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 23, 2023 Q3 2023
Rhs Financial, LLC

BUY
 -
1.42K
New
$223K - $247K
1.42K $282K
Oct 24, 2023 Q3 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.41K
+ 13.1%
$222K - $246K
12.2K $2.42M
Nov 14, 2023 Q3 2023
Community Bank, N.A.

BUY
 -
1.4K
New
$220K - $244K
1.4K $279K
Nov 01, 2023 Q3 2023
Dearborn Partners LLC

BUY
 -
1.37K
New
$216K - $239K
1.37K $273K
Nov 02, 2023 Q3 2023
Ml & R Wealth Management LLC

BUY
 -
1.35K
New
$213K - $236K
1.35K $269K
Nov 14, 2023 Q3 2023
Mission Creek Capital Partners, Inc.

San Francisco, CA
BUY
 -
1.34K
+ 4.96%
$211K - $234K
28.4K $5.65M
Oct 12, 2023 Q3 2023
Sage Financial Management Group, Inc.

BUY
 -
1.33K
New
$210K - $233K
1.33K $265K
Nov 07, 2023 Q3 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
1.32K
+ 15.26%
$207K - $230K
9.96K $1.98M
Nov 08, 2023 Q3 2023
Claris Advisors, LLC

BUY
 -
1.32K
New
$207K - $229K
1.32K $262K
Nov 13, 2023 Q3 2023
Tradition Wealth Management, LLC

BUY
 -
1.31K
+ 0.83%
$206K - $229K
159K $31.6M
Sep 25, 2024 Q3 2023
Passive Capital Management, Llc.

Baltimore, MD
BUY
 -
1.31K
New
$206K - $228K
1.31K $260K
Nov 17, 2023 Q3 2023
Diversified Trust CO

BUY
 -
1.29K
New
$203K - $225K
1.29K $257K
Nov 13, 2023 Q3 2023
Brandes Investment Partners, LP

La Jolla, CA
BUY
 -
1.28K
New
$201K - $223K
1.28K $254K
Oct 13, 2023 Q3 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
1.28K
New
$201K - $222K
1.28K $254K
Oct 17, 2023 Q3 2023
Romano Brothers And Company

Evanston, IL
BUY
 -
1.26K
New
$199K - $220K
1.26K $251K
Oct 17, 2023 Q3 2023
Aspiriant, LLC

BUY
 -
1.26K
+ 0.17%
$199K - $220K
725K $144M
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
1.21K
+ 12.86%
$191K - $212K
10.7K $2.12M
Oct 19, 2023 Q3 2023
Gfs Advisors, LLC

BUY
 -
1.17K
+ 18.76%
$184K - $204K
7.42K $1.48M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

BUY
 -
1.17K
+ 9.29%
$184K - $204K
13.8K $2.74M
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
1.17K
+ 19.59%
$183K - $203K
7.12K $1.42M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
1.16K
New
$182K - $202K
1.16K $230K
Oct 31, 2023 Q3 2023
Capital Wealth Management, LLC

W. Warwick, RI
BUY
 -
1.15K
+ 1.73%
$180K - $200K
67.2K $13.4M
Oct 10, 2023 Q3 2023
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
1.14K
+ 3.84%
$179K - $199K
30.8K $6.13M
Oct 11, 2023 Q3 2023
Marotta Asset Management

BUY
 -
1.13K
+ 0.85%
$178K - $198K
134K $26.7M
Nov 01, 2023 Q3 2023
Sightline Wealth Advisors, LLC

BUY
 -
1.11K
+ 59.08%
$175K - $194K
3K $596K
Oct 23, 2023 Q3 2023
Cornerstone Wealth Advisors, Inc.

BUY
 -
1.11K
+ 3.7%
$175K - $194K
31.2K $6.2M
Nov 02, 2023 Q3 2023
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

Westlake, OH
BUY
 -
1.11K
+ 41.16%
$175K - $194K
3.81K $758K
Oct 26, 2023 Q3 2023
Graypoint LLC

BUY
 -
1.1K
+ 42.72%
$173K - $192K
3.68K $731K
Oct 30, 2023 Q3 2023
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
1.08K
+ 11.03%
$170K - $188K
10.9K $2.16M
Oct 11, 2023 Q3 2023
Gpwm LLC

BUY
 -
1.06K
+ 3.65%
$166K - $184K
30K $5.97M
Nov 21, 2023 Q3 2023
Invst, LLC

Indianapolis, IN
BUY
 -
1.05K
+ 2.61%
$165K - $183K
41.3K $8.21M
Oct 25, 2023 Q3 2023
Brighton Jones LLC

BUY
 -
1.04K
+ 4.26%
$164K - $182K
25.5K $5.08M
Nov 13, 2023 Q3 2023
Commerce Bank

Kansas City, MO
BUY
 -
1.02K
+ 5.69%
$160K - $177K
18.9K $3.75M
Nov 15, 2023 Q3 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
1.01K
+ 5.2%
$159K - $176K
20.4K $4.07M
Nov 14, 2023 Q3 2023
Vanguard Group Inc

Valley Forge, PA
BUY
 -
1.01K
+ 4.13%
$158K - $175K
25.4K $5.05M
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
966
+ 6.78%
$152K - $168K
15.2K $3.03M
Nov 01, 2023 Q3 2023
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
960
+ 14.93%
$151K - $167K
7.39K $1.47M
Nov 03, 2023 Q3 2023
Black Diamond Financial, LLC

BUY
 -
952
+ 3.34%
$150K - $166K
29.4K $5.86M
Oct 13, 2023 Q3 2023
Veery Capital, LLC

BUY
 -
949
+ 4.48%
$149K - $165K
22.1K $4.41M
Nov 14, 2023 Q3 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
927
+ 14.0%
$146K - $162K
7.55K $1.5M
Nov 06, 2023 Q3 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
922
+ 11.8%
$145K - $161K
8.74K $1.74M
Nov 09, 2023 Q3 2023
Associated Banc Corp

Green Bay, WI
BUY
 -
914
+ 10.6%
$144K - $159K
9.54K $1.9M
Oct 17, 2023 Q3 2023
Ghp Investment Advisors, Inc.

Denver, CO
BUY
 -
904
+ 35.7%
$142K - $158K
3.44K $684K
Oct 16, 2023 Q3 2023
Guidance Capital, Inc

Lousville, KY
BUY
 -
902
+ 37.4%
$142K - $157K
3.31K $660K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
896
+ 2.99%
$141K - $156K
30.8K $6.14M
Nov 06, 2023 Q3 2023
Firestone Capital Management

BUY
 -
893
+ 2.29%
$140K - $156K
39.9K $7.94M
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
891
+ 2.29%
$140K - $155K
39.8K $7.92M
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
884
+ 9.63%
$139K - $154K
10.1K $2M
Aug 16, 2024 Q3 2023
Td Private Client Wealth LLC

New York, NY
BUY
 -
882
+ 13.62%
$139K - $154K
7.36K $1.46M

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