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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-9.74K- 20.72% |
$1.47M - $1.61M
|
37.2K
$7.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-9.96K- 17.3% |
$1.5M - $1.65M
|
47.6K
$9.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.3K- 24.19% |
$1.71M - $1.87M
|
35.5K
$7.09M
|
|
|
Jul 12, 2023
Q2 2023
|
Collective Family Office LLC
|
SELL
|
- |
-12.3K- 22.37% |
$1.86M - $2.04M
|
42.8K
$8.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-12.5K- 66.75% |
$1.88M - $2.06M
|
6.21K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-13.7K- 35.84% |
$2.07M - $2.27M
|
24.6K
$4.9M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-14K- 9.4% |
$2.12M - $2.32M
|
135K
$27M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-14.3K- 88.8% |
$2.15M - $2.36M
|
1.8K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-15.2K- 41.29% |
$2.3M - $2.52M
|
21.7K
$4.33M
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-16.1K- 17.94% |
$2.43M - $2.67M
|
73.8K
$14.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-16.2K- 37.89% |
$2.45M - $2.68M
|
26.6K
$5.31M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-16.7K- 71.53% |
$2.52M - $2.76M
|
6.65K
$1.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-16.8K- 27.2% |
$2.53M - $2.78M
|
44.9K
$8.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-17.6K- 26.64% |
$2.65M - $2.91M
|
48.5K
$9.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-18.1K- 4.22% |
$2.72M - $2.99M
|
410K
$81.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-18.4K- 7.7% |
$2.78M - $3.05M
|
221K
$44.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-19.5K- 48.63% |
$2.94M - $3.22M
|
20.6K
$4.11M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-21.2K- 16.06% |
$3.19M - $3.5M
|
111K
$22.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-21.2K- 68.14% |
$3.19M - $3.5M
|
9.91K
$1.98M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.3K- 21.23% |
$3.21M - $3.52M
|
79K
$15.8M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-22.4K- 89.25% |
$3.38M - $3.71M
|
2.7K
$539K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-22.7K- 14.46% |
$3.43M - $3.76M
|
134K
$26.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-23.4K- 13.53% |
$3.53M - $3.87M
|
150K
$29.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23.6K- 33.31% |
$3.56M - $3.91M
|
47.3K
$9.44M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24K- 8.26% |
$3.62M - $3.98M
|
267K
$53.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26K- 4.38% |
$3.93M - $4.31M
|
568K
$113M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-26.1K- 0.78% |
$3.94M - $4.32M
|
3.32M
$662M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-26.5K- 11.95% |
$4M - $4.38M
|
195K
$39M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-26.5K- 11.95% |
$4M - $4.38M
|
195K
$39M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-31.5K- 80.69% |
$4.74M - $5.2M
|
7.53K
$1.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.9K- 3.0% |
$4.96M - $5.44M
|
1.06M
$212M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.9K- 3.0% |
$4.96M - $5.44M
|
1.06M
$212M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-34.8K- 14.3% |
$5.24M - $5.75M
|
208K
$41.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-35.7K- 74.1% |
$5.38M - $5.9M
|
12.5K
$2.49M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-38.4K- 32.65% |
$5.79M - $6.36M
|
79.3K
$15.8M
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-39.8K- 92.29% |
$6.01M - $6.59M
|
3.33K
$664K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-46.9K- 89.88% |
$7.07M - $7.76M
|
5.28K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-49.4K- 6.33% |
$7.44M - $8.17M
|
730K
$146M
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-56.7K- 97.22% |
$8.54M - $9.38M
|
1.62K
$324K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-64.9K- 2.03% |
$9.78M - $10.7M
|
3.14M
$626M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-66.5K- 69.16% |
$10M - $11M
|
29.7K
$5.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-84.7K- 13.68% |
$12.8M - $14M
|
534K
$107M
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-87.4K- 56.01% |
$13.2M - $14.5M
|
68.6K
$13.7M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-94.9K- 5.21% |
$14.3M - $15.7M
|
1.73M
$345M
|
|
|
Jul 20, 2023
Q2 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-95.4K- 86.59% |
$14.4M - $15.8M
|
14.8K
$2.95M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-95.7K- 5.35% |
$14.4M - $15.8M
|
1.69M
$338M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-125K- 46.05% |
$18.8M - $20.7M
|
146K
$29.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-185K- 1.62% |
$27.9M - $30.6M
|
11.3M
$2.25B
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-190K- 48.47% |
$28.6M - $31.4M
|
202K
$40.3M
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-512K- 54.02% |
$77.1M - $84.6M
|
436K
$87M
|