Purchases and Sales Made in Q3 2023 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.36KNew |
$371K - $412K
|
2.36K
$480K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayport, LLC
|
BUY
|
- |
2.33K+ 11.42% |
$367K - $407K
|
22.8K
$4.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.32K+ 5.17% |
$366K - $405K
|
47.2K
$9.61M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.31K+ 9.13% |
$363K - $403K
|
27.6K
$5.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
2.31K+ 8.6% |
$363K - $402K
|
29.1K
$5.92M
|
|
|
Nov 08, 2023
Q3 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.27K+ 4.92% |
$357K - $396K
|
48.4K
$9.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
2.22K+ 16.02% |
$350K - $388K
|
16.1K
$3.28M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.17K+ 5.08% |
$341K - $378K
|
44.8K
$9.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
2.14K+ 6.13% |
$337K - $373K
|
37K
$7.54M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
2.13K+ 14.69% |
$335K - $371K
|
16.6K
$3.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.12K+ 12.11% |
$334K - $370K
|
19.7K
$4M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.12K+ 19.54% |
$334K - $370K
|
13K
$2.64M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
2.09K+ 1.04% |
$329K - $365K
|
204K
$41.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.07K+ 10.69% |
$326K - $361K
|
21.5K
$4.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
2.07K+ 20.44% |
$326K - $361K
|
12.2K
$2.48M
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
2.06K+ 10.91% |
$323K - $359K
|
20.9K
$4.25M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.04K+ 9.15% |
$321K - $356K
|
24.4K
$4.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
2.01KNew |
$315K - $350K
|
2.01K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2K+ 31.83% |
$314K - $348K
|
8.28K
$1.68M
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.95KNew |
$307K - $340K
|
1.95K
$397K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.81K+ 7.83% |
$284K - $315K
|
24.9K
$5.06M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.8K+ 4.89% |
$282K - $313K
|
38.5K
$7.83M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.79K+ 6.06% |
$282K - $313K
|
31.4K
$6.38M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.79K+ 40.93% |
$282K - $313K
|
6.17K
$1.26M
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.78K+ 5.34% |
$280K - $311K
|
35.2K
$7.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.75K+ 18.11% |
$275K - $304K
|
11.4K
$2.32M
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.73KNew |
$272K - $302K
|
1.73K
$352K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
1.73K+ 2.18% |
$271K - $301K
|
80.9K
$16.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.71K+ 52.55% |
$269K - $298K
|
4.96K
$1.01M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.7K+ 258.27% |
$268K - $297K
|
2.36K
$480K
|
|
|
Nov 15, 2023
Q3 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.69KNew |
$265K - $294K
|
1.69K
$343K
|
|
|
Oct 12, 2023
Q3 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1.68K+ 2.07% |
$265K - $293K
|
83.1K
$16.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.65K+ 3.29% |
$259K - $287K
|
51.7K
$10.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.64KNew |
$258K - $286K
|
1.64K
$333K
|
|
|
Oct 10, 2023
Q3 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
1.64K+ 2.9% |
$257K - $285K
|
58K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.63K+ 46.16% |
$256K - $284K
|
5.16K
$1.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
1.63K+ 24.65% |
$256K - $283K
|
8.22K
$1.67M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.6K+ 2.81% |
$252K - $280K
|
58.7K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.6KNew |
$252K - $279K
|
1.6K
$326K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.59KNew |
$250K - $277K
|
1.59K
$323K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.56K+ 9.12% |
$246K - $273K
|
18.7K
$3.81M
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.51KNew |
$237K - $263K
|
1.51K
$306K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.48K+ 125.08% |
$232K - $257K
|
2.66K
$540K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1.46K+ 1.56% |
$229K - $254K
|
95.2K
$19.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
1.45K+ 26.0% |
$228K - $253K
|
7.03K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.44K+ 1.05% |
$227K - $252K
|
139K
$28.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
1.44K+ 7.5% |
$226K - $251K
|
20.6K
$4.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.44K+ 3.51% |
$226K - $250K
|
42.4K
$8.62M
|
|
|
Nov 14, 2024
Q3 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
1.43K+ 14.97% |
$226K - $250K
|
11K
$2.24M
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
1.43K+ 10.17% |
$225K - $249K
|
15.5K
$3.15M
|