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 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-930- 6.1% |
$139K - $169K
|
14.3K
$2.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-956- 31.57% |
$143K - $174K
|
2.07K
$410K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-963- 3.93% |
$144K - $175K
|
23.5K
$4.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-964- 0.69% |
$144K - $175K
|
138K
$27.3M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-993- 5.97% |
$148K - $181K
|
15.6K
$3.1M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-994- 3.49% |
$148K - $181K
|
27.5K
$5.44M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.01K- 7.04% |
$151K - $184K
|
13.4K
$2.65M
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.01K- 9.96% |
$151K - $184K
|
9.15K
$1.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.01K- 8.73% |
$151K - $184K
|
10.6K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 30.41% |
$152K - $185K
|
2.33K
$460K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-1.02K- 3.69% |
$152K - $186K
|
26.7K
$5.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-1.03K- 39.07% |
$154K - $187K
|
1.61K
$318K
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-1.03K- 7.31% |
$154K - $188K
|
13.1K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.04K- 3.9% |
$155K - $188K
|
25.5K
$5.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.04K- 14.71% |
$155K - $189K
|
6.03K
$1.19M
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.04K- 0.86% |
$155K - $189K
|
120K
$23.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.08K- 6.26% |
$161K - $197K
|
16.2K
$3.21M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
SELL
|
- |
-1.09K- 1.55% |
$162K - $197K
|
69.1K
$13.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.09K- 8.61% |
$162K - $198K
|
11.5K
$2.28M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-1.09K- 1.97% |
$163K - $199K
|
54.4K
$10.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.17K- 25.13% |
$175K - $213K
|
3.49K
$690K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.17K- 5.16% |
$175K - $214K
|
21.6K
$4.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-1.18K- 17.02% |
$175K - $214K
|
5.73K
$1.14M
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-1.19K- 5.12% |
$177K - $216K
|
22K
$4.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.19K- 0.13% |
$177K - $216K
|
943K
$187M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-1.2K- 16.38% |
$179K - $218K
|
6.12K
$1.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-1.2K- 5.26% |
$179K - $218K
|
21.6K
$4.28M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-1.23K- 26.56% |
$183K - $223K
|
3.4K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.29K- 0.8% |
$193K - $235K
|
160K
$31.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.3K- 6.35% |
$194K - $237K
|
19.2K
$3.8M
|
|
|
Jan 31, 2024
Q4 2023
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-1.31K- 8.57% |
$195K - $238K
|
14K
$2.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.31K- 9.31% |
$196K - $239K
|
12.8K
$2.53M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.32KClosed |
$198K - $241K
|
0
$0
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.35K- 1.42% |
$201K - $246K
|
93.9K
$18.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.37K- 28.03% |
$204K - $249K
|
3.51K
$695K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-1.44K- 2.76% |
$214K - $261K
|
50.6K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.44K- 1.76% |
$215K - $262K
|
80.6K
$16M
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.45K- 15.4% |
$216K - $263K
|
7.94K
$1.57M
|
|
|
Feb 08, 2024
Q4 2023
|
Zeit Capital LLC
|
SELL
|
- |
-1.45K- 8.2% |
$217K - $265K
|
16.3K
$3.22M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.46K- 1.86% |
$218K - $266K
|
77.1K
$15.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.46K- 1.86% |
$218K - $266K
|
77.1K
$15.3M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-1.48K- 7.68% |
$220K - $269K
|
17.8K
$3.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Bts Asset Management, Inc.
|
SELL
|
- |
-1.53K- 44.91% |
$229K - $279K
|
1.88K
$373K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-1.57K- 12.5% |
$234K - $285K
|
11K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-1.57K- 86.86% |
$235K - $286K
|
238
$47.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-1.59K- 13.81% |
$237K - $289K
|
9.93K
$1.97M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.61K- 8.55% |
$240K - $293K
|
17.2K
$3.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-1.63K- 6.44% |
$244K - $297K
|
23.7K
$4.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.65K- 18.64% |
$246K - $299K
|
7.19K
$1.42M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.72K- 3.76% |
$257K - $314K
|
44.1K
$8.74M
|