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
Aug 14, 2023 Q2 2023
Wms Partners, LLC

BUY
 -
152
+ 4.55%
$22.9K - $25.1K
3.49K $698K
Aug 07, 2023 Q2 2023
Keystone Financial Group

BUY
 -
150
+ 6.5%
$22.6K - $24.8K
2.46K $491K
Jul 19, 2023 Q2 2023
Heartwood Wealth Advisors LLC

BUY
 -
149
+ 0.98%
$22.5K - $24.6K
15.4K $3.07M
Aug 11, 2023 Q2 2023
Huntington National Bank

Columbus, OH
BUY
 -
147
+ 2.3%
$22.2K - $24.3K
6.54K $1.31M
Aug 02, 2023 Q2 2023
Beaumont Asset Management, L.L.C.

BUY
 -
146
+ 0.62%
$22K - $24.1K
23.6K $4.71M
Aug 10, 2023 Q2 2023
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
142
+ 4.17%
$21.4K - $23.5K
3.55K $709K
Jul 21, 2023 Q2 2023
Ifg Advisory, LLC

BUY
 -
137
+ 0.94%
$20.7K - $22.7K
14.7K $2.94M
Jul 21, 2023 Q2 2023
Summit Financial Strategies, Inc.

BUY
 -
135
+ 7.89%
$20.3K - $22.3K
1.85K $369K
Aug 21, 2023 Q2 2023
Bokf, Na

Tulsa, OK
BUY
 -
135
+ 1.91%
$20.3K - $22.3K
7.19K $1.44M
Jul 19, 2023 Q2 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
130
+ 0.97%
$19.6K - $21.5K
13.5K $2.7M
Jul 07, 2023 Q2 2023
Weitzel Financial Services, Inc.

BUY
 -
128
+ 1.98%
$19.3K - $21.2K
6.59K $1.32M
Jul 21, 2023 Q2 2023
Newbridge Financial Services Group, Inc.

BUY
 -
125
New
$18.8K - $20.7K
125 $25K
Aug 10, 2023 Q2 2023
Cibc Private Wealth Group, LLC

BUY
 -
121
+ 1.97%
$18.2K - $20K
6.28K $1.25M
Aug 01, 2023 Q2 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
117
+ 7.48%
$17.6K - $19.4K
1.68K $336K
Aug 08, 2023 Q2 2023
Sequoia Financial Advisors, LLC

BUY
 -
117
+ 1.97%
$17.6K - $19.4K
6.07K $1.21M
Aug 10, 2023 Q2 2023
Iag Wealth Partners, LLC

BUY
 -
117
+ 69.64%
$17.6K - $19.4K
285 $56.9K
Aug 11, 2023 Q2 2023
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
117
+ 1.29%
$17.6K - $19.4K
9.18K $1.83M
Aug 11, 2023 Q2 2023
Cibc World Market Inc.

Toronto, A6
BUY
 -
115
+ 3.8%
$17.3K - $19K
3.14K $628K
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
114
+ 0.12%
$17.2K - $18.9K
94.9K $18.9M
Aug 14, 2023 Q2 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
114
New
$17.2K - $18.9K
114 $22.8K
Aug 10, 2023 Q2 2023
Elgethun Capital Management

Sioux Falls, SD
BUY
 -
107
+ 1.07%
$16.1K - $17.7K
10.1K $2.02M
Jul 10, 2023 Q2 2023
Sound Income Strategies, LLC

BUY
 -
106
New
$16K - $17.5K
106 $21.2K
Aug 14, 2023 Q2 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
101
+ 54.01%
$15.2K - $16.7K
288 $57.5K
Jul 13, 2023 Q2 2023
Key Client Fiduciary Advisors, LLC

BUY
 -
98
+ 5.62%
$14.8K - $16.2K
1.84K $368K
Jul 27, 2023 Q2 2023
Conrad Siegel Investment Advisors, Inc.

BUY
 -
95
+ 1.93%
$14.3K - $15.7K
5.01K $999K
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
95
+ 12.04%
$14.3K - $15.7K
884 $176K
Aug 14, 2023 Q2 2023
Asset Management Group, Inc.

Stamford, CT
BUY
 -
95
+ 0.07%
$14.3K - $15.7K
138K $27.5M
Aug 14, 2023 Q2 2023
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
95
+ 5.28%
$14.3K - $15.7K
1.9K $378K
Jul 13, 2023 Q2 2023
Lakewood Asset Management LLC

Naperville, IL
BUY
 -
93
+ 4.43%
$14K - $15.4K
2.19K $437K
Jul 21, 2023 Q2 2023
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
90
+ 0.47%
$13.6K - $14.9K
19.2K $3.83M
Jul 20, 2023 Q2 2023
Mc Namara Financial Services, Inc.

BUY
 -
87
+ 1.01%
$13.1K - $14.4K
8.69K $1.73M
Aug 07, 2023 Q2 2023
Townsend Asset Management Corp

BUY
 -
86
+ 3.4%
$13K - $14.2K
2.62K $522K
Aug 11, 2023 Q2 2023
Aptus Capital Advisors, LLC

BUY
 -
86
+ 1.41%
$13K - $14.2K
6.18K $1.23M
Jul 05, 2023 Q2 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
84
+ 0.75%
$12.7K - $13.9K
11.2K $2.24M
Aug 14, 2023 Q2 2023
American Trust

Lexington, KY
BUY
 -
80
+ 1.55%
$12.1K - $13.2K
5.23K $1.04M
Jul 19, 2023 Q2 2023
Grimes & Company, Inc.

BUY
 -
79
+ 2.35%
$11.9K - $13.1K
3.44K $687K
Aug 08, 2023 Q2 2023
Integrity Financial Corp

BUY
 -
76
+ 7.39%
$11.5K - $12.6K
1.1K $220K
Jul 26, 2023 Q2 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
75
+ 2.14%
$11.3K - $12.4K
3.58K $714K
Aug 03, 2023 Q2 2023
Rooted Wealth Advisors, Inc.

Bourbonnais, IL
BUY
 -
75
+ 4.11%
$11.3K - $12.4K
1.9K $379K
Aug 14, 2023 Q2 2023
Union Savings Bank

Litchfield, CT
BUY
 -
75
New
$11.3K - $12.4K
75 $15K
Jul 25, 2023 Q2 2023
Oak Hill Wealth Advisors, LLC

Lansdowne, VA
BUY
 -
74
+ 1.68%
$11.2K - $12.2K
4.47K $893K
Jul 26, 2023 Q2 2023
Wp Advisors, LLC

BUY
 -
74
+ 0.54%
$11.2K - $12.2K
13.7K $2.74M
Jul 24, 2023 Q2 2023
Accurate Wealth Management, LLC

BUY
 -
73
+ 3.39%
$11K - $12.1K
2.23K $445K
Jul 26, 2023 Q2 2023
Plancorp, LLC

BUY
 -
73
+ 0.75%
$11K - $12.1K
9.84K $1.96M
Aug 11, 2023 Q2 2023
Neuberger Berman Group LLC

New York, NY
BUY
 -
72
+ 1.49%
$10.9K - $11.9K
4.92K $982K
Aug 10, 2023 Q2 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
71
+ 0.58%
$10.7K - $11.7K
12.3K $2.46M
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
70
+ 8.06%
$10.6K - $11.6K
938 $187K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
69
+ 8.63%
$10.4K - $11.4K
869 $173K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
69
+ 345.0%
$10.4K - $11.4K
89 $17.8K

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