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 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-3.84K- 62.67% |
$572K - $698K
|
2.29K
$453K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.86K- 26.51% |
$575K - $701K
|
10.7K
$2.12M
|
|
|
Jan 12, 2024
Q4 2023
|
Eclectic Associates Inc
|
SELL
|
- |
-3.9K- 23.13% |
$582K - $709K
|
13K
$2.57M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.93K- 37.13% |
$586K - $715K
|
6.65K
$1.32M
|
|
|
Jan 19, 2024
Q4 2023
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-4.02K- 13.16% |
$599K - $731K
|
26.5K
$5.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-4.05K- 9.46% |
$603K - $736K
|
38.7K
$7.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.12K- 24.4% |
$614K - $749K
|
12.8K
$2.53M
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-4.39K- 21.85% |
$655K - $798K
|
15.7K
$3.11M
|
|
|
Jan 11, 2024
Q4 2023
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-4.51K- 7.18% |
$672K - $820K
|
58.3K
$11.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-4.61K- 15.58% |
$688K - $839K
|
25K
$4.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-4.61K- 28.26% |
$688K - $839K
|
11.7K
$2.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-4.79K- 1.09% |
$715K - $872K
|
436K
$86.4M
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
SELL
|
- |
-4.83K- 40.66% |
$721K - $879K
|
7.05K
$1.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-4.93K- 25.41% |
$736K - $898K
|
14.5K
$2.87M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.4K- 13.53% |
$806K - $983K
|
34.5K
$6.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.41K- 4.37% |
$807K - $984K
|
118K
$23.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-5.61K- 10.41% |
$837K - $1.02M
|
48.3K
$9.56M
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-5.78K- 16.43% |
$862K - $1.05M
|
29.4K
$5.82M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-5.88K- 11.32% |
$877K - $1.07M
|
46.1K
$9.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-6.29K- 3.19% |
$938K - $1.14M
|
191K
$37.8M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-6.35K- 18.22% |
$947K - $1.15M
|
28.5K
$5.64M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-6.78K- 19.61% |
$1.01M - $1.23M
|
27.8K
$5.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-6.97K- 6.13% |
$1.04M - $1.27M
|
107K
$21.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.62K- 2.03% |
$1.14M - $1.39M
|
368K
$72.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
SELL
|
- |
-7.71K- 3.05% |
$1.15M - $1.4M
|
245K
$48.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-7.8K- 1.52% |
$1.16M - $1.42M
|
506K
$100M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-7.85K- 27.29% |
$1.17M - $1.43M
|
20.9K
$4.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-8K- 19.37% |
$1.19M - $1.45M
|
33.3K
$6.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-8.42K- 29.53% |
$1.26M - $1.53M
|
20.1K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-8.51K- 4.17% |
$1.27M - $1.55M
|
196K
$38.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-8.6K- 40.1% |
$1.28M - $1.56M
|
12.9K
$2.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.04K- 48.3% |
$1.35M - $1.64M
|
9.67K
$1.92M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-9.19K- 13.56% |
$1.37M - $1.67M
|
58.5K
$11.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-10.2K- 55.4% |
$1.52M - $1.85M
|
8.18K
$1.62M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10.4K- 37.83% |
$1.56M - $1.9M
|
17.2K
$3.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-11.1K- 60.25% |
$1.65M - $2.01M
|
7.3K
$1.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-11.1K- 78.72% |
$1.66M - $2.02M
|
3K
$594K
|
|
|
Feb 13, 2024
Q4 2023
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-11.1K- 52.78% |
$1.66M - $2.02M
|
9.96K
$1.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-11.5K- 9.36% |
$1.72M - $2.1M
|
112K
$22.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-12.6K- 8.47% |
$1.89M - $2.3M
|
137K
$27.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-12.9K- 4.23% |
$1.92M - $2.34M
|
291K
$57.7M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-16.3K- 33.32% |
$2.44M - $2.97M
|
32.7K
$6.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-17.4K- 4.06% |
$2.59M - $3.16M
|
410K
$81.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.3K- 3.33% |
$2.73M - $3.33M
|
530K
$105M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.9K- 21.99% |
$2.82M - $3.45M
|
67.2K
$13.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-19.1K- 16.9% |
$2.85M - $3.48M
|
93.9K
$18.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-20.1K- 12.16% |
$3M - $3.66M
|
145K
$28.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-20.2K- 1.3% |
$3.01M - $3.67M
|
1.53M
$304M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-20.4K- 0.62% |
$3.05M - $3.72M
|
3.26M
$645M
|
|
|
Jan 29, 2024
Q4 2023
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-22.2K- 23.2% |
$3.31M - $4.04M
|
73.5K
$14.6M
|