Purchases and Sales Made in Q1 2023 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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 15, 2023 Q1 2023
Jefferies Financial Group Inc.

New York, NY
BUY
 -
2.44K
+ 42.61%
$366K - $433K
8.15K $1.63M
Apr 12, 2023 Q1 2023
Morgan Rosel Wealth Management, LLC

BUY
 -
2.43K
+ 7.33%
$365K - $431K
35.5K $7.09M
Apr 25, 2023 Q1 2023
Everhart Financial Group, Inc.

BUY
 -
2.43K
+ 12.83%
$365K - $431K
21.3K $4.26M
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

BUY
 -
2.39K
+ 13.44%
$359K - $425K
20.2K $4.03M
May 02, 2023 Q1 2023
Lmg Wealth Partners, LLC

Shreveport, LA
BUY
 -
2.38K
+ 2.51%
$358K - $423K
97.3K $19.4M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
2.38K
+ 33.19%
$357K - $422K
9.54K $1.9M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
2.33K
+ 4.67%
$350K - $413K
52.2K $10.4M
May 11, 2023 Q1 2023
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
2.31K
New
$347K - $411K
2.31K $461K
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
2.29K
New
$343K - $406K
2.29K $456K
Dec 06, 2024 Q1 2023
Triune Financial Partners, LLC

Overland Park, KS
BUY
 -
2.28K
+ 23.83%
$343K - $405K
11.9K $2.37M
Apr 17, 2023 Q1 2023
Mgo Private Wealth, LLC

Irvine, CA
BUY
 -
2.25K
New
$338K - $400K
2.25K $449K
Oct 09, 2024 Q1 2023
Martel Wealth Advisors Inc

Vancouver, WA
BUY
 -
2.25K
+ 11.14%
$338K - $400K
22.4K $4.48M
May 05, 2023 Q1 2023
Hoyle Cohen, LLC

BUY
 -
2.24K
+ 6.36%
$337K - $399K
37.5K $7.5M
Apr 20, 2023 Q1 2023
Stone Point Wealth LLC

BUY
 -
2.23K
+ 9.64%
$336K - $397K
25.4K $5.07M
May 05, 2023 Q1 2023
Verus Financial Partners, Inc.

BUY
 -
2.21K
+ 0.76%
$332K - $393K
294K $58.8M
Apr 26, 2023 Q1 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
2.2K
+ 18.88%
$330K - $391K
13.8K $2.76M
Apr 12, 2023 Q1 2023
Praetorian Wealth Management, Inc.

BUY
 -
2.17K
+ 3.14%
$326K - $386K
71.4K $14.3M
May 04, 2023 Q1 2023
Ellevest, Inc.

BUY
 -
2.16K
+ 2.8%
$324K - $384K
79.4K $15.9M
May 15, 2023 Q1 2023
Spears Abacus Advisors LLC

BUY
 -
2.16K
New
$324K - $383K
2.16K $431K
May 10, 2023 Q1 2023
Sonoma Private Wealth LLC

San Francisco, CA
BUY
 -
2.14K
+ 102.0%
$322K - $380K
4.24K $847K
May 15, 2023 Q1 2023
Hackensack Meridian Health, Inc.

Edison, NJ
BUY
 -
2.13K
+ 0.19%
$320K - $379K
1.15M $230M
Apr 18, 2023 Q1 2023
Riversedge Advisors, LLC

BUY
 -
2.13K
+ 14.91%
$320K - $379K
16.4K $3.28M
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
2.13K
New
$319K - $378K
2.13K $424K
Apr 11, 2023 Q1 2023
Obsidian Personal Planning Solutions LLC

BUY
 -
2.08K
New
$313K - $370K
2.08K $416K
May 12, 2023 Q1 2023
Private Portfolio Partners LLC

BUY
 -
2.06K
+ 3.24%
$309K - $365K
65.4K $13.1M
May 15, 2023 Q1 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
2.03K
New
$304K - $360K
2.03K $405K
Apr 24, 2023 Q1 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
2.02K
New
$303K - $358K
2.02K $402K
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
2K
+ 65.06%
$300K - $355K
5.07K $1.01M
Apr 18, 2023 Q1 2023
Alhambra Investment Partners LLC

BUY
 -
1.98K
+ 52.96%
$297K - $351K
5.71K $1.14M
May 10, 2023 Q1 2023
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
1.98K
+ 53.34%
$297K - $351K
5.68K $1.13M
Apr 27, 2023 Q1 2023
Flputnam Investment Management CO

Portland, ME
BUY
 -
1.97K
+ 29.89%
$296K - $350K
8.55K $1.71M
May 15, 2023 Q1 2023
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
1.97K
+ 7.53%
$295K - $350K
28.1K $5.6M
May 15, 2023 Q1 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.95K
+ 20.42%
$293K - $347K
11.5K $2.3M
May 15, 2023 Q1 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
1.94K
+ 4.7%
$291K - $344K
43.2K $8.62M
Apr 26, 2023 Q1 2023
Echo45 Advisors LLC

BUY
 -
1.93K
+ 16.81%
$289K - $342K
13.4K $2.67M
May 04, 2023 Q1 2023
Cx Institutional

BUY
 -
1.91K
+ 6.11%
$286K - $339K
33.1K $6.61M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.9K
+ 27.72%
$285K - $337K
8.74K $1.75M
May 09, 2023 Q1 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1.89K
+ 48.46%
$283K - $335K
5.78K $1.15M
May 02, 2023 Q1 2023
Sightline Wealth Advisors, LLC

BUY
 -
1.88K
New
$283K - $335K
1.88K $376K
May 11, 2023 Q1 2023
Black Diamond Financial, LLC

BUY
 -
1.87K
+ 7.85%
$281K - $333K
25.7K $5.14M
May 11, 2023 Q1 2023
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
1.87K
New
$281K - $333K
1.87K $374K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.84K
+ 0.64%
$277K - $328K
291K $58.1M
Apr 16, 2024 Q1 2023
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
1.84K
New
$277K - $328K
1.84K $368K
May 11, 2023 Q1 2023
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
1.82K
+ 4.69%
$273K - $323K
40.6K $8.11M
Apr 14, 2023 Q1 2023
Capital Advisors Wealth Management, LLC

BUY
 -
1.8K
+ 3.57%
$270K - $319K
52.1K $10.4M
May 02, 2023 Q1 2023
Mayport, LLC

BUY
 -
1.8K
+ 10.3%
$270K - $319K
19.2K $3.84M
Sep 05, 2024 Q1 2023
Granite Fo LLC

Bedford, NH
BUY
 -
1.79K
+ 92.89%
$269K - $318K
3.72K $742K
May 12, 2023 Q1 2023
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
1.79K
+ 6.65%
$268K - $317K
28.6K $5.71M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
1.78K
+ 21.52%
$267K - $316K
10.1K $2.01M

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