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 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-61- 1.96% |
$9.6K - $10.6K
|
3.05K
$609K
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-63- 0.63% |
$9.91K - $11K
|
9.98K
$1.99M
|
|
|
Nov 09, 2023
Q3 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-63- 3.04% |
$9.91K - $11K
|
2.01K
$401K
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-64- 0.87% |
$10.1K - $11.2K
|
7.32K
$1.46M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-64- 3.44% |
$10.1K - $11.2K
|
1.8K
$359K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-65- 0.56% |
$10.2K - $11.3K
|
11.6K
$2.31M
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-65- 0.98% |
$10.2K - $11.3K
|
6.57K
$1.31M
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-67- 10.21% |
$10.5K - $11.7K
|
589
$118K
|
|
|
Nov 07, 2023
Q3 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-67- 0.84% |
$10.5K - $11.7K
|
7.91K
$1.58M
|
|
|
Nov 07, 2023
Q3 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-67- 1.92% |
$10.5K - $11.7K
|
3.42K
$682K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-69- 1.5% |
$10.9K - $12K
|
4.52K
$902K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-69- 77.53% |
$10.9K - $12K
|
20
$3.99K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-69- 3.6% |
$10.9K - $12K
|
1.85K
$369K
|
|
|
Oct 10, 2023
Q3 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-70- 3.41% |
$11K - $12.2K
|
1.98K
$396K
|
|
|
Oct 30, 2023
Q3 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-71- 0.13% |
$11.2K - $12.4K
|
53.9K
$10.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-74- 1.65% |
$11.6K - $12.9K
|
4.4K
$878K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-74- 1.32% |
$11.6K - $12.9K
|
5.53K
$1.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-74- 1.06% |
$11.6K - $12.9K
|
6.91K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-76- 3.79% |
$12K - $13.3K
|
1.93K
$386K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-76- 4.44% |
$12K - $13.3K
|
1.63K
$326K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-77- 52.03% |
$12.1K - $13.4K
|
71
$14.2K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-78- 1.61% |
$12.3K - $13.6K
|
4.76K
$950K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-81- 5.18% |
$12.7K - $14.1K
|
1.48K
$296K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-82- 0.69% |
$12.9K - $14.3K
|
11.9K
$2.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-82- 1.06% |
$12.9K - $14.3K
|
7.63K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-82- 0.97% |
$12.9K - $14.3K
|
8.35K
$1.67M
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-85- 1.07% |
$13.4K - $14.8K
|
7.87K
$1.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-87- 0.42% |
$13.7K - $15.2K
|
20.5K
$4.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-88- 0.64% |
$13.8K - $15.3K
|
13.7K
$2.74M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-88- 0.35% |
$13.8K - $15.3K
|
25.4K
$5.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-90- 0.23% |
$14.2K - $15.7K
|
38.6K
$7.71M
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-92- 2.31% |
$14.5K - $16K
|
3.9K
$778K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-93- 87.74% |
$14.6K - $16.2K
|
13
$2.6K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-96- 64.86% |
$15.1K - $16.7K
|
52
$10.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-98- 0.3% |
$15.4K - $17.1K
|
32.6K
$6.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-99- 1.0% |
$15.6K - $17.3K
|
9.78K
$1.95M
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-99- 3.95% |
$15.6K - $17.3K
|
2.41K
$481K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-100- 4.23% |
$15.7K - $17.4K
|
2.26K
$452K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-100- 0.68% |
$15.7K - $17.4K
|
14.5K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-102- 6.77% |
$16K - $17.8K
|
1.41K
$281K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-106- 1.46% |
$16.7K - $18.5K
|
7.16K
$1.43M
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-108- 1.06% |
$17K - $18.8K
|
10.1K
$2.01M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-109- 0.69% |
$17.1K - $19K
|
15.7K
$3.14M
|
|
|
Oct 18, 2023
Q3 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-112- 7.15% |
$17.6K - $19.5K
|
1.46K
$290K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-115- 0.76% |
$18.1K - $20.1K
|
15.1K
$3.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-117- 0.32% |
$18.4K - $20.4K
|
36.7K
$7.32M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-117- 2.38% |
$18.4K - $20.4K
|
4.8K
$959K
|
|
|
Nov 14, 2023
Q3 2023
|
Jentner Corp
|
SELL
|
- |
-120- 1.77% |
$18.9K - $20.9K
|
6.68K
$1.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-121- 8.7% |
$19K - $21.1K
|
1.27K
$254K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-121- 1.99% |
$19K - $21.1K
|
5.95K
$1.19M
|