
|
18K
$3.58M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.33K- 27.62% |
$200K - $219K
|
3.48K
$692K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.36K- 1.18% |
$205K - $225K
|
114K
$22.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1.37K- 36.14% |
$207K - $227K
|
2.42K
$482K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-1.38K- 2.48% |
$208K - $228K
|
54.1K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.38K- 26.0% |
$208K - $228K
|
3.93K
$782K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.4K- 3.78% |
$211K - $231K
|
35.6K
$7.09M
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.41K- 52.42% |
$213K - $233K
|
1.28K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.41K- 3.88% |
$213K - $233K
|
35K
$6.96M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.46K- 11.2% |
$219K - $241K
|
11.5K
$2.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1.46K- 85.69% |
$219K - $241K
|
243
$48.4K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.47K- 6.09% |
$222K - $243K
|
22.7K
$4.52M
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-1.5K- 6.7% |
$225K - $247K
|
20.8K
$4.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1.52K- 15.7% |
$230K - $252K
|
8.19K
$1.63M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.57K- 16.58% |
$236K - $259K
|
7.89K
$1.57M
|