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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-27- 1.51% |
$4.03K - $4.91K
|
1.76K
$348K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-28- 1.83% |
$4.18K - $5.09K
|
1.5K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-28- 3.55% |
$4.18K - $5.09K
|
761
$151K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
SELL
|
- |
-29- 0.26% |
$4.33K - $5.28K
|
11.1K
$2.2M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
SELL
|
- |
-29- 0.61% |
$4.33K - $5.28K
|
4.73K
$937K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.1% |
$4.62K - $5.64K
|
30.4K
$6.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-32- 0.33% |
$4.77K - $5.82K
|
9.75K
$1.93M
|
|
|
Jan 22, 2024
Q4 2023
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-32- 2.2% |
$4.77K - $5.82K
|
1.42K
$282K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-32- 0.24% |
$4.77K - $5.82K
|
13.1K
$2.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-32- 1.25% |
$4.77K - $5.82K
|
2.53K
$500K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-33- 2.46% |
$4.92K - $6K
|
1.31K
$259K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-33- 1.95% |
$4.92K - $6K
|
1.66K
$329K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-33- 0.93% |
$4.92K - $6K
|
3.52K
$697K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-36- 0.38% |
$5.37K - $6.55K
|
9.48K
$1.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-37- 2.37% |
$5.52K - $6.73K
|
1.52K
$302K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-37- 42.05% |
$5.52K - $6.73K
|
51
$10.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-38- 1.13% |
$5.67K - $6.91K
|
3.33K
$660K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-38- 1.36% |
$5.67K - $6.91K
|
2.75K
$545K
|
|
|
Feb 12, 2024
Q4 2023
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-39- 0.62% |
$5.82K - $7.1K
|
6.21K
$1.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-39- 1.79% |
$5.82K - $7.1K
|
2.15K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-39- 2.59% |
$5.82K - $7.1K
|
1.46K
$290K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-40- 46.51% |
$5.97K - $7.28K
|
46
$9.11K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-42- 0.57% |
$6.27K - $7.64K
|
7.38K
$1.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-42- 65.63% |
$6.27K - $7.64K
|
22
$4.36K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-42- 0.66% |
$6.27K - $7.64K
|
6.3K
$1.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-44- 1.17% |
$6.56K - $8.01K
|
3.71K
$735K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-45- 2.03% |
$6.71K - $8.19K
|
2.17K
$430K
|
|
|
Jan 29, 2024
Q4 2023
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-45- 0.52% |
$6.71K - $8.19K
|
8.6K
$1.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-46- 1.11% |
$6.86K - $8.37K
|
4.11K
$814K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-47- 1.26% |
$7.01K - $8.55K
|
3.69K
$731K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-47- 90.38% |
$7.01K - $8.55K
|
5
$990
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-48- 1.31% |
$7.16K - $8.73K
|
3.63K
$718K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
SELL
|
- |
-48- 3.42% |
$7.16K - $8.73K
|
1.36K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-48- 2.37% |
$7.16K - $8.73K
|
1.98K
$392K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-50- 0.41% |
$7.46K - $9.1K
|
12.2K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-50- 1.09% |
$7.46K - $9.1K
|
4.56K
$902K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 1.75% |
$7.46K - $9.1K
|
2.8K
$554K
|
|
|
Feb 06, 2024
Q4 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-53- 0.1% |
$7.91K - $9.64K
|
51.1K
$10.1M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-55- 1.02% |
$8.2K - $10K
|
5.33K
$1.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 0.46% |
$8.2K - $10K
|
12K
$2.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-56- 3.28% |
$8.35K - $10.2K
|
1.65K
$327K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-60- 3.67% |
$8.95K - $10.9K
|
1.57K
$312K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-61- 4.61% |
$9.1K - $11.1K
|
1.26K
$250K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-63- 49.22% |
$9.4K - $11.5K
|
65
$12.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-64- 1.07% |
$9.55K - $11.6K
|
5.91K
$1.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-66- 0.16% |
$9.85K - $12K
|
40K
$7.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-66- 0.96% |
$9.85K - $12K
|
6.78K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-66- 3.74% |
$9.85K - $12K
|
1.7K
$337K
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-68- 3.99% |
$10.1K - $12.4K
|
1.64K
$324K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-70- 2.14% |
$10.4K - $12.7K
|
3.2K
$633K
|