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 |
|---|---|---|---|---|---|---|---|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.07K- 56.52% |
$462K - $507K
|
2.36K
$470K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.09K- 40.57% |
$466K - $511K
|
4.53K
$901K
|
|
|
Aug 09, 2023
Q2 2023
|
Rs Crum Inc.
|
SELL
|
- |
-3.27K- 38.72% |
$492K - $540K
|
5.17K
$1.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.27K- 33.35% |
$493K - $541K
|
6.53K
$1.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.31K- 43.02% |
$498K - $547K
|
4.38K
$872K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.34K- 18.39% |
$503K - $552K
|
14.8K
$2.95M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3.39K- 4.93% |
$511K - $561K
|
65.4K
$13M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.49K- 14.84% |
$526K - $578K
|
20K
$3.99M
|
|
|
Jul 24, 2023
Q2 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-3.53K- 25.49% |
$532K - $584K
|
10.3K
$2.05M
|
|
|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-3.54K- 29.55% |
$533K - $585K
|
8.43K
$1.68M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.58K- 10.18% |
$540K - $593K
|
31.6K
$6.29M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.62K- 36.0% |
$545K - $598K
|
6.43K
$1.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-3.62K- 10.08% |
$546K - $599K
|
32.3K
$6.43M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
SELL
|
- |
-3.64K- 5.02% |
$549K - $602K
|
68.9K
$13.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3.84K- 5.4% |
$579K - $636K
|
67.3K
$13.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.12K- 1.2% |
$621K - $681K
|
340K
$67.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-4.13K- 21.68% |
$622K - $683K
|
14.9K
$2.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-4.14K- 56.85% |
$624K - $684K
|
3.14K
$625K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-4.14K- 16.94% |
$625K - $685K
|
20.3K
$4.04M
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.17K- 24.17% |
$629K - $690K
|
13.1K
$2.61M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.18K- 0.7% |
$631K - $692K
|
596K
$119M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.3K- 10.58% |
$647K - $710K
|
36.3K
$7.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.53K- 7.69% |
$683K - $750K
|
54.4K
$10.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-4.55K- 14.62% |
$686K - $753K
|
26.6K
$5.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-4.58K- 75.61% |
$691K - $758K
|
1.48K
$294K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-4.68K- 21.09% |
$705K - $774K
|
17.5K
$3.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.81K- 68.96% |
$725K - $796K
|
2.17K
$431K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-4.82K- 29.06% |
$727K - $798K
|
11.8K
$2.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-4.88K- 21.04% |
$735K - $807K
|
18.3K
$3.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-5.29K- 2.55% |
$797K - $875K
|
202K
$40.2M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.42KClosed |
$817K - $896K
|
0
$0
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-5.43K- 14.08% |
$818K - $897K
|
33.1K
$6.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-5.64K- 14.98% |
$850K - $933K
|
32K
$6.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.91K- 7.65% |
$891K - $978K
|
71.4K
$14.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-5.97K- 57.93% |
$900K - $988K
|
4.34K
$863K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.98K- 58.56% |
$901K - $989K
|
4.23K
$842K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.19K- 38.34% |
$933K - $1.02M
|
9.96K
$1.98M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.28K- 65.84% |
$947K - $1.04M
|
3.26K
$649K
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-6.35K- 2.39% |
$958K - $1.05M
|
259K
$51.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-6.6K- 75.24% |
$995K - $1.09M
|
2.17K
$432K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.91K- 2.76% |
$1.04M - $1.14M
|
243K
$48.4M
|
|
|
Aug 08, 2023
Q2 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-7.21K- 42.42% |
$1.09M - $1.19M
|
9.79K
$1.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-7.3K- 1.62% |
$1.1M - $1.21M
|
443K
$88.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.51K- 63.35% |
$1.13M - $1.24M
|
4.35K
$865K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.62K- 0.51% |
$1.15M - $1.26M
|
1.47M
$293M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-8.28K- 4.75% |
$1.25M - $1.37M
|
166K
$33.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-8.31K- 3.41% |
$1.25M - $1.37M
|
235K
$46.8M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-8.69K- 18.41% |
$1.31M - $1.44M
|
38.5K
$7.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8.83K- 53.01% |
$1.33M - $1.46M
|
7.83K
$1.56M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-9.66K- 4.12% |
$1.46M - $1.6M
|
225K
$44.7M
|