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
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.38K+ 0.65% |
$206K - $251K
|
214K
$42.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1.38KNew |
$206K - $251K
|
1.38K
$273K
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.37KNew |
$205K - $250K
|
1.37K
$272K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.36K+ 26.33% |
$203K - $247K
|
6.52K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.35K+ 375.28% |
$202K - $246K
|
1.71K
$339K
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.34KNew |
$200K - $244K
|
1.34K
$266K
|
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.33K+ 1.73% |
$199K - $242K
|
78.5K
$15.5M
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.33KNew |
$198K - $241K
|
1.33K
$262K
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.32KNew |
$197K - $240K
|
1.32K
$262K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.32KNew |
$196K - $239K
|
1.32K
$261K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
1.31KNew |
$196K - $239K
|
1.31K
$260K
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.31KNew |
$195K - $238K
|
1.31K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.31K+ 2.2% |
$195K - $238K
|
60.6K
$12M
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.27KNew |
$189K - $231K
|
1.27K
$251K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.27K+ 8.21% |
$189K - $231K
|
16.7K
$3.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
1.26KNew |
$188K - $229K
|
1.26K
$250K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.26KNew |
$188K - $229K
|
1.26K
$249K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
1.25K+ 4.28% |
$186K - $227K
|
30.4K
$6.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.24KNew |
$186K - $226K
|
1.24K
$246K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.24KNew |
$185K - $225K
|
1.24K
$245K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.24KNew |
$185K - $225K
|
1.24K
$245K
|
|
|
Jan 19, 2024
Q4 2023
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
1.23KNew |
$183K - $224K
|
1.23K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1.23KNew |
$183K - $223K
|
1.23K
$243K
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
BUY
|
- |
1.22KNew |
$182K - $221K
|
1.22K
$241K
|
|
|
Jan 22, 2024
Q4 2023
|
Chico Wealth Ria
|
BUY
|
- |
1.21KNew |
$181K - $221K
|
1.21K
$240K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.21K+ 3.16% |
$181K - $221K
|
39.7K
$7.86M
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
1.21KNew |
$181K - $220K
|
1.21K
$240K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.2K+ 14.37% |
$179K - $218K
|
9.55K
$1.89M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$179K - $218K
|
1.2K
$237K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.2KNew |
$178K - $218K
|
1.2K
$237K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.2KNew |
$178K - $217K
|
1.2K
$237K
|
|
|
Jan 29, 2024
Q4 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.19KNew |
$178K - $217K
|
1.19K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.19KNew |
$178K - $217K
|
1.19K
$236K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.19K+ 4.57% |
$177K - $216K
|
27.1K
$5.36M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.18KNew |
$176K - $215K
|
1.18K
$234K
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
1.18KNew |
$176K - $215K
|
1.18K
$234K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
1.18K+ 6.6% |
$176K - $215K
|
19.1K
$3.79M
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
BUY
|
- |
1.18KNew |
$175K - $214K
|
1.18K
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.18K+ 0.35% |
$175K - $214K
|
341K
$67.6M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
BUY
|
- |
1.17KNew |
$175K - $213K
|
1.17K
$232K
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
1.17KNew |
$174K - $212K
|
1.17K
$231K
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.17KNew |
$174K - $212K
|
1.17K
$231K
|
|
|
Jan 25, 2024
Q4 2023
|
Villere St Denis J & CO LLC
|
BUY
|
- |
1.16KNew |
$173K - $211K
|
1.16K
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.16KNew |
$172K - $210K
|
1.16K
$229K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
1.15KNew |
$172K - $209K
|
1.15K
$228K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
1.15KNew |
$172K - $209K
|
1.15K
$228K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
1.15K+ 16.37% |
$172K - $209K
|
8.18K
$1.62M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.15KNew |
$171K - $209K
|
1.15K
$227K
|
|
|
Feb 09, 2024
Q4 2023
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.15KNew |
$171K - $209K
|
1.15K
$227K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.14KNew |
$170K - $208K
|
1.14K
$226K
|