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 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.04K+ 1.57% |
$156K - $171K
|
67.1K
$13.3M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1K+ 1.38% |
$151K - $166K
|
73.8K
$14.7M
|
|
Jul 10, 2023
Q2 2023
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
991+ 1.39% |
$149K - $164K
|
72.4K
$14.4M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
975+ 18.98% |
$147K - $161K
|
6.11K
$1.22M
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
955+ 4.21% |
$144K - $158K
|
23.6K
$4.71M
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
952+ 2.34% |
$144K - $157K
|
41.6K
$8.28M
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
951+ 29.55% |
$143K - $157K
|
4.17K
$830K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
944+ 0.26% |
$142K - $156K
|
362K
$72M
|
|
Aug 04, 2023
Q2 2023
|
Family Legacy, Inc.
|
BUY
|
- |
938+ 9.03% |
$141K - $155K
|
11.3K
$2.25M
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
909+ 15.34% |
$137K - $150K
|
6.83K
$1.36M
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
906+ 1.15% |
$137K - $150K
|
80K
$15.9M
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
900+ 145.63% |
$136K - $149K
|
1.52K
$302K
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
897+ 1.11% |
$135K - $148K
|
81.4K
$16.2M
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
895+ 3.89% |
$135K - $148K
|
23.9K
$4.76M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
889+ 6.84% |
$134K - $147K
|
13.9K
$2.76M
|
|
Aug 04, 2023
Q2 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
884+ 16.71% |
$133K - $146K
|
6.17K
$1.23M
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
870+ 2.56% |
$131K - $144K
|
34.9K
$6.95M
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
824+ 320.62% |
$124K - $136K
|
1.08K
$215K
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
823+ 10.82% |
$124K - $136K
|
8.43K
$1.68M
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
808+ 22.63% |
$122K - $134K
|
4.38K
$871K
|
|
Jul 10, 2023
Q2 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
785+ 3.06% |
$118K - $130K
|
26.5K
$5.27M
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
785+ 1.88% |
$118K - $130K
|
42.6K
$8.48M
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
BUY
|
- |
783+ 3.88% |
$118K - $130K
|
21K
$4.17M
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
776+ 6.18% |
$117K - $128K
|
13.3K
$2.65M
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
776+ 6.18% |
$117K - $128K
|
13.3K
$2.65M
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
729+ 6.85% |
$110K - $121K
|
11.4K
$2.26M
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
724+ 45.36% |
$109K - $120K
|
2.32K
$462K
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
688+ 16.47% |
$104K - $114K
|
4.87K
$968K
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
674+ 4.59% |
$102K - $111K
|
15.4K
$3.06M
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
672+ 21.08% |
$101K - $111K
|
3.86K
$768K
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
669+ 2.31% |
$101K - $111K
|
29.7K
$5.9M
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
655+ 3.37% |
$98.7K - $108K
|
20.1K
$4M
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
651+ 4.87% |
$98.1K - $108K
|
14K
$2.79M
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
642+ 9.15% |
$96.8K - $106K
|
7.66K
$1.52M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
641+ 12.99% |
$96.6K - $106K
|
5.57K
$1.11M
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
638+ 7.15% |
$96.2K - $106K
|
9.56K
$1.9M
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
636+ 4.67% |
$95.9K - $105K
|
14.2K
$2.83M
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
613+ 56.14% |
$92.4K - $101K
|
1.71K
$339K
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
601+ 4.26% |
$90.6K - $99.4K
|
14.7K
$2.93M
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
595+ 4.42% |
$89.7K - $98.4K
|
14.1K
$2.8M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
594New |
$89.5K - $98.2K
|
594
$118K
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
592+ 30.52% |
$89.2K - $97.9K
|
2.53K
$504K
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
584+ 3.82% |
$88K - $96.6K
|
15.9K
$3.16M
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
582+ 1.65% |
$87.7K - $96.3K
|
35.8K
$7.12M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
581+ 0.43% |
$87.6K - $96.1K
|
134K
$26.7M
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
BUY
|
- |
571+ 13.97% |
$86.1K - $94.4K
|
4.66K
$927K
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
568+ 9.95% |
$85.6K - $93.9K
|
6.28K
$1.25M
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
560+ 16.47% |
$84.4K - $92.6K
|
3.96K
$788K
|
|
Jul 13, 2023
Q2 2023
|
Bay Rivers Group
|
BUY
|
- |
559+ 2.63% |
$84.3K - $92.5K
|
21.8K
$4.35M
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
554+ 1.5% |
$83.5K - $91.6K
|
37.6K
$7.48M
|