Purchases and Sales Made in Q4 2023 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
60+ 0.31% |
$8.95K - $10.9K
|
19.6K
$3.89M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
60New |
$8.95K - $10.9K
|
60
$11.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
59+ 2.53% |
$8.8K - $10.7K
|
2.39K
$473K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
58+ 2.16% |
$8.65K - $10.6K
|
2.75K
$544K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
56New |
$8.35K - $10.2K
|
56
$11.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
54+ 0.63% |
$8.06K - $9.82K
|
8.62K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
54New |
$8.06K - $9.82K
|
54
$10.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
54+ 3.14% |
$8.06K - $9.82K
|
1.78K
$352K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
52+ 100.0% |
$7.76K - $9.46K
|
104
$20.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
50New |
$7.46K - $9.1K
|
50
$9.9K
|
|
|
Aug 13, 2024
Q4 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
50+ 1.01% |
$7.46K - $9.1K
|
5K
$989K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
49New |
$7.31K - $8.92K
|
49
$9.7K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
44+ 2.57% |
$6.56K - $8.01K
|
1.76K
$348K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
44+ 0.63% |
$6.56K - $8.01K
|
7.03K
$1.39M
|
|
|
Feb 02, 2024
Q4 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
43+ 1.46% |
$6.41K - $7.82K
|
2.99K
$592K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
43+ 1.51% |
$6.41K - $7.82K
|
2.9K
$574K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
43+ 3.77% |
$6.41K - $7.82K
|
1.18K
$234K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
42New |
$6.27K - $7.64K
|
42
$8.32K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
41+ 4100.0% |
$6.12K - $7.46K
|
42
$8.32K
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
40+ 0.66% |
$5.97K - $7.28K
|
6.15K
$1.22M
|
|
|
Jan 31, 2024
Q4 2023
|
Obsidian Personal Planning Solutions LLC
|
BUY
|
- |
40+ 1.83% |
$5.97K - $7.28K
|
2.23K
$441K
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
37+ 1.66% |
$5.52K - $6.73K
|
2.27K
$449K
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
35+ 2.0% |
$5.22K - $6.37K
|
1.79K
$354K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
31+ 4.93% |
$4.62K - $5.64K
|
660
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
31+ 2.06% |
$4.62K - $5.64K
|
1.54K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
30+ 25.64% |
$4.48K - $5.46K
|
147
$29.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
30+ 5.14% |
$4.48K - $5.46K
|
614
$122K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
29+ 0.37% |
$4.33K - $5.28K
|
7.89K
$1.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
28+ 2.01% |
$4.18K - $5.09K
|
1.42K
$281K
|
|
|
Jan 05, 2024
Q4 2023
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
25+ 0.1% |
$3.73K - $4.55K
|
24.1K
$4.77M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
25+ 192.31% |
$3.73K - $4.55K
|
38
$7.53K
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
25+ 0.81% |
$3.73K - $4.55K
|
3.12K
$617K
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
25+ 1.11% |
$3.73K - $4.55K
|
2.28K
$451K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
25+ 0.31% |
$3.73K - $4.55K
|
8.02K
$1.59M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25New |
$3.73K - $4.55K
|
25
$4.95K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
24+ 1.59% |
$3.58K - $4.37K
|
1.53K
$303K
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
22+ 0.13% |
$3.28K - $4K
|
17.4K
$3.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
22+ 1.73% |
$3.28K - $4K
|
1.3K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
22+ 0.29% |
$3.28K - $4K
|
7.65K
$1.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
21+ 1.17% |
$3.13K - $3.82K
|
1.81K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
21+ 0.98% |
$3.13K - $3.82K
|
2.16K
$428K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
21New |
$3.13K - $3.82K
|
21
$4.16K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
20+ 0.1% |
$2.98K - $3.64K
|
19.5K
$3.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
20+ 0.3% |
$2.98K - $3.64K
|
6.59K
$1.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
20+ 3.44% |
$2.98K - $3.64K
|
601
$119K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
20+ 10.7% |
$2.98K - $3.64K
|
207
$41K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
18+ 0.99% |
$2.69K - $3.27K
|
1.84K
$365K
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
18+ 0.6% |
$2.69K - $3.27K
|
3K
$594K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
18+ 0.48% |
$2.69K - $3.27K
|
3.75K
$742K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
17New |
$2.54K - $3.09K
|
17
$3.37K
|