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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.84K+ 5.85% |
$274K - $334K
|
33.2K
$6.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.83K+ 14.99% |
$272K - $332K
|
14K
$2.77M
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
1.82K+ 4.5% |
$272K - $331K
|
42.3K
$8.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.79KNew |
$267K - $325K
|
1.79K
$354K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
1.77KNew |
$264K - $322K
|
1.77K
$351K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.74KNew |
$259K - $316K
|
1.74K
$344K
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
1.73KNew |
$259K - $315K
|
1.73K
$343K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.72KNew |
$256K - $313K
|
1.72K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.69K+ 11.28% |
$252K - $307K
|
16.6K
$3.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.67K+ 29.73% |
$248K - $303K
|
7.27K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.65KNew |
$246K - $301K
|
1.65K
$327K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
1.65KNew |
$246K - $300K
|
1.65K
$327K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.64K+ 47.76% |
$245K - $299K
|
5.08K
$1.01M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.62KNew |
$241K - $294K
|
1.62K
$320K
|
|
|
Feb 14, 2024
Q4 2023
|
True Wealth Financial Partners
|
BUY
|
- |
1.61K+ 2.01% |
$240K - $293K
|
81.6K
$16.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
1.6K+ 11.55% |
$239K - $292K
|
15.5K
$3.07M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.58K+ 10.54% |
$236K - $288K
|
16.6K
$3.29M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.58K+ 28.51% |
$236K - $288K
|
7.13K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
1.57K+ 20.85% |
$235K - $286K
|
9.12K
$1.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
1.55KNew |
$232K - $283K
|
1.55K
$308K
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.54K+ 61.7% |
$230K - $281K
|
4.04K
$800K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.54KNew |
$230K - $280K
|
1.54K
$305K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
1.54KNew |
$229K - $279K
|
1.54K
$304K
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
1.54KNew |
$229K - $279K
|
1.54K
$304K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.53K+ 6.92% |
$228K - $278K
|
23.6K
$4.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.52K+ 3.85% |
$226K - $276K
|
40.9K
$8.11M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.52K+ 3.85% |
$226K - $276K
|
40.9K
$8.11M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
1.52KNew |
$226K - $276K
|
1.52K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.52K+ 0.31% |
$226K - $276K
|
488K
$96.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.52K+ 26.35% |
$226K - $276K
|
7.27K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.51K+ 15.81% |
$225K - $274K
|
11K
$2.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.5KNew |
$224K - $273K
|
1.5K
$297K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.5K+ 35.11% |
$223K - $272K
|
5.76K
$1.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.49K+ 7.25% |
$223K - $272K
|
22.1K
$4.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.48KNew |
$220K - $269K
|
1.48K
$293K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
1.46K+ 18.89% |
$218K - $266K
|
9.21K
$1.82M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.46K+ 2.72% |
$218K - $266K
|
55.3K
$10.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.46K+ 2.79% |
$218K - $266K
|
53.8K
$10.6M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.46K+ 2.79% |
$218K - $266K
|
53.8K
$10.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.45KNew |
$216K - $264K
|
1.45K
$287K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.45KNew |
$216K - $264K
|
1.45K
$287K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.44K+ 2.6% |
$215K - $263K
|
56.9K
$11.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.44K+ 5.77% |
$215K - $262K
|
26.4K
$5.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.44K+ 59.55% |
$215K - $262K
|
3.86K
$765K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.42KNew |
$212K - $258K
|
1.42K
$281K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.41K+ 13.09% |
$210K - $257K
|
12.2K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.4K+ 36.85% |
$209K - $255K
|
5.21K
$1.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.39K+ 3.29% |
$208K - $253K
|
43.8K
$8.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
BUY
|
- |
1.39K+ 6.11% |
$208K - $253K
|
24.2K
$4.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.38KNew |
$206K - $251K
|
1.38K
$274K
|