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 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.3K+ 4.94% |
$1.78M - $1.97M
|
240K
$48M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11K+ 9.98% |
$1.74M - $1.92M
|
122K
$24.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11KNew |
$1.73M - $1.92M
|
11K
$2.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.7KNew |
$1.68M - $1.86M
|
10.7K
$2.13M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
10.4K+ 579.0% |
$1.64M - $1.82M
|
12.2K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
10.3K+ 5.51% |
$1.62M - $1.8M
|
197K
$39.4M
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
10.3K+ 17.05% |
$1.62M - $1.8M
|
70.7K
$14.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.2K+ 19.47% |
$1.6M - $1.77M
|
62.3K
$12.4M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
9.94K+ 8.94% |
$1.56M - $1.73M
|
121K
$24.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
9.92K+ 32.56% |
$1.56M - $1.73M
|
40.4K
$8.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.59K+ 12.53% |
$1.51M - $1.67M
|
86.1K
$17.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
9.56K+ 2.81% |
$1.5M - $1.67M
|
350K
$69.8M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
9.46K+ 193.34% |
$1.49M - $1.65M
|
14.4K
$2.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.01K+ 98.36% |
$1.42M - $1.57M
|
18.2K
$3.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
8.95K+ 51.87% |
$1.41M - $1.56M
|
26.2K
$5.23M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
8.59K+ 19.66% |
$1.35M - $1.5M
|
52.3K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.59K+ 6.93% |
$1.35M - $1.5M
|
133K
$26.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.3KNew |
$1.31M - $1.45M
|
8.3K
$1.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.28K+ 5.65% |
$1.3M - $1.44M
|
155K
$30.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.19KNew |
$1.29M - $1.43M
|
8.19K
$1.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
7.9K+ 16.59% |
$1.24M - $1.38M
|
55.5K
$11.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.83K+ 78.62% |
$1.23M - $1.37M
|
17.8K
$3.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
7.82K+ 172.64% |
$1.23M - $1.36M
|
12.3K
$2.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.52KNew |
$1.18M - $1.31M
|
7.52K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
7.47K+ 3.65% |
$1.18M - $1.3M
|
212K
$42.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
7.41K+ 3.12% |
$1.17M - $1.29M
|
245K
$49M
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.27K+ 5.34% |
$1.14M - $1.27M
|
143K
$28.6M
|
|
|
Oct 05, 2023
Q3 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
7.2K+ 17.41% |
$1.13M - $1.25M
|
48.5K
$9.69M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.84K+ 0.83% |
$1.08M - $1.19M
|
833K
$166M
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
6.76KNew |
$1.06M - $1.18M
|
6.76K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.55K+ 5.3% |
$1.03M - $1.14M
|
130K
$26M
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
6.46K+ 5.95% |
$1.02M - $1.13M
|
115K
$22.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
6.24K+ 79.37% |
$982K - $1.09M
|
14.1K
$2.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
6.2K+ 6200.0% |
$975K - $1.08M
|
6.3K
$1.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
6.16K+ 6.88% |
$970K - $1.07M
|
95.7K
$19.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
6.09KNew |
$959K - $1.06M
|
6.09K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5.98K+ 8.1% |
$940K - $1.04M
|
79.8K
$15.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
5.86K+ 3.26% |
$921K - $1.02M
|
186K
$37.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
5.76K+ 2.29% |
$906K - $1M
|
257K
$51.4M
|
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
BUY
|
- |
5.58KNew |
$878K - $974K
|
5.58K
$1.11M
|
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
5.57KNew |
$876K - $970K
|
5.57K
$1.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.54K+ 19.06% |
$871K - $966K
|
34.6K
$6.91M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
5.45K+ 25.97% |
$857K - $950K
|
26.4K
$5.28M
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
5.42K+ 8.75% |
$853K - $946K
|
67.4K
$13.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.35K+ 11.03% |
$841K - $933K
|
53.8K
$10.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.21K+ 98.66% |
$820K - $909K
|
10.5K
$2.09M
|
|
|
Nov 08, 2023
Q3 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
5.06K+ 7.21% |
$795K - $882K
|
75.1K
$15M
|
|
|
Oct 17, 2023
Q3 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
4.84K+ 212.47% |
$761K - $844K
|
7.12K
$1.42M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.8K+ 13.68% |
$756K - $838K
|
39.9K
$7.97M
|
|
|
Oct 11, 2023
Q3 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
4.7K+ 2.51% |
$740K - $820K
|
192K
$38.4M
|