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 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-246- 2.34% |
$38.7K - $42.9K
|
10.3K
$2.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-248- 1.25% |
$39K - $43.2K
|
19.6K
$3.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-255- 2.14% |
$40.1K - $44.5K
|
11.7K
$2.33M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-267- 2.51% |
$42K - $46.6K
|
10.4K
$2.07M
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-267- 1.96% |
$42K - $46.6K
|
13.4K
$2.67M
|
|
|
Oct 24, 2023
Q3 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-267- 13.01% |
$42K - $46.6K
|
1.79K
$356K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-267- 0.58% |
$42K - $46.6K
|
45.8K
$9.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-271- 2.6% |
$42.6K - $47.3K
|
10.2K
$2.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
SELL
|
- |
-271- 6.12% |
$42.6K - $47.3K
|
4.16K
$830K
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-273- 0.82% |
$43K - $47.6K
|
32.8K
$6.55M
|
|
|
Oct 18, 2023
Q3 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-274- 1.04% |
$43.1K - $47.8K
|
26.1K
$5.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-275- 11.59% |
$43.3K - $48K
|
2.1K
$419K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-279- 3.84% |
$43.9K - $48.7K
|
6.99K
$1.4M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-286- 0.42% |
$45K - $49.9K
|
67K
$13.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-288- 0.09% |
$45.3K - $50.2K
|
311K
$62.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-298- 6.01% |
$46.9K - $52K
|
4.66K
$931K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-300- 5.58% |
$47.2K - $52.3K
|
5.07K
$1.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-300- 34.76% |
$47.2K - $52.3K
|
563
$112K
|
|
|
Oct 26, 2023
Q3 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-302- 1.96% |
$47.5K - $52.7K
|
15.1K
$3.02M
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-312- 0.66% |
$49.1K - $54.4K
|
47.1K
$9.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-315- 2.78% |
$49.6K - $54.9K
|
11K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-317- 8.32% |
$49.9K - $55.3K
|
3.5K
$698K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-319- 6.33% |
$50.2K - $55.6K
|
4.72K
$943K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-319- 45.83% |
$50.2K - $55.6K
|
377
$75.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-328- 1.24% |
$51.6K - $57.2K
|
26.1K
$5.21M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-340- 10.66% |
$53.5K - $59.3K
|
2.85K
$569K
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-341- 3.26% |
$53.6K - $59.5K
|
10.1K
$2.02M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-342- 2.23% |
$53.8K - $59.6K
|
15K
$3M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-347- 4.16% |
$54.6K - $60.5K
|
7.99K
$1.59M
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-348- 0.85% |
$54.8K - $60.7K
|
40.5K
$8.09M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-357- 1.79% |
$56.2K - $62.3K
|
19.5K
$3.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-364- 10.33% |
$57.3K - $63.5K
|
3.16K
$631K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-366- 21.76% |
$57.6K - $63.8K
|
1.32K
$263K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-367- 5.11% |
$57.7K - $64K
|
6.82K
$1.36M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-370- 3.38% |
$58.2K - $64.5K
|
10.6K
$2.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-372- 1.44% |
$58.5K - $64.9K
|
25.5K
$5.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-374- 3.09% |
$58.8K - $65.2K
|
11.7K
$2.34M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-377- 1.21% |
$59.3K - $65.7K
|
30.8K
$6.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-378- 0.5% |
$59.5K - $65.9K
|
75.5K
$15.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-380- 6.35% |
$59.8K - $66.3K
|
5.6K
$1.12M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
SELL
|
- |
-389- 0.1% |
$61.2K - $67.8K
|
407K
$81.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-403- 3.56% |
$63.4K - $70.3K
|
10.9K
$2.18M
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-423- 12.9% |
$66.6K - $73.8K
|
2.86K
$570K
|
|
|
Nov 02, 2023
Q3 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-425- 5.51% |
$66.9K - $74.1K
|
7.29K
$1.46M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-430- 11.4% |
$67.7K - $75K
|
3.34K
$667K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-434- 8.53% |
$68.3K - $75.7K
|
4.65K
$929K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-437- 11.32% |
$68.8K - $76.2K
|
3.42K
$683K
|
|
|
Oct 24, 2023
Q3 2023
|
First United Bank & Trust
|
SELL
|
- |
-448- 3.63% |
$70.5K - $78.1K
|
11.9K
$2.37M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-450- 16.03% |
$70.8K - $78.5K
|
2.36K
$471K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-457- 25.66% |
$71.9K - $79.7K
|
1.32K
$264K
|