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
Nov 06, 2023 Q3 2023
Wambolt & Associates, LLC

BUY
 -
253
+ 3.8%
$39.8K - $44.1K
6.91K $1.37M
Nov 02, 2023 Q3 2023
Capital Investment Advisory Services, LLC

BUY
 -
251
+ 23.37%
$39.5K - $43.8K
1.33K $264K
Nov 15, 2023 Q3 2023
Mc Ilrath & Eck, LLC

BUY
 -
249
+ 33.92%
$39.2K - $43.4K
983 $196K
Oct 19, 2023 Q3 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
245
+ 16.77%
$38.5K - $42.7K
1.71K $340K
Oct 27, 2023 Q3 2023
Bsw Wealth Partners

Boulder, CO
BUY
 -
242
+ 7.34%
$38.1K - $42.2K
3.54K $704K
Oct 10, 2023 Q3 2023
Silverlake Wealth Management LLC

Williston, VT
BUY
 -
236
+ 4.75%
$37.1K - $41.2K
5.21K $1.04M
Nov 21, 2023 Q3 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
232
+ 12.22%
$36.5K - $40.5K
2.13K $424K
Nov 14, 2023 Q3 2023
Raymond James Trust N.A.

BUY
 -
230
+ 0.95%
$36.2K - $40.1K
24.4K $4.86M
Oct 10, 2023 Q3 2023
Indiana Trust & Investment Management CO

BUY
 -
227
New
$35.7K - $39.6K
227 $45.2K
Oct 27, 2023 Q3 2023
Financial Futures LTD Liability Co.

BUY
 -
227
+ 10.82%
$35.7K - $39.6K
2.33K $463K
Oct 11, 2023 Q3 2023
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
222
+ 4.36%
$34.9K - $38.7K
5.31K $1.06M
Dec 04, 2023 Q3 2023
Trust CO

BUY
 -
222
+ 3.29%
$34.9K - $38.7K
6.97K $1.39M
Oct 30, 2023 Q3 2023
Grove Bank & Trust

BUY
 -
220
+ 2.43%
$34.6K - $38.4K
9.27K $1.85M
Nov 13, 2023 Q3 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
218
+ 6.93%
$34.3K - $38K
3.36K $669K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
207
+ 7.63%
$32.6K - $36.1K
2.92K $581K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
205
+ 2.22%
$32.3K - $35.7K
9.44K $1.88M
Nov 13, 2023 Q3 2023
Pinnacle Financial Group, LLC

BUY
 -
205
+ 1.23%
$32.3K - $35.7K
16.9K $3.36M
Oct 30, 2023 Q3 2023
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
201
+ 0.76%
$31.6K - $35.1K
26.6K $5.29M
Nov 13, 2023 Q3 2023
One Charles Private Wealth Services, LLC

BUY
 -
201
+ 2.73%
$31.6K - $35.1K
7.56K $1.5M
Oct 24, 2023 Q3 2023
Droms Strauss Advisors Inc

St. Louis, MO
BUY
 -
196
+ 9.03%
$30.8K - $34.2K
2.37K $471K
Oct 16, 2023 Q3 2023
City State Bank

Norwalk, IA
BUY
 -
190
+ 1.78%
$29.9K - $33.1K
10.9K $2.16M
Oct 10, 2023 Q3 2023
Lpwm LLC

Minneapolis, MN
BUY
 -
187
+ 12.1%
$29.4K - $32.6K
1.73K $345K
Oct 11, 2023 Q3 2023
First Financial Corp

BUY
 -
181
New
$28.5K - $31.6K
181 $36K
Nov 13, 2023 Q3 2023
Tacita Capital Inc

Toronto, A6
BUY
 -
180
+ 0.42%
$28.3K - $31.4K
42.8K $8.51M
Oct 17, 2023 Q3 2023
Heartwood Wealth Advisors LLC

BUY
 -
179
+ 1.16%
$28.2K - $31.2K
15.5K $3.09M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
174
+ 8.51%
$27.4K - $30.3K
2.22K $441K
Oct 18, 2023 Q3 2023
Signature Securities Group Corporation

BUY
 -
173
+ 5.73%
$27.2K - $30.2K
3.19K $636K
Nov 13, 2023 Q3 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
170
+ 2.6%
$26.7K - $29.6K
6.71K $1.33M
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
169
+ 2.41%
$26.6K - $29.5K
7.18K $1.43M
Nov 08, 2023 Q3 2023
Exencial Wealth Advisors, LLC

Oklahoma City, OK
BUY
 -
164
+ 0.05%
$25.8K - $28.6K
340K $67.7M
Nov 13, 2023 Q3 2023
Dopkins Wealth Management, LLC

BUY
 -
160
+ 5.72%
$25.2K - $27.9K
2.96K $588K
Nov 13, 2023 Q3 2023
1832 Asset Management L.P.

Toronto, A6
BUY
 -
158
New
$24.9K - $27.6K
158 $31.4K
Oct 13, 2023 Q3 2023
Courier Capital LLC

BUY
 -
157
+ 0.42%
$24.7K - $27.4K
37.3K $7.41M
Nov 14, 2023 Q3 2023
Sharper & Granite LLC

El Segundo, CA
BUY
 -
156
+ 0.63%
$24.5K - $27.2K
25K $4.97M
Nov 02, 2023 Q3 2023
Red Tortoise LLC

Atlanta, GA
BUY
 -
154
+ 2.25%
$24.2K - $26.9K
6.99K $1.39M
Oct 27, 2023 Q3 2023
Planning Directions Inc

BUY
 -
153
+ 1.72%
$24.1K - $26.7K
9.04K $1.8M
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
150
+ 0.19%
$23.6K - $26.2K
78.6K $15.6M
Feb 14, 2024 Q3 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
150
+ 0.19%
$23.6K - $26.2K
78.6K $15.6M
Oct 03, 2023 Q3 2023
Appleton Partners Inc

BUY
 -
144
+ 7.58%
$22.7K - $25.1K
2.04K $407K
Nov 13, 2023 Q3 2023
Salomon & Ludwin, LLC

BUY
 -
142
+ 6.05%
$22.3K - $24.8K
2.49K $496K
Nov 06, 2023 Q3 2023
Warner Financial, Inc

Bethesda, MD
BUY
 -
139
+ 0.9%
$21.9K - $24.2K
15.6K $3.1M
Nov 09, 2023 Q3 2023
Wealth Alliance

Mellville, NY
BUY
 -
139
+ 3.56%
$21.9K - $24.2K
4.05K $805K
Oct 26, 2023 Q3 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
138
+ 5.66%
$21.7K - $24.1K
2.58K $513K
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
137
+ 27.85%
$21.6K - $23.9K
629 $125K
Nov 09, 2023 Q3 2023
King Wealth

Saratoga Springs, NY
BUY
 -
135
+ 10.16%
$21.2K - $23.5K
1.46K $291K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
134
+ 252.83%
$21.1K - $23.4K
187 $37.2K
Nov 01, 2023 Q3 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
133
+ 37.46%
$20.9K - $23.2K
488 $97.1K
Nov 06, 2023 Q3 2023
Windham Capital Management, LLC

BUY
 -
133
+ 0.55%
$20.9K - $23.2K
24.5K $4.87M
Oct 19, 2023 Q3 2023
Olio Financial Planning

BUY
 -
132
+ 0.33%
$20.8K - $23K
40.1K $7.98M

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