Purchases and Sales Made in Q3 2023 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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
Nov 06, 2023 Q3 2023
Windham Capital Management, LLC

BUY
 -
133
+ 0.55%
$20.9K - $23.2K
24.5K $4.98M
Oct 19, 2023 Q3 2023
Olio Financial Planning

BUY
 -
132
+ 0.33%
$20.8K - $23K
40.1K $8.15M
Oct 25, 2023 Q3 2023
Waypoint Capital Advisors, LLC

BUY
 -
130
+ 0.98%
$20.5K - $22.7K
13.4K $2.73M
Nov 03, 2023 Q3 2023
Windward Private Wealth Management Inc.

BUY
 -
127
+ 0.78%
$20K - $22.1K
16.3K $3.32M
Oct 18, 2023 Q3 2023
Washington Trust CO

BUY
 -
120
+ 63.16%
$18.9K - $20.9K
310 $63.1K
Oct 25, 2023 Q3 2023
Verdence Capital Advisors LLC

Hunt Valley, MD
BUY
 -
120
+ 4.86%
$18.9K - $20.9K
2.59K $527K
Nov 14, 2023 Q3 2023
Flaharty Asset Management, LLC

BUY
 -
120
New
$18.9K - $20.9K
120 $24.4K
Dec 08, 2023 Q3 2023
Etfidea, LLC

Syracuse, NY
BUY
 -
119
+ 0.28%
$18.7K - $20.8K
42.7K $8.69M
Oct 17, 2023 Q3 2023
Amplius Wealth Advisors, LLC

BUY
 -
118
+ 7.44%
$18.6K - $20.6K
1.71K $347K
Nov 03, 2023 Q3 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
118
+ 1.51%
$18.6K - $20.6K
7.92K $1.61M
Oct 24, 2023 Q3 2023
Blb&B Advisors, LLC

BUY
 -
116
+ 6.56%
$18.3K - $20.2K
1.89K $383K
Nov 01, 2023 Q3 2023
Regions Financial Corp

BUY
 -
115
+ 2.86%
$18.1K - $20.1K
4.14K $842K
Nov 14, 2023 Q3 2023
Re Dickinson Investment Advisors, LLC

Council Bluffs, IA
BUY
 -
111
New
$17.5K - $19.4K
111 $22.6K
Oct 17, 2023 Q3 2023
Rodgers & Associates, LTD

BUY
 -
109
+ 0.04%
$17.1K - $19K
285K $57.9M
Oct 25, 2023 Q3 2023
Vista Capital Partners, Inc.

BUY
 -
108
+ 5.03%
$17K - $18.8K
2.25K $458K
Oct 24, 2023 Q3 2023
Acas, LLC

BUY
 -
105
+ 2.25%
$16.5K - $18.3K
4.76K $969K
Oct 23, 2023 Q3 2023
Private Ocean, LLC

BUY
 -
104
+ 11.97%
$16.4K - $18.1K
973 $198K
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
103
+ 3.83%
$16.2K - $18K
2.79K $567K
Nov 13, 2023 Q3 2023
Rmb Capital Management, LLC

BUY
 -
101
+ 7.82%
$15.9K - $17.6K
1.39K $283K
Nov 06, 2023 Q3 2023
Keystone Financial Group

BUY
 -
100
+ 4.07%
$15.7K - $17.4K
2.56K $521K
Nov 07, 2023 Q3 2023
Pointe Capital Management LLC

BUY
 -
100
+ 3.97%
$15.7K - $17.4K
2.62K $532K
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
100
+ 0.55%
$15.7K - $17.4K
18.3K $3.73M
Nov 13, 2023 Q3 2023
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
100
+ 4.35%
$15.7K - $17.4K
2.4K $488K
Dec 11, 2023 Q3 2023
Headinvest, LLC

Portland, ME
BUY
 -
100
New
$15.7K - $17.4K
100 $20.3K
Aug 13, 2024 Q3 2023
Meridian Financial, LLC

