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
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
29.8K+ 94.01% |
$4.45M - $5.43M
|
61.6K
$12.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
28.6K+ 34.99% |
$4.26M - $5.2M
|
110K
$21.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
26.8KNew |
$4M - $4.88M
|
26.8K
$5.31M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
26K+ 3.58% |
$3.87M - $4.72M
|
751K
$149M
|
|
|
Apr 08, 2024
Q4 2023
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
25.8KNew |
$3.85M - $4.7M
|
25.8K
$5.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
25.8KNew |
$3.85M - $4.7M
|
25.8K
$5.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
25.3K+ 2258.68% |
$3.77M - $4.59M
|
26.4K
$5.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.6K+ 2.19% |
$3.52M - $4.29M
|
1.1M
$218M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.5K+ 9.84% |
$3.51M - $4.28M
|
263K
$52M
|
|
|
Jan 31, 2024
Q4 2023
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
22.4K+ 24.56% |
$3.34M - $4.07M
|
114K
$22.5M
|
|
|
Jan 30, 2024
Q4 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
22.3KNew |
$3.33M - $4.06M
|
22.3K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
22.2K+ 113.08% |
$3.32M - $4.04M
|
41.9K
$8.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
21.5K+ 9.71% |
$3.21M - $3.91M
|
243K
$48.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
21.5K+ 34.58% |
$3.21M - $3.91M
|
83.7K
$16.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
21.2K+ 96.07% |
$3.16M - $3.85M
|
43.2K
$8.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
21.1K+ 9.76% |
$3.14M - $3.83M
|
237K
$46.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
20.7KNew |
$3.09M - $3.76M
|
20.7K
$4.1M
|
|
|
Jan 25, 2024
Q4 2023
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
20.1KNew |
$3M - $3.66M
|
20.1K
$3.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
19.9KNew |
$2.96M - $3.61M
|
19.9K
$3.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
19.8K+ 478.28% |
$2.95M - $3.6M
|
23.9K
$4.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Integrity Wealth Solutions LLC
Denver, CO |
BUY
|
- |
19.7KNew |
$2.93M - $3.58M
|
19.7K
$3.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
19.2KNew |
$2.87M - $3.5M
|
19.2K
$3.81M
|
|
|
Jan 26, 2024
Q4 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
18.7K+ 229.95% |
$2.8M - $3.41M
|
26.9K
$5.32M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
17.8KNew |
$2.66M - $3.24M
|
17.8K
$3.53M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
17K+ 52.8% |
$2.54M - $3.1M
|
49.3K
$9.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
16.9KNew |
$2.52M - $3.08M
|
16.9K
$3.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
16.3K+ 20.17% |
$2.43M - $2.96M
|
97K
$19.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16KNew |
$2.38M - $2.91M
|
16K
$3.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
15.3K+ 17.38% |
$2.28M - $2.77M
|
103K
$20.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15K+ 5.29% |
$2.24M - $2.73M
|
299K
$59.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
15KNew |
$2.24M - $2.73M
|
15K
$2.97M
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
13.8K+ 34.98% |
$2.06M - $2.51M
|
53.3K
$10.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
13.4K+ 5.56% |
$1.99M - $2.43M
|
254K
$50.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
13.3K+ 74.75% |
$1.98M - $2.42M
|
31.1K
$6.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
12.4KNew |
$1.85M - $2.26M
|
12.4K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$1.85M - $2.26M
|
12.4K
$2.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
12K+ 139.05% |
$1.79M - $2.18M
|
20.6K
$4.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.9K+ 2.96% |
$1.77M - $2.16M
|
412K
$81.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
11.7K+ 915.57% |
$1.75M - $2.13M
|
13K
$2.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
11.4K+ 3.99% |
$1.69M - $2.07M
|
296K
$58.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
10.8K+ 3.08% |
$1.61M - $1.96M
|
360K
$71.4M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.8K+ 8.11% |
$1.6M - $1.96M
|
143K
$28.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
10.7K+ 5.61% |
$1.59M - $1.94M
|
201K
$39.8M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
10.7K+ 5.61% |
$1.59M - $1.94M
|
201K
$39.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
10.6K+ 609.42% |
$1.58M - $1.93M
|
12.4K
$2.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10.6KNew |
$1.58M - $1.93M
|
10.6K
$2.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
10.3KNew |
$1.54M - $1.88M
|
10.3K
$2.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
10.2K+ 4.06% |
$1.52M - $1.85M
|
261K
$51.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
10.1K+ 16.6% |
$1.51M - $1.84M
|
70.9K
$14M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
9.94KNew |
$1.48M - $1.81M
|
9.94K
$1.97M
|