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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
148+ 6.54% |
$22.1K - $26.9K
|
2.41K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
148New |
$22.1K - $26.9K
|
148
$29.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
146+ 7.92% |
$21.8K - $26.6K
|
1.99K
$394K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
141New |
$21K - $25.7K
|
141
$27.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
140New |
$20.9K - $25.5K
|
140
$27.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
139New |
$20.7K - $25.3K
|
139
$27.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
135+ 1.99% |
$20.1K - $24.6K
|
6.92K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
135+ 10.84% |
$20.1K - $24.6K
|
1.38K
$273K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
135+ 9.61% |
$20.1K - $24.6K
|
1.54K
$305K
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
133+ 1.8% |
$19.8K - $24.2K
|
7.52K
$1.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
132+ 5.06% |
$19.7K - $24K
|
2.74K
$543K
|
|
|
Jan 08, 2024
Q4 2023
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
128+ 2.62% |
$19.1K - $23.3K
|
5.01K
$993K
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
124+ 3.78% |
$18.5K - $22.6K
|
3.4K
$674K
|
|
|
Feb 05, 2024
Q4 2023
|
One Day In July LLC
|
BUY
|
- |
121+ 2.82% |
$18.1K - $22K
|
4.41K
$874K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
119+ 5.48% |
$17.8K - $21.7K
|
2.29K
$454K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
118+ 0.37% |
$17.6K - $21.5K
|
31.7K
$6.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
118+ 3.0% |
$17.6K - $21.5K
|
4.05K
$803K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
118+ 16.23% |
$17.6K - $21.5K
|
845
$167K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
115+ 3.94% |
$17.2K - $20.9K
|
3.03K
$601K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
112+ 120.43% |
$16.7K - $20.4K
|
205
$40.6K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
107+ 0.43% |
$16K - $19.5K
|
25.1K
$4.97M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
107New |
$16K - $19.5K
|
107
$21.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
103+ 2.21% |
$15.4K - $18.7K
|
4.77K
$944K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
101+ 7.95% |
$15.1K - $18.4K
|
1.37K
$271K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
99+ 6.66% |
$14.8K - $18K
|
1.59K
$314K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
98+ 1.33% |
$14.6K - $17.8K
|
7.49K
$1.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
97+ 0.37% |
$14.5K - $17.6K
|
26.5K
$5.25M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
96New |
$14.3K - $17.5K
|
96
$19K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
94+ 2.22% |
$14K - $17.1K
|
4.33K
$857K
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
94+ 2.14% |
$14K - $17.1K
|
4.49K
$890K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
94+ 2.8% |
$14K - $17.1K
|
3.46K
$684K
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
88+ 4.7% |
$13.1K - $16K
|
1.96K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
86+ 0.47% |
$12.8K - $15.6K
|
18.4K
$3.64M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
85+ 15.1% |
$12.7K - $15.5K
|
648
$128K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
78+ 4.42% |
$11.6K - $14.2K
|
1.84K
$365K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
77New |
$11.5K - $14K
|
77
$15.2K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
76+ 0.71% |
$11.3K - $13.8K
|
10.8K
$2.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
75+ 2.04% |
$11.2K - $13.6K
|
3.75K
$743K
|
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
75+ 5.27% |
$11.2K - $13.6K
|
1.5K
$297K
|
|
|
Feb 12, 2024
Q4 2023
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
75+ 2.44% |
$11.2K - $13.6K
|
3.14K
$623K
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
74+ 2.86% |
$11K - $13.5K
|
2.66K
$527K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
73+ 1.4% |
$10.9K - $13.3K
|
5.28K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
72+ 19.15% |
$10.7K - $13.1K
|
448
$88.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
72New |
$10.7K - $13.1K
|
72
$14.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
71+ 5.74% |
$10.6K - $12.9K
|
1.31K
$259K
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
BUY
|
- |
69+ 0.55% |
$10.3K - $12.6K
|
12.6K
$2.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
69+ 0.4% |
$10.3K - $12.6K
|
17.4K
$3.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
66+ 29.07% |
$9.85K - $12K
|
293
$58K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
61+ 2.86% |
$9.1K - $11.1K
|
2.19K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
60+ 0.31% |
$8.95K - $10.9K
|
19.6K
$3.89M
|