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
Tria Gen Wealth Management LLC

BUY
 -
879
+ 6.36%
$138K - $153K
14.7K $2.92M
Nov 09, 2023 Q3 2023
Roffman Miller Associates Inc

Philadelphia, PA
BUY
 -
879
+ 42.57%
$138K - $153K
2.94K $586K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
873
+ 10.56%
$137K - $152K
9.14K $1.82M
Nov 14, 2023 Q3 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
835
+ 10.61%
$131K - $146K
8.71K $1.73M
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
831
+ 7.21%
$131K - $145K
12.4K $2.46M
Nov 13, 2023 Q3 2023
Glassman Wealth Services

BUY
 -
831
+ 31.11%
$131K - $145K
3.5K $697K
Nov 06, 2023 Q3 2023
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
821
+ 1.08%
$129K - $143K
77.2K $15.4M
Nov 01, 2023 Q3 2023
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
818
+ 9.77%
$129K - $143K
9.19K $1.83M
Nov 09, 2023 Q3 2023
Moser Wealth Advisors, LLC

BUY
 -
802
+ 1.39%
$126K - $140K
58.7K $11.7M
Nov 13, 2023 Q3 2023
Bhk Investment Advisors, LLC

BUY
 -
801
+ 0.6%
$126K - $140K
134K $26.6M
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
763
+ 1.19%
$120K - $133K
65.1K $12.9M
Nov 15, 2023 Q3 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
761
+ 36.55%
$120K - $133K
2.84K $566K
Nov 07, 2023 Q3 2023
Goodwin Investment Advisory

Woodstock, GA
BUY
 -
756
+ 1.95%
$119K - $132K
39.5K $7.86M
Nov 03, 2023 Q3 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
746
+ 7.44%
$117K - $130K
10.8K $2.14M
Nov 08, 2023 Q3 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
742
+ 1.45%
$117K - $129K
52K $10.3M
Nov 03, 2023 Q3 2023
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
739
+ 1.47%
$116K - $129K
51.1K $10.2M
Oct 26, 2023 Q3 2023
Fee Only Financial Planning, L.C.

Okatie, SC
BUY
 -
725
+ 1.32%
$114K - $126K
55.8K $11.1M
Apr 22, 2024 Q3 2023
Fee Only Financial Planning, L.C.

Okatie, SC
BUY
 -
725
+ 1.32%
$114K - $126K
55.8K $11.1M
Oct 10, 2023 Q3 2023
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
724
+ 2.74%
$114K - $126K
27.2K $5.41M
Oct 25, 2023 Q3 2023
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
710
+ 32.39%
$112K - $124K
2.9K $578K
Nov 08, 2023 Q3 2023
Sepio Capital, LP

BUY
 -
679
+ 0.55%
$107K - $118K
123K $24.5M
Oct 19, 2023 Q3 2023
Roof Eidam & Maycock

BUY
 -
671
+ 4.51%
$106K - $117K
15.6K $3.1M
Nov 14, 2023 Q3 2023
Ratio Wealth Group

Denver, CO
BUY
 -
666
+ 3.26%
$105K - $116K
21.1K $4.2M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

BUY
 -
650
+ 2.56%
$102K - $113K
26K $5.17M
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
638
+ 0.16%
$100K - $111K
401K $79.7M
Oct 10, 2023 Q3 2023
Capital Advisors Wealth Management, LLC

BUY
 -
603
+ 1.2%
$94.9K - $105K
50.9K $10.1M
Nov 03, 2023 Q3 2023
Avantax Planning Partners, Inc.

BUY
 -
598
+ 2.7%
$94.1K - $104K
22.7K $4.52M
Nov 01, 2023 Q3 2023
Wealthfront Advisers LLC

BUY
 -
595
+ 3.72%
$93.6K - $104K
16.6K $3.3M
Oct 25, 2023 Q3 2023
E&G Advisors, LP

BUY
 -
594
+ 3.14%
$93.5K - $104K
19.5K $3.89M
Oct 19, 2023 Q3 2023
Country Club Bank

BUY
 -
576
+ 9.7%
$90.6K - $100K
6.52K $1.3M
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
560
+ 5.33%
$88.1K - $97.7K
11.1K $2.2M
Nov 08, 2023 Q3 2023
Trinity Point Wealth, LLC

BUY
 -
552
+ 32.8%
$86.8K - $96.3K
2.24K $445K
Nov 08, 2023 Q3 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
551
+ 2.71%
$86.7K - $96.1K
20.9K $4.15M
Oct 17, 2023 Q3 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
537
+ 92.43%
$84.5K - $93.6K
1.12K $222K
Oct 24, 2023 Q3 2023
Bangor Savings Bank

Bangor, ME
BUY
 -
535
+ 2.11%
$84.2K - $93.3K
25.9K $5.16M
Nov 02, 2023 Q3 2023
M&T Bank Corp

BUY
 -
535
+ 1.03%
$84.2K - $93.3K
52.2K $10.4M
Nov 14, 2023 Q3 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
532
+ 28.9%
$83.7K - $92.8K
2.37K $472K
Oct 31, 2023 Q3 2023
Arista Wealth Management, LLC

Las Vegas, NV
BUY
 -
515
+ 3.49%
$81K - $89.8K
15.3K $3.04M
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
508
New
$79.9K - $88.6K
508 $101K
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
505
+ 20.28%
$79.5K - $88.1K
3K $596K
Oct 30, 2023 Q3 2023
Harel Insurance Investments & Financial Services Ltd.

BUY
 -
500
New
$78.7K - $87.2K
500 $99.5K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
499
New
$78.5K - $87K
499 $99.3K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
497
+ 17.33%
$78.2K - $86.7K
3.37K $670K
Nov 13, 2023 Q3 2023
Russell Investments Group, Ltd.

BUY
 -
492
New
$77.4K - $85.8K
492 $97.9K
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
485
+ 1.42%
$76.3K - $84.6K
34.8K $6.92M
Nov 01, 2023 Q3 2023
Lifeworks Advisors, LLC

Grand Rapids, MI
BUY
 -
482
+ 26.07%
$75.8K - $84.1K
2.33K $464K
Oct 25, 2023 Q3 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
468
+ 13.09%
$73.6K - $81.6K
4.04K $805K
Nov 14, 2023 Q3 2023
Probity Advisors, Inc.

Dallas, TX
BUY
 -
466
+ 5.12%
$73.3K - $81.3K
9.57K $1.9M
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
465
+ 59.62%
$73.2K - $81.1K
1.25K $248K

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