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
Wealth Alliance

Mellville, NY
BUY
 -
320
+ 8.92%
$48.2K - $52.9K
3.91K $778K
Aug 04, 2023 Q2 2023
Rebalance, LLC

Palo Alto, CA
BUY
 -
313
+ 2.53%
$47.2K - $51.8K
12.7K $2.53M
Jul 13, 2023 Q2 2023
Acropolis Investment Management, LLC

BUY
 -
308
+ 2.35%
$46.4K - $50.9K
13.4K $2.67M
Jul 13, 2023 Q2 2023
Olio Financial Planning

BUY
 -
301
+ 0.76%
$45.4K - $49.8K
40K $7.95M
Aug 08, 2023 Q2 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
301
+ 3.73%
$45.4K - $49.8K
8.37K $1.67M
Jul 21, 2023 Q2 2023
E&G Advisors, LP

BUY
 -
296
+ 1.59%
$44.6K - $49K
18.9K $3.77M
Jul 11, 2023 Q2 2023
Gradient Investments LLC

BUY
 -
293
+ 21.28%
$44.2K - $48.5K
1.67K $332K
Jul 18, 2023 Q2 2023
Pinnacle Financial Group, LLC

BUY
 -
290
+ 1.77%
$43.7K - $48K
16.7K $3.32M
Aug 04, 2023 Q2 2023
Parsons Capital Management Inc

BUY
 -
289
+ 4.59%
$43.6K - $47.8K
6.58K $1.31M
Aug 01, 2023 Q2 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
275
New
$41.5K - $45.5K
275 $54.7K
Jul 25, 2023 Q2 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
272
+ 5.79%
$41K - $45K
4.97K $989K
Oct 02, 2024 Q2 2023
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
267
+ 0.86%
$40.2K - $44.2K
31.3K $6.23M
Aug 04, 2023 Q2 2023
Performa LTD (Us), LLC

BUY
 -
263
New
$39.6K - $43.5K
263 $52.3K
Aug 14, 2023 Q2 2023
Roberts Glore & CO Inc

Deerfield, IL
BUY
 -
262
+ 2.07%
$39.5K - $43.3K
12.9K $2.57M
Aug 02, 2023 Q2 2023
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
261
+ 3.16%
$39.3K - $43.2K
8.53K $1.7M
Aug 04, 2023 Q2 2023
Sandy Spring Bank

BUY
 -
253
+ 41.48%
$38.1K - $41.8K
863 $172K
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
251
+ 200.8%
$37.8K - $41.5K
376 $74.8K
Aug 14, 2023 Q2 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
249
+ 3.91%
$37.5K - $41.2K
6.62K $1.32M
Jul 26, 2023 Q2 2023
Forum Financial Management, LP

Lombard, IL
BUY
 -
244
+ 0.53%
$36.8K - $40.4K
46.7K $9.29M
Jul 27, 2023 Q2 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
241
+ 0.25%
$36.3K - $39.9K
97.6K $19.4M
Jul 11, 2023 Q2 2023
Flagship Harbor Advisors, LLC

BUY
 -
233
+ 8.35%
$35.1K - $38.5K
3.02K $602K
Jul 20, 2023 Q2 2023
Derbend Asset Management

BUY
 -
229
+ 10.11%
$34.5K - $37.9K
2.49K $496K
Aug 10, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
226
+ 1.25%
$34.1K - $37.4K
18.2K $3.63M
Dec 13, 2023 Q2 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
226
+ 1.25%
$34.1K - $37.4K
18.2K $3.63M
Jul 13, 2023 Q2 2023
Pinnacle Bancorp, Inc.

BUY
 -
223
+ 12.25%
$33.6K - $36.9K
2.04K $407K
Jan 30, 2024 Q2 2023
Dgs Capital Management, LLC

BUY
 -
220
+ 15.04%
$33.2K - $36.4K
1.68K $335K
Aug 07, 2023 Q2 2023
Tortoise Investment Management, LLC

BUY
 -
217
+ 0.67%
$32.7K - $35.9K
32.7K $6.51M
Jul 18, 2023 Q2 2023
Annapolis Financial Services, LLC

BUY
 -
215
+ 0.4%
$32.4K - $35.6K
54K $10.7M
Aug 10, 2023 Q2 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
208
+ 3.57%
$31.4K - $34.4K
6.03K $1.2M
Aug 04, 2023 Q2 2023
Tci Wealth Advisors, Inc.

BUY
 -
207
+ 6.74%
$31.2K - $34.2K
3.28K $653K
Jul 14, 2023 Q2 2023
Five Oceans Advisors

BUY
 -
196
+ 4.63%
$29.5K - $32.4K
4.43K $881K
Jul 18, 2023 Q2 2023
Gradient Capital Advisors, LLC

BUY
 -
193
+ 2.01%
$29.1K - $31.9K
9.8K $1.95M
Aug 03, 2023 Q2 2023
Thoroughbred Financial Services, LLC

BUY
 -
185
+ 3.21%
$27.9K - $30.6K
5.95K $1.18M
Aug 14, 2023 Q2 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
182
+ 0.26%
$27.4K - $30.1K
69.9K $13.9M
Aug 16, 2023 Q2 2023
Pca Investment Advisory Services Inc.

Cincinnati, OH
BUY
 -
176
New
$26.5K - $29.1K
176 $35K
Jul 13, 2023 Q2 2023
Marcum Wealth, LLC

BUY
 -
174
+ 12.13%
$26.2K - $28.8K
1.61K $320K
Jul 18, 2023 Q2 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
168
+ 5.55%
$25.3K - $27.8K
3.2K $636K
Jul 18, 2023 Q2 2023
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
165
+ 0.47%
$24.9K - $27.3K
35.4K $7.05M
Aug 14, 2023 Q2 2023
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
164
+ 10.61%
$24.7K - $27.1K
1.71K $340K
Jul 28, 2023 Q2 2023
Wood Trust Financial Corp

BUY
 -
162
+ 10.81%
$24.4K - $26.8K
1.66K $331K
Jul 19, 2023 Q2 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
159
+ 10.43%
$24K - $26.3K
1.68K $335K
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
158
New
$23.8K - $26.1K
158 $31.4K
Aug 07, 2023 Q2 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
158
+ 19.68%
$23.8K - $26.1K
961 $191K
Aug 10, 2023 Q2 2023
E Rn Financial, LLC

BUY
 -
158
+ 6.43%
$23.8K - $26.1K
2.62K $521K
Jul 13, 2023 Q2 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
157
+ 6.08%
$23.7K - $26K
2.74K $545K
Jul 18, 2023 Q2 2023
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
156
+ 7.74%
$23.5K - $25.8K
2.17K $432K
Jul 26, 2023 Q2 2023
Pinnacle Associates LTD

BUY
 -
154
+ 7.28%
$23.2K - $25.5K
2.27K $451K
Jul 20, 2023 Q2 2023
Csenge Advisory Group

BUY
 -
152
+ 2.44%
$22.9K - $25.1K
6.38K $1.27M
Aug 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
152
+ 9.87%
$22.9K - $25.1K
1.69K $337K

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