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 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
400+ 159.36% |
$60.1K - $71.1K
|
651
$129K
|
|
|
Apr 11, 2023
Q1 2023
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
397+ 1.57% |
$59.6K - $70.5K
|
25.7K
$5.08M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
396+ 26.45% |
$59.5K - $70.4K
|
1.89K
$375K
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
387New |
$58.1K - $68.8K
|
387
$76.6K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
378+ 7.7% |
$56.8K - $67.2K
|
5.29K
$1.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
375+ 2.41% |
$56.3K - $66.6K
|
15.9K
$3.15M
|
|
|
Sep 01, 2023
Q1 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
373+ 2.77% |
$56K - $66.3K
|
13.9K
$2.74M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
367+ 4.22% |
$55.1K - $65.2K
|
9.06K
$1.79M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
364+ 4.69% |
$54.7K - $64.7K
|
8.13K
$1.61M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
364+ 4.33% |
$54.7K - $64.7K
|
8.78K
$1.74M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
363+ 4.32% |
$54.5K - $64.5K
|
8.77K
$1.74M
|
|
|
May 02, 2023
Q1 2023
|
One Day In July LLC
|
BUY
|
- |
360+ 8.61% |
$54.1K - $64K
|
4.54K
$899K
|
|
|
May 08, 2023
Q1 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
354+ 0.29% |
$53.2K - $62.9K
|
121K
$24M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
343+ 857.5% |
$51.5K - $60.9K
|
383
$75.8K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
343+ 1.09% |
$51.5K - $60.9K
|
31.8K
$6.29M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
336+ 4.73% |
$50.5K - $59.7K
|
7.44K
$1.47M
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
335+ 3.58% |
$50.3K - $59.5K
|
9.7K
$1.92M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
333+ 23.27% |
$50K - $59.2K
|
1.76K
$349K
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
333+ 1.49% |
$50K - $59.2K
|
22.7K
$4.49M
|
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
330+ 0.86% |
$49.6K - $58.6K
|
38.7K
$7.65M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
327+ 0.83% |
$49.1K - $58.1K
|
39.6K
$7.84M
|
|
|
Feb 04, 2025
Q1 2023
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
327+ 0.63% |
$49.1K - $58.1K
|
52.2K
$10.3M
|
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
319+ 6.95% |
$47.9K - $56.7K
|
4.91K
$973K
|
|
|
May 08, 2023
Q1 2023
|
Capital Performance Advisors LLP
|
BUY
|
- |
315+ 2.87% |
$47.3K - $56K
|
11.3K
$2.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
308+ 10.09% |
$46.3K - $54.7K
|
3.36K
$666K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
308+ 1.73% |
$46.3K - $54.7K
|
18.1K
$3.59M
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
303+ 1.88% |
$45.5K - $53.8K
|
16.4K
$3.24M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
302+ 8.94% |
$45.4K - $53.7K
|
3.68K
$729K
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
295+ 10.78% |
$44.3K - $52.4K
|
3.03K
$600K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
292New |
$43.9K - $51.9K
|
292
$57.8K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
290+ 4.57% |
$43.6K - $51.5K
|
6.64K
$1.32M
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
289+ 1.54% |
$43.4K - $51.4K
|
19.1K
$3.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
288New |
$43.3K - $51.2K
|
288
$57K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
284+ 835.29% |
$42.7K - $50.5K
|
318
$63K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
279+ 7.31% |
$41.9K - $49.6K
|
4.1K
$811K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
273+ 31.27% |
$41K - $48.5K
|
1.15K
$227K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
261+ 18.58% |
$39.2K - $46.4K
|
1.67K
$330K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
261+ 18.58% |
$39.2K - $46.4K
|
1.67K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
256+ 58.18% |
$38.5K - $45.5K
|
696
$138K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
249+ 5.91% |
$37.4K - $44.2K
|
4.46K
$883K
|
|
|
Jul 10, 2024
Q1 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
248+ 4.1% |
$37.3K - $44.1K
|
6.29K
$1.25M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
242+ 0.08% |
$36.4K - $43K
|
312K
$61.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
238+ 3.93% |
$35.8K - $42.3K
|
6.29K
$1.25M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
236+ 21.93% |
$35.5K - $41.9K
|
1.31K
$260K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
233+ 8.89% |
$35K - $41.4K
|
2.85K
$565K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
228+ 27.21% |
$34.3K - $40.5K
|
1.07K
$211K
|
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
228+ 4.31% |
$34.3K - $40.5K
|
5.52K
$1.09M
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
227+ 10.04% |
$34.1K - $40.3K
|
2.49K
$493K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
225+ 97.83% |
$33.8K - $40K
|
455
$90.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
223+ 13.94% |
$33.5K - $39.6K
|
1.82K
$361K
|