Purchases and Sales Made in Q3 2023 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
894K+ 205.28% |
$141M - $156M
|
1.33M
$266M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
601KNew |
$94.6M - $105M
|
601K
$120M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
365KNew |
$57.5M - $63.7M
|
365K
$73M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
318K+ 16600.73% |
$50M - $55.4M
|
320K
$63.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
253K+ 144.6% |
$39.8M - $44.1M
|
427K
$85.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
223K+ 77343.75% |
$35M - $38.8M
|
223K
$44.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
162K+ 57.82% |
$25.5M - $28.2M
|
442K
$88.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
153K+ 45.93% |
$24.1M - $26.7M
|
487K
$97.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
146K+ 4676.42% |
$23M - $25.5M
|
149K
$29.8M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
136KNew |
$21.5M - $23.8M
|
136K
$27.2M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
134K+ 94.11% |
$21.2M - $23.5M
|
277K
$55.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
121K+ 2857.84% |
$19M - $21.1M
|
125K
$25M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
80.6KNew |
$12.7M - $14.1M
|
80.6K
$16.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
79.9K+ 1.01% |
$12.6M - $13.9M
|
8M
$1.6B
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
78.3K+ 627.75% |
$12.3M - $13.7M
|
90.7K
$18.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
69.1KNew |
$10.9M - $12.1M
|
69.1K
$13.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
68.2K+ 244.2% |
$10.7M - $11.9M
|
96.1K
$19.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
59.3KNew |
$9.33M - $10.3M
|
59.3K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
51.8K+ 34.61% |
$8.15M - $9.04M
|
202K
$40.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
49.9K+ 22.62% |
$7.86M - $8.71M
|
271K
$54M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
49.1K+ 4.44% |
$7.73M - $8.56M
|
1.15M
$231M
|
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
46.3K+ 62.8% |
$7.29M - $8.08M
|
120K
$24M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
44.3K+ 37.82% |
$6.98M - $7.73M
|
162K
$32.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
41.2K+ 3.88% |
$6.49M - $7.19M
|
1.1M
$220M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
40.3K+ 1.29% |
$6.34M - $7.02M
|
3.17M
$633M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
35.6K+ 68.33% |
$5.61M - $6.21M
|
87.8K
$17.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
34.6K+ 311.21% |
$5.44M - $6.04M
|
45.7K
$9.13M
|
|
|
Nov 01, 2023
Q3 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
34.4K+ 13096.58% |
$5.42M - $6.01M
|
34.7K
$6.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
34.4K+ 72.77% |
$5.41M - $6M
|
81.7K
$16.3M
|
|
|
Nov 01, 2023
Q3 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
31.6K+ 155.03% |
$4.97M - $5.51M
|
52K
$10.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Hillman CO
|
BUY
|
- |
26.8KNew |
$4.22M - $4.68M
|
26.8K
$5.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
25.3K+ 5.05% |
$3.98M - $4.41M
|
527K
$105M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
22.8K+ 31.87% |
$3.58M - $3.97M
|
94.2K
$18.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
21.9K+ 59.82% |
$3.44M - $3.81M
|
58.4K
$11.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
20.1KNew |
$3.16M - $3.5M
|
20.1K
$4.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
19.9K+ 299.35% |
$3.13M - $3.47M
|
26.6K
$5.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
19.6K+ 10.19% |
$3.08M - $3.42M
|
212K
$42.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.2K+ 7.25% |
$3.02M - $3.35M
|
284K
$56.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.7K+ 13.72% |
$2.46M - $2.73M
|
130K
$25.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
14.5KNew |
$2.28M - $2.53M
|
14.5K
$2.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.8K+ 3.81% |
$2.17M - $2.4M
|
376K
$75M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
13.7K+ 28.96% |
$2.15M - $2.38M
|
60.8K
$12.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$2.12M - $2.35M
|
13.5K
$2.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.2K+ 6.33% |
$2.07M - $2.3M
|
222K
$44.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
13K+ 3.88% |
$2.04M - $2.26M
|
347K
$69.2M
|
|
|
Oct 30, 2023
Q3 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
12.8K+ 25.93% |
$2.01M - $2.23M
|
62.2K
$12.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.3K+ 1.31% |
$1.93M - $2.14M
|
944K
$189M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
11.7K+ 14.57% |
$1.84M - $2.04M
|
91.8K
$18.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
11.5K+ 5.5% |
$1.81M - $2.01M
|
221K
$44.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.4K+ 3.81% |
$1.8M - $1.99M
|
311K
$62.1M
|