Holliston, MA
BUY
 -
100
+ 2.06%
$15.7K - $17.4K
4.95K $1.01M
Nov 03, 2023 Q3 2023
Fortis Capital Management LLC

BUY
 -
99
+ 0.25%
$15.6K - $17.3K
39.6K $8.05M
Oct 13, 2023 Q3 2023
City Holding CO

BUY
 -
97
+ 2.66%
$15.3K - $16.9K
3.74K $760K
Nov 14, 2023 Q3 2023
Warren Averett Asset Management, LLC

Birmingham, AL
BUY
 -
96
+ 1.53%
$15.1K - $16.7K
6.38K $1.3M
Oct 10, 2023 Q3 2023
M&R Capital Management Inc

BUY
 -
94
New
$14.8K - $16.4K
94 $19.1K
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
94
New
$14.8K - $16.4K
94 $19.1K
Oct 24, 2023 Q3 2023
Defined Wealth Management, LLC

BUY
 -
93
+ 5.22%
$14.6K - $16.2K
1.87K $381K
Oct 16, 2023 Q3 2023
Greenhouse Wealth Management, LLC

BUY
 -
91
+ 0.53%
$14.3K - $15.9K
17.4K $3.53M
Oct 19, 2023 Q3 2023
Kovack Advisors, Inc.

BUY
 -
91
+ 2.63%
$14.3K - $15.9K
3.55K $723K
Nov 13, 2023 Q3 2023
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
91
+ 1.51%
$14.3K - $15.9K
6.12K $1.25M
Oct 24, 2023 Q3 2023
Independent Advisor Alliance

BUY
 -
90
+ 0.99%
$14.2K - $15.7K
9.16K $1.86M
Nov 09, 2023 Q3 2023
American Investment Services, Inc.

BUY
 -
89
+ 0.24%
$14K - $15.5K
37.3K $7.6M
Nov 14, 2023 Q3 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
89
+ 0.61%
$14K - $15.5K
14.8K $3.01M
Nov 14, 2023 Q3 2023
Baldwin Investment Management, LLC

BUY
 -
88
+ 3.24%
$13.8K - $15.3K
2.8K $570K
Oct 27, 2023 Q3 2023
Crestone Asset Management LLC

BUY
 -
87
+ 3.75%
$13.7K - $15.2K
2.41K $490K
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
85
+ 8500.0%
$13.4K - $14.8K
86 $17.5K
Oct 24, 2023 Q3 2023
Stratos Wealth Advisors, LLC

BUY
 -
84
+ 2.37%
$13.2K - $14.6K
3.62K $737K
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
84
+ 1.22%
$13.2K - $14.6K
6.99K $1.42M
Nov 14, 2023 Q3 2023
Transamerica Financial Advisors, Inc.

Clearwater, FL
BUY
 -
84
New
$13.2K - $14.6K
84 $17.1K
Oct 11, 2023 Q3 2023
Chemistry Wealth Management LLC

New York, NY
BUY
 -
81
+ 0.27%
$12.7K - $14.1K
29.7K $6.05M
Oct 24, 2023 Q3 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
79
+ 3.13%
$12.4K - $13.8K
2.6K $530K
Nov 08, 2023 Q3 2023
Crewe Advisors LLC

BUY
 -
79
+ 35.59%
$12.4K - $13.8K
301 $61.2K
Nov 08, 2023 Q3 2023
Total Wealth Planning, LLC

BUY
 -
78
+ 0.08%
$12.3K - $13.6K
94K $19.1M
Oct 24, 2023 Q3 2023
Cranbrook Wealth Management, LLC

BUY
 -
75
+ 0.37%
$11.8K - $13.1K
20.5K $4.17M
Nov 14, 2023 Q3 2023
Rogco, LP

Claremore, OK
BUY
 -
75
New
$11.8K - $13.1K
75 $15.3K

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