Purchases and Sales Made in Q1 2023 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
19.1K+ 320.44% |
$2.87M - $3.4M
|
25.1K
$4.97M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
18.4K+ 3.22% |
$2.77M - $3.28M
|
591K
$117M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
15.2K+ 49.07% |
$2.28M - $2.7M
|
46.1K
$9.13M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
14.6K+ 31.03% |
$2.19M - $2.6M
|
61.7K
$12.2M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.4K+ 6.29% |
$2.16M - $2.56M
|
243K
$48.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
13.6K+ 4.58% |
$2.04M - $2.42M
|
311K
$61.5M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.1K+ 5.22% |
$1.97M - $2.33M
|
264K
$52.3M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
13.1K+ 72.68% |
$1.97M - $2.33M
|
31.1K
$6.16M
|
|
|
Aug 08, 2024
Q1 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
13K+ 4.6% |
$1.95M - $2.3M
|
295K
$58.3M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
12.8K+ 12.42% |
$1.92M - $2.27M
|
115K
$22.9M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 2.06% |
$1.82M - $2.15M
|
600K
$119M
|
|
|
Apr 20, 2023
Q1 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
11.9K+ 21.19% |
$1.79M - $2.12M
|
68.3K
$13.5M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.7K+ 395.85% |
$1.76M - $2.08M
|
14.7K
$2.91M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.4K+ 11.19% |
$1.71M - $2.02M
|
113K
$22.4M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.2K+ 86.82% |
$1.69M - $2M
|
24.2K
$4.79M
|
|
|
Apr 26, 2023
Q1 2023
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
11.2K+ 43.34% |
$1.68M - $1.99M
|
37K
$7.32M
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10.6K+ 379.73% |
$1.6M - $1.89M
|
13.4K
$2.66M
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
9.93K+ 66.31% |
$1.49M - $1.76M
|
24.9K
$4.93M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
9.86K+ 18.23% |
$1.48M - $1.75M
|
64K
$12.7M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
9.82K+ 37.51% |
$1.47M - $1.74M
|
36K
$7.13M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
9.71K+ 152.4% |
$1.46M - $1.72M
|
16.1K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
9.41KNew |
$1.41M - $1.67M
|
9.41K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
8.94K+ 2.84% |
$1.34M - $1.59M
|
324K
$64.2M
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
8.18KNew |
$1.23M - $1.45M
|
8.18K
$1.62M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.07K+ 12.84% |
$1.21M - $1.43M
|
70.9K
$14M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
8.01K+ 8.38% |
$1.2M - $1.42M
|
104K
$20.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
7.89K+ 25.61% |
$1.19M - $1.4M
|
38.7K
$7.66M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.68K+ 1.62% |
$1.15M - $1.36M
|
480K
$95.1M
|
|
|
Mar 07, 2024
Q1 2023
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
7.63K+ 36.41% |
$1.15M - $1.36M
|
28.6K
$5.66M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.54K+ 5.14% |
$1.13M - $1.34M
|
154K
$30.5M
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.41K+ 4.95% |
$1.11M - $1.32M
|
157K
$31.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
7.28K+ 6.32% |
$1.09M - $1.29M
|
122K
$24.3M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
7.28K+ 1.64% |
$1.09M - $1.29M
|
450K
$89.1M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
7.28K+ 3.5% |
$1.09M - $1.29M
|
215K
$42.6M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
7.27K+ 20.68% |
$1.09M - $1.29M
|
42.4K
$8.4M
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.15K+ 5.88% |
$1.07M - $1.27M
|
129K
$25.5M
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
6.98K+ 527.11% |
$1.05M - $1.24M
|
8.3K
$1.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
6.89K+ 24.07% |
$1.03M - $1.22M
|
35.5K
$7.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.87K+ 41.68% |
$1.03M - $1.22M
|
23.4K
$4.63M
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.77KNew |
$1.02M - $1.2M
|
6.77K
$1.34M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
6.72K+ 9.83% |
$1.01M - $1.19M
|
75.1K
$14.9M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.66K+ 15.34% |
$1M - $1.18M
|
50K
$9.91M
|
|
|
Apr 26, 2023
Q1 2023
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
6.6K+ 313.0% |
$991K - $1.17M
|
8.7K
$1.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.33K+ 10.42% |
$950K - $1.12M
|
67K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.22KNew |
$934K - $1.11M
|
6.22K
$1.23M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
6.2KNew |
$931K - $1.1M
|
6.2K
$1.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
5.98K+ 51.95% |
$898K - $1.06M
|
17.5K
$3.46M
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.97KNew |
$897K - $1.06M
|
5.97K
$1.18M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.95KNew |
$894K - $1.06M
|
5.95K
$1.18M
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
5.94KNew |
$892K - $1.06M
|
5.94K
$1.18M
|