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 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-517- 4.58% |
$77.9K - $85.5K
|
10.8K
$2.15M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-527- 2.68% |
$79.4K - $87.2K
|
19.1K
$3.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-529- 5.03% |
$79.7K - $87.5K
|
9.98K
$1.99M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-553- 2.23% |
$83.4K - $91.5K
|
24.3K
$4.85M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-556- 9.32% |
$83.8K - $92K
|
5.41K
$1.08M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-558- 86.38% |
$84.1K - $92.3K
|
88
$17.6K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-560- 9.12% |
$84.4K - $92.6K
|
5.58K
$1.11M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-561- 2.78% |
$84.6K - $92.8K
|
19.6K
$3.92M
|
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-563- 1.3% |
$84.9K - $93.1K
|
42.6K
$8.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-564- 2.22% |
$85K - $93.3K
|
24.8K
$4.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-567- 7.85% |
$85.5K - $93.8K
|
6.66K
$1.33M
|
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-575- 21.17% |
$86.7K - $95.1K
|
2.14K
$427K
|
|
|
Jul 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-580- 3.46% |
$87.4K - $95.9K
|
16.2K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-581- 1.15% |
$87.6K - $96.1K
|
50.1K
$10M
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-582- 5.26% |
$87.7K - $96.3K
|
10.5K
$2.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-586- 9.66% |
$88.3K - $96.9K
|
5.48K
$1.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-592- 0.93% |
$89.2K - $97.9K
|
63.2K
$12.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-597- 4.16% |
$90K - $98.7K
|
13.8K
$2.75M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-600- 9.26% |
$90.4K - $99.2K
|
5.88K
$1.17M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-602- 7.87% |
$90.7K - $99.6K
|
7.05K
$1.41M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-604- 7.26% |
$91K - $99.9K
|
7.72K
$1.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-616- 9.0% |
$92.9K - $102K
|
6.23K
$1.24M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-632- 7.1% |
$95.3K - $105K
|
8.27K
$1.65M
|
|
|
Oct 09, 2024
Q2 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-645- 2.87% |
$97.2K - $107K
|
21.8K
$4.35M
|
|
|
Jul 10, 2023
Q2 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-648- 9.03% |
$97.7K - $107K
|
6.53K
$1.3M
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-648- 8.11% |
$97.7K - $107K
|
7.34K
$1.47M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-652- 13.69% |
$98.3K - $108K
|
4.11K
$820K
|
|
|
Jul 27, 2023
Q2 2023
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-658- 3.45% |
$99.2K - $109K
|
18.4K
$3.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-660- 25.03% |
$99.5K - $109K
|
1.98K
$395K
|
|
|
Jul 17, 2023
Q2 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-669- 12.61% |
$101K - $111K
|
4.64K
$926K
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-669- 9.41% |
$101K - $111K
|
6.44K
$1.29M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-671- 4.08% |
$101K - $111K
|
15.8K
$3.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Round Rock Advisors, LLC
|
SELL
|
- |
-672- 11.46% |
$101K - $111K
|
5.19K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
SELL
|
- |
-672- 7.79% |
$101K - $111K
|
7.95K
$1.59M
|
|
|
Jul 31, 2023
Q2 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-678- 3.17% |
$102K - $112K
|
20.7K
$4.13M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-687- 16.31% |
$104K - $114K
|
3.52K
$704K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-695- 3.62% |
$105K - $115K
|
18.5K
$3.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-715- 6.83% |
$108K - $118K
|
9.76K
$1.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-716- 0.58% |
$108K - $118K
|
123K
$24.7M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-728- 1.26% |
$110K - $120K
|
57.1K
$11.4M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-732- 2.87% |
$110K - $121K
|
24.8K
$4.95M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-736- 26.28% |
$111K - $122K
|
2.07K
$412K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-740- 12.11% |
$112K - $122K
|
5.37K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-740- 8.65% |
$112K - $122K
|
7.81K
$1.56M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-746- 5.46% |
$112K - $123K
|
12.9K
$2.58M
|
|
|
Aug 09, 2023
Q2 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-750- 8.03% |
$113K - $124K
|
8.59K
$1.72M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-751- 10.68% |
$113K - $124K
|
6.28K
$1.25M
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-752- 6.66% |
$113K - $124K
|
10.5K
$2.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-757- 2.94% |
$114K - $125K
|
25K
$4.98M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-769- 2.89% |
$116K - $127K
|
25.8K
$5.16M
|