Purchases and Sales Made in Q4 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 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
Jan 29, 2024 Q4 2023
Axiom Advisory, LLC

San Diego, CA
BUY
 -
408
+ 2.04%
$60.9K - $74.2K
20.4K $4.04M
Feb 02, 2024 Q4 2023
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
405
+ 3.73%
$60.4K - $73.7K
11.3K $2.23M
Jan 10, 2024 Q4 2023
Raymond James Trust N.A.

BUY
 -
397
+ 1.63%
$59.2K - $72.2K
24.8K $4.91M
Jan 24, 2024 Q4 2023
Stratos Wealth Advisors, LLC

BUY
 -
397
+ 10.96%
$59.2K - $72.2K
4.02K $796K
Jan 11, 2024 Q4 2023
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
394
+ 30.9%
$58.8K - $71.7K
1.67K $331K
Feb 05, 2024 Q4 2023
Fee Only Financial Planning, L.C.

Okatie, SC
BUY
 -
393
+ 0.7%
$58.6K - $71.5K
56.2K $11.1M
Feb 09, 2024 Q4 2023
Crewe Advisors LLC

BUY
 -
393
+ 130.56%
$58.6K - $71.5K
694 $137K
Jan 22, 2024 Q4 2023
Tria Gen Wealth Management LLC

BUY
 -
392
+ 2.67%
$58.5K - $71.3K
15.1K $2.99M
Feb 12, 2024 Q4 2023
Dorsey & Whitney Trust CO LLC

Sioux Falls, SD
BUY
 -
392
+ 9.99%
$58.5K - $71.3K
4.31K $854K
Feb 13, 2024 Q4 2023
Northern Trust Corp

Chicago, IL
BUY
 -
389
+ 1.72%
$58K - $70.8K
23K $4.55M
Feb 12, 2024 Q4 2023
Richardson Capital Management LLC

Menomonee Falls, WI
BUY
 -
385
New
$57.4K - $70K
385 $76.2K
Feb 14, 2024 Q4 2023
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
382
+ 13.9%
$57K - $69.5K
3.13K $620K
Feb 05, 2024 Q4 2023
Transcend Capital Advisors, LLC

BUY
 -
374
+ 8.27%
$55.8K - $68K
4.89K $969K
Feb 13, 2024 Q4 2023
First Manhattan CO

New York, NY
BUY
 -
373
+ 1.07%
$55.6K - $67.9K
35.1K $6.96M
Aug 20, 2024 Q4 2023
Team Hewins, LLC

Redwood City, CA
BUY
 -
372
+ 19.59%
$55.5K - $67.7K
2.27K $450K
Feb 09, 2024 Q4 2023
Thoroughbred Financial Services, LLC

BUY
 -
370
+ 5.2%
$55.2K - $67.3K
7.49K $1.48M
Feb 09, 2024 Q4 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
364
+ 10.14%
$54.3K - $66.2K
3.96K $783K
Feb 09, 2024 Q4 2023
Hudson Value Partners, LLC

BUY
 -
361
+ 7.57%
$53.9K - $65.7K
5.13K $1.02M
Jan 03, 2024 Q4 2023
Waller Financial Planning Group, Inc

BUY
 -
358
+ 7.98%
$53.4K - $65.1K
4.85K $960K
Feb 13, 2024 Q4 2023
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
357
+ 27.7%
$53.3K - $65K
1.65K $326K
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

BUY
 -
352
+ 3.04%
$52.5K - $64K
11.9K $2.36M
Feb 06, 2024 Q4 2023
Bare Financial Services, Inc

Gap, PA
BUY
 -
352
New
$52.5K - $64K
352 $69.7K
Jan 29, 2024 Q4 2023
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
344
+ 3.85%
$51.3K - $62.6K
9.27K $1.84M
Jan 19, 2024 Q4 2023
Pinnacle Associates LTD

BUY
 -
343
+ 15.33%
$51.2K - $62.4K
2.58K $511K
Jan 29, 2024 Q4 2023
Crestwood Advisors Group LLC

BUY
 -
336
+ 12.97%
$50.1K - $61.1K
2.93K $580K
Feb 13, 2024 Q4 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
333
New
$49.7K - $60.6K
333 $65.9K
Feb 07, 2024 Q4 2023
Goelzer Investment Management, Inc.

