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 10, 2023 Q2 2023
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
550
+ 2.83%
$82.9K - $91K
20K $3.97M
Aug 08, 2023 Q2 2023
Axiom Advisory, LLC

San Diego, CA
BUY
 -
548
+ 2.82%
$82.6K - $90.6K
20K $3.97M
Jul 12, 2023 Q2 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
547
+ 28.9%
$82.5K - $90.5K
2.44K $486K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
547
+ 4.58%
$82.5K - $90.5K
12.5K $2.49M
Aug 08, 2023 Q2 2023
Tria Gen Wealth Management LLC

BUY
 -
546
+ 4.12%
$82.3K - $90.3K
13.8K $2.75M
Jul 12, 2023 Q2 2023
Lantz Financial LLC

BUY
 -
519
+ 5.09%
$78.2K - $85.8K
10.7K $2.13M
Aug 14, 2023 Q2 2023
Stokes Family Office, LLC

BUY
 -
517
+ 1.8%
$77.9K - $85.5K
29.2K $5.81M
Aug 07, 2023 Q2 2023
Capital Advantage, Inc.

BUY
 -
515
+ 0.74%
$77.6K - $85.2K
70.2K $14M
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
515
+ 0.19%
$77.6K - $85.2K
265K $52.7M
Aug 16, 2023 Q2 2023
Tenret CO LLC

BUY
 -
512
+ 2.12%
$77.2K - $84.7K
24.6K $4.9M
Jul 18, 2023 Q2 2023
Ifg Advisors, LLC

BUY
 -
506
+ 13.31%
$76.3K - $83.7K
4.31K $858K
Aug 07, 2023 Q2 2023
Ieq Capital, LLC

BUY
 -
504
+ 9.93%
$76K - $83.4K
5.58K $1.11M
Jul 31, 2023 Q2 2023
Echo45 Advisors LLC

BUY
 -
496
+ 3.71%
$74.8K - $82K
13.9K $2.76M
Aug 07, 2023 Q2 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
496
+ 6.1%
$74.8K - $82K
8.63K $1.72M
Aug 14, 2023 Q2 2023
Marco Investment Management LLC

BUY
 -
493
+ 26.22%
$74.3K - $81.5K
2.37K $472K
Jul 26, 2023 Q2 2023
Creative Financial Designs Inc

BUY
 -
492
+ 4.6%
$74.2K - $81.4K
11.2K $2.23M
Aug 14, 2023 Q2 2023
First Foundation Advisors

Irvine, CA
BUY
 -
491
+ 34.5%
$74K - $81.2K
1.91K $381K
Aug 11, 2023 Q2 2023
Financial Planning & Information Services, Inc.

BUY
 -
480
+ 0.66%
$72.4K - $79.4K
73.1K $14.6M
Jul 31, 2023 Q2 2023
Arbor Trust Wealth Advisors, LLC

BUY
 -
475
+ 8.35%
$71.6K - $78.6K
6.16K $1.23M
Jul 31, 2023 Q2 2023
Brighton Jones LLC

BUY
 -
463
+ 1.93%
$69.8K - $76.6K
24.5K $4.87M
Aug 16, 2024 Q2 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
454
+ 7.54%
$68.4K - $75.1K
6.48K $1.29M
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
453
+ 5.54%
$68.3K - $74.9K
8.64K $1.72M
Jul 20, 2023 Q2 2023
Acorn Financial Advisory Services Inc

BUY
 -
448
+ 3.8%
$67.5K - $74.1K
12.2K $2.44M
Aug 04, 2023 Q2 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
446
+ 2.97%
$67.2K - $73.8K
15.4K $3.07M
Jul 25, 2023 Q2 2023
Gpwm LLC

BUY
 -
444
+ 1.56%
$66.9K - $73.4K
28.9K $5.76M
Aug 03, 2023 Q2 2023
Scotia Capital Inc.

BUY
 -
443
+ 3.04%
$66.8K - $73.3K
15K $2.99M
Aug 07, 2023 Q2 2023
Ridgewood Investments LLC

BUY
 -
443
+ 33.59%
$66.8K - $73.3K
1.76K $351K
Jul 24, 2023 Q2 2023
Werba Rubin Papier Wealth Management

San Jose, CA
BUY
 -
434
+ 2.51%
$65.4K - $71.8K
17.7K $3.53M
Oct 10, 2023 Q2 2023
Ratio Wealth Group

Denver, CO
BUY
 -
433
+ 2.17%
$65.3K - $71.6K
20.4K $4.06M
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
432
+ 10.95%
$65.1K - $71.5K
4.38K $871K
Aug 14, 2023 Q2 2023
Alps Advisors Inc

Denver, CO
BUY
 -
430
+ 0.64%
$64.8K - $71.1K
67.4K $13.4M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

BUY
 -
429
+ 4.12%
$64.7K - $71K
10.9K $2.16M
Aug 11, 2023 Q2 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
423
+ 14.72%
$63.8K - $70K
3.3K $656K
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
413
+ 22.47%
$62.3K - $68.3K
2.25K $448K
Apr 12, 2024 Q2 2023
Lane & Associates LLC

Moorestown, NJ
BUY
 -
413
+ 12.3%
$62.3K - $68.3K
3.77K $750K
Jul 27, 2023 Q2 2023
Oldfather Financial Services, LLC

BUY
 -
410
+ 22.22%
$61.8K - $67.8K
2.26K $449K
Aug 03, 2023 Q2 2023
Vista Capital Partners, Inc.

BUY
 -
399
+ 22.85%
$60.1K - $66K
2.15K $427K
Aug 14, 2023 Q2 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
391
+ 1.62%
$58.9K - $64.7K
24.5K $4.88M
Aug 03, 2023 Q2 2023
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
371
+ 3.64%
$55.9K - $61.4K
10.6K $2.1M
Aug 09, 2023 Q2 2023
Highland Capital Management, LLC

BUY
 -
363
+ 0.61%
$54.7K - $60K
59.4K $11.8M
Jul 24, 2023 Q2 2023
Center For Asset Management LLC

BUY
 -
357
+ 2.66%
$53.8K - $59K
13.8K $2.74M
Aug 10, 2023 Q2 2023
Capital Performance Advisors LLP

BUY
 -
355
+ 3.15%
$53.5K - $58.7K
11.6K $2.31M
Jul 27, 2023 Q2 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
354
+ 1.36%
$53.4K - $58.6K
26.4K $5.25M
Jul 20, 2023 Q2 2023
Kathleen S. Wright Associates Inc.

BUY
 -
353
+ 1.55%
$53.2K - $58.4K
23.1K $4.59M
Jul 26, 2023 Q2 2023
Firestone Capital Management

BUY
 -
351
+ 0.91%
$52.9K - $58.1K
39K $7.76M
Aug 03, 2023 Q2 2023
Red Lighthouse Investment Management, LLC

New York, NY
BUY
 -
334
New
$50.3K - $55.2K
334 $66.5K
Aug 11, 2023 Q2 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
327
+ 0.17%
$49.3K - $54.1K
195K $38.7M
Jul 26, 2023 Q2 2023
Sol Capital Management CO

BUY
 -
325
+ 7.23%
$49K - $53.8K
4.82K $959K
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
325
+ 71.43%
$49K - $53.8K
780 $155K

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