Purchases and Sales Made in Q2 2023 in Vanguard Small Cap Value ETF (VBR)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
21+ 44.68% |
$3.17K - $3.47K
|
68
$13.5K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
BUY
|
- |
20+ 0.3% |
$3.01K - $3.31K
|
6.63K
$1.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
20+ 1.34% |
$3.01K - $3.31K
|
1.51K
$299K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
20+ 0.38% |
$3.01K - $3.31K
|
5.32K
$1.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
20+ 0.27% |
$3.01K - $3.31K
|
7.37K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
20+ 2.8% |
$3.01K - $3.31K
|
734
$145K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
19+ 3.2% |
$2.86K - $3.14K
|
612
$121K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
19+ 1.64% |
$2.86K - $3.14K
|
1.18K
$234K
|
|
|
Aug 02, 2023
Q2 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
18+ 0.6% |
$2.71K - $2.98K
|
3.04K
$601K
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
18+ 0.54% |
$2.71K - $2.98K
|
3.32K
$658K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
16+ 0.33% |
$2.41K - $2.65K
|
4.89K
$968K
|
|
|
Jul 20, 2023
Q2 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
16+ 0.08% |
$2.41K - $2.65K
|
19.7K
$3.89M
|
|
|
Aug 09, 2023
Q2 2023
|
Resolute Advisors LLC
|
BUY
|
- |
16+ 0.54% |
$2.41K - $2.65K
|
2.97K
$587K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
16+ 0.43% |
$2.41K - $2.65K
|
3.71K
$735K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
15New |
$2.26K - $2.48K
|
15
$2.97K
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
BUY
|
- |
15+ 0.31% |
$2.26K - $2.48K
|
4.84K
$958K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15+ 0.3% |
$2.26K - $2.48K
|
4.95K
$981K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
15+ 0.53% |
$2.26K - $2.48K
|
2.87K
$568K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15+ 12.82% |
$2.26K - $2.48K
|
132
$26.1K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
14+ 0.0% |
$2.11K - $2.32K
|
724K
$143M
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13+ 0.36% |
$1.96K - $2.15K
|
3.66K
$725K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13+ 9.63% |
$1.96K - $2.15K
|
148
$29.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
12+ 0.05% |
$1.81K - $1.98K
|
22.1K
$4.38M
|
|
|
Aug 07, 2023
Q2 2023
|
Hall Capital Management CO Inc
|
BUY
|
- |
12+ 0.21% |
$1.81K - $1.98K
|
5.73K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
BUY
|
- |
11+ 0.15% |
$1.66K - $1.82K
|
7.38K
$1.46M
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
10New |
$1.51K - $1.65K
|
10
$1.98K
|
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
10+ 0.31% |
$1.51K - $1.65K
|
3.21K
$636K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
10+ 0.37% |
$1.51K - $1.65K
|
2.71K
$537K
|
|
|
Aug 07, 2023
Q2 2023
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
10+ 0.38% |
$1.51K - $1.65K
|
2.67K
$528K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10New |
$1.51K - $1.65K
|
10
$1.98K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 0.64% |
$1.51K - $1.65K
|
1.56K
$310K
|
|
|
Aug 08, 2023
Q2 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
9+ 0.5% |
$1.36K - $1.49K
|
1.8K
$357K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
9+ 0.49% |
$1.36K - $1.49K
|
1.85K
$366K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
9+ 0.68% |
$1.36K - $1.49K
|
1.34K
$264K
|
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
8+ 0.21% |
$1.21K - $1.32K
|
3.75K
$743K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8+ 0.75% |
$1.21K - $1.32K
|
1.07K
$213K
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7+ 0.5% |
$1.06K - $1.16K
|
1.4K
$276K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.23% |
$1.06K - $1.16K
|
3.11K
$616K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7New |
$1.06K - $1.16K
|
7
$1.39K
|
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
7+ 0.35% |
$1.06K - $1.16K
|
2.01K
$397K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.58% |
$904 - $992
|
1.05K
$208K
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6+ 0.37% |
$904 - $992
|
1.64K
$325K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
BUY
|
- |
6+ 0.27% |
$904 - $992
|
2.23K
$442K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
6New |
$904 - $992
|
6
$1.19K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
5+ 0.4% |
$754 - $827
|
1.27K
$251K
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
4+ 0.23% |
$603 - $662
|
1.71K
$339K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
BUY
|
- |
4+ 0.23% |
$603 - $662
|
1.73K
$342K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4New |
$603 - $662
|
4
$792
|
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
3+ 0.12% |
$452 - $496
|
2.58K
$510K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3+ 300.0% |
$452 - $496
|
4
$792
|