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 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-41.4K- 1.25% |
$6.51M - $7.21M
|
3.28M
$654M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-55.5K- 49.56% |
$8.73M - $9.68M
|
56.5K
$11.3M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-58.8K- 52.37% |
$9.25M - $10.3M
|
53.5K
$10.7M
|
|
|
Oct 06, 2023
Q3 2023
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-69.9K- 16.03% |
$11M - $12.2M
|
366K
$73.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-70K- 14.41% |
$11M - $12.2M
|
416K
$83M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-90K- 5.32% |
$14.2M - $15.7M
|
1.6M
$320M
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-92.5K- 41.21% |
$14.6M - $16.1M
|
132K
$26.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-101K- 3.24% |
$16M - $17.7M
|
3.03M
$606M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-137K- 49.02% |
$21.6M - $24M
|
143K
$28.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-171K- 9.92% |
$26.9M - $29.8M
|
1.55M
$310M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-174K- 18.02% |
$27.4M - $30.4M
|
792K
$158M
|
|
|
Nov 24, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-223K- 99.87% |
$35M - $38.8M
|
288
$57.5K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-312K- 7.43% |
$49M - $54.3M
|
3.88M
$775M
|
|
|
Nov 13, 2023
Q3 2023
|
Hackensack Meridian Health, Inc.
Edison, NJ |
SELL
|
- |
-372K- 32.31% |
$58.6M - $64.9M
|
780K
$156M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-403K- 93.42% |
$63.4M - $70.3M
|
28.4K
$5.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-410KClosed |
$64.6M - $71.6M
|
0
$0
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-908K- 45.14% |
$143M - $158M
|
1.1M
$220M
|
|
|
Nov 13, 2023
Q3 2023
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-20.3MClosed |
$3.2B - $3.55B
|
0
$0
|