Purchases and Sales Made in Q1 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 Q1 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
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
100
+ 0.1%
$15K - $17.8K
100K $20M
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
100
New
$15K - $17.8K
100 $20K
Apr 02, 2024 Q1 2023
Oak Hill Wealth Advisors, LLC

Lansdowne, VA
BUY
 -
100
+ 2.33%
$15K - $17.8K
4.4K $878K
May 15, 2023 Q1 2023
Nations Financial Group Inc,

Cedar Rapids, IA
BUY
 -
97
+ 1.24%
$14.6K - $17.2K
7.95K $1.59M
May 09, 2023 Q1 2023
Operose Advisors LLC

Milwaukee, WI
BUY
 -
96
+ 5.66%
$14.4K - $17.1K
1.79K $358K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
94
+ 0.79%
$14.1K - $16.7K
12K $2.39M
Apr 18, 2023 Q1 2023
Greenhouse Wealth Management, LLC

BUY
 -
93
+ 0.54%
$14K - $16.5K
17.2K $3.43M
Apr 19, 2023 Q1 2023
Carmel Capital Partners, LLC

BUY
 -
90
New
$13.5K - $16K
90 $18K
Apr 26, 2023 Q1 2023
Bard Financial Services, Inc.

BUY
 -
90
+ 0.35%
$13.5K - $16K
25.6K $5.12M
May 10, 2023 Q1 2023
Jag Capital Management, LLC

BUY
 -
88
+ 2.9%
$13.2K - $15.6K
3.12K $623K
Sep 07, 2023 Q1 2023
Jag Capital Management, LLC

BUY
 -
88
+ 2.9%
$13.2K - $15.6K
3.12K $623K
Apr 14, 2023 Q1 2023
Wood Trust Financial Corp

BUY
 -
86
+ 6.09%
$12.9K - $15.3K
1.5K $299K
May 15, 2023 Q1 2023
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
84
New
$12.6K - $14.9K
84 $16.8K
May 09, 2023 Q1 2023
Ruedi Wealth Management, Inc.

Champaign, IL
BUY
 -
83
+ 47.7%
$12.5K - $14.7K
257 $51.3K
Apr 13, 2023 Q1 2023
Family Investment Center, Inc.

Saint Joseph, MO
BUY
 -
81
+ 3.24%
$12.2K - $14.4K
2.58K $516K
Apr 27, 2023 Q1 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
80
+ 5.48%
$12K - $14.2K
1.54K $307K
May 08, 2023 Q1 2023
Wrapmanager Inc

BUY
 -
80
+ 1.34%
$12K - $14.2K
6.07K $1.21M
May 30, 2023 Q1 2023
Fullen Financial Group

BUY
 -
80
+ 0.52%
$12K - $14.2K
15.5K $3.09M
Apr 04, 2023 Q1 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
79
+ 1.67%
$11.9K - $14K
4.82K $962K
Apr 18, 2023 Q1 2023
Bay Rivers Group

BUY
 -
79
+ 0.37%
$11.9K - $14K
21.3K $4.25M
Apr 24, 2023 Q1 2023
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
79
+ 0.73%
$11.9K - $14K
10.9K $2.18M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
75
New
$11.3K - $13.3K
75 $15K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
75
+ 45.73%
$11.3K - $13.3K
239 $47.7K
Apr 18, 2023 Q1 2023
Mcf Advisors LLC

Covington, KY
BUY
 -
73
New
$11K - $13K
73 $14.6K
May 10, 2023 Q1 2023
Burney CO

Reston, VA
BUY
 -
71
+ 2.77%
$10.7K - $12.6K
2.64K $526K
May 15, 2023 Q1 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
70
New
$10.5K - $12.4K
70 $14K
Apr 25, 2023 Q1 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
69
+ 2.03%
$10.4K - $12.3K
3.47K $692K
May 04, 2023 Q1 2023
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
69
+ 0.09%
$10.4K - $12.3K
73K $14.6M
Jun 16, 2023 Q1 2023
Dgs Capital Management, LLC

BUY
 -
69
+ 4.95%
$10.4K - $12.3K
1.46K $292K
May 15, 2023 Q1 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
68
+ 0.13%
$10.2K - $12.1K
50.7K $10.1M
Apr 21, 2023 Q1 2023
Wesbanco Bank Inc

BUY
 -
67
+ 0.57%
$10.1K - $11.9K
11.8K $2.36M
Apr 26, 2023 Q1 2023
Acorn Financial Advisory Services Inc

BUY
 -
65
+ 0.55%
$9.76K - $11.5K
11.8K $2.35M
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
64
+ 2.76%
$9.61K - $11.4K
2.39K $476K
May 05, 2023 Q1 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
60
+ 1.5%
$9.01K - $10.7K
4.05K $809K
Apr 24, 2023 Q1 2023
Fifth Third Bancorp

BUY
 -
58
+ 0.04%
$8.71K - $10.3K
134K $26.7M
May 11, 2023 Q1 2023
Pax Financial Group, LLC

San Antonio, TX
BUY
 -
58
+ 1.95%
$8.71K - $10.3K
3.03K $604K
Apr 21, 2023 Q1 2023
Summit Financial Strategies, Inc.

BUY
 -
57
+ 3.45%
$8.56K - $10.1K
1.71K $342K
Apr 05, 2023 Q1 2023
Rise Advisors, LLC

BUY
 -
56
+ 1.78%
$8.41K - $9.95K
3.21K $640K
May 03, 2023 Q1 2023
Rebalance, LLC

Palo Alto, CA
BUY
 -
55
+ 0.45%
$8.26K - $9.77K
12.4K $2.47M
May 03, 2023 Q1 2023
Centered Wealth LLC Dba Miller Equity Capital Advisors

BUY
 -
55
+ 0.44%
$8.26K - $9.77K
12.6K $2.52M
Apr 18, 2023 Q1 2023
Sterling Investment Counsel, LLC

BUY
 -
54
+ 3.45%
$8.11K - $9.6K
1.62K $323K
May 10, 2023 Q1 2023
Wealth Alliance

Mellville, NY
BUY
 -
53
+ 1.5%
$7.96K - $9.42K
3.59K $716K
Jun 20, 2023 Q1 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
52
New
$7.81K - $9.24K
52 $10.4K
May 15, 2023 Q1 2023
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
51
+ 2.82%
$7.66K - $9.06K
1.86K $371K
May 09, 2023 Q1 2023
Column Capital Advisors, LLC

BUY
 -
50
+ 0.23%
$7.51K - $8.88K
21.9K $4.36M
Apr 20, 2023 Q1 2023
Guidance Point Advisors, LLC

BUY
 -
49
+ 0.58%
$7.36K - $8.71K
8.47K $1.69M
May 03, 2023 Q1 2023
Vista Capital Partners, Inc.

BUY
 -
49
+ 2.89%
$7.36K - $8.71K
1.75K $349K
May 03, 2023 Q1 2023
Monumental Financial Group Inc.

BUY
 -
48
New
$7.21K - $8.53K
48 $9.58K
May 09, 2023 Q1 2023
Integrity Financial Corp

BUY
 -
47
+ 4.79%
$7.06K - $8.35K
1.03K $205K

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