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 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
9.61KNew |
$1.43M - $1.75M
|
9.61K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
9.57K+ 3.9% |
$1.43M - $1.74M
|
255K
$50.5M
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
9.36KNew |
$1.4M - $1.7M
|
9.36K
$1.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
9.3K+ 2.68% |
$1.39M - $1.69M
|
356K
$70.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
9.29K+ 101.39% |
$1.39M - $1.69M
|
18.4K
$3.65M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.84K+ 381.32% |
$1.32M - $1.61M
|
11.2K
$2.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.84K+ 14.1% |
$1.32M - $1.61M
|
71.5K
$14.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
8.81K+ 59.31% |
$1.31M - $1.6M
|
23.7K
$4.69M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.56K+ 90.63% |
$1.28M - $1.56M
|
18K
$3.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.41K+ 68.02% |
$1.25M - $1.53M
|
20.8K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.2KNew |
$1.22M - $1.49M
|
8.2K
$1.62M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.01K+ 28.22% |
$1.19M - $1.46M
|
36.4K
$7.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.95K+ 33.56% |
$1.19M - $1.45M
|
31.6K
$6.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
7.9KNew |
$1.18M - $1.44M
|
7.9K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
7.35K+ 18.18% |
$1.1M - $1.34M
|
47.7K
$9.45M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
7.32KNew |
$1.09M - $1.33M
|
7.32K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
7.26KNew |
$1.08M - $1.32M
|
7.26K
$1.44M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
BUY
|
- |
7.19K+ 10.4% |
$1.07M - $1.31M
|
76.3K
$15.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.17KNew |
$1.07M - $1.3M
|
7.17K
$1.42M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
7.12KNew |
$1.06M - $1.3M
|
7.12K
$1.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
7.07K+ 19.02% |
$1.05M - $1.29M
|
44.2K
$8.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
6.85K+ 3.1% |
$1.02M - $1.25M
|
228K
$45.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
6.77K+ 285.61% |
$1.01M - $1.23M
|
9.14K
$1.81M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
6.7K+ 44.04% |
$999K - $1.22M
|
21.9K
$4.34M
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
6.63K+ 3.28% |
$989K - $1.21M
|
209K
$41.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
6.61KNew |
$986K - $1.2M
|
6.61K
$1.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
6.55K+ 9.27% |
$978K - $1.19M
|
77.2K
$15.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6.54K+ 3.99% |
$975K - $1.19M
|
171K
$33.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
6.52K+ 1.78% |
$972K - $1.19M
|
373K
$73.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
6.36KNew |
$949K - $1.16M
|
6.36K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
6.32K+ 6.88% |
$943K - $1.15M
|
98.1K
$19.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
6.22K+ 2.42% |
$928K - $1.13M
|
264K
$52.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
6.22KNew |
$927K - $1.13M
|
6.22K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
6.2KNew |
$924K - $1.13M
|
6.2K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
6.11K+ 65.37% |
$911K - $1.11M
|
15.4K
$3.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
6.03K+ 4.21% |
$900K - $1.1M
|
149K
$29.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
5.98K+ 46.12% |
$893K - $1.09M
|
19K
$3.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5.86KNew |
$874K - $1.07M
|
5.86K
$1.16M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.65KNew |
$842K - $1.03M
|
5.65K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
5.6KNew |
$835K - $1.02M
|
5.6K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
5.55K+ 11.75% |
$828K - $1.01M
|
52.8K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.46K+ 5.8% |
$814K - $993K
|
99.6K
$19.7M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
5.46KNew |
$814K - $993K
|
5.46K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
5.38K+ 19.61% |
