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 |
---|---|---|---|---|---|---|---|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
SELL
|
- |
-458- 1.07% |
$72.1K - $79.9K
|
42.4K
$8.46M
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-459- 3.55% |
$72.2K - $80K
|
12.5K
$2.49M
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-462- 2.6% |
$72.7K - $80.6K
|
17.3K
$3.45M
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-463- 1.48% |
$72.8K - $80.7K
|
30.8K
$6.14M
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-465- 7.53% |
$73.2K - $81.1K
|
5.71K
$1.14M
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-465- 6.32% |
$73.2K - $81.1K
|
6.89K
$1.38M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-471- 10.2% |
$74.1K - $82.1K
|
4.15K
$828K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-477- 6.62% |
$75K - $83.2K
|
6.73K
$1.34M
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-483- 2.65% |
$76K - $84.2K
|
17.8K
$3.55M
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-494- 1.27% |
$77.7K - $86.1K
|
38.3K
$7.64M
|
|
Nov 09, 2023
Q3 2023
|
Rs Crum Inc.
|
SELL
|
- |
-494- 9.56% |
$77.7K - $86.1K
|
4.67K
$933K
|
|
Oct 25, 2023
Q3 2023
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-497- 14.0% |
$78.2K - $86.7K
|
3.05K
$610K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-500- 2.0% |
$78.7K - $87.2K
|
24.5K
$4.89M
|
|
Nov 01, 2023
Q3 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-500- 45.45% |
$78.7K - $87.2K
|
600
$120K
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-502- 11.65% |
$79K - $87.5K
|
3.81K
$760K
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-503- 0.63% |
$79.1K - $87.7K
|
79.5K
$15.9M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-507- 3.66% |
$79.8K - $88.4K
|
13.4K
$2.67M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-511- 9.17% |
$80.4K - $89.1K
|
5.06K
$1.01M
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
SELL
|
- |
-513- 3.16% |
$80.7K - $89.5K
|
15.7K
$3.14M
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-515- 26.91% |
$81K - $89.8K
|
1.4K
$279K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-519- 13.34% |
$81.7K - $90.5K
|
3.37K
$673K
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-529- 9.65% |
$83.2K - $92.3K
|
4.95K
$989K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-538- 3.41% |
$84.6K - $93.8K
|
15.2K
$3.04M
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-544- 6.9% |
$85.6K - $94.9K
|
7.34K
$1.47M
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-553- 1.38% |
$87K - $96.4K
|
39.4K
$7.87M
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-553- 1.38% |
$87K - $96.4K
|
39.4K
$7.87M
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-557- 20.01% |
$87.6K - $97.1K
|
2.23K
$444K
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-558- 0.88% |
$87.8K - $97.3K
|
62.7K
$12.5M
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-581- 2.91% |
$91.4K - $101K
|
19.4K
$3.88M
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-583- 6.89% |
$91.7K - $102K
|
7.88K
$1.57M
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-607- 4.1% |
$95.5K - $106K
|
14.2K
$2.84M
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-611- 0.54% |
$96.1K - $107K
|
113K
$22.6M
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-618- 7.72% |
$97.2K - $108K
|
7.39K
$1.48M
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-625- 28.01% |
$98.3K - $109K
|
1.61K
$321K
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-636- 1.72% |
$100K - $111K
|
36.3K
$7.25M
|
|
Nov 01, 2023
Q3 2023
|
Kraft Asset Management, LLC
|
SELL
|
- |
-640- 5.87% |
$101K - $112K
|
10.3K
$2.05M
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-652- 6.18% |
$103K - $114K
|
9.9K
$1.98M
|
|
Nov 27, 2023
Q3 2023
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-658- 23.14% |
$104K - $115K
|
2.19K
$436K
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-662- 0.81% |
$104K - $115K
|
80.7K
$16.1M
|
|
Oct 09, 2024
Q3 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-672- 3.08% |
$106K - $117K
|
21.1K
$4.22M
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-678- 10.55% |
$107K - $118K
|
5.75K
$1.15M
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-679- 16.29% |
$107K - $118K
|
3.49K
$697K
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-684- 2.34% |
$108K - $119K
|
28.5K
$5.69M
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-693- 19.87% |
$109K - $121K
|
2.8K
$558K
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
SELL
|
- |
-700- 0.6% |
$110K - $122K
|
116K
$23.2M
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-712- 21.85% |
$112K - $124K
|
2.55K
$509K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-717- 6.43% |
$113K - $125K
|
10.4K
$2.08M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-729- 7.38% |
$115K - $127K
|
9.15K
$1.83M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-729- 5.57% |
$115K - $127K
|
12.4K
$2.47M
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-739- 3.87% |
$116K - $129K
|
18.4K
$3.67M
|