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 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-271- 2.35% |
$40.7K - $48.2K
|
11.3K
$2.25M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-274- 18.12% |
$41.2K - $48.7K
|
1.24K
$247K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-278- 12.21% |
$41.8K - $49.4K
|
2K
$399K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-284- 89.31% |
$42.7K - $50.5K
|
34
$6.79K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-287- 1.05% |
$43.1K - $51K
|
27.1K
$5.41M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-287- 9.65% |
$43.1K - $51K
|
2.69K
$536K
|
|
|
May 03, 2023
Q1 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-289- 1.28% |
$43.4K - $51.4K
|
22.3K
$4.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-290- 4.95% |
$43.6K - $51.5K
|
5.57K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-290- 5.28% |
$43.6K - $51.5K
|
5.2K
$1.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-294- 1.79% |
$44.2K - $52.2K
|
16.2K
$3.22M
|
|
|
Apr 06, 2023
Q1 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-300- 6.13% |
$45.1K - $53.3K
|
4.6K
$917K
|
|
|
May 05, 2023
Q1 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-300- 3.13% |
$45.1K - $53.3K
|
9.29K
$1.85M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-302- 2.06% |
$45.4K - $53.7K
|
14.4K
$2.87M
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-306- 10.17% |
$46K - $54.4K
|
2.7K
$540K
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-310- 3.21% |
$46.6K - $55.1K
|
9.34K
$1.86M
|
|
|
May 28, 2024
Q1 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-310- 0.95% |
$46.6K - $55.1K
|
32.3K
$6.45M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-315- 5.57% |
$47.3K - $56K
|
5.35K
$1.07M
|
|
|
Apr 07, 2023
Q1 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-325- 1.97% |
$48.8K - $57.7K
|
16.2K
$3.23M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-329- 11.51% |
$49.4K - $58.5K
|
2.53K
$505K
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
SELL
|
- |
-345- 6.99% |
$51.8K - $61.3K
|
4.59K
$917K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-350- 8.84% |
$52.6K - $62.2K
|
3.61K
$721K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-350- 0.8% |
$52.6K - $62.2K
|
43.5K
$8.69M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-350- 8.57% |
$52.6K - $62.2K
|
3.73K
$745K
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-350- 6.57% |
$52.6K - $62.2K
|
4.98K
$994K
|
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-354- 9.41% |
$53.2K - $62.9K
|
3.41K
$681K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-364- 1.92% |
$54.7K - $64.7K
|
18.6K
$3.72M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-369- 1.62% |
$55.4K - $65.6K
|
22.4K
$4.48M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-370- 1.84% |
$55.6K - $65.7K
|
19.8K
$3.95M
|
|
|
May 11, 2023
Q1 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-382- 1.2% |
$57.4K - $67.9K
|
31.5K
$6.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-389- 0.85% |
$58.4K - $69.1K
|
45.4K
$9.06M
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-389- 10.67% |
$58.4K - $69.1K
|
3.26K
$650K
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-396- 17.11% |
$59.5K - $70.4K
|
1.92K
$383K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-396- 11.56% |
$59.5K - $70.4K
|
3.03K
$605K
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
SELL
|
- |
-402- 0.34% |
$60.4K - $71.4K
|
117K
$23.4M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-406- 11.62% |
$61K - $72.1K
|
3.09K
$617K
|
|
|
Apr 27, 2023
Q1 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-427- 2.71% |
$64.1K - $75.9K
|
15.3K
$3.06M
|
|
|
Apr 26, 2023
Q1 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-428- 2.13% |
$64.3K - $76.1K
|
19.7K
$3.92M
|
|
|
May 05, 2023
Q1 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-438- 12.72% |
$65.8K - $77.8K
|
3.01K
$600K
|
|
|
May 10, 2023
Q1 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-440- 6.04% |
$66.1K - $78.2K
|
6.85K
$1.37M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-445- 6.88% |
$66.8K - $79.1K
|
6.02K
$1.2M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-455- 12.12% |
$68.4K - $80.8K
|
3.3K
$658K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-458- 0.84% |
$68.8K - $81.4K
|
53.7K
$10.7M
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
SELL
|
- |
-461- 8.82% |
$69.3K - $81.9K
|
4.76K
$951K
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-471- 3.5% |
$70.8K - $83.7K
|
13K
$2.59M
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-471- 3.32% |
$70.8K - $83.7K
|
13.7K
$2.74M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-483- 21.16% |
$72.6K - $85.8K
|
1.8K
$359K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-488- 1.9% |
$73.3K - $86.7K
|
25.2K
$5.03M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-494- 2.92% |
$74.2K - $87.8K
|
16.4K
$3.28M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-498- 6.34% |
$74.8K - $88.5K
|
7.35K
$1.47M
|
|
|
Apr 19, 2023
Q1 2023
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-504- 15.82% |
$75.7K - $89.6K
|
2.68K
$535K
|