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 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-4.6K- 8.08% |
$724K - $802K
|
52.3K
$10.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.63K- 52.09% |
$729K - $808K
|
4.26K
$848K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-4.91K- 32.89% |
$772K - $856K
|
10K
$1.99M
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-5K- 42.48% |
$787K - $872K
|
6.77K
$1.35M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.05K- 2.59% |
$795K - $881K
|
190K
$37.9M
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.05K- 2.59% |
$795K - $881K
|
190K
$37.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-5.1K- 15.41% |
$802K - $889K
|
28K
$5.57M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-5.1K- 31.14% |
$802K - $889K
|
11.3K
$2.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-5.16K- 5.29% |
$812K - $900K
|
92.4K
$18.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-5.16K- 14.23% |
$812K - $900K
|
31.1K
$6.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-5.16K- 3.84% |
$812K - $901K
|
129K
$25.7M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-5.26K- 8.66% |
$828K - $917K
|
55.5K
$11M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.55K- 44.35% |
$872K - $967K
|
6.96K
$1.38M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.79K- 12.3% |
$911K - $1.01M
|
41.3K
$8.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-5.96K- 48.45% |
$938K - $1.04M
|
6.34K
$1.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-6.16K- 2.38% |
$969K - $1.07M
|
253K
$50.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-6.43K- 16.84% |
$1.01M - $1.12M
|
31.7K
$6.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.45K- 2.87% |
$1.01M - $1.12M
|
218K
$43.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.71K- 18.92% |
$1.06M - $1.17M
|
28.8K
$5.73M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-7K- 83.11% |
$1.1M - $1.22M
|
1.42K
$283K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.2K- 8.95% |
$1.13M - $1.26M
|
73.2K
$14.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.11K- 35.29% |
$1.28M - $1.41M
|
14.9K
$2.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-8.71K- 5.52% |
$1.37M - $1.52M
|
149K
$29.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-9.32K- 15.77% |
$1.47M - $1.63M
|
49.8K
$9.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-9.64K- 13.31% |
$1.52M - $1.68M
|
62.8K
$12.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-9.71K- 10.58% |
$1.53M - $1.69M
|
82K
$16.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-10.8K- 8.03% |
$1.7M - $1.88M
|
124K
$24.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-10.8K- 85.77% |
$1.7M - $1.88M
|
1.79K
$357K
|
|
|
Nov 15, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-12.5K- 87.4% |
$1.97M - $2.18M
|
1.8K
$358K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-12.8K- 17.47% |
$2.01M - $2.23M
|
60.3K
$12M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-12.9K- 1.0% |
$2.03M - $2.25M
|
1.28M
$255M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-13.4K- 20.47% |
$2.1M - $2.33M
|
52K
$10.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-13.7K- 10.16% |
$2.16M - $2.4M
|
122K
$24.2M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.5K- 7.17% |
$2.28M - $2.52M
|
187K
$37.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15K- 1.37% |
$2.36M - $2.62M
|
1.08M
$214M
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-17.2K- 2.65% |
$2.71M - $3M
|
632K
$126M
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-18.4K- 22.2% |
$2.89M - $3.21M
|
64.5K
$12.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-19.2K- 2.63% |
$3.03M - $3.36M
|
711K
$141M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.4K- 3.42% |
$3.06M - $3.39M
|
549K
$109M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-20.4K- 3.82% |
$3.21M - $3.56M
|
514K
$102M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-20.5K- 18.31% |
$3.22M - $3.57M
|
91.4K
$18.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-26K- 5.03% |
$4.08M - $4.53M
|
490K
$97.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-27.7K- 26.19% |
$4.36M - $4.84M
|
78.2K
$15.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-28.3K- 76.63% |
$4.45M - $4.93M
|
8.63K
$1.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-29.1K- 1.98% |
$4.58M - $5.08M
|
1.44M
$287M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-31.3KClosed |
$4.92M - $5.46M
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32.2K- 12.06% |
$5.07M - $5.62M
|
235K
$46.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-33.4K- 14.29% |
$5.25M - $5.82M
|
200K
$39.8M
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
SELL
|
- |
-36.2K- 52.54% |
$5.69M - $6.31M
|
32.7K
$6.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-38.5K- 16.14% |
$6.05M - $6.71M
|
200K
$39.8M
|