Purchases and Sales Made in Q3 2023 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
24+ 0.31% |
$3.78K - $4.19K
|
7.85K
$1.56M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
24New |
$3.78K - $4.19K
|
24
$4.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Integrity Financial Corp
|
BUY
|
- |
24+ 2.17% |
$3.78K - $4.19K
|
1.13K
$224K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
23+ 0.56% |
$3.62K - $4.01K
|
4.13K
$819K
|
|
|
Nov 13, 2023
Q3 2023
|
Zeit Capital LLC
|
BUY
|
- |
22+ 0.12% |
$3.46K - $3.84K
|
17.7K
$3.51M
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.07% |
$3.46K - $3.84K
|
30.4K
$6.03M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
21+ 1.54% |
$3.3K - $3.66K
|
1.39K
$274K
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
20+ 0.08% |
$3.15K - $3.49K
|
24.1K
$4.77M
|
|
|
Oct 04, 2023
Q3 2023
|
Bowman & CO S.C.
|
BUY
|
- |
20+ 0.43% |
$3.15K - $3.49K
|
4.66K
$923K
|
|
|
Oct 19, 2023
Q3 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
20+ 0.28% |
$3.15K - $3.49K
|
7.26K
$1.44M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
BUY
|
- |
20+ 0.9% |
$3.15K - $3.49K
|
2.25K
$446K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
20+ 1.59% |
$3.15K - $3.49K
|
1.28K
$253K
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
20+ 0.51% |
$3.15K - $3.49K
|
3.96K
$785K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
19+ 0.63% |
$2.99K - $3.31K
|
3.03K
$600K
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
19+ 0.11% |
$2.99K - $3.31K
|
17.4K
$3.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
18+ 0.26% |
$2.83K - $3.14K
|
7.07K
$1.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
18+ 0.24% |
$2.83K - $3.14K
|
7.39K
$1.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.54% |
$2.83K - $3.14K
|
3.34K
$662K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
18New |
$2.83K - $3.14K
|
18
$3.57K
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
18+ 0.9% |
$2.83K - $3.14K
|
2.02K
$400K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 34.62% |
$2.83K - $3.14K
|
70
$13.9K
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
18+ 0.59% |
$2.83K - $3.14K
|
3.09K
$612K
|
|
|
Nov 07, 2023
Q3 2023
|
Resolute Advisors LLC
|
BUY
|
- |
17+ 0.57% |
$2.67K - $2.96K
|
2.98K
$591K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16+ 0.43% |
$2.52K - $2.79K
|
3.73K
$739K
|
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
15+ 0.04% |
$2.36K - $2.62K
|
41.9K
$8.3M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13+ 0.35% |
$2.05K - $2.27K
|
3.68K
$728K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
13+ 0.38% |
$2.05K - $2.27K
|
3.45K
$685K
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
13+ 0.1% |
$2.05K - $2.27K
|
12.7K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
12+ 0.38% |
$1.89K - $2.09K
|
3.15K
$625K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
11+ 0.2% |
$1.73K - $1.92K
|
5.59K
$1.11M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 9.4% |
$1.73K - $1.92K
|
128
$25.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
11+ 0.1% |
$1.73K - $1.92K
|
10.7K
$2.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
11+ 0.08% |
$1.73K - $1.92K
|
13.9K
$2.75M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
11+ 0.05% |
$1.73K - $1.92K
|
21K
$4.16M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
10+ 0.22% |
$1.57K - $1.74K
|
4.61K
$914K
|
|
|
Oct 24, 2023
Q3 2023
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
10+ 0.33% |
$1.57K - $1.74K
|
3.03K
$601K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10+ 0.23% |
$1.57K - $1.74K
|
4.39K
$870K
|
|
|
Nov 13, 2023
Q3 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
10+ 0.56% |
$1.57K - $1.74K
|
1.81K
$359K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
9+ 1.38% |
$1.42K - $1.57K
|
659
$131K
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8+ 0.57% |
$1.26K - $1.4K
|
1.4K
$278K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
7+ 0.13% |
$1.1K - $1.22K
|
5.57K
$1.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
7+ 0.12% |
$1.1K - $1.22K
|
6.07K
$1.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.14% |
$1.1K - $1.22K
|
5.01K
$993K
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
7+ 0.11% |
$1.1K - $1.22K
|
6.59K
$1.31M
|
|
|
Jul 10, 2024
Q3 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
7+ 0.11% |
$1.1K - $1.22K
|
6.3K
$1.25M
|
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
6+ 0.18% |
$944 - $1.05K
|
3.37K
$668K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.57% |
$944 - $1.05K
|
1.06K
$209K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
6+ 0.33% |
$944 - $1.05K
|
1.85K
$367K
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6New |
$944 - $1.05K
|
6
$1.19K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5+ 0.39% |
$787 - $872
|
1.27K
$252K
|