Purchases and Sales Made in Q2 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 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 10, 2023 Q2 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
71
+ 0.58%
$10.7K - $11.7K
12.3K $2.44M
Jul 14, 2023 Q2 2023
Harbor Investment Advisory, LLC

BUY
 -
70
+ 8.06%
$10.6K - $11.6K
938 $186K
Jul 21, 2023 Q2 2023
Private Ocean, LLC

BUY
 -
69
+ 8.63%
$10.4K - $11.4K
869 $172K
Aug 03, 2023 Q2 2023
New Square Capital LLC

BUY
 -
69
+ 345.0%
$10.4K - $11.4K
89 $17.6K
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
69
+ 3.25%
$10.4K - $11.4K
2.2K $435K
Aug 14, 2023 Q2 2023
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
BUY
 -
69
New
$10.4K - $11.4K
69 $13.7K
Jul 11, 2023 Q2 2023
180 Wealth Advisors, LLC

BUY
 -
67
+ 0.66%
$10.1K - $11.1K
10.2K $2.01M
Jul 18, 2023 Q2 2023
Greenhouse Wealth Management, LLC

BUY
 -
67
+ 0.39%
$10.1K - $11.1K
17.3K $3.42M
Jul 05, 2023 Q2 2023
Waller Financial Planning Group, Inc

BUY
 -
66
+ 1.48%
$9.95K - $10.9K
4.52K $895K
Aug 14, 2023 Q2 2023
Grand Wealth Management, LLC

Grand Rapids, MI
BUY
 -
63
+ 3.13%
$9.5K - $10.4K
2.07K $411K
Aug 30, 2023 Q2 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
59
+ 0.82%
$8.89K - $9.76K
7.24K $1.43M
Aug 01, 2023 Q2 2023
Centered Wealth LLC Dba Miller Equity Capital Advisors

BUY
 -
57
+ 0.45%
$8.59K - $9.43K
12.7K $2.51M
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
56
New
$8.44K - $9.26K
56 $11.1K
Aug 02, 2023 Q2 2023
Jackson Creek Investment Advisors LLC

BUY
 -
55
+ 1.48%
$8.29K - $9.1K
3.78K $749K
Aug 14, 2023 Q2 2023
Guardian Wealth Management, Inc.

Peoria, IL
BUY
 -
55
+ 4.8%
$8.29K - $9.1K
1.2K $238K
Aug 09, 2023 Q2 2023
Regions Financial Corp

BUY
 -
54
+ 1.36%
$8.14K - $8.93K
4.02K $797K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
53
New
$7.99K - $8.77K
53 $10.5K
Jul 20, 2023 Q2 2023
Newton One Investments LLC

BUY
 -
53
+ 0.54%
$7.99K - $8.77K
9.86K $1.95M
Jul 25, 2023 Q2 2023
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
52
New
$7.84K - $8.6K
52 $10.3K
Jul 31, 2023 Q2 2023
Northern Oak Wealth Management Inc

Milwaukee, WI
BUY
 -
52
+ 1.44%
$7.84K - $8.6K
3.66K $726K
Aug 01, 2023 Q2 2023
Ifrah Financial Services, Inc.

BUY
 -
51
+ 0.11%
$7.69K - $8.44K
46.1K $9.13M
Jul 24, 2023 Q2 2023
Guidance Point Advisors, LLC

BUY
 -
46
+ 0.54%
$6.93K - $7.61K
8.51K $1.69M
Jul 28, 2023 Q2 2023
Private Trust CO Na

BUY
 -
46
+ 2.3%
$6.93K - $7.61K
2.04K $405K
Jul 11, 2023 Q2 2023
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
45
+ 0.93%
$6.78K - $7.44K
4.86K $963K
Sep 26, 2023 Q2 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
45
+ 145.16%
$6.78K - $7.44K
76 $15.1K
Jul 19, 2023 Q2 2023
Eudaimonia Advisors LLC

Winchester, TN
BUY
 -
44
+ 1.27%
$6.63K - $7.28K
3.51K $695K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
41
+ 40.2%
$6.18K - $6.78K
143 $28.3K
Jul 19, 2023 Q2 2023
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
40
+ 1.64%
$6.03K - $6.62K
2.48K $491K
Dec 11, 2023 Q2 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
40
+ 0.72%
$6.03K - $6.62K
5.56K $1.1M
Jul 28, 2023 Q2 2023
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
38
+ 0.27%
$5.73K - $6.29K
13.9K $2.75M
Aug 08, 2023 Q2 2023
One Charles Private Wealth Services, LLC

BUY
 -
36
+ 0.49%
$5.43K - $5.95K
7.36K $1.46M
Aug 09, 2023 Q2 2023
Institutional & Family Asset Management, LLC

BUY
 -
35
New
$5.28K - $5.79K
35 $6.93K
Aug 10, 2023 Q2 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
35
New
$5.28K - $5.79K
35 $6.93K
Jul 11, 2023 Q2 2023
Brickley Wealth Management

BUY
 -
34
+ 0.03%
$5.13K - $5.62K
117K $23.2M
Aug 10, 2023 Q2 2023
Index Fund Advisors, Inc.

BUY
 -
34
+ 0.17%
$5.13K - $5.62K
19.8K $3.92M
Jul 28, 2023 Q2 2023
Defined Wealth Management, LLC

BUY
 -
33
+ 1.89%
$4.97K - $5.46K
1.78K $352K
Aug 09, 2023 Q2 2023
Bell Investment Advisors, Inc

Oakland, CA
BUY
 -
33
+ 1.99%
$4.97K - $5.46K
1.69K $335K
Jul 17, 2023 Q2 2023
Sterling Investment Counsel, LLC

BUY
 -
32
+ 1.98%
$4.82K - $5.29K
1.65K $327K
Aug 14, 2023 Q2 2023
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
30
+ 0.5%
$4.52K - $4.96K
6K $1.19M
Aug 10, 2023 Q2 2023
Bedel Financial Consulting, Inc.

BUY
 -
29
+ 0.95%
$4.37K - $4.8K
3.07K $608K
Aug 14, 2023 Q2 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
29
+ 0.31%
$4.37K - $4.8K
9.44K $1.87M
Aug 04, 2023 Q2 2023
Roble, Belko & Company, Inc

Sewickley, PA
BUY
 -
28
New
$4.22K - $4.63K
28 $5.54K
Aug 11, 2023 Q2 2023
Founders Financial Securities LLC

BUY
 -
28
+ 1.15%
$4.22K - $4.63K
2.46K $487K
Aug 08, 2023 Q2 2023
Blue Bell Private Wealth Management, LLC

BUY
 -
26
+ 16.25%
$3.92K - $4.3K
186 $36.8K
Jul 11, 2023 Q2 2023
Thrive Wealth Management, LLC

BUY
 -
24
+ 1.23%
$3.62K - $3.97K
1.98K $391K
Jul 26, 2023 Q2 2023
First Heartland Consultants, Inc.

BUY
 -
24
+ 1.79%
$3.62K - $3.97K
1.36K $270K
Aug 07, 2023 Q2 2023
Trinity Point Wealth, LLC

BUY
 -
23
+ 1.39%
$3.47K - $3.8K
1.68K $333K
Jul 13, 2023 Q2 2023
Transcend Capital Advisors, LLC

BUY
 -
22
+ 0.48%
$3.32K - $3.64K
4.59K $909K
Aug 07, 2023 Q2 2023
Accretive Wealth Partners, LLC

Parsippany, NJ
BUY
 -
22
+ 0.56%
$3.32K - $3.64K
3.93K $779K

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