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
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.14KNew |
$170K - $207K
|
1.14K
$226K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.14K+ 26.22% |
$170K - $207K
|
5.48K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1.13KNew |
$169K - $206K
|
1.13K
$224K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.13K+ 3.67% |
$169K - $206K
|
31.9K
$6.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.13K+ 9.1% |
$168K - $205K
|
13.5K
$2.67M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.12KNew |
$167K - $204K
|
1.12K
$222K
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.12KNew |
$167K - $203K
|
1.12K
$221K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
1.11KNew |
$166K - $203K
|
1.11K
$221K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
1.11KNew |
$166K - $202K
|
1.11K
$220K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.11K+ 12.17% |
$166K - $202K
|
10.3K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.11KNew |
$166K - $202K
|
1.11K
$220K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.11K+ 0.19% |
$165K - $202K
|
600K
$119M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
1.11K+ 11.55% |
$165K - $201K
|
10.7K
$2.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.1K+ 9.54% |
$165K - $201K
|
12.7K
$2.51M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
1.09K+ 79.15% |
$162K - $198K
|
2.46K
$487K
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
1.08K+ 2.52% |
$161K - $196K
|
43.8K
$8.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.08K+ 15.4% |
$161K - $196K
|
8.06K
$1.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.07K+ 2.27% |
$160K - $195K
|
48.1K
$9.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.07K+ 67.23% |
$159K - $194K
|
2.65K
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.06K+ 0.44% |
$158K - $192K
|
242K
$48M
|
|
|
Feb 06, 2024
Q4 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.05K+ 1.79% |
$157K - $191K
|
59.8K
$11.8M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.04K+ 44.1% |
$156K - $190K
|
3.41K
$675K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.01K+ 1.56% |
$151K - $184K
|
66.1K
$13.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
1.01K+ 7.52% |
$151K - $184K
|
14.5K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.01K+ 14.76% |
$150K - $183K
|
7.83K
$1.55M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
1K+ 3.99% |
$150K - $183K
|
26.2K
$5.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1KNew |
$149K - $182K
|
1K
$198K
|
|
|
Dec 03, 2024
Q4 2023
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
987+ 48.41% |
$147K - $180K
|
3.03K
$599K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
973+ 3.3% |
$145K - $177K
|
30.5K
$6.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
897+ 5.31% |
$134K - $163K
|
17.8K
$3.52M
|
|
|
Jan 21, 2025
Q4 2023
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
880+ 2.71% |
$131K - $160K
|
33.3K
$6.6M
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
868+ 11.48% |
$129K - $158K
|
8.43K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
862+ 6.98% |
$129K - $157K
|
13.2K
$2.62M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
844New |
$126K - $154K
|
844
$167K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
839+ 20.74% |
$125K - $153K
|
4.89K
$967K
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
835+ 6.23% |
$125K - $152K
|
14.2K
$2.82M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
818New |
$122K - $149K
|
818
$162K
|
|
|
Jan 22, 2024
Q4 2023
|
Tenret CO LLC
|
BUY
|
- |
812+ 3.3% |
$121K - $148K
|
25.4K
$5.04M
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
799+ 1.65% |
$119K - $145K
|
49.2K
$9.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
793+ 41.07% |
$118K - $144K
|
2.72K
$539K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
784+ 8.46% |
$117K - $143K
|
10.1K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
782+ 6.41% |
$117K - $142K
|
13K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
769New |
$115K - $140K
|
769
$152K
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
766+ 1.36% |
$114K - $139K
|
57.3K
$11.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
735+ 21.17% |
$110K - $134K
|
4.21K
$833K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
726+ 2.98% |
$108K - $132K
|
25.1K
$4.97M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
726+ 32.48% |
$108K - $132K
|
2.96K
$586K
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
712+ 6.59% |
$106K - $130K
|
11.5K
$2.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
711+ 1.88% |
$106K - $129K
|
38.6K
$7.64M
|
|
|
Jan 10, 2024
Q4 2023
|
Bowman & CO S.C.
|
BUY
|
- |
700+ 15.03% |
$104K - $127K
|
5.36K
$1.06M
|