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 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.48K
+ 6.2%
$223K - $244K
25.3K $5.03M
Aug 07, 2023 Q2 2023
Kc Investment Advisors, LLC

Wichita, KS
BUY
 -
1.48K
New
$222K - $244K
1.48K $294K
Jul 20, 2023 Q2 2023
Stephens Consulting, LLC

Flint, MI
BUY
 -
1.47K
+ 109.55%
$221K - $243K
2.81K $559K
Aug 07, 2023 Q2 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
1.46K
New
$220K - $242K
1.46K $291K
Jul 07, 2023 Q2 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
1.46K
+ 6.1%
$220K - $241K
25.4K $5.05M
Aug 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
1.46K
+ 25.06%
$219K - $241K
7.27K $1.45M
Jul 13, 2023 Q2 2023
Veery Capital, LLC

BUY
 -
1.45K
+ 7.33%
$218K - $239K
21.2K $4.22M
Jul 25, 2023 Q2 2023
Stone Point Wealth LLC

BUY
 -
1.41K
+ 5.55%
$213K - $233K
26.8K $5.34M
Jul 13, 2023 Q2 2023
Perfromance Wealth Partners, LLC

BUY
 -
1.4K
New
$211K - $231K
1.4K $278K
Aug 15, 2023 Q2 2023
First Citizens Bank & Trust CO

BUY
 -
1.4K
New
$211K - $231K
1.4K $278K
Jul 24, 2023 Q2 2023
True Wealth Financial Partners

BUY
 -
1.37K
+ 1.81%
$206K - $226K
76.8K $15.3M
Jul 28, 2023 Q2 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
1.35K
+ 5.74%
$203K - $223K
24.8K $4.94M
Aug 04, 2023 Q2 2023
Prairie View Partners, LLC

BUY
 -
1.34K
+ 3.4%
$202K - $222K
40.9K $8.13M
Aug 11, 2023 Q2 2023
Destination Wealth Management

BUY
 -
1.31K
New
$198K - $217K
1.31K $261K
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.3K
+ 0.56%
$197K - $216K
233K $46.5M
Jul 24, 2023 Q2 2023
Accel Wealth Management

BUY
 -
1.3K
+ 1085.83%
$196K - $216K
1.42K $283K
Jul 10, 2023 Q2 2023
Garrett Investment Advisors LLC

BUY
 -
1.3K
+ 4.68%
$196K - $215K
29.1K $5.78M
Aug 11, 2023 Q2 2023
Rmb Capital Management, LLC

BUY
 -
1.29K
New
$195K - $214K
1.29K $257K
Jul 14, 2023 Q2 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.29K
+ 306.9%
$194K - $213K
1.71K $340K
Jul 28, 2023 Q2 2023
Resource Planning Group

BUY
 -
1.29K
New
$194K - $213K
1.29K $257K
Dec 18, 2023 Q2 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
1.29K
+ 592.63%
$194K - $213K
1.5K $299K
Jul 13, 2023 Q2 2023
Everhart Financial Group, Inc.

BUY
 -
1.27K
+ 5.97%
$192K - $211K
22.6K $4.5M
Jul 27, 2023 Q2 2023
Lodestar Private Asset Management LLC

Alamo, CA
BUY
 -
1.26K
New
$190K - $208K
1.26K $250K
Aug 14, 2023 Q2 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
1.26K
New
$190K - $208K
1.26K $250K
Dec 01, 2023 Q2 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
1.26K
New
$190K - $208K
1.26K $250K
Aug 02, 2023 Q2 2023
Forum Private Client Group LLC

BUY
 -
1.26K
New
$189K - $208K
1.26K $250K
Aug 02, 2023 Q2 2023
Moser Wealth Advisors, LLC

BUY
 -
1.25K
+ 2.2%
$188K - $206K
57.9K $11.5M
Jul 24, 2023 Q2 2023
Better Wealth, LLC

BUY
 -
1.25K
New
$188K - $206K
1.25K $248K
Aug 11, 2023 Q2 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
1.25K
New
$188K - $206K
1.25K $248K
Jul 31, 2023 Q2 2023
Roof Eidam & Maycock

BUY
 -
1.24K
+ 9.09%
$187K - $205K
14.9K $2.96M
Jul 20, 2023 Q2 2023
Von Berge Wealth Management Group, LLC

BUY
 -
1.23K
New
$185K - $203K
1.23K $245K
Aug 15, 2023 Q2 2023
Fishman Jay A LTD

Troy, MI
BUY
 -
1.23K
New
$185K - $203K
1.23K $244K
Jul 28, 2023 Q2 2023
Advisory Services & Investments, LLC

BUY
 -
1.22K
New
$184K - $202K
1.22K $243K
Jul 25, 2023 Q2 2023
Independent Family Office, LLC

BUY
 -
1.22K
New
$183K - $201K
1.22K $242K
Jul 31, 2023 Q2 2023
Schneider Downs Wealth Management Advisors, LP

BUY
 -
1.22K
New
$183K - $201K
1.22K $242K
Jan 02, 2024 Q2 2023
Southland Equity Partners LLC

Wildwood, MO
BUY
 -
1.21K
New
$183K - $201K
1.21K $242K
Aug 10, 2023 Q2 2023
Chico Wealth Ria

BUY
 -
1.21K
New
$182K - $200K
1.21K $241K
Jul 18, 2023 Q2 2023
Mayport, LLC

BUY
 -
1.19K
+ 6.18%
$179K - $197K
20.4K $4.07M
Jul 26, 2023 Q2 2023
Joel Isaacson & Co., LLC

BUY
 -
1.19K
+ 4.17%
$179K - $196K
29.6K $5.89M
Aug 14, 2023 Q2 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
1.1K
+ 49.98%
$166K - $182K
3.3K $656K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
1.09K
+ 4.65%
$165K - $181K
24.6K $4.9M
Jul 20, 2023 Q2 2023
Pfg Advisors

BUY
 -
1.08K
+ 8.25%
$163K - $179K
14.2K $2.83M
Aug 11, 2023 Q2 2023
Brandywine Oak Private Wealth LLC

BUY
 -
1.08K
+ 4.43%
$163K - $179K
25.6K $5.09M
Jul 06, 2023 Q2 2023
Richard P Slaughter Associates Inc

BUY
 -
1.07K
+ 6.61%
$161K - $177K
17.2K $3.43M
Aug 14, 2023 Q2 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
1.07K
New
$161K - $176K
1.07K $212K
Aug 14, 2023 Q2 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
1.06K
+ 4.54%
$159K - $175K
24.4K $4.85M
Jul 25, 2023 Q2 2023
3 Chopt Investment Partners, LLC

Richmond, VA
BUY
 -
1.05K
+ 5.23%
$158K - $174K
21.1K $4.2M
Aug 08, 2023 Q2 2023
Edge Capital Group, LLC

BUY
 -
1.05K
+ 15.7%
$158K - $173K
7.71K $1.53M
Aug 11, 2023 Q2 2023
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
1.05K
+ 42.07%
$158K - $173K
3.53K $702K

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