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 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-11- 0.2% |
$1.66K - $1.82K
|
5.56K
$1.1M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-11- 0.5% |
$1.66K - $1.82K
|
2.18K
$432K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-12- 0.11% |
$1.81K - $1.98K
|
10.9K
$2.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-13- 2.19% |
$1.96K - $2.15K
|
581
$115K
|
|
|
Aug 08, 2023
Q2 2023
|
Zeit Capital LLC
|
SELL
|
- |
-13- 0.07% |
$1.96K - $2.15K
|
17.7K
$3.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-13- 0.39% |
$1.96K - $2.15K
|
3.29K
$651K
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-13- 1.0% |
$1.96K - $2.15K
|
1.29K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-15- 1.05% |
$2.26K - $2.48K
|
1.41K
$279K
|
|
|
Jul 07, 2023
Q2 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-16- 0.77% |
$2.41K - $2.65K
|
2.05K
$407K
|
|
|
Jul 31, 2023
Q2 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-17- 0.42% |
$2.56K - $2.81K
|
4K
$793K
|
|
|
Aug 04, 2023
Q2 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-17- 0.16% |
$2.56K - $2.81K
|
10.8K
$2.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-19- 0.14% |
$2.86K - $3.14K
|
13.9K
$2.75M
|
|
|
Jul 24, 2023
Q2 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-20- 6.94% |
$3.01K - $3.31K
|
268
$53.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-20- 0.37% |
$3.01K - $3.31K
|
5.33K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-20- 2.39% |
$3.01K - $3.31K
|
818
$162K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-21- 0.65% |
$3.17K - $3.47K
|
3.19K
$631K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-22- 0.12% |
$3.32K - $3.64K
|
18.9K
$3.73M
|
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-25- 0.17% |
$3.77K - $4.14K
|
14.9K
$2.96M
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-25- 0.51% |
$3.77K - $4.14K
|
4.85K
$959K
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-26- 0.59% |
$3.92K - $4.3K
|
4.37K
$866K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-27- 1.9% |
$4.07K - $4.47K
|
1.39K
$275K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.49% |
$4.37K - $4.8K
|
5.86K
$1.16M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-30- 11.19% |
$4.52K - $4.96K
|
238
$47.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-31- 0.42% |
$4.67K - $5.13K
|
7.31K
$1.45M
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-33- 1.33% |
$4.97K - $5.46K
|
2.46K
$486K
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-33- 2.13% |
$4.97K - $5.46K
|
1.52K
$300K
|
|
|
Jul 25, 2023
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-35- 33.02% |
$5.28K - $5.79K
|
71
$14.1K
|
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-35- 33.02% |
$5.28K - $5.79K
|
71
$14.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-37- 50.68% |
$5.58K - $6.12K
|
36
$7.13K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-37- 0.59% |
$5.58K - $6.12K
|
6.26K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Jentner Corp
|
SELL
|
- |
-37- 0.54% |
$5.58K - $6.12K
|
6.8K
$1.35M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-39- 0.98% |
$5.88K - $6.45K
|
3.94K
$781K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-39- 0.12% |
$5.88K - $6.45K
|
33.1K
$6.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-39- 1.68% |
$5.88K - $6.45K
|
2.28K
$451K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-40- 0.29% |
$6.03K - $6.62K
|
13.8K
$2.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-42- 0.29% |
$6.33K - $6.95K
|
14.6K
$2.9M
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-46- 1.13% |
$6.93K - $7.61K
|
4.01K
$794K
|
|
|
Jul 12, 2023
Q2 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-48- 2.43% |
$7.24K - $7.94K
|
1.93K
$381K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-49- 0.83% |
$7.39K - $8.1K
|
5.85K
$1.16M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-50- 0.97% |
$7.54K - $8.27K
|
5.09K
$1.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-50- 1.24% |
$7.54K - $8.27K
|
3.99K
$790K
|
|
|
Aug 02, 2023
Q2 2023
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-50- 2.55% |
$7.54K - $8.27K
|
1.91K
$378K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-50- 18.05% |
$7.54K - $8.27K
|
227
$45K
|
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-51- 2.75% |
$7.69K - $8.44K
|
1.81K
$358K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-53- 0.42% |
$7.99K - $8.77K
|
12.7K
$2.51M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-54- 8.94% |
$8.14K - $8.93K
|
550
$109K
|
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-56- 4.04% |
$8.44K - $9.26K
|
1.33K
$263K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-57- 1.43% |
$8.59K - $9.43K
|
3.92K
$776K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-59- 4.32% |
$8.89K - $9.76K
|
1.31K
$259K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-60- 1.59% |
$9.04K - $9.92K
|
3.71K
$734K
|