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 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-167- 0.56% |
$24.9K - $30.4K
|
29.6K
$5.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-174- 1.8% |
$26K - $31.7K
|
9.48K
$1.88M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-175- 3.06% |
$26.1K - $31.8K
|
5.55K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Jentner Corp
|
SELL
|
- |
-175- 2.62% |
$26.1K - $31.8K
|
6.5K
$1.29M
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-176- 73.95% |
$26.3K - $32K
|
62
$12.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-176- 8.39% |
$26.3K - $32K
|
1.92K
$381K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-176- 2.4% |
$26.3K - $32K
|
7.17K
$1.42M
|
|
|
Jan 03, 2024
Q4 2023
|
Marotta Asset Management
|
SELL
|
- |
-177- 0.13% |
$26.4K - $32.2K
|
134K
$26.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
SELL
|
- |
-177- 1.3% |
$26.4K - $32.2K
|
13.4K
$2.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-186- 0.08% |
$27.7K - $33.8K
|
225K
$44.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-188- 4.24% |
$28K - $34.2K
|
4.24K
$840K
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-190- 4.34% |
$28.3K - $34.6K
|
4.19K
$829K
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-191- 0.33% |
$28.5K - $34.8K
|
58.3K
$11.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-198- 8.22% |
$29.5K - $36K
|
2.21K
$438K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
SELL
|
- |
-199- 1.24% |
$29.7K - $36.2K
|
15.9K
$3.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-199- 0.09% |
$29.7K - $36.2K
|
218K
$43.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-200- 33.33% |
$29.8K - $36.4K
|
400
$79.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-212- 9.28% |
$31.6K - $38.6K
|
2.07K
$410K
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-212- 3.99% |
$31.6K - $38.6K
|
5.1K
$1.01M
|
|
|
Jul 10, 2024
Q4 2023
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-215- 3.41% |
$32.1K - $39.1K
|
6.09K
$1.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-219- 5.02% |
$32.7K - $39.8K
|
4.15K
$821K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-220- 2.11% |
$32.8K - $40K
|
10.2K
$2.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-222- 1.66% |
$33.1K - $40.4K
|
13.1K
$2.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-225- 0.3% |
$33.6K - $40.9K
|
74.2K
$14.7M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-226- 4.24% |
$33.7K - $41.1K
|
5.1K
$1.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Sageworth Trust CO
|
SELL
|
- |
-227- 1.0% |
$33.9K - $41.3K
|
22.4K
$4.44M
|
|
|
Jan 08, 2024
Q4 2023
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-228- 5.69% |
$34K - $41.5K
|
3.78K
$748K
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-228- 8.16% |
$34K - $41.5K
|
2.57K
$508K
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-233- 0.63% |
$34.8K - $42.4K
|
36.7K
$7.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-235- 38.91% |
$35.1K - $42.8K
|
369
$73.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-236- 7.88% |
$35.2K - $42.9K
|
2.76K
$546K
|
|
|
Oct 09, 2024
Q4 2023
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-236- 1.12% |
$35.2K - $42.9K
|
20.9K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-237- 0.46% |
$35.4K - $43.1K
|
51.5K
$10.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-238- 4.28% |
$35.5K - $43.3K
|
5.33K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-245- 4.07% |
$36.5K - $44.6K
|
5.77K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-250- 2.73% |
$37.3K - $45.5K
|
8.9K
$1.76M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-250- 3.84% |
$37.3K - $45.5K
|
6.27K
$1.24M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-250- 56.31% |
$37.3K - $45.5K
|
194
$38.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-255- 0.98% |
$38K - $46.4K
|
25.8K
$5.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-261- 8.33% |
$38.9K - $47.5K
|
2.87K
$569K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-264- 1.91% |
$39.4K - $48K
|
13.6K
$2.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-267- 0.58% |
$39.8K - $48.6K
|
46.2K
$9.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-268- 13.33% |
$40K - $48.8K
|
1.74K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-268- 4.38% |
$40K - $48.8K
|
5.86K
$1.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-270- 2.69% |
$40.3K - $49.1K
|
9.76K
$1.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-271- 1.88% |
$40.4K - $49.3K
|
14.2K
$2.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-274- 0.6% |
$40.9K - $49.9K
|
45.5K
$9M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-276- 2.92% |
$41.2K - $50.2K
|
9.19K
$1.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-280- 14.64% |
$41.8K - $50.9K
|
1.63K
$323K
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-280- 2.68% |
$41.8K - $50.9K
|
10.2K
$2.01M
|