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 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64.9K- 2.03% |
$9.78M - $10.7M
|
3.14M
$644M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-66.5K- 69.16% |
$10M - $11M
|
29.7K
$6.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-84.7K- 13.68% |
$12.8M - $14M
|
534K
$110M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-87.4K- 56.01% |
$13.2M - $14.5M
|
68.6K
$14.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-94.9K- 5.21% |
$14.3M - $15.7M
|
1.73M
$355M
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-95.4K- 86.59% |
$14.4M - $15.8M
|
14.8K
$3.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-95.7K- 5.35% |
$14.4M - $15.8M
|
1.69M
$348M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-125K- 46.05% |
$18.8M - $20.7M
|
146K
$30.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-185K- 1.62% |
$27.9M - $30.6M
|
11.3M
$2.31B
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-190K- 48.47% |
$28.6M - $31.4M
|
202K
$41.5M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-512K- 54.02% |
$77.1M - $84.6M
|
436K
$89.5M
|