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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.49KNew |
$375K - $412K
|
2.49K
$500K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.46K+ 14.07% |
$371K - $407K
|
20K
$4.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.42KNew |
$365K - $401K
|
2.42K
$487K
|
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
2.41KNew |
$364K - $399K
|
2.41K
$485K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
2.38K+ 35.66% |
$359K - $393K
|
9.05K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.31K+ 2.23% |
$347K - $381K
|
106K
$21.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.3KNew |
$347K - $380K
|
2.3K
$462K
|
|
|
Jul 14, 2023
Q2 2023
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
2.29K+ 7.44% |
$346K - $379K
|
33.1K
$6.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
2.28K+ 9.21% |
$344K - $377K
|
27K
$5.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.26K+ 7.11% |
$341K - $374K
|
34K
$6.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.23KNew |
$336K - $369K
|
2.23K
$448K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.22K+ 7.99% |
$334K - $366K
|
30K
$6.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.19KNew |
$330K - $363K
|
2.19K
$441K
|
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.18KNew |
$329K - $361K
|
2.18K
$439K
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
2.16K+ 5.85% |
$326K - $357K
|
39.1K
$7.85M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
2.14K+ 5.85% |
$323K - $355K
|
38.8K
$7.79M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.12K+ 66.56% |
$320K - $351K
|
5.31K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
2.09K+ 1.31% |
$314K - $345K
|
161K
$32.4M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 13.21% |
$308K - $338K
|
17.5K
$3.52M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.05K+ 13.21% |
$308K - $338K
|
17.5K
$3.52M
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
2.03K+ 3.39% |
$306K - $336K
|
62K
$12.5M
|
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
2K+ 2.99% |
$301K - $331K
|
69K
$13.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.99K+ 0.9% |
$299K - $328K
|
222K
$44.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
1.98K+ 0.17% |
$299K - $328K
|
1.15M
$232M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.96K+ 0.93% |
$295K - $323K
|
213K
$42.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.91K+ 2.98% |
$288K - $316K
|
66K
$13.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.91KNew |
$287K - $315K
|
1.91K
$383K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.9KNew |
$287K - $314K
|
1.9K
$382K
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
1.88K+ 75.95% |
$283K - $311K
|
4.35K
$875K
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1.87KNew |
$282K - $309K
|
1.87K
$375K
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.85KNew |
$279K - $306K
|
1.85K
$372K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.84KNew |
$278K - $305K
|
1.84K
$371K
|
|
|
Aug 07, 2023
Q2 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.84K+ 27.7% |
$277K - $304K
|
8.48K
$1.7M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.78K+ 10.06% |
$268K - $294K
|
19.4K
$3.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.77KNew |
$267K - $293K
|
1.77K
$356K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.75K+ 80.85% |
$263K - $289K
|
3.91K
$786K
|
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.71KNew |
$258K - $283K
|
1.71K
$344K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.68KNew |
$253K - $278K
|
1.68K
$338K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.66K+ 15.22% |
$251K - $275K
|
12.6K
$2.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.65K+ 4.68% |
$249K - $273K
|
36.9K
$7.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.64K+ 10.13% |
$248K - $272K
|
17.8K
$3.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.64K+ 7.93% |
$247K - $271K
|
22.3K
$4.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
1.61K+ 17.37% |
$243K - $267K
|
10.9K
$2.19M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.57K+ 5.61% |
$237K - $260K
|
29.6K
$5.96M
|
|
|
Jul 11, 2023
Q2 2023
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
1.57K+ 8.44% |
$237K - $260K
|
20.1K
$4.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
1.57K+ 151.84% |
$236K - $259K
|
2.6K
$522K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.55K+ 73.58% |
$234K - $257K
|
3.67K
$737K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.53KNew |
$230K - $252K
|
1.53K
$307K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.51KNew |
$228K - $250K
|
1.51K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.49K+ 18.3% |
$225K - $247K
|
9.64K
$1.94M
|