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 |
|---|---|---|---|---|---|---|---|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-70- 4.26% |
$10.4K - $12.7K
|
1.57K
$312K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-72- 0.62% |
$10.7K - $13.1K
|
11.6K
$2.3M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-72- 0.2% |
$10.7K - $13.1K
|
35.2K
$6.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-77- 0.37% |
$11.5K - $14K
|
20.7K
$4.11M
|
|
|
Jan 05, 2024
Q4 2023
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-86- 3.25% |
$12.8K - $15.6K
|
2.56K
$507K
|
|
|
Feb 01, 2024
Q4 2023
|
Gpwm LLC
|
SELL
|
- |
-86- 0.29% |
$12.8K - $15.6K
|
29.9K
$5.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-86- 2.88% |
$12.8K - $15.6K
|
2.9K
$573K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-89- 5.31% |
$13.3K - $16.2K
|
1.59K
$314K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-94- 3.36% |
$14K - $17.1K
|
2.7K
$535K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-94- 1.2% |
$14K - $17.1K
|
7.75K
$1.53M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-95- 2.16% |
$14.2K - $17.3K
|
4.3K
$852K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-96- 2.85% |
$14.3K - $17.5K
|
3.27K
$647K
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-96- 1.94% |
$14.3K - $17.5K
|
4.86K
$962K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-100- 5.31% |
$14.9K - $18.2K
|
1.79K
$353K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-102- 1.6% |
$15.2K - $18.6K
|
6.28K
$1.24M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-106- 4.24% |
$15.8K - $19.3K
|
2.39K
$474K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-111- 5.1% |
$16.6K - $20.2K
|
2.07K
$409K
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-111- 1.31% |
$16.6K - $20.2K
|
8.34K
$1.65M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-112- 0.28% |
$16.7K - $20.4K
|
39.7K
$7.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-113- 75.33% |
$16.9K - $20.6K
|
37
$7.33K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-115- 2.24% |
$17.2K - $20.9K
|
5.02K
$994K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-117- 11.87% |
$17.5K - $21.3K
|
869
$172K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-120- 38.71% |
$17.9K - $21.8K
|
190
$37.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-121- 0.03% |
$18.1K - $22K
|
377K
$74.7M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-122- 1.21% |
$18.2K - $22.2K
|
9.93K
$1.97M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-124- 68.51% |
$18.5K - $22.6K
|
57
$11.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-125- 5.27% |
$18.6K - $22.7K
|
2.25K
$445K
|
|
|
Jan 12, 2024
Q4 2023
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-125- 7.22% |
$18.6K - $22.7K
|
1.61K
$318K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-127- 3.74% |
$18.9K - $23.1K
|
3.27K
$647K
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-128- 8.19% |
$19.1K - $23.3K
|
1.43K
$284K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-135- 2.31% |
$20.1K - $24.6K
|
5.72K
$1.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-137- 0.7% |
$20.4K - $24.9K
|
19.4K
$3.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-139- 1.11% |
$20.7K - $25.3K
|
12.3K
$2.44M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-143- 6.15% |
$21.3K - $26K
|
2.18K
$432K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-144- 10.87% |
$21.5K - $26.2K
|
1.18K
$234K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-144- 3.4% |
$21.5K - $26.2K
|
4.09K
$809K
|
|
|
Jan 25, 2024
Q4 2023
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-145- 4.91% |
$21.6K - $26.4K
|
2.81K
$557K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-145- 10.42% |
$21.6K - $26.4K
|
1.25K
$247K
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-148- 0.12% |
$22.1K - $26.9K
|
128K
$25.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-148- 0.83% |
$22.1K - $26.9K
|
17.6K
$3.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-150- 1.5% |
$22.4K - $27.3K
|
9.86K
$1.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-151- 1.02% |
$22.5K - $27.5K
|
14.6K
$2.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-152- 6.8% |
$22.7K - $27.7K
|
2.08K
$412K
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-152- 4.35% |
$22.7K - $27.7K
|
3.34K
$662K
|
|
|
Jan 10, 2024
Q4 2023
|
Veery Capital, LLC
|
SELL
|
- |
-153- 0.69% |
$22.8K - $27.8K
|
22K
$4.35M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-155- 0.6% |
$23.1K - $28.2K
|
25.8K
$5.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-155- 6.55% |
$23.1K - $28.2K
|
2.21K
$438K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-157- 2.38% |
$23.4K - $28.6K
|
6.43K
$1.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-163- 0.78% |
$24.3K - $29.7K
|
20.7K
$4.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-164- 0.74% |
$24.5K - $29.8K
|
22K
$4.36M
|