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 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
72+ 3.71% |
$11.3K - $12.6K
|
2.02K
$402K
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
72+ 2.21% |
$11.3K - $12.6K
|
3.32K
$663K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
70+ 0.56% |
$11K - $12.2K
|
12.7K
$2.53M
|
|
Oct 10, 2023
Q3 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
69+ 1.21% |
$10.9K - $12K
|
5.8K
$1.16M
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
66+ 1.68% |
$10.4K - $11.5K
|
4K
$798K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
65+ 4.57% |
$10.2K - $11.3K
|
1.49K
$297K
|
|
Nov 01, 2023
Q3 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
64+ 228.57% |
$10.1K - $11.2K
|
92
$18.4K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
64New |
$10.1K - $11.2K
|
64
$12.8K
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
64+ 2.84% |
$10.1K - $11.2K
|
2.32K
$462K
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
64+ 5.02% |
$10.1K - $11.2K
|
1.34K
$267K
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
64+ 1.03% |
$10.1K - $11.2K
|
6.31K
$1.26M
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
63+ 3.82% |
$9.91K - $11K
|
1.71K
$342K
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
63+ 1.67% |
$9.91K - $11K
|
3.84K
$767K
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
62+ 2.75% |
$9.75K - $10.8K
|
2.32K
$463K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
58+ 15.03% |
$9.13K - $10.1K
|
444
$88.6K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
57+ 3.41% |
$8.97K - $9.94K
|
1.73K
$345K
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
57+ 1.55% |
$8.97K - $9.94K
|
3.74K
$746K
|
|
Nov 07, 2023
Q3 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
55New |
$8.65K - $9.59K
|
55
$11K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
55+ 2.01% |
$8.65K - $9.59K
|
2.79K
$556K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
52New |
$8.18K - $9.07K
|
52
$10.4K
|
|
Nov 13, 2023
Q3 2023
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
50+ 0.49% |
$7.87K - $8.72K
|
10.2K
$2.03M
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
49+ 2.95% |
$7.71K - $8.55K
|
1.71K
$341K
|
|
Oct 27, 2023
Q3 2023
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
49+ 1.72% |
$7.71K - $8.55K
|
2.9K
$579K
|
|
Nov 14, 2023
Q3 2023
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
49+ 0.25% |
$7.71K - $8.55K
|
20K
$4M
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
48+ 2.43% |
$7.55K - $8.37K
|
2.03K
$404K
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
BUY
|
- |
47+ 0.22% |
$7.39K - $8.2K
|
21.9K
$4.37M
|
|
Nov 06, 2023
Q3 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
47+ 0.55% |
$7.39K - $8.2K
|
8.56K
$1.71M
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
45+ 2.53% |
$7.08K - $7.85K
|
1.82K
$364K
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
41+ 1.67% |
$6.45K - $7.15K
|
2.5K
$499K
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
39+ 2.09% |
$6.14K - $6.8K
|
1.91K
$381K
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
39+ 14.94% |
$6.14K - $6.8K
|
300
$59.9K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
38+ 0.45% |
$5.98K - $6.63K
|
8.57K
$1.71M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
38+ 0.45% |
$5.98K - $6.63K
|
8.57K
$1.71M
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
37+ 0.29% |
$5.82K - $6.45K
|
12.9K
$2.58M
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
36+ 0.38% |
$5.66K - $6.28K
|
9.51K
$1.9M
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
36+ 0.9% |
$5.66K - $6.28K
|
4.04K
$806K
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
35+ 2.91% |
$5.51K - $6.1K
|
1.24K
$247K
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
31+ 1.57% |
$4.88K - $5.41K
|
2.01K
$400K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
31+ 1.83% |
$4.88K - $5.41K
|
1.72K
$344K
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
30+ 0.62% |
$4.72K - $5.23K
|
4.88K
$974K
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
29+ 0.08% |
$4.56K - $5.06K
|
35.6K
$7.11M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
29+ 0.81% |
$4.56K - $5.06K
|
3.59K
$717K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
28New |
$4.41K - $4.88K
|
28
$5.59K
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
28+ 0.3% |
$4.41K - $4.88K
|
9.46K
$1.89M
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
BUY
|
- |
27+ 1.37% |
$4.25K - $4.71K
|
2K
$400K
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
26+ 0.86% |
$4.09K - $4.53K
|
3.05K
$609K
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
26+ 0.59% |
$4.09K - $4.53K
|
4.4K
$878K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
25+ 36.76% |
$3.93K - $4.36K
|
93
$18.6K
|
|
Oct 10, 2023
Q3 2023
|
Evensky & Katz LLC
|
BUY
|
- |
24+ 1.58% |
$3.78K - $4.19K
|
1.54K
$308K
|
|
Oct 10, 2023
Q3 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
24+ 0.49% |
$3.78K - $4.19K
|
4.89K
$975K
|