BUY
 -
321
+ 7.03%
$47.9K - $58.4K
4.89K $968K
Feb 13, 2024 Q4 2023
Lokken Investment Group LLC

BUY
 -
321
+ 2.32%
$47.9K - $58.4K
14.2K $2.81M
Feb 13, 2024 Q4 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
318
+ 6.74%
$47.4K - $57.9K
5.04K $998K
Jan 24, 2024 Q4 2023
Brickley Wealth Management

BUY
 -
312
+ 0.27%
$46.5K - $56.8K
117K $23.1M
Feb 20, 2024 Q4 2023
Able Wealth Management LLC

Lakewood, NJ
BUY
 -
307
New
$45.8K - $55.9K
307 $60.8K
Jan 26, 2024 Q4 2023
Keener Financial Planning LLC

Keller, TX
BUY
 -
295
New
$44K - $53.7K
295 $58.4K
Jan 18, 2024 Q4 2023
Good Life Advisors, LLC

BUY
 -
294
+ 12.7%
$43.9K - $53.5K
2.61K $517K
Jan 11, 2024 Q4 2023
Chapin Davis, Inc.

Baltimore, MD
BUY
 -
292
+ 4.02%
$43.6K - $53.1K
7.55K $1.5M
Jan 29, 2024 Q4 2023
Tennessee Valley Asset Management Partners

BUY
 -
286
New
$42.7K - $52K
286 $56.6K
Jan 18, 2024 Q4 2023
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
285
+ 0.81%
$42.5K - $51.9K
35.7K $7.06M
Feb 05, 2024 Q4 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
276
New
$41.2K - $50.2K
276 $54.7K
Jan 17, 2024 Q4 2023
Acorn Financial Advisory Services Inc

BUY
 -
274
+ 2.24%
$40.9K - $49.9K
12.5K $2.48M
Feb 07, 2024 Q4 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
273
+ 3.45%
$40.7K - $49.7K
8.2K $1.62M
Jan 18, 2024 Q4 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
270
+ 15.79%
$40.3K - $49.1K
1.98K $392K
Feb 09, 2024 Q4 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
270
+ 7.63%
$40.3K - $49.1K
3.81K $754K
Jan 12, 2024 Q4 2023
Financial Management Professionals, Inc.

BUY
 -
264
New
$39.4K - $48K
264 $52.3K
Jan 09, 2024 Q4 2023
Dfpg Investments, LLC

BUY
 -
263
+ 5.03%
$39.2K - $47.9K
5.49K $1.09M
Feb 09, 2024 Q4 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
254
+ 8.43%
$37.9K - $46.2K
3.27K $647K
Jan 09, 2024 Q4 2023
Hyperion Partners, LLC

Berwyn, PA
BUY
 -
251
+ 0.92%
$37.4K - $45.7K
27.4K $5.43M
Jan 18, 2024 Q4 2023
Gradient Investments LLC

BUY
 -
248
+ 14.36%
$37K - $45.1K
1.98K $391K
Jan 19, 2024 Q4 2023
Culbertson A N & CO Inc

BUY
 -
245
+ 1.89%
$36.5K - $44.6K
13.2K $2.62M
Feb 13, 2024 Q4 2023
Hall Capital Management CO Inc

BUY
 -
244
+ 4.21%
$36.4K - $44.4K
6.04K $1.2M
Jan 25, 2024 Q4 2023
E&G Advisors, LP

BUY
 -
242
+ 1.24%
$36.1K - $44K
19.8K $3.91M

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