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
|
Lutz Financial Services LLC
|
SELL
|
- |
-1.58K- 5.65% |
$238K - $261K
|
26.4K
$5.25M
|
|
|
Jul 25, 2023
Q2 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-1.61K- 3.35% |
$242K - $266K
|
46.3K
$9.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-1.61K- 53.4% |
$243K - $266K
|
1.41K
$280K
|
|
|
Sep 15, 2023
Q2 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-1.65K- 9.64% |
$248K - $272K
|
15.4K
$3.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.67K- 3.83% |
$251K - $275K
|
41.9K
$8.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.77K- 12.59% |
$266K - $292K
|
12.3K
$2.44M
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.78K- 14.32% |
$268K - $294K
|
10.6K
$2.12M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-1.78K- 3.42% |
$268K - $295K
|
50.3K
$10M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.8K- 8.78% |
$271K - $297K
|
18.7K
$3.71M
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.81K- 26.74% |
$273K - $300K
|
4.96K
$987K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.84K- 49.24% |
$277K - $304K
|
1.9K
$377K
|
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-1.85K- 1.37% |
$279K - $306K
|
133K
$26.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.9K- 10.38% |
$286K - $314K
|
16.4K
$3.26M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.93K- 21.09% |
$290K - $319K
|
7.21K
$1.43M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.93K- 10.12% |
$291K - $319K
|
17.1K
$3.41M
|
|
|
Jul 18, 2023
Q2 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.94K- 6.84% |
$292K - $320K
|
26.4K
$5.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.94K- 3.7% |
$292K - $320K
|
50.4K
$10M
|
|
|
Jul 17, 2023
Q2 2023
|
First National Bank Sioux Falls
|
SELL
|
- |
-1.94K- 35.39% |
$292K - $321K
|
3.54K
$704K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.97K- 4.27% |
$296K - $325K
|
44.1K
$8.78M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.97K- 4.27% |
$296K - $325K
|
44.1K
$8.78M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.98K- 44.45% |
$298K - $327K
|
2.47K
$491K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-1.98K- 1.39% |
$298K - $327K
|
140K
$27.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
SELL
|
- |
-1.98K- 6.27% |
$299K - $328K
|
29.6K
$5.89M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2K- 24.14% |
$301K - $330K
|
6.28K
$1.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-2.02K- 5.85% |
$305K - $334K
|
32.6K
$6.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.05K- 10.56% |
$309K - $339K
|
17.3K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.07K- 1.74% |
$313K - $343K
|
117K
$23.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.08K- 7.85% |
$314K - $344K
|
24.4K
$4.86M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.13K- 2.55% |
$321K - $352K
|
81.4K
$16.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-2.14K- 6.02% |
$323K - $354K
|
33.4K
$6.65M
|
|
|
Aug 03, 2023
Q2 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.16K- 9.58% |
$325K - $357K
|
20.4K
$4.06M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.26K- 6.05% |
$341K - $374K
|
35.1K
$6.99M
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-2.26K- 4.37% |
$341K - $374K
|
49.5K
$9.85M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.36K- 18.45% |
$356K - $391K
|
10.4K
$2.08M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.37K- 2.91% |
$357K - $392K
|
79.2K
$15.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.48K- 3.06% |
$373K - $410K
|
78.4K
$15.6M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.48K- 3.06% |
$373K - $410K
|
78.4K
$15.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
SELL
|
- |
-2.5K- 6.31% |
$377K - $413K
|
37.1K
$7.38M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.51K- 9.11% |
$378K - $414K
|
25K
$4.97M
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.52K- 11.22% |
$379K - $416K
|
19.9K
$3.96M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.52K- 6.85% |
$380K - $417K
|
34.3K
$6.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-2.55K- 6.26% |
$384K - $422K
|
38.2K
$7.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.55K- 4.74% |
$385K - $422K
|
51.2K
$10.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.62K- 82.92% |
$395K - $434K
|
540
$107K
|
|
|
Jul 11, 2023
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-2.7K- 9.45% |
$407K - $447K
|
25.9K
$5.15M
|
|
|
Mar 07, 2024
Q2 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-2.7K- 9.45% |
$407K - $447K
|
25.9K
$5.15M
|
|
|
Jul 07, 2023
Q2 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.83K- 45.44% |
$426K - $467K
|
3.39K
$675K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-2.92K- 6.43% |
$440K - $482K
|
42.5K
$8.45M
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-2.97K- 2.58% |
$448K - $491K
|
112K
$22.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-3.02K- 8.95% |
$455K - $500K
|
30.7K
$6.11M
|