Purchases and Sales Made in Q4 2023 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
908K+ 82.27% |
$135M - $165M
|
2.01M
$398M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
405K+ 10.44% |
$60.4M - $73.7M
|
4.28M
$847M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
401K+ 10.33% |
$59.8M - $73M
|
4.28M
$847M
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
320K+ 202494.94% |
$47.7M - $58.2M
|
320K
$63.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
302K+ 149.79% |
$45M - $54.9M
|
504K
$99.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
281KNew |
$41.9M - $51.1M
|
281K
$55.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
243K+ 78.07% |
$36.2M - $44.2M
|
554K
$110M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
230KNew |
$34.3M - $41.8M
|
230K
$45.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
174K+ 584.12% |
$26M - $31.7M
|
204K
$40.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
148K+ 4.67% |
$22.1M - $26.9M
|
3.32M
$656M
|
|
|
Feb 12, 2024
Q4 2023
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
123KNew |
$18.4M - $22.4M
|
123K
$24.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
102KNew |
$15.2M - $18.6M
|
102K
$20.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
101K+ 54.57% |
$15.1M - $18.4M
|
287K
$56.8M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
100K+ 76.05% |
$15M - $18.3M
|
232K
$45.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
77.2KNew |
$11.5M - $14M
|
77.2K
$15.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
76.4K+ 0.95% |
$11.4M - $13.9M
|
8.08M
$1.6B
|
|
|
Feb 14, 2024
Q4 2023
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
73.5KNew |
$11M - $13.4M
|
73.5K
$14.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
70.7K+ 145.49% |
$10.5M - $12.9M
|
119K
$23.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
70.1K+ 307.62% |
$10.5M - $12.8M
|
92.9K
$18.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
63.4KNew |
$9.46M - $11.5M
|
63.4K
$12.5M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
61.4K+ 17.22% |
$9.16M - $11.2M
|
418K
$82.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
58.9KNew |
$8.78M - $10.7M
|
58.9K
$11.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
56.2KNew |
$8.39M - $10.2M
|
56.2K
$11.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
52.4K+ 4.54% |
$7.82M - $9.54M
|
1.21M
$239M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
52KNew |
$7.75M - $9.46M
|
52K
$10.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
50.7K+ 96.9% |
$7.57M - $9.23M
|
103K
$20.4M
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
49.7K+ 8.27% |
$7.42M - $9.04M
|
651K
$129M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
49.6K+ 6.97% |
$7.4M - $9.02M
|
761K
$150M
|
|
|
Mar 20, 2024
Q4 2023
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
48.1KNew |
$7.18M - $8.76M
|
48.1K
$9.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
47.1K+ 658.29% |
$7.03M - $8.57M
|
54.3K
$10.7M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
46.7KNew |
$6.96M - $8.49M
|
46.7K
$9.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
44.5KNew |
$6.64M - $8.1M
|
44.5K
$8.8M
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
43.5K+ 57.52% |
$6.49M - $7.91M
|
119K
$23.5M
|
|
|
Feb 07, 2024
Q4 2023
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
42.1KNew |
$6.28M - $7.66M
|
42.1K
$8.33M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
41.6K+ 126.35% |
$6.21M - $7.57M
|
74.6K
$14.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
41.2K+ 19.42% |
$6.14M - $7.49M
|
253K
$50.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
40.6K+ 31.31% |
$6.06M - $7.39M
|
170K
$33.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
40.5KNew |
$6.05M - $7.37M
|
40.5K
$8.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
38.8KNew |
$5.79M - $7.06M
|
38.8K
$7.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
38.2KNew |
$5.7M - $6.95M
|
38.2K
$7.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
35.5KNew |
$5.3M - $6.46M
|
35.5K
$7.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
35.4K+ 17.7% |
$5.28M - $6.44M
|
236K
$46.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
34.7KNew |
$5.18M - $6.32M
|
34.7K
$6.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
33.9KNew |
$5.05M - $6.16M
|
33.9K
$6.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
32.9KNew |
$4.9M - $5.98M
|
32.9K
$6.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
32.5KNew |
$4.84M - $5.9M
|
32.5K
$6.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
32.4KNew |
$4.83M - $5.9M
|
32.4K
$6.41M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
31.7K+ 87.42% |
$4.73M - $5.77M
|
68K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.3K+ 298.51% |
$4.67M - $5.7M
|
41.8K
$8.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
30.1K+ 48.33% |
$4.49M - $5.48M
|
92.4K
$18.3M
|