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 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-508- 6.67% |
$76.3K - $90.3K
|
7.11K
$1.42M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-509- 7.27% |
$76.5K - $90.4K
|
6.49K
$1.3M
|
|
|
May 10, 2023
Q1 2023
|
First Ascent Asset Management, LLC
|
SELL
|
- |
-510- 1.33% |
$76.6K - $90.6K
|
37.9K
$7.56M
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-522- 3.99% |
$78.4K - $92.8K
|
12.6K
$2.51M
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-522- 3.99% |
$78.4K - $92.8K
|
12.6K
$2.51M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-523- 7.56% |
$78.6K - $92.9K
|
6.4K
$1.28M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-529- 8.13% |
$79.5K - $94K
|
5.98K
$1.19M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-530- 2.34% |
$79.6K - $94.2K
|
22.1K
$4.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-532- 2.63% |
$79.9K - $94.5K
|
19.7K
$3.93M
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-532- 22.38% |
$79.9K - $94.5K
|
1.85K
$368K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-533- 22.48% |
$80.1K - $94.7K
|
1.84K
$367K
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-538- 0.91% |
$80.8K - $95.6K
|
58.3K
$11.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-540- 4.17% |
$81.1K - $96K
|
12.4K
$2.48M
|
|
|
May 15, 2023
Q1 2023
|
Jentner Corp
|
SELL
|
- |
-556- 7.52% |
$83.5K - $98.8K
|
6.83K
$1.36M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-558- 1.39% |
$83.8K - $99.2K
|
39.6K
$7.91M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-562- 1.62% |
$84.4K - $99.9K
|
34K
$6.8M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-563- 13.85% |
$84.6K - $100K
|
3.5K
$699K
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-564- 1.21% |
$84.7K - $100K
|
46.1K
$9.19M
|
|
|
May 05, 2023
Q1 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-579- 1.44% |
$87K - $103K
|
39.5K
$7.89M
|
|
|
Nov 20, 2023
Q1 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-582- 16.45% |
$87.4K - $103K
|
2.96K
$590K
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-585- 6.67% |
$87.9K - $104K
|
8.18K
$1.63M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-590- 2.22% |
$88.6K - $105K
|
26K
$5.19M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-600- 8.94% |
$90.1K - $107K
|
6.11K
$1.22M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-607- 9.33% |
$91.2K - $108K
|
5.9K
$1.18M
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-607- 5.2% |
$91.2K - $108K
|
11.1K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-610- 11.27% |
$91.6K - $108K
|
4.8K
$959K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-615- 0.87% |
$92.4K - $109K
|
69.8K
$13.9M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-633- 7.26% |
$95.1K - $112K
|
8.09K
$1.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-642- 4.71% |
$96.4K - $114K
|
13K
$2.59M
|
|
|
Aug 11, 2023
Q1 2023
|
Rs Crum Inc.
|
SELL
|
- |
-659- 10.22% |
$99K - $117K
|
5.79K
$1.16M
|
|
|
May 24, 2023
Q1 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-666- 1.76% |
$100K - $118K
|
37.1K
$7.41M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-669- 14.14% |
$100K - $119K
|
4.06K
$811K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-680- 1.67% |
$102K - $121K
|
40.1K
$8M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-686- 1.46% |
$103K - $122K
|
46.4K
$9.27M
|
|
|
May 15, 2023
Q1 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-693- 0.98% |
$104K - $123K
|
70.4K
$14.1M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-700- 4.94% |
$105K - $124K
|
13.5K
$2.69M
|
|
|
May 15, 2023
Q1 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-711- 3.54% |
$107K - $126K
|
19.4K
$3.87M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-721- 7.39% |
$108K - $128K
|
9.04K
$1.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-727- 5.88% |
$109K - $129K
|
11.6K
$2.32M
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-745- 1.23% |
$112K - $132K
|
60K
$12M
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-749- 33.42% |
$113K - $133K
|
1.49K
$298K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-755- 2.95% |
$113K - $134K
|
24.9K
$4.96M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-756- 37.33% |
$114K - $134K
|
1.27K
$253K
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-762- 3.08% |
$114K - $135K
|
24K
$4.79M
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-775- 2.9% |
$116K - $138K
|
26K
$5.18M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-779- 33.53% |
$117K - $138K
|
1.54K
$308K
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-783- 75.29% |
$118K - $139K
|
257
$51.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-784- 4.05% |
$118K - $139K
|
18.6K
$3.71M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-803- 22.76% |
$121K - $143K
|
2.73K
$544K
|
|
|
Apr 22, 2024
Q1 2023
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-806- 1.44% |
$121K - $143K
|
55.4K
$11.1M
|