Purchases and Sales Made in Q1 2023 in Vanguard Small Cap Value ETF (VBR)
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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2023
Q1 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
6+ 0.17% |
$901 - $1.07K
|
3.48K
$695K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
5+ 1.95% |
$751 - $888
|
262
$52.3K
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
5+ 0.08% |
$751 - $888
|
6.66K
$1.33M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
5+ 0.03% |
$751 - $888
|
18.3K
$3.66M
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
4+ 0.32% |
$601 - $711
|
1.26K
$252K
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
4+ 0.09% |
$601 - $711
|
4.23K
$845K
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
4+ 0.23% |
$601 - $711
|
1.71K
$341K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.18% |
$601 - $711
|
2.19K
$437K
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.95% |
$451 - $533
|
318
$63.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
3+ 0.06% |
$451 - $533
|
4.87K
$973K
|
|
|
Apr 25, 2023
Q1 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3+ 0.03% |
$451 - $533
|
9.71K
$1.94M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
3+ 0.08% |
$451 - $533
|
3.8K
$759K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
3+ 0.12% |
$451 - $533
|
2.57K
$513K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
3+ 0.49% |
$451 - $533
|
610
$122K
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$300 - $355
|
2.16K
$430K
|
|
|
Apr 25, 2023
Q1 2023
|
Garland Capital Management Inc
|
BUY
|
- |
2+ 0.81% |
$300 - $355
|
250
$49.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
2+ 0.11% |
$300 - $355
|
1.84K
$366K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2+ 0.14% |
$300 - $355
|
1.42K
$284K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
2+ 0.08% |
$300 - $355
|
2.46K
$491K
|
|
|
May 10, 2023
Q1 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2+ 0.05% |
$300 - $355
|
4.18K
$834K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2New |
$300 - $355
|
2
$399
|
|
|
May 12, 2023
Q1 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$300 - $355
|
2.5K
$499K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2+ 1.74% |
$300 - $355
|
117
$23.4K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
2+ 0.15% |
$300 - $355
|
1.33K
$265K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.55% |
$150 - $178
|
182
$36.3K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.05% |
$150 - $178
|
2K
$399K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.03% |
$150 - $178
|
3.74K
$747K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$150 - $178
|
6.07K
$1.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1+ 0.02% |
$150 - $178
|
5.76K
$1.15M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1+ 0.42% |
$150 - $178
|
241
$48.1K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
1+ 0.02% |
$150 - $178
|
4.09K
$816K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.5% |
$150 - $178
|
201
$40.1K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1+ 1.09% |
$150 - $178
|
93
$18.6K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.48% |
$150 - $178
|
209
$41.7K
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.61% |
$150 - $178
|
165
$32.9K
|
|
|
May 08, 2023
Q1 2023
|
Cahill Wealth Management, LLC
Portage, MI |
BUY
|
- |
1+ 0.04% |
$150 - $178
|
2.33K
$464K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1+ 0.01% |
$150 - $178
|
11K
$2.19M
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1New |
$150 - $178
|
1
$200
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1+ 1.45% |
$150 - $178
|
70
$14K
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.72% |
$150 - $178
|
139
$27.8K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1+ 0.43% |
$150 - $178
|
231
$46.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1- 0.01% |
$150 - $178
|
11.5K
$2.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2- 0.02% |
$300 - $355
|
8.9K
$1.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 2.35% |
$300 - $355
|
83
$16.6K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2- 0.02% |
$300 - $355
|
12.5K
$2.5M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-2- 0.02% |
$300 - $355
|
9.07K
$1.81M
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-4- 0.09% |
$601 - $711
|
4.56K
$911K
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-4- 0.18% |
$601 - $711
|
2.2K
$438K
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-5- 0.01% |
$751 - $888
|
47.2K
$9.42M
|