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 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.1K- 7.75% |
$2.87M - $3.4M
|
228K
$45.5M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-19.5K- 17.81% |
$2.93M - $3.46M
|
89.9K
$17.9M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-21.1K- 33.01% |
$3.17M - $3.75M
|
42.8K
$8.55M
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-24.2K- 88.9% |
$3.63M - $4.3M
|
3.02K
$603K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-24.8K- 34.59% |
$3.72M - $4.4M
|
46.8K
$9.35M
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-25.7K- 5.66% |
$3.86M - $4.57M
|
428K
$85.5M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-26.4K- 63.02% |
$3.97M - $4.69M
|
15.5K
$3.09M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-27.2K- 4.24% |
$4.09M - $4.84M
|
615K
$123M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-28.3K- 2.87% |
$4.26M - $5.04M
|
957K
$191M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.4K- 4.57% |
$4.27M - $5.05M
|
594K
$119M
|
|
|
Apr 27, 2023
Q1 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-30K- 21.39% |
$4.5M - $5.32M
|
110K
$22M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-30.7K- 69.6% |
$4.62M - $5.46M
|
13.4K
$2.68M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-35K- 47.79% |
$5.26M - $6.23M
|
38.3K
$7.64M
|
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
SELL
|
- |
-37.8K- 69.85% |
$5.68M - $6.72M
|
16.3K
$3.26M
|
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-38.6K- 91.05% |
$5.8M - $6.86M
|
3.8K
$758K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-39K- 21.4% |
$5.86M - $6.93M
|
143K
$28.6M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-39.7K- 92.37% |
$5.96M - $7.06M
|
3.28K
$654K
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-39.9K- 82.4% |
$5.99M - $7.08M
|
8.52K
$1.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-41.1K- 10.54% |
$6.18M - $7.31M
|
349K
$69.7M
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-42.1K- 93.01% |
$6.32M - $7.48M
|
3.16K
$631K
|
|
|
May 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-44K- 51.92% |
$6.61M - $7.81M
|
40.7K
$8.13M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-46.1K- 1.36% |
$6.92M - $8.19M
|
3.34M
$667M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-48.8K- 2.65% |
$7.33M - $8.67M
|
1.79M
$357M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-50.8K- 39.64% |
$7.63M - $9.02M
|
77.3K
$15.4M
|
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-60.3K- 47.38% |
$9.06M - $10.7M
|
67K
$13.4M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-63.3K- 23.91% |
$9.51M - $11.2M
|
201K
$40.2M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-72.7K- 29.58% |
$10.9M - $12.9M
|
173K
$34.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-75.9K- 96.94% |
$11.4M - $13.5M
|
2.4K
$478K
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-77.3K- 88.33% |
$11.6M - $13.7M
|
10.2K
$2.04M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-99.4K- 29.36% |
$14.9M - $17.7M
|
239K
$47.8M
|
|
|
May 15, 2023
Q1 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-144K- 44.03% |
$21.6M - $25.5M
|
183K
$36.5M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-166K- 29.79% |
$25M - $29.5M
|
392K
$78.2M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-199K- 4.68% |
$29.9M - $35.3M
|
4.05M
$808M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-322K- 99.95% |
$48.4M - $57.2M
|
158
$31.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-380K- 44.29% |
$57.1M - $67.6M
|
478K
$95.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.5M- 99.34% |
$375M - $444M
|
16.7K
$3.33M
|