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 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-280- 2.68% |
$41.8K - $50.9K
|
10.2K
$2.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-281- 28.59% |
$41.9K - $51.1K
|
702
$139K
|
|
|
Jan 29, 2024
Q4 2023
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-282- 73.82% |
$42.1K - $51.3K
|
100
$19.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-282- 1.79% |
$42.1K - $51.3K
|
15.4K
$3.06M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-289- 0.55% |
$43.1K - $52.6K
|
51.9K
$10.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-294- 2.67% |
$43.9K - $53.5K
|
10.7K
$2.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-295- 4.05% |
$44K - $53.7K
|
6.99K
$1.38M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-300- 7.7% |
$44.8K - $54.6K
|
3.6K
$712K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-305- 2.77% |
$45.5K - $55.5K
|
10.7K
$2.12M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-314- 5.68% |
$46.8K - $57.1K
|
5.21K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-314- 15.67% |
$46.8K - $57.1K
|
1.69K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-315- 4.32% |
$47K - $57.3K
|
6.98K
$1.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-328- 0.79% |
$48.9K - $59.7K
|
40.9K
$8.11M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-341- 16.61% |
$50.9K - $62K
|
1.71K
$339K
|
|
|
Jan 19, 2024
Q4 2023
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-343- 2.27% |
$51.2K - $62.4K
|
14.8K
$2.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-343- 6.91% |
$51.2K - $62.4K
|
4.62K
$915K
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-344- 10.89% |
$51.3K - $62.6K
|
2.82K
$558K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-349- 10.19% |
$52.1K - $63.5K
|
3.08K
$609K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-350- 0.94% |
$52.2K - $63.7K
|
37K
$7.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-351- 13.36% |
$52.4K - $63.9K
|
2.28K
$451K
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-353- 3.4% |
$52.7K - $64.2K
|
10K
$1.98M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-362- 28.57% |
$54K - $65.9K
|
905
$179K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-370- 20.25% |
$55.2K - $67.3K
|
1.46K
$289K
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
SELL
|
- |
-371- 1.77% |
$55.3K - $67.5K
|
20.6K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-375- 10.1% |
$55.9K - $68.2K
|
3.34K
$661K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-377- 2.0% |
$56.2K - $68.6K
|
18.5K
$3.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-385- 9.54% |
$57.4K - $70K
|
3.65K
$723K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-400- 28.57% |
$59.7K - $72.8K
|
1K
$198K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-400- 3.37% |
$59.7K - $72.8K
|
11.5K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-400- 17.39% |
$59.7K - $72.8K
|
1.9K
$376K
|
|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-401- 1.61% |
$59.8K - $73K
|
24.5K
$4.84M
|
|
|
Feb 07, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-403- 3.05% |
$60.1K - $73.3K
|
12.8K
$2.53M
|
|
|
Sep 04, 2024
Q4 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-403- 3.05% |
$60.1K - $73.3K
|
12.8K
$2.53M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-404- 1.21% |
$60.3K - $73.5K
|
32.9K
$6.51M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-411- 17.41% |
$61.3K - $74.8K
|
1.95K
$386K
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-415- 8.18% |
$61.9K - $75.5K
|
4.66K
$922K
|
|
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-415- 6.31% |
$61.9K - $75.5K
|
6.16K
$1.22M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-420- 3.81% |
$62.7K - $76.4K
|
10.6K
$2.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-422- 12.7% |
$63K - $76.8K
|
2.9K
$574K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-430- 5.55% |
$64.1K - $78.2K
|
7.32K
$1.45M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-431- 10.84% |
$64.3K - $78.4K
|
3.55K
$702K
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-441- 5.3% |
$65.8K - $80.2K
|
7.88K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-473- 2.33% |
$70.6K - $86.1K
|
19.8K
$3.92M
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-478- 2.11% |
$71.3K - $87K
|
22.2K
$4.39M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-480- 2.12% |
$71.6K - $87.3K
|
22.2K
$4.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-483- 5.62% |
$72.1K - $87.9K
|
8.11K
$1.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-484- 1.43% |
$72.2K - $88.1K
|
33.5K
$6.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-486- 6.08% |
$72.5K - $88.4K
|
7.5K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-494- 20.92% |
$73.7K - $89.9K
|
1.87K
$370K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-519- 3.38% |
$77.4K - $94.4K
|
14.8K
$2.94M
|