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 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
692New |
$103K - $126K
|
692
$137K
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
690+ 4.46% |
$103K - $126K
|
16.2K
$3.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
689+ 9.97% |
$103K - $125K
|
7.6K
$1.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
683+ 33.48% |
$102K - $124K
|
2.72K
$539K
|
|
|
Jan 22, 2024
Q4 2023
|
Newton One Investments LLC
|
BUY
|
- |
674+ 6.84% |
$101K - $123K
|
10.5K
$2.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
664+ 22.88% |
$99.1K - $121K
|
3.57K
$706K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
641+ 28.98% |
$95.6K - $117K
|
2.85K
$565K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
640+ 9.4% |
$95.5K - $116K
|
7.45K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
639+ 1.96% |
$95.3K - $116K
|
33.3K
$6.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
634+ 21.0% |
$94.6K - $115K
|
3.65K
$723K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
632+ 10.24% |
$94.3K - $115K
|
6.8K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
628+ 7.64% |
$93.7K - $114K
|
8.85K
$1.75M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
622+ 17.82% |
$92.8K - $113K
|
4.11K
$814K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
605+ 1.03% |
$90.3K - $110K
|
59.3K
$11.7M
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
589+ 34.3% |
$87.9K - $107K
|
2.31K
$457K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
588+ 21.1% |
$87.7K - $107K
|
3.38K
$668K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
584+ 9.26% |
$87.1K - $106K
|
6.89K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
576+ 2.36% |
$85.9K - $105K
|
25K
$4.95M
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
567+ 0.49% |
$84.6K - $103K
|
116K
$22.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
558+ 15.77% |
$83.2K - $102K
|
4.1K
$811K
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
BUY
|
- |
557+ 2.55% |
$83.1K - $101K
|
22.4K
$4.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
557+ 2.46% |
$83.1K - $101K
|
23.2K
$4.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
552+ 3.65% |
$82.3K - $100K
|
15.7K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
547+ 5.44% |
$81.6K - $99.5K
|
10.6K
$2.1M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
544+ 32.28% |
$81.2K - $99K
|
2.23K
$441K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
540+ 0.84% |
$80.6K - $98.2K
|
65K
$12.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
525New |
$78.3K - $95.5K
|
525
$104K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
508+ 7.8% |
$75.8K - $92.4K
|
7.02K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
499+ 4.15% |
$74.4K - $90.8K
|
12.5K
$2.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
498+ 5.42% |
$74.3K - $90.6K
|
9.69K
$1.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
485+ 2.13% |
$72.4K - $88.2K
|
23.3K
$4.61M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
483+ 6.56% |
$72.1K - $87.9K
|
7.84K
$1.55M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
482+ 5.04% |
$71.9K - $87.7K
|
10K
$1.99M
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
480+ 20.08% |
$71.6K - $87.3K
|
2.87K
$569K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
479+ 37.13% |
$71.5K - $87.1K
|
1.77K
$350K
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
478+ 3.76% |
$71.3K - $87K
|
13.2K
$2.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
474+ 10.8% |
$70.7K - $86.2K
|
4.86K
$963K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
457+ 4.45% |
$68.2K - $83.1K
|
10.7K
$2.12M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
451+ 18.08% |
$67.3K - $82.1K
|
2.95K
$583K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
446+ 16.79% |
$66.5K - $81.1K
|
3.1K
$614K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
445+ 45.73% |
$66.4K - $81K
|
1.42K
$281K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
443+ 10.17% |
$66.1K - $80.6K
|
4.8K
$951K
|
|
|
Feb 06, 2024
Q4 2023
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
441+ 2.34% |
$65.8K - $80.2K
|
19.3K
$3.82M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
440+ 24.28% |
$65.6K - $80.1K
|
2.25K
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
427+ 19.34% |
$63.7K - $77.7K
|
2.64K
$522K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
427New |
$63.7K - $77.7K
|
427
$84.6K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
424+ 24.08% |
$63.3K - $77.1K
|
2.19K
$433K
|
|
|
Feb 07, 2024
Q4 2023
|
Roof Eidam & Maycock
|
BUY
|
- |
416+ 2.67% |
$62.1K - $75.7K
|
16K
$3.16M
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
412+ 2.55% |
$61.5K - $75K
|
16.6K
$3.28M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
408+ 6.19% |
$60.9K - $74.2K
|
7K
$1.39M
|