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 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
240+ 1.89% |
$35.8K - $43.7K
|
13K
$2.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
240+ 7.24% |
$35.8K - $43.7K
|
3.55K
$704K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
239+ 8.79% |
$35.7K - $43.5K
|
2.96K
$586K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
233New |
$34.8K - $42.4K
|
233
$46.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
230+ 11.47% |
$34.3K - $41.8K
|
2.24K
$443K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
227+ 6.75% |
$33.9K - $41.3K
|
3.59K
$711K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
225New |
$33.6K - $40.9K
|
225
$44.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
223+ 1.62% |
$33.3K - $40.6K
|
14K
$2.77M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
220+ 1.95% |
$32.8K - $40K
|
11.5K
$2.28M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
220+ 2.57% |
$32.8K - $40K
|
8.79K
$1.74M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
220+ 2.57% |
$32.8K - $40K
|
8.79K
$1.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
219+ 2.65% |
$32.7K - $39.8K
|
8.5K
$1.68M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
218New |
$32.5K - $39.7K
|
218
$43.2K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
216+ 0.7% |
$32.2K - $39.3K
|
31K
$6.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
213+ 7.6% |
$31.8K - $38.8K
|
3.01K
$597K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
212+ 6.14% |
$31.6K - $38.6K
|
3.67K
$726K
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
207+ 12.92% |
$30.9K - $37.7K
|
1.81K
$358K
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
203+ 12.37% |
$30.3K - $36.9K
|
1.84K
$365K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$29.8K - $36.4K
|
200
$39.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
200+ 17.73% |
$29.8K - $36.4K
|
1.33K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
200+ 0.3% |
$29.8K - $36.4K
|
67.2K
$13.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
194+ 6.36% |
$28.9K - $35.3K
|
3.24K
$642K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
192+ 1.3% |
$28.6K - $34.9K
|
15K
$2.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
191+ 1.48% |
$28.5K - $34.8K
|
13.1K
$2.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
190+ 0.72% |
$28.3K - $34.6K
|
26.8K
$5.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
190+ 0.48% |
$28.3K - $34.6K
|
39.8K
$7.88M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
189+ 4.57% |
$28.2K - $34.4K
|
4.32K
$856K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
187+ 1.45% |
$27.9K - $34K
|
13.1K
$2.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
185+ 2.12% |
$27.6K - $33.7K
|
8.89K
$1.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
181+ 6.36% |
$27K - $32.9K
|
3.03K
$600K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
178+ 0.27% |
$26.6K - $32.4K
|
67.3K
$13.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
173+ 0.34% |
$25.8K - $31.5K
|
51.1K
$10.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
169+ 359.57% |
$25.2K - $30.7K
|
216
$42.8K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
168+ 11.81% |
$25.1K - $30.6K
|
1.59K
$315K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
167+ 1.07% |
$24.9K - $30.4K
|
15.8K
$3.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
167+ 17.38% |
$24.9K - $30.4K
|
1.13K
$223K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
166+ 7.37% |
$24.8K - $30.2K
|
2.42K
$479K
|
|
|
Jan 29, 2024
Q4 2023
|
Round Rock Advisors, LLC
|
BUY
|
- |
165+ 3.18% |
$24.6K - $30K
|
5.36K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
165+ 3.5% |
$24.6K - $30K
|
4.88K
$966K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
164+ 6.93% |
$24.5K - $29.8K
|
2.53K
$501K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
163+ 1.29% |
$24.3K - $29.7K
|
12.8K
$2.54M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
159New |
$23.7K - $28.9K
|
159
$31.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
157New |
$23.4K - $28.6K
|
157
$31.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
156+ 0.64% |
$23.3K - $28.4K
|
24.6K
$4.87M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
155+ 1.45% |
$23.1K - $28.2K
|
10.8K
$2.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
154+ 4.82% |
$23K - $28K
|
3.35K
$663K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
153+ 2.87% |
$22.8K - $27.8K
|
5.48K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
152+ 5.81% |
$22.7K - $27.7K
|
2.77K
$548K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
150+ 0.22% |
$22.4K - $27.3K
|
67.6K
$13.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
150+ 10.54% |
$22.4K - $27.3K
|
1.57K
$312K
|