Purchases and Sales Made in Q2 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 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 24, 2023 Q2 2023
Prossimo Advisors, LLC

San Luis Obispo, CA
BUY
 -
12K
New
$1.81M - $1.99M
12K $2.4M
Aug 09, 2023 Q2 2023
Veritable, L.P.

Newtown Square, PA
BUY
 -
12K
+ 23.45%
$1.81M - $1.99M
63.3K $12.6M
Jul 19, 2023 Q2 2023
Foundations Investment Advisors, LLC

BUY
 -
11.7K
New
$1.77M - $1.94M
11.7K $2.34M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
11.6K
+ 402.56%
$1.75M - $1.92M
14.5K $2.9M
Aug 08, 2023 Q2 2023
Sepio Capital, LP

BUY
 -
11.5K
+ 10.35%
$1.73M - $1.9M
122K $24.5M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
11.3K
+ 2.37%
$1.7M - $1.86M
486K $97M
Aug 02, 2023 Q2 2023
Mokosak Advisory Group, LLC

BUY
 -
11.2K
+ 4.65%
$1.69M - $1.85M
252K $50.3M
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
11.1K
New
$1.68M - $1.84M
11.1K $2.23M
Jul 05, 2023 Q2 2023
Marotta Asset Management

BUY
 -
10.9K
+ 8.92%
$1.64M - $1.8M
133K $26.6M
Aug 08, 2023 Q2 2023
Brown Wealth Management, LLC

Naperville, IL
BUY
 -
10.8K
New
$1.63M - $1.79M
10.8K $2.17M
Jul 06, 2023 Q2 2023
Abacus Planning Group, Inc.

BUY
 -
10.6K
+ 6.0%
$1.6M - $1.76M
188K $37.5M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
10.5K
New
$1.58M - $1.73M
10.5K $2.09M
Aug 09, 2023 Q2 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
9.73K
+ 22.93%
$1.47M - $1.61M
52.1K $10.4M
Jul 18, 2023 Q2 2023
Retirement Financial Solutions, LLC

Knoxville, TN
BUY
 -
9.54K
+ 18.78%
$1.44M - $1.58M
60.4K $12.1M
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
9.52K
+ 14.21%
$1.44M - $1.58M
76.5K $15.3M
Aug 14, 2023 Q2 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
9.37K
+ 2.89%
$1.41M - $1.55M
334K $66.6M
Aug 14, 2023 Q2 2023
Tradition Wealth Management, LLC

BUY
 -
9.23K
+ 6.21%
$1.39M - $1.53M
158K $31.5M
Aug 14, 2023 Q2 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
8.72K
+ 0.91%
$1.32M - $1.44M
966K $193M
Jul 18, 2023 Q2 2023
Tfb Advisors LLC

Overland Park, KS
BUY
 -
8.52K
+ 41.13%
$1.28M - $1.41M
29.2K $5.83M
Aug 09, 2023 Q2 2023
Nwam LLC

Mercer Island, WA
BUY
 -
8.36K
+ 57.19%
$1.26M - $1.38M
23K $4.58M
Aug 01, 2023 Q2 2023
First Ascent Asset Management, LLC

BUY
 -
8.3K
+ 21.91%
$1.25M - $1.37M
46.2K $9.21M
Jul 20, 2023 Q2 2023
Bailard, Inc.

BUY
 -
8.26K
+ 4.1%
$1.24M - $1.37M
210K $41.9M
Jul 31, 2023 Q2 2023
Tiaa, Fsb

St. Louis, MO
BUY
 -
8.23K
+ 1.34%
$1.24M - $1.36M
623K $124M
Jul 11, 2023 Q2 2023
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
8K
+ 7.97%
$1.21M - $1.32M
108K $21.7M
Jul 14, 2023 Q2 2023
Avion Wealth

The Woodlands, TX
BUY
 -
7.9K
+ 9.2%
$1.19M - $1.31M
93.7K $18.7M
Jul 31, 2023 Q2 2023
Inspire Advisors, LLC

Meridian, ID
BUY
 -
7.86K
New
$1.19M - $1.3M
7.86K $1.57M
Jul 19, 2023 Q2 2023
25 LLC

St. Louis, MO
BUY
 -
7.59K
+ 4.56%
$1.14M - $1.25M
174K $34.7M
Aug 07, 2023 Q2 2023
Chicago Partners Investment Group LLC

BUY
 -
7.44K
+ 41.55%
$1.12M - $1.23M
25.3K $5.06M
Aug 02, 2023 Q2 2023
Jacobsen Capital Management

BUY
 -
7.36K
+ 6.95%
$1.11M - $1.22M
113K $22.6M
Jul 12, 2023 Q2 2023
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
7.23K
+ 5.62%
$1.09M - $1.2M
136K $27.2M
Jul 20, 2023 Q2 2023
Inspirion Wealth Advisors, LLC

BUY
 -
7.06K
+ 3.7%
$1.06M - $1.17M
198K $39.5M
Jul 24, 2023 Q2 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
7.01K
New
$1.06M - $1.16M
7.01K $1.4M
Jul 24, 2023 Q2 2023
Sage Mountain Advisors LLC

BUY
 -
6.92K
+ 241.4%
$1.04M - $1.14M
9.79K $1.95M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
6.83K
+ 21.41%
$1.03M - $1.13M
38.7K $7.73M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
6.78K
+ 2.98%
$1.02M - $1.12M
234K $46.8M
Aug 11, 2023 Q2 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
6.7K
+ 3.38%
$1.01M - $1.11M
205K $40.9M
Jul 10, 2023 Q2 2023
Kwmg, LLC

BUY
 -
6.6K
+ 11.25%
$995K - $1.09M
65.3K $13M
Jul 27, 2023 Q2 2023
Verus Financial Partners, Inc.

BUY
 -
6.57K
+ 2.23%
$990K - $1.09M
301K $60.1M
Aug 10, 2023 Q2 2023
Citigroup Inc

BUY
 -
6.45K
+ 29.6%
$972K - $1.07M
28.2K $5.63M
Jul 21, 2023 Q2 2023
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
6.36K
+ 12.72%
$958K - $1.05M
56.4K $11.3M
Aug 17, 2023 Q2 2023
Orion Portfolio Solutions, LLC

BUY
 -
6.25K
+ 288.68%
$942K - $1.03M
8.42K $1.68M
Aug 02, 2023 Q2 2023
Shufro Rose & CO LLC

BUY
 -
5.97K
+ 23.98%
$900K - $987K
30.9K $6.16M
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
5.91K
+ 8.8%
$891K - $978K
73.1K $14.6M
Jul 18, 2023 Q2 2023
Octavia Wealth Advisors, LLC

BUY
 -
5.88K
+ 8.61%
$886K - $972K
74.2K $14.8M
Aug 10, 2023 Q2 2023
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
5.85K
+ 20.44%
$882K - $968K
34.5K $6.88M
Jul 13, 2023 Q2 2023
Whitaker Myers Wealth Managers, Ltd.

Mansfield, OH
BUY
 -
5.82K
+ 16.39%
$877K - $963K
41.3K $8.25M
Jul 26, 2023 Q2 2023
Aaron Wealth Advisors LLC

BUY
 -
5.78K
+ 9.04%
$871K - $956K
69.7K $13.9M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
5.77K
+ 7.73%
$869K - $954K
80.4K $16.1M
Aug 02, 2023 Q2 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
5.74K
New
$866K - $950K
5.74K $1.15M

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