Purchases and Sales Made in Q3 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 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 19, 2023 Q3 2023
Aaron Wealth Advisors LLC

BUY
 -
4.67K
+ 6.69%
$734K - $814K
74.4K $14.8M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
4.57K
+ 1.95%
$719K - $797K
239K $47.6M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
4.43K
+ 13.54%
$697K - $773K
37.2K $7.4M
Oct 27, 2023 Q3 2023
Allspring Global Investments Holdings, LLC

BUY
 -
4.43K
New
$697K - $772K
4.43K $881K
Nov 07, 2023 Q3 2023
Financial Counselors Inc

BUY
 -
4.39K
+ 11.43%
$690K - $765K
42.8K $8.51M
Oct 13, 2023 Q3 2023
Inspirion Wealth Advisors, LLC

BUY
 -
4.16K
+ 2.1%
$655K - $726K
202K $40.2M
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
4.05K
New
$638K - $707K
4.05K $806K
Oct 10, 2023 Q3 2023
Pure Financial Advisors, LLC

BUY
 -
3.99K
+ 20.02%
$628K - $697K
23.9K $4.77M
Nov 08, 2023 Q3 2023
Thompson Siegel & Walmsley LLC

BUY
 -
3.95K
+ 1.78%
$621K - $688K
226K $44.9M
Nov 13, 2023 Q3 2023
Northern Trust Corp

Chicago, IL
BUY
 -
3.91K
+ 20.97%
$616K - $682K
22.6K $4.49M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
3.74K
+ 4.73%
$588K - $652K
82.7K $16.5M
Oct 13, 2023 Q3 2023
Pfg Advisors

BUY
 -
3.71K
+ 26.05%
$583K - $646K
17.9K $3.57M
Nov 06, 2023 Q3 2023
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
3.68K
+ 5.49%
$579K - $642K
70.7K $14.1M
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

BUY
 -
3.66K
+ 84.41%
$576K - $638K
8K $1.59M
Jan 12, 2024 Q3 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
3.64K
+ 65.38%
$572K - $634K
9.2K $1.83M
Nov 13, 2023 Q3 2023
Barry Investment Advisors, LLC

BUY
 -
3.61K
+ 63.09%
$568K - $630K
9.34K $1.86M
Oct 17, 2023 Q3 2023
Meridian Wealth Management, LLC

BUY
 -
3.58K
+ 10.55%
$564K - $625K
37.5K $7.47M
Nov 07, 2023 Q3 2023
Kestra Private Wealth Services, LLC

BUY
 -
3.58K
+ 17.8%
$563K - $624K
23.7K $4.71M
Nov 16, 2023 Q3 2023
Revisor Wealth Management LLC

Akron, OH
BUY
 -
3.54K
New
$557K - $617K
3.54K $704K
Oct 12, 2023 Q3 2023
Fifth Third Securities, Inc.

BUY
 -
3.52K
+ 14.69%
$553K - $613K
27.4K $5.46M
Oct 27, 2023 Q3 2023
Dubuque Bank & Trust CO

BUY
 -
3.48K
+ 6.43%
$548K - $607K
57.6K $11.5M
Nov 14, 2023 Q3 2023
Ewa, LLC

Pittsbugh, PA
BUY
 -
3.32K
+ 8.51%
$523K - $579K
42.4K $8.43M
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
3.32K
+ 18.13%
$522K - $579K
21.6K $4.3M
Oct 24, 2023 Q3 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
3.31K
+ 1.56%
$521K - $578K
216K $43M
Nov 07, 2023 Q3 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
3.23K
+ 12.13%
$508K - $563K
29.8K $5.94M
Nov 06, 2023 Q3 2023
True Wealth Financial Partners

BUY
 -
3.22K
+ 4.2%
$507K - $562K
80K $15.9M
Oct 10, 2023 Q3 2023
Kwmg, LLC

BUY
 -
3.21K
+ 4.92%
$505K - $560K
68.5K $13.6M
Nov 13, 2023 Q3 2023
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
3.18K
+ 9.23%
$501K - $555K
37.7K $7.49M
Oct 30, 2023 Q3 2023
Octavia Wealth Advisors, LLC

BUY
 -
3.15K
+ 4.24%
$495K - $549K
77.3K $15.4M
Oct 27, 2023 Q3 2023
Mwa Asset Management

Lexington, MA
BUY
 -
3.13K
New
$493K - $546K
3.13K $623K
Oct 23, 2023 Q3 2023
Verus Financial Partners, Inc.

BUY
 -
3.09K
+ 1.02%
$485K - $538K
304K $60.5M
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
3.01K
New
$474K - $525K
3.01K $599K
Nov 14, 2023 Q3 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
2.99K
+ 27.61%
$471K - $522K
13.8K $2.75M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.83K
+ 0.8%
$446K - $494K
356K $70.9M
Oct 24, 2023 Q3 2023
Prosperity Planning, Inc.

BUY
 -
2.82K
+ 4.58%
$443K - $491K
64.2K $12.8M
Oct 10, 2023 Q3 2023
Northwest Quadrant Wealth Management, LLC

BUY
 -
2.8K
+ 2.24%
$441K - $488K
128K $25.4M
Oct 25, 2023 Q3 2023
Shufro Rose & CO LLC

BUY
 -
2.75K
+ 8.92%
$433K - $480K
33.6K $6.69M
Oct 17, 2023 Q3 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
2.74K
+ 24.06%
$430K - $477K
14.1K $2.81M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
2.73K
+ 0.46%
$429K - $476K
599K $119M
Nov 08, 2023 Q3 2023
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
2.67K
+ 1.65%
$420K - $465K
164K $32.6M
Nov 07, 2023 Q3 2023
Summit Financial, LLC

Parsippany, NJ
BUY
 -
2.66K
+ 1.37%
$418K - $464K
197K $39.3M
Nov 08, 2023 Q3 2023
Aptus Capital Advisors, LLC

BUY
 -
2.66K
+ 43.03%
$418K - $463K
8.83K $1.76M
Nov 13, 2023 Q3 2023
Trexquant Investment LP

Stamford, CT
BUY
 -
2.63K
New
$413K - $458K
2.63K $523K
Aug 08, 2024 Q3 2023
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
2.58K
+ 0.92%
$406K - $450K
284K $56.6M
Nov 14, 2023 Q3 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
2.5K
+ 3.83%
$393K - $436K
67.7K $13.5M
Oct 20, 2023 Q3 2023
Lantz Financial LLC

BUY
 -
2.47K
+ 23.03%
$388K - $431K
13.2K $2.62M
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2.46K
+ 2.59%
$387K - $429K
97.3K $19.4M
Oct 12, 2023 Q3 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
2.44K
+ 45.95%
$384K - $426K
7.75K $1.54M
Nov 14, 2023 Q3 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
2.42K
+ 9.89%
$380K - $422K
26.8K $5.34M

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