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 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.72K- 3.76% |
$257K - $314K
|
44.1K
$8.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.76K- 5.3% |
$263K - $320K
|
31.5K
$6.23M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-1.79K- 5.46% |
$267K - $326K
|
31K
$6.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-1.81K- 7.09% |
$269K - $329K
|
23.7K
$4.68M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-1.84K- 32.9% |
$274K - $334K
|
3.75K
$742K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.85K- 5.03% |
$275K - $336K
|
34.8K
$6.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-1.86K- 52.66% |
$278K - $339K
|
1.68K
$332K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.95K- 9.03% |
$291K - $355K
|
19.7K
$3.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.97K- 42.24% |
$293K - $358K
|
2.69K
$532K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.02K- 25.59% |
$301K - $367K
|
5.87K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-2.02K- 6.17% |
$301K - $367K
|
30.7K
$6.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-2.02K- 14.63% |
$302K - $368K
|
11.8K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.04K- 7.58% |
$304K - $370K
|
24.8K
$4.91M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-2.08K- 2.57% |
$311K - $379K
|
78.8K
$15.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.13K- 31.28% |
$318K - $388K
|
4.69K
$928K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-2.23K- 60.65% |
$333K - $406K
|
1.45K
$286K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-2.38K- 8.12% |
$355K - $433K
|
26.9K
$5.33M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.42K- 1.87% |
$360K - $439K
|
127K
$25.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.42K- 59.65% |
$361K - $440K
|
1.64K
$324K
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-2.43K- 51.04% |
$363K - $442K
|
2.33K
$462K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-2.46K- 4.74% |
$367K - $448K
|
49.5K
$9.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.49K- 2.73% |
$372K - $454K
|
88.9K
$17.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-2.51K- 5.87% |
$374K - $457K
|
40.2K
$7.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-2.62K- 20.11% |
$391K - $477K
|
10.4K
$2.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-2.67K- 36.06% |
$398K - $485K
|
4.73K
$936K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.69K- 6.28% |
$401K - $489K
|
40.1K
$7.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.69K- 27.02% |
$401K - $489K
|
7.27K
$1.44M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-2.69K- 7.99% |
$401K - $490K
|
31K
$6.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.71K- 0.19% |
$404K - $493K
|
1.44M
$285M
|
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-2.72K- 2.95% |
$406K - $495K
|
89.7K
$17.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-2.78K- 14.59% |
$414K - $505K
|
16.3K
$3.22M
|
|
|
Jan 09, 2024
Q4 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-2.93K- 14.17% |
$437K - $532K
|
17.7K
$3.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.94K- 25.78% |
$438K - $534K
|
8.45K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.96K- 3.72% |
$441K - $538K
|
76.6K
$15.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3K- 13.88% |
$447K - $545K
|
18.6K
$3.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3K- 7.48% |
$448K - $547K
|
37.2K
$7.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.02K- 1.28% |
$450K - $549K
|
232K
$45.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.05K- 17.56% |
$455K - $555K
|
14.3K
$2.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3.06K- 7.3% |
$456K - $556K
|
38.8K
$7.69M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.07K- 3.85% |
$458K - $559K
|
76.7K
$15.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.1K- 0.45% |
$463K - $564K
|
680K
$135M
|
|
|
Jan 09, 2024
Q4 2023
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-3.1K- 17.5% |
$463K - $564K
|
14.6K
$2.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3.13K- 10.84% |
$467K - $570K
|
25.8K
$5.1M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-3.36K- 71.28% |
$501K - $611K
|
1.35K
$268K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.38K- 1.06% |
$504K - $615K
|
316K
$62.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-3.4K- 12.16% |
$508K - $619K
|
24.6K
$4.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-3.45K- 6.6% |
$515K - $628K
|
48.9K
$9.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.55K- 7.12% |
$529K - $645K
|
46.2K
$9.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-3.66K- 1.86% |
$546K - $666K
|
194K
$38.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-3.67K- 14.09% |
$548K - $668K
|
22.4K
$4.44M
|