Purchases and Sales Made in Q2 2023 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
20.2M+ 16709.99% |
$3.05B - $3.35B
|
20.3M
$4.07B
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
462K+ 95.17% |
$69.6M - $76.4M
|
947K
$190M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
266K+ 160.15% |
$40M - $43.9M
|
431K
$86.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
254K+ 3.32% |
$38.3M - $42M
|
7.92M
$1.59B
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
BUY
|
- |
238KNew |
$35.9M - $39.4M
|
238K
$47.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
208K+ 43.46% |
$31.3M - $34.4M
|
686K
$137M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
169K+ 73.49% |
$25.5M - $28M
|
400K
$80.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
149K+ 3.67% |
$22.4M - $24.6M
|
4.19M
$840M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
116K+ 71.25% |
$17.5M - $19.3M
|
280K
$56M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
112K+ 98.8% |
$16.8M - $18.5M
|
224K
$44.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
107K+ 3.55% |
$16.2M - $17.8M
|
3.13M
$627M
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
91KNew |
$13.7M - $15M
|
91K
$18.2M
|
|
|
Jul 17, 2023
Q2 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
73.1K+ 20.14% |
$11M - $12.1M
|
436K
$87.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
71.5K+ 6.91% |
$10.8M - $11.8M
|
1.11M
$221M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
65.2KNew |
$9.83M - $10.8M
|
65.2K
$13.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
59K+ 9.99% |
$8.89M - $9.76M
|
650K
$130M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
58.4K+ 26.31% |
$8.8M - $9.66M
|
280K
$56.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
58K+ 107.23% |
$8.74M - $9.59M
|
112K
$22.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
52.6K+ 142.31% |
$7.93M - $8.7M
|
89.6K
$17.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
50.5KNew |
$7.61M - $8.35M
|
50.5K
$10.1M
|
|
|
Aug 16, 2023
Q2 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
44.5KNew |
$6.71M - $7.36M
|
44.5K
$8.91M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
43.4K+ 23.39% |
$6.54M - $7.18M
|
229K
$45.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
38.4K+ 14.7% |
$5.79M - $6.36M
|
300K
$60M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
36.7K+ 25.64% |
$5.53M - $6.07M
|
180K
$36M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
35.6K+ 32.99% |
$5.36M - $5.88M
|
143K
$28.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Granby Capital Management, LLC
|
BUY
|
- |
35KNew |
$5.28M - $5.79M
|
35K
$7.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
30.2KNew |
$4.55M - $4.99M
|
30.2K
$6.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
29.5K+ 9.48% |
$4.44M - $4.87M
|
340K
$68.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
28.6K+ 121.77% |
$4.32M - $4.73M
|
52.1K
$10.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
27.2K+ 8.88% |
$4.1M - $4.5M
|
334K
$66.8M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
24.5K+ 2.7% |
$3.69M - $4.05M
|
932K
$187M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
23.6K+ 1.85% |
$3.55M - $3.9M
|
1.3M
$260M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
22.5K+ 10.45% |
$3.39M - $3.72M
|
238K
$47.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
21.3K+ 9.22% |
$3.21M - $3.52M
|
252K
$50.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.9K+ 4.36% |
$3.16M - $3.46M
|
501K
$100M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
20KNew |
$3.01M - $3.31M
|
20K
$4M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
BUY
|
- |
19.4K+ 20.61% |
$2.93M - $3.21M
|
114K
$22.8M
|
|
|
Jul 05, 2023
Q2 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
18.7K+ 3.76% |
$2.82M - $3.1M
|
516K
$103M
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
17.2K+ 79.89% |
$2.59M - $2.85M
|
38.7K
$7.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
16.6K+ 22.1% |
$2.5M - $2.75M
|
91.7K
$18.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
15.4KNew |
$2.32M - $2.54M
|
15.4K
$3.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Rodgers & Associates, LTD
|
BUY
|
- |
15.2K+ 5.62% |
$2.29M - $2.51M
|
285K
$57M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.3K+ 11.98% |
$2M - $2.19M
|
124K
$24.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
13.2K+ 19.7% |
$1.99M - $2.18M
|
80.1K
$16M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
12.5K+ 12.69% |
$1.89M - $2.07M
|
111K
$22.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.4K+ 35.7% |
$1.87M - $2.05M
|
47.1K
$9.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
12.4K+ 6.87% |
$1.86M - $2.05M
|
192K
$38.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
12.3K+ 174.53% |
$1.86M - $2.04M
|
19.4K
$3.88M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
12.1K+ 3.07% |
$1.83M - $2.01M
|
408K
$81.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
12.1KNew |
$1.83M - $2M
|
12.1K
$2.43M
|