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 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
15+ 0.43% |
$2.24K - $2.73K
|
3.52K
$697K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
15+ 1.39% |
$2.24K - $2.73K
|
1.1K
$217K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
14New |
$2.09K - $2.55K
|
14
$2.77K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
14+ 0.82% |
$2.09K - $2.55K
|
1.72K
$341K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
14+ 0.83% |
$2.09K - $2.55K
|
1.71K
$338K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
BUY
|
- |
14+ 0.85% |
$2.09K - $2.55K
|
1.67K
$330K
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
14+ 0.44% |
$2.09K - $2.55K
|
3.17K
$627K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14New |
$2.09K - $2.55K
|
14
$2.77K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
12New |
$1.79K - $2.18K
|
12
$2.38K
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
11+ 0.24% |
$1.64K - $2K
|
4.62K
$915K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11+ 0.19% |
$1.64K - $2K
|
5.8K
$1.15M
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
10+ 0.45% |
$1.49K - $1.82K
|
2.24K
$443K
|
|
|
Jan 23, 2024
Q4 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
9+ 0.07% |
$1.34K - $1.64K
|
13.7K
$2.72M
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
8+ 0.24% |
$1.19K - $1.46K
|
3.38K
$669K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
8+ 5.48% |
$1.19K - $1.46K
|
154
$30.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
8+ 0.26% |
$1.19K - $1.46K
|
3.06K
$606K
|
|
|
Jan 09, 2024
Q4 2023
|
Soundmark Wealth Management, LLC
|
BUY
|
- |
7+ 0.18% |
$1.04K - $1.27K
|
3.95K
$781K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7New |
$1.04K - $1.27K
|
7
$1.39K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
7+ 0.66% |
$1.04K - $1.27K
|
1.06K
$210K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7+ 0.47% |
$1.04K - $1.27K
|
1.49K
$295K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
6New |
$895 - $1.09K
|
6
$1.19K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
6+ 0.47% |
$895 - $1.09K
|
1.28K
$253K
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.2% |
$895 - $1.09K
|
3K
$595K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
6+ 0.32% |
$895 - $1.09K
|
1.86K
$368K
|
|
|
Jan 19, 2024
Q4 2023
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5+ 0.31% |
$746 - $910
|
1.62K
$320K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5+ 14.71% |
$746 - $910
|
39
$7.72K
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
5+ 0.44% |
$746 - $910
|
1.14K
$226K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5New |
$746 - $910
|
5
$990
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4New |
$597 - $728
|
4
$792
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3+ 50.0% |
$448 - $546
|
9
$1.78K
|
|
|
Jan 10, 2024
Q4 2023
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
3+ 0.05% |
$448 - $546
|
5.57K
$1.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3+ 0.22% |
$448 - $546
|
1.34K
$265K
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
3+ 0.23% |
$448 - $546
|
1.32K
$262K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2+ 1.02% |
$298 - $364
|
199
$39.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2+ 0.1% |
$298 - $364
|
2.04K
$403K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.14% |
$298 - $364
|
1.41K
$280K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$298 - $364
|
3.81K
$754K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
2+ 0.16% |
$298 - $364
|
1.28K
$253K
|
|
|
Jan 29, 2024
Q4 2023
|
Garland Capital Management Inc
|
BUY
|
- |
2+ 0.79% |
$298 - $364
|
254
$50.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.95% |
$298 - $364
|
213
$42.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$298 - $364
|
2.72K
$538K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2+ 33.33% |
$298 - $364
|
8
$1.58K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1+ 0.05% |
$149 - $182
|
1.87K
$370K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 2.0% |
$149 - $182
|
51
$10.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$149 - $182
|
4.89K
$968K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.05% |
$149 - $182
|
1.98K
$393K
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.49% |
$149 - $182
|
204
$40.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1+ 1.82% |
$149 - $182
|
56
$11.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.07% |
$149 - $182
|
1.41K
$278K
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1+ 0.02% |
$149 - $182
|
4.05K
$801K
|