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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-745- 12.41% |
$117K - $130K
|
5.26K
$1.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-763- 0.46% |
$120K - $133K
|
165K
$32.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-781- 6.96% |
$123K - $136K
|
10.4K
$2.08M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
SELL
|
- |
-784- 35.73% |
$123K - $137K
|
1.41K
$281K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-787- 4.87% |
$124K - $137K
|
15.4K
$3.06M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-790- 22.7% |
$124K - $138K
|
2.69K
$535K
|
|
|
Oct 30, 2023
Q3 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-795- 2.54% |
$125K - $139K
|
30.5K
$6.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-807- 2.37% |
$127K - $141K
|
33.2K
$6.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-808- 1.16% |
$127K - $141K
|
69.1K
$13.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-814- 3.45% |
$128K - $142K
|
22.8K
$4.54M
|
|
|
Oct 19, 2023
Q3 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-830- 7.64% |
$131K - $145K
|
10K
$2M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-836- 10.92% |
$132K - $146K
|
6.82K
$1.36M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-848- 13.02% |
$133K - $148K
|
5.67K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-853- 9.92% |
$134K - $149K
|
7.74K
$1.54M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-871- 6.75% |
$137K - $152K
|
12K
$2.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-875- 3.7% |
$138K - $153K
|
22.8K
$4.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-878- 1.48% |
$138K - $153K
|
58.5K
$11.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-908- 1.83% |
$143K - $158K
|
48.6K
$9.67M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-930- 14.98% |
$146K - $162K
|
5.28K
$1.05M
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-936- 9.07% |
$147K - $163K
|
9.38K
$1.87M
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
SELL
|
- |
-946- 4.01% |
$149K - $165K
|
22.6K
$4.5M
|
|
|
Oct 20, 2023
Q3 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-948- 30.0% |
$149K - $165K
|
2.21K
$440K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.02K- 2.9% |
$160K - $177K
|
33.9K
$6.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.03K- 3.88% |
$162K - $180K
|
25.6K
$5.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
SELL
|
- |
-1.09K- 11.6% |
$172K - $190K
|
8.32K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.13K- 4.43% |
$178K - $197K
|
24.4K
$4.86M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.15K- 17.59% |
$181K - $200K
|
5.38K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.15K- 8.35% |
$181K - $200K
|
12.6K
$2.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.15K- 23.72% |
$182K - $201K
|
3.71K
$739K
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-1.17K- 19.95% |
$185K - $205K
|
4.71K
$937K
|
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.21K- 4.02% |
$191K - $211K
|
28.9K
$5.76M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.21K- 6.18% |
$191K - $211K
|
18.4K
$3.66M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.21KClosed |
$191K - $212K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.23K- 4.01% |
$194K - $215K
|
29.5K
$5.87M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.26K- 6.44% |
$199K - $220K
|
18.4K
$3.65M
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-1.28K- 9.31% |
$202K - $224K
|
12.5K
$2.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.31K- 2.96% |
$205K - $228K
|
42.8K
$8.52M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.31K- 2.96% |
$205K - $228K
|
42.8K
$8.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
SELL
|
- |
-1.33K- 6.61% |
$210K - $232K
|
18.8K
$3.75M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.41K- 28.53% |
$222K - $246K
|
3.54K
$704K
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.44K- 3.45% |
$226K - $251K
|
40.2K
$7.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.5K- 0.34% |
$236K - $262K
|
441K
$87.8M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.51K- 15.28% |
$238K - $264K
|
8.39K
$1.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.55K- 4.02% |
$243K - $270K
|
36.9K
$7.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.55K- 1.11% |
$244K - $270K
|
138K
$27.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.59K- 47.69% |
$250K - $277K
|
1.74K
$346K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.59K- 2.17% |
$250K - $277K
|
71.5K
$14.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.66K- 38.24% |
$260K - $289K
|
2.67K
$532K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.66K- 6.83% |
$261K - $289K
|
22.6K
$4.51M
|
|
|
Oct 11, 2023
Q3 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-1.73K- 4.89% |
$272K - $302K
|
33.7K
$6.7M
|