Purchases and Sales Made in Q2 2023 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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 02, 2023 Q2 2023
Barry Investment Advisors, LLC

BUY
 -
5.73K
New
$863K - $947K
5.73K $1.15M
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
5.63K
+ 20.78%
$849K - $932K
32.7K $6.58M
Aug 11, 2023 Q2 2023
Shakespeare Wealth Management, Inc.

Pewaukee, WI
BUY
 -
5.56K
+ 7.17%
$839K - $920K
83.1K $16.7M
Jul 31, 2023 Q2 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
5.53K
+ 0.51%
$834K - $915K
1.09M $220M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
5.4K
+ 4.03%
$814K - $893K
139K $28M
Aug 03, 2023 Q2 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
5.38K
+ 12.88%
$811K - $890K
47.2K $9.48M
Jul 24, 2023 Q2 2023
Dfpg Investments, LLC

BUY
 -
5.24K
+ 128.63%
$790K - $867K
9.32K $1.87M
Jul 14, 2023 Q2 2023
Valeo Financial Advisors, LLC

BUY
 -
5.08K
+ 31.9%
$765K - $839K
21K $4.22M
Aug 10, 2023 Q2 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
5K
+ 90.64%
$753K - $827K
10.5K $2.11M
Aug 11, 2023 Q2 2023
Phillips Financial Management, LLC

BUY
 -
4.81K
+ 6.76%
$724K - $795K
75.9K $15.3M
Aug 09, 2023 Q2 2023
Private Advisor Group, LLC

BUY
 -
4.68K
+ 4.71%
$705K - $774K
104K $20.9M
Aug 14, 2023 Q2 2023
Petix & Botte CO

BUY
 -
4.65K
+ 97.56%
$700K - $769K
9.41K $1.89M
Aug 09, 2023 Q2 2023
Evoke Wealth, LLC

BUY
 -
4.62K
New
$696K - $763K
4.62K $928K
Aug 09, 2023 Q2 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
4.57K
New
$688K - $755K
4.57K $918K
Jul 31, 2023 Q2 2023
Total Wealth Planning, LLC

BUY
 -
4.49K
+ 5.02%
$677K - $742K
93.9K $18.9M
Jul 25, 2023 Q2 2023
Old National Bancorp

BUY
 -
4.44K
+ 7.89%
$669K - $734K
60.7K $12.2M
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
4.44K
+ 1.27%
$669K - $734K
354K $71.1M
Jul 28, 2023 Q2 2023
Lion Street Advisors, LLC

BUY
 -
4.42K
+ 65.31%
$667K - $732K
11.2K $2.25M
Aug 02, 2023 Q2 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
4.35K
+ 76.61%
$656K - $719K
10K $2.02M
Aug 14, 2023 Q2 2023
Mbb Public Markets I LLC

Chicago, IL
BUY
 -
4.32K
+ 2.36%
$651K - $714K
187K $37.6M
Aug 02, 2023 Q2 2023
Nemes Rush Group LLC

Novi, MI
BUY
 -
4.28K
New
$645K - $707K
4.28K $860K
Jul 17, 2023 Q2 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
4.21K
+ 7.99%
$635K - $697K
56.9K $11.4M
Jul 13, 2023 Q2 2023
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
4.18K
+ 185.9%
$630K - $692K
6.43K $1.29M
Aug 07, 2023 Q2 2023
Fortune Financial Advisors, LLC

Overland Park, KS
BUY
 -
3.98K
New
$601K - $659K
3.98K $801K
Aug 03, 2023 Q2 2023
Evergreen Wealth Management, LLC

Williamston, MI
BUY
 -
3.9K
+ 23.99%
$588K - $646K
20.2K $4.06M
Aug 11, 2023 Q2 2023
Prudential Financial Inc

Newark, NJ
BUY
 -
3.81K
+ 2.47%
$574K - $630K
158K $31.7M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
3.76K
+ 53.65%
$567K - $622K
10.8K $2.16M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
3.72K
+ 18.18%
$561K - $615K
24.2K $4.86M
Aug 11, 2023 Q2 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
3.58K
New
$540K - $593K
3.58K $720K
Aug 14, 2023 Q2 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
3.58K
+ 1.95%
$540K - $592K
187K $37.5M
Aug 04, 2023 Q2 2023
Fortis Capital Management LLC

BUY
 -
3.49K
+ 9.71%
$527K - $578K
39.5K $7.93M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
3.48K
New
$525K - $576K
3.48K $699K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
3.46K
+ 59.95%
$522K - $573K
9.24K $1.86M
Aug 09, 2023 Q2 2023
Ellevest, Inc.

BUY
 -
3.46K
+ 4.36%
$522K - $572K
82.9K $16.7M
Aug 01, 2023 Q2 2023
Iron Horse Wealth Management, LLC

BUY
 -
3.37K
+ 8.96%
$508K - $557K
41K $8.23M
Aug 02, 2023 Q2 2023
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
3.29K
+ 4.51%
$496K - $545K
76.3K $15.3M
Aug 02, 2023 Q2 2023
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
3.27K
+ 26.47%
$492K - $540K
15.6K $3.14M
Aug 15, 2023 Q2 2023
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
3.17K
+ 22.46%
$477K - $523K
17.3K $3.47M
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
3.06K
+ 32.09%
$461K - $506K
12.6K $2.53M
Aug 14, 2023 Q2 2023
Jane Street Group, LLC

New York, NY
BUY
 -
2.94K
+ 47.23%
$443K - $486K
9.16K $1.84M
Aug 02, 2023 Q2 2023
Black Diamond Financial, LLC

BUY
 -
2.77K
+ 10.77%
$418K - $458K
28.5K $5.73M
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
2.74K
New
$413K - $454K
2.74K $551K
Aug 09, 2023 Q2 2023
M&T Bank Corp

BUY
 -
2.71K
+ 5.54%
$409K - $449K
51.7K $10.4M
Jul 14, 2023 Q2 2023
Cornerstone Wealth Management, LLC

BUY
 -
2.71K
+ 4.8%
$408K - $447K
59.1K $11.9M
Aug 07, 2023 Q2 2023
Wealthfront Advisers LLC

BUY
 -
2.67K
+ 20.02%
$402K - $441K
16K $3.21M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
2.57K
+ 0.31%
$387K - $424K
826K $166M
Jul 26, 2023 Q2 2023
First American Trust, Fsb

BUY
 -
2.56K
+ 5.55%
$385K - $423K
48.7K $9.78M
Aug 02, 2023 Q2 2023
Meridian Wealth Management, LLC

BUY
 -
2.55K
+ 8.13%
$385K - $422K
33.9K $6.82M
Aug 03, 2023 Q2 2023
Northwest Quadrant Wealth Management, LLC

BUY
 -
2.53K
+ 2.07%
$382K - $419K
125K $25.1M

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