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
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.74K- 44.39% |
$274K - $304K
|
2.18K
$436K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 7.18% |
$278K - $308K
|
22.8K
$4.55M
|
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-1.77K- 7.09% |
$278K - $308K
|
23.2K
$4.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.78K- 9.28% |
$279K - $310K
|
17.4K
$3.47M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-1.78K- 44.38% |
$279K - $310K
|
2.23K
$444K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.78K- 48.53% |
$280K - $310K
|
1.89K
$377K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-1.86K- 58.49% |
$293K - $325K
|
1.32K
$264K
|
|
|
Nov 14, 2023
Q3 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-1.88K- 8.92% |
$296K - $329K
|
19.2K
$3.84M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.9K- 0.78% |
$299K - $331K
|
241K
$48.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.94K- 14.3% |
$305K - $338K
|
11.6K
$2.32M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.96K- 0.78% |
$308K - $341K
|
250K
$50M
|
|
|
Oct 18, 2023
Q3 2023
|
25 LLC
St. Louis, MO |
SELL
|
- |
-2K- 1.15% |
$315K - $349K
|
172K
$34.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.01K- 3.7% |
$316K - $351K
|
52.4K
$10.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-2.06K- 13.58% |
$324K - $359K
|
13.1K
$2.62M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
SELL
|
- |
-2.15K- 7.62% |
$338K - $375K
|
26.1K
$5.2M
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-2.16K- 8.86% |
$339K - $376K
|
22.2K
$4.43M
|
|
|
Nov 09, 2023
Q3 2023
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-2.22K- 85.3% |
$349K - $387K
|
382
$76.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-2.23K- 0.59% |
$351K - $389K
|
377K
$75.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.3K- 52.92% |
$362K - $401K
|
2.05K
$408K
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.33K- 3.4% |
$367K - $407K
|
66.3K
$13.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
SELL
|
- |
-2.35K- 1.64% |
$369K - $409K
|
141K
$28.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-2.43K- 12.04% |
$382K - $423K
|
17.7K
$3.54M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.49K- 10.17% |
$392K - $435K
|
22K
$4.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.54K- 5.47% |
$399K - $442K
|
43.8K
$8.74M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.63K- 0.38% |
$413K - $458K
|
684K
$136M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-2.72K- 8.49% |
$428K - $474K
|
29.3K
$5.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-2.81K- 15.64% |
$442K - $490K
|
15.2K
$3.03M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-2.86K- 54.74% |
$450K - $499K
|
2.37K
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.87K- 1.22% |
$452K - $500K
|
232K
$46.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.89K- 2.78% |
$455K - $504K
|
101K
$20.2M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-2.93K- 27.2% |
$461K - $511K
|
7.84K
$1.57M
|
|
|
Oct 10, 2023
Q3 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-3.11K- 47.67% |
$490K - $543K
|
3.42K
$682K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-3.13K- 17.87% |
$492K - $546K
|
14.4K
$2.87M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.14K- 9.94% |
$494K - $548K
|
28.5K
$5.69M
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.17K- 15.79% |
$498K - $552K
|
16.9K
$3.37M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.23K- 13.01% |
$508K - $563K
|
21.6K
$4.31M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.36K- 7.9% |
$528K - $585K
|
39.1K
$7.81M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-3.45K- 22.12% |
$543K - $602K
|
12.2K
$2.43M
|
|
|
Oct 19, 2023
Q3 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-3.65K- 22.55% |
$575K - $637K
|
12.5K
$2.5M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.68K- 4.65% |
$579K - $642K
|
75.6K
$15.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-3.69K- 19.43% |
$580K - $643K
|
15.3K
$3.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-3.75K- 21.8% |
$591K - $655K
|
13.5K
$2.69M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-3.92K- 68.19% |
$616K - $683K
|
1.83K
$365K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.95K- 37.86% |
$622K - $689K
|
6.49K
$1.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-4.03K- 15.54% |
$633K - $702K
|
21.9K
$4.37M
|
|
|
Mar 07, 2024
Q3 2023
|
Willis Investment Counsel
Gainesville, GA |
SELL
|
- |
-4.03K- 15.54% |
$633K - $702K
|
21.9K
$4.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.1K- 43.94% |
$644K - $714K
|
5.22K
$1.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.21K- 12.71% |
$662K - $734K
|
28.9K
$5.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-4.28K- 3.06% |
$673K - $746K
|
136K
$27.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-4.41K- 39.39% |
$694K - $769K
|
6.79K
$1.36M
|