Purchases and Sales Made in Q2 2023 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-149- 3.06% |
$22.5K - $24.6K
|
4.72K
$941K
|
|
|
Aug 02, 2023
Q2 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-150- 6.49% |
$22.6K - $24.8K
|
2.16K
$431K
|
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-150- 33.33% |
$22.6K - $24.8K
|
300
$59.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-154- 48.43% |
$23.2K - $25.5K
|
164
$32.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-157- 2.73% |
$23.7K - $26K
|
5.6K
$1.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-158- 1.03% |
$23.8K - $26.1K
|
15.2K
$3.03M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-159- 9.54% |
$24K - $26.3K
|
1.51K
$301K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-161- 31.2% |
$24.3K - $26.6K
|
355
$70.9K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-162- 0.44% |
$24.4K - $26.8K
|
36.9K
$7.37M
|
|
|
Jul 21, 2023
Q2 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-166- 0.53% |
$25K - $27.5K
|
31.3K
$6.25M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-170- 2.29% |
$25.6K - $28.1K
|
7.27K
$1.45M
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-174- 0.49% |
$26.2K - $28.8K
|
35.4K
$7.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-177- 1.76% |
$26.7K - $29.3K
|
9.88K
$1.97M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-178- 1.36% |
$26.8K - $29.4K
|
12.9K
$2.58M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-178- 4.33% |
$26.8K - $29.4K
|
3.93K
$785K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-180- 6.09% |
$27.1K - $29.8K
|
2.77K
$554K
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-184- 1.37% |
$27.7K - $30.4K
|
13.3K
$2.65M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-184- 4.91% |
$27.7K - $30.4K
|
3.56K
$711K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-185- 1.48% |
$27.9K - $30.6K
|
12.3K
$2.46M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-188- 1.5% |
$28.3K - $31.1K
|
12.3K
$2.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-201- 83.4% |
$30.3K - $33.2K
|
40
$7.99K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-206- 5.03% |
$31.1K - $34.1K
|
3.89K
$777K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-206- 6.97% |
$31.1K - $34.1K
|
2.75K
$549K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-207- 8.02% |
$31.2K - $34.2K
|
2.38K
$474K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-207- 1.83% |
$31.2K - $34.2K
|
11.1K
$2.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-209- 1.81% |
$31.5K - $34.6K
|
11.3K
$2.26M
|
|
|
Jul 25, 2023
Q2 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-214- 1.93% |
$32.3K - $35.4K
|
10.9K
$2.17M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-217- 0.59% |
$32.7K - $35.9K
|
36.8K
$7.34M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-224- 2.31% |
$33.8K - $37K
|
9.48K
$1.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-225- 9.95% |
$33.9K - $37.2K
|
2.04K
$406K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-228- 2.5% |
$34.4K - $37.7K
|
8.89K
$1.78M
|
|
|
Jul 13, 2023
Q2 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-230- 1.4% |
$34.7K - $38K
|
16.2K
$3.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-230- 4.25% |
$34.7K - $38K
|
5.18K
$1.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-235- 13.51% |
$35.4K - $38.9K
|
1.51K
$300K
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-235- 11.21% |
$35.4K - $38.9K
|
1.86K
$372K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
SELL
|
- |
-238- 5.24% |
$35.9K - $39.4K
|
4.3K
$859K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-239- 0.61% |
$36K - $39.5K
|
38.9K
$7.76M
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-241- 15.68% |
$36.3K - $39.9K
|
1.3K
$259K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-245- 5.36% |
$36.9K - $40.5K
|
4.33K
$864K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-249- 3.84% |
$37.5K - $41.2K
|
6.24K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-249- 8.21% |
$37.5K - $41.2K
|
2.78K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-250- 12.5% |
$37.7K - $41.4K
|
1.75K
$349K
|
|
|
Aug 11, 2023
Q2 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-251- 12.79% |
$37.8K - $41.5K
|
1.71K
$342K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-258- 2.94% |
$38.9K - $42.7K
|
8.53K
$1.7M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-265- 13.64% |
$39.9K - $43.8K
|
1.68K
$335K
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-265- 3.22% |
$39.9K - $43.8K
|
7.97K
$1.59M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-266- 9.31% |
$40.1K - $44K
|
2.59K
$517K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-266- 17.07% |
$40.1K - $44K
|
1.29K
$258K
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-270- 17.48% |
$40.7K - $44.7K
|
1.28K
$255K
|
|
|
Jul 20, 2023
Q2 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-274- 14.88% |
$41.3K - $45.3K
|
1.57K
$313K
|