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 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
464+ 24.36% |
$73K - $80.9K
|
2.37K
$471K
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
459+ 4.6% |
$72.2K - $80K
|
10.4K
$2.08M
|
|
Nov 13, 2023
Q3 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
448+ 0.54% |
$70.5K - $78.1K
|
83.6K
$16.6M
|
|
Oct 11, 2023
Q3 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
444+ 20.27% |
$69.9K - $77.4K
|
2.63K
$524K
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
443+ 5.22% |
$69.7K - $77.3K
|
8.93K
$1.78M
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
440+ 2.03% |
$69.2K - $76.7K
|
22.1K
$4.4M
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
437+ 25.63% |
$68.8K - $76.2K
|
2.14K
$426K
|
|
Oct 26, 2023
Q3 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
433+ 9.11% |
$68.1K - $75.5K
|
5.19K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
430+ 9.42% |
$67.7K - $75K
|
5K
$994K
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
426+ 1936.36% |
$67K - $74.3K
|
448
$89.2K
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
423+ 6.63% |
$66.6K - $73.8K
|
6.81K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
419+ 2.79% |
$65.9K - $73.1K
|
15.4K
$3.07M
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
416+ 9.56% |
$65.4K - $72.5K
|
4.77K
$949K
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
413+ 3.27% |
$65K - $72K
|
13K
$2.59M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
406+ 1.65% |
$63.9K - $70.8K
|
25K
$4.98M
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
397+ 1.22% |
$62.5K - $69.2K
|
32.9K
$6.56M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
395+ 2.68% |
$62.1K - $68.9K
|
15.1K
$3.01M
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
380+ 9.6% |
$59.8K - $66.3K
|
4.34K
$864K
|
|
Nov 07, 2023
Q3 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
371+ 4.51% |
$58.4K - $64.7K
|
8.59K
$1.71M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
370+ 3.3% |
$58.2K - $64.5K
|
11.6K
$2.3M
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
365+ 1.47% |
$57.4K - $63.7K
|
25.2K
$5.01M
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
360+ 21.43% |
$56.6K - $62.8K
|
2.04K
$406K
|
|
Oct 16, 2023
Q3 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
359+ 1.77% |
$56.5K - $62.6K
|
20.6K
$4.1M
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
351+ 16.24% |
$55.2K - $61.2K
|
2.51K
$500K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
349+ 4.93% |
$54.9K - $60.9K
|
7.43K
$1.48M
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
BUY
|
- |
345+ 0.3% |
$54.3K - $60.2K
|
114K
$22.6M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
338New |
$53.2K - $58.9K
|
338
$67.3K
|
|
Oct 31, 2023
Q3 2023
|
First American Trust, Fsb
|
BUY
|
- |
335+ 0.69% |
$52.7K - $58.4K
|
49K
$9.75M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
328New |
$51.6K - $57.2K
|
328
$65.3K
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
327+ 13.5% |
$51.4K - $57K
|
2.75K
$547K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
326+ 8.07% |
$51.3K - $56.9K
|
4.37K
$869K
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
318+ 5.07% |
$50K - $55.5K
|
6.59K
$1.31M
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
317+ 1.59% |
$49.9K - $55.3K
|
20.3K
$4.04M
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
314+ 1.0% |
$49.4K - $54.8K
|
31.6K
$6.28M
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
311+ 0.83% |
$48.9K - $54.2K
|
37.9K
$7.54M
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
311+ 7.95% |
$48.9K - $54.2K
|
4.22K
$840K
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
310+ 5.73% |
$48.8K - $54.1K
|
5.72K
$1.14M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
304+ 20.86% |
$47.8K - $53K
|
1.76K
$350K
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
301New |
$47.4K - $52.5K
|
301
$59.9K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
290+ 2.05% |
$45.6K - $50.6K
|
14.4K
$2.87M
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
289+ 0.67% |
$45.5K - $50.4K
|
43.3K
$8.61M
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
289+ 1.56% |
$45.5K - $50.4K
|
18.8K
$3.74M
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
287+ 8.51% |
$45.2K - $50K
|
3.66K
$728K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
280New |
$44.1K - $48.8K
|
280
$55.7K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
278New |
$43.7K - $48.5K
|
278
$55.3K
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
275+ 2.17% |
$43.3K - $48K
|
12.9K
$2.58M
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
274+ 4.69% |
$43.1K - $47.8K
|
6.12K
$1.22M
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
270+ 112.5% |
$42.5K - $47.1K
|
510
$101K
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
259+ 30.61% |
$40.7K - $45.2K
|
1.11K
$220K
|
|
Oct 23, 2023
Q3 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
254+ 11.4% |
$40K - $44.3K
|
2.48K
$494K
|