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
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
215
+ 3.87%
$32.3K - $38.2K
5.77K $1.15M
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
209
+ 1607.69%
$31.4K - $37.1K
222 $44.3K
May 15, 2023 Q1 2023
Family Legacy, Inc.

BUY
 -
205
+ 2.01%
$30.8K - $36.4K
10.4K $2.07M
May 12, 2023 Q1 2023
Svb Wealth LLC

Boston, MA
BUY
 -
203
+ 2.12%
$30.5K - $36.1K
9.8K $1.96M
Apr 17, 2023 Q1 2023
Gradient Investments LLC

BUY
 -
201
+ 17.09%
$30.2K - $35.7K
1.38K $275K
Apr 24, 2023 Q1 2023
Tria Gen Wealth Management LLC

BUY
 -
201
+ 1.54%
$30.2K - $35.7K
13.3K $2.65M
May 11, 2023 Q1 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
200
+ 9.7%
$30K - $35.5K
2.26K $451K
May 15, 2023 Q1 2023
Weik Capital Management

Wyomissing, PA
BUY
 -
200
+ 11.11%
$30K - $35.5K
2K $399K
Apr 13, 2023 Q1 2023
Waypoint Capital Advisors, LLC

BUY
 -
197
+ 1.49%
$29.6K - $35K
13.5K $2.69M
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
197
New
$29.6K - $35K
197 $39.3K
Apr 19, 2023 Q1 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
191
+ 12.31%
$28.7K - $33.9K
1.74K $348K
May 10, 2023 Q1 2023
Washington Trust CO

BUY
 -
190
New
$28.5K - $33.8K
190 $37.9K
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
188
+ 81.03%
$28.2K - $33.4K
420 $83.9K
May 15, 2023 Q1 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
187
New
$28.1K - $33.2K
187 $37.3K
May 08, 2023 Q1 2023
Tranquility Partners, LLC

BUY
 -
177
+ 1.97%
$26.6K - $31.5K
9.17K $1.83M
Apr 19, 2023 Q1 2023
Sol Capital Management CO

BUY
 -
170
+ 3.93%
$25.5K - $30.2K
4.49K $897K
Apr 13, 2023 Q1 2023
Morris Retirement Advisors, LLC

Parsippany, NJ
BUY
 -
169
+ 0.7%
$25.4K - $30K
24.5K $4.88M
May 09, 2023 Q1 2023
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
161
+ 45.35%
$24.2K - $28.6K
516 $103K
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
158
+ 3.31%
$23.7K - $28.1K
4.93K $985K
Apr 20, 2023 Q1 2023
White Lighthouse Investment Management Inc.

BUY
 -
155
+ 0.5%
$23.3K - $27.5K
31.3K $6.25M
May 11, 2023 Q1 2023
Blue Barn Wealth, LLC

BUY
 -
153
+ 1.18%
$23K - $27.2K
13.1K $2.61M
May 09, 2023 Q1 2023
Ceera Investments, LLC

Bellaire, TX
BUY
 -
150
+ 9.45%
$22.5K - $26.7K
1.74K $347K
Apr 19, 2023 Q1 2023
Carnegie Capital Asset Management, LLC

BUY
 -
146
+ 1.63%
$21.9K - $25.9K
9.12K $1.82M
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

BUY
 -
145
+ 5.48%
$21.8K - $25.8K
2.79K $557K
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
144
+ 4.0%
$21.6K - $25.6K
3.75K $748K
May 08, 2023 Q1 2023
Lokken Investment Group LLC

BUY
 -
142
+ 1.07%
$21.3K - $25.2K
13.4K $2.67M
Apr 26, 2023 Q1 2023
Destiny Wealth Partners, LLC

BUY
 -
135
+ 7.0%
$20.3K - $24K
2.06K $412K
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
135
New
$20.3K - $24K
135 $27K
May 12, 2023 Q1 2023
Greenspring Advisors, LLC

BUY
 -
133
+ 2.22%
$20K - $23.6K
6.11K $1.22M
Apr 12, 2023 Q1 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
129
+ 27.74%
$19.4K - $22.9K
594 $119K
Apr 28, 2023 Q1 2023
Newman Dignan & Sheerar, Inc.

BUY
 -
127
+ 1.57%
$19.1K - $22.6K
8.24K $1.64M
May 03, 2023 Q1 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
127
+ 19.18%
$19.1K - $22.6K
789 $158K
May 12, 2023 Q1 2023
First Foundation Advisors

Irvine, CA
BUY
 -
126
+ 9.71%
$18.9K - $22.4K
1.42K $284K
May 03, 2023 Q1 2023
First Purpose Wealth LLC

BUY
 -
123
+ 9.76%
$18.5K - $21.9K
1.38K $276K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
121
+ 0.19%
$18.2K - $21.5K
64.9K $13M
May 08, 2023 Q1 2023
South State Corp

BUY
 -
121
+ 0.95%
$18.2K - $21.5K
12.9K $2.57M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
116
New
$17.4K - $20.6K
116 $23.2K
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
116
+ 18.24%
$17.4K - $20.6K
752 $150K
Apr 28, 2023 Q1 2023
Pathway Financial Advisors LLC

BUY
 -
115
+ 0.76%
$17.3K - $20.4K
15.2K $3.03M
Apr 24, 2023 Q1 2023
First Personal Financial Services

BUY
 -
113
New
$17K - $20.1K
113 $22.6K
May 15, 2023 Q1 2023
Pgim Custom Harvest LLC

Newark, NJ
BUY
 -
112
+ 5.79%
$16.8K - $19.9K
2.05K $408K
Apr 13, 2023 Q1 2023
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
107
+ 5.38%
$16.1K - $19K
2.1K $419K
Apr 22, 2024 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
106
New
$15.9K - $18.8K
106 $21.2K
Apr 12, 2023 Q1 2023
Worth Asset Management, LLC

BUY
 -
104
New
$15.6K - $18.5K
104 $20.8K
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
103
+ 4.91%
$15.5K - $18.3K
2.2K $439K
Apr 25, 2023 Q1 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
102
New
$15.3K - $18.1K
102 $20.4K
May 08, 2023 Q1 2023
Mc Ilrath & Eck, LLC

BUY
 -
101
+ 16.48%
$15.2K - $17.9K
714 $143K
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
101
+ 3.63%
$15.2K - $17.9K
2.89K $576K
May 15, 2023 Q1 2023
Coldstream Capital Management Inc

BUY
 -
101
+ 0.8%
$15.2K - $17.9K
12.7K $2.54M

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