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 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-22.3K- 18.37% |
$3.33M - $4.06M
|
99.2K
$19.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-23K- 87.97% |
$3.42M - $4.18M
|
3.14K
$621K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-23.1K- 43.21% |
$3.45M - $4.21M
|
30.4K
$6.02M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-23.7K- 19.72% |
$3.53M - $4.31M
|
96.4K
$19.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-24.1K- 24.73% |
$3.59M - $4.38M
|
73.3K
$14.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-24.7K- 6.76% |
$3.68M - $4.49M
|
341K
$67.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-26.1K- 33.44% |
$3.9M - $4.76M
|
52K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-27K- 86.76% |
$4.03M - $4.91M
|
4.12K
$816K
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-27.6K- 72.21% |
$4.12M - $5.03M
|
10.6K
$2.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-29.9K- 4.72% |
$4.46M - $5.44M
|
603K
$119M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-32.4K- 24.24% |
$4.84M - $5.9M
|
101K
$20.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-32.6K- 86.63% |
$4.87M - $5.94M
|
5.03K
$997K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-33.2K- 47.0% |
$4.96M - $6.05M
|
37.5K
$7.43M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-34.2K- 5.82% |
$5.11M - $6.23M
|
554K
$110M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-39K- 92.01% |
$5.82M - $7.09M
|
3.38K
$670K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-40.4K- 14.92% |
$6.03M - $7.35M
|
230K
$45.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-49K- 81.13% |
$7.3M - $8.91M
|
11.4K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-50.5K- 26.99% |
$7.53M - $9.18M
|
137K
$27M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-51.1K- 34.26% |
$7.63M - $9.3M
|
98.1K
$19.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-53.4K- 10.15% |
$7.97M - $9.72M
|
473K
$93.7M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-64K- 7.69% |
$9.55M - $11.7M
|
769K
$152M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-68.2K- 44.07% |
$10.2M - $12.4M
|
86.6K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-71.3K- 57.0% |
$10.6M - $13M
|
53.8K
$10.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-77.8K- 18.71% |
$11.6M - $14.2M
|
338K
$67M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-84K- 92.59% |
$12.5M - $15.3M
|
6.73K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-94.9K- 59.65% |
$14.2M - $17.3M
|
64.2K
$12.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-115K- 7.15% |
$17.1M - $20.9M
|
1.49M
$295M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
SELL
|
- |
-170K- 38.47% |
$25.3M - $30.9M
|
272K
$53.8M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-229K- 99.44% |
$34.1M - $41.6M
|
1.28K
$253K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-260K- 20.24% |
$38.7M - $47.3M
|
1.02M
$203M
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-305K- 97.93% |
$45.5M - $55.5M
|
6.45K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-331K- 41.8% |
$49.4M - $60.2M
|
461K
$91.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-395K- 29.66% |
$58.9M - $71.8M
|
936K
$185M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-455K- 14.99% |
$67.9M - $82.8M
|
2.58M
$511M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-528K- 4.68% |
$78.7M - $96M
|
10.7M
$2.13B
|