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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-5- 0.37% |
$751 - $888
|
1.34K
$268K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-7- 8.14% |
$1.05K - $1.24K
|
79
$15.8K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-8- 0.05% |
$1.2K - $1.42K
|
14.6K
$2.91M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-9- 0.04% |
$1.35K - $1.6K
|
23.6K
$4.71M
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-9- 0.2% |
$1.35K - $1.6K
|
4.54K
$906K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-10- 0.76% |
$1.5K - $1.78K
|
1.31K
$262K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-10- 0.08% |
$1.5K - $1.78K
|
12.6K
$2.52M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-10- 0.05% |
$1.5K - $1.78K
|
19.2K
$3.83M
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-11- 0.08% |
$1.65K - $1.95K
|
14K
$2.8M
|
|
|
May 02, 2023
Q1 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-11- 0.19% |
$1.65K - $1.95K
|
5.86K
$1.17M
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11- 7.8% |
$1.65K - $1.95K
|
130
$26K
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-11- 0.02% |
$1.65K - $1.95K
|
59K
$11.8M
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-11- 7.8% |
$1.65K - $1.95K
|
130
$26K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-12- 0.17% |
$1.8K - $2.13K
|
6.98K
$1.39M
|
|
|
Dec 05, 2023
Q1 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-13- 0.6% |
$1.95K - $2.31K
|
2.17K
$433K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-15- 0.26% |
$2.25K - $2.67K
|
5.69K
$1.14M
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-15- 0.6% |
$2.25K - $2.67K
|
2.47K
$494K
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-16- 0.8% |
$2.4K - $2.84K
|
1.97K
$394K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-16- 0.53% |
$2.4K - $2.84K
|
3.03K
$605K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-16- 2.92% |
$2.4K - $2.84K
|
532
$106K
|
|
|
Apr 18, 2023
Q1 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-17- 0.81% |
$2.55K - $3.02K
|
2.07K
$413K
|
|
|
May 05, 2023
Q1 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
SELL
|
- |
-18- 0.89% |
$2.7K - $3.2K
|
2K
$399K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-18- 2.67% |
$2.7K - $3.2K
|
656
$131K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-19- 0.18% |
$2.85K - $3.38K
|
10.3K
$2.06M
|
|
|
May 05, 2023
Q1 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-20- 6.49% |
$3K - $3.55K
|
288
$57.5K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
SELL
|
- |
-20- 0.2% |
$3K - $3.55K
|
9.77K
$1.95M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-20- 1.31% |
$3K - $3.55K
|
1.51K
$301K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-20- 0.11% |
$3K - $3.55K
|
18.6K
$3.72M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-21- 0.03% |
$3.15K - $3.73K
|
71.2K
$14.2M
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-24- 1.52% |
$3.61K - $4.26K
|
1.55K
$309K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-26- 0.42% |
$3.91K - $4.62K
|
6.1K
$1.22M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-26- 44.07% |
$3.91K - $4.62K
|
33
$6.59K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-27- 11.16% |
$4.06K - $4.8K
|
215
$42.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Gpwm LLC
|
SELL
|
- |
-28- 0.1% |
$4.21K - $4.98K
|
28.5K
$5.69M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-28- 0.97% |
$4.21K - $4.98K
|
2.85K
$569K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-29- 1.62% |
$4.36K - $5.15K
|
1.76K
$351K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-29- 0.34% |
$4.36K - $5.15K
|
8.62K
$1.72M
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.39% |
$4.51K - $5.33K
|
7.66K
$1.53M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-30- 3.6% |
$4.51K - $5.33K
|
803
$160K
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-30- 1.44% |
$4.51K - $5.33K
|
2.05K
$409K
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-33- 2.32% |
$4.96K - $5.86K
|
1.39K
$277K
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-33- 1.65% |
$4.96K - $5.86K
|
1.97K
$393K
|
|
|
Sep 05, 2023
Q1 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-33- 0.59% |
$4.96K - $5.86K
|
5.59K
$1.12M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-34- 0.57% |
$5.11K - $6.04K
|
5.95K
$1.19M
|
|
|
May 09, 2023
Q1 2023
|
Resolute Advisors LLC
|
SELL
|
- |
-34- 1.14% |
$5.11K - $6.04K
|
2.95K
$589K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-35- 2.02% |
$5.26K - $6.22K
|
1.7K
$339K
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-35- 1.21% |
$5.26K - $6.22K
|
2.86K
$570K
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-37- 1.62% |
$5.56K - $6.57K
|
2.25K
$448K
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-40- 0.6% |
$6.01K - $7.11K
|
6.58K
$1.31M
|
|
|
Apr 18, 2023
Q1 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-41- 1.02% |
$6.16K - $7.29K
|
3.98K
$795K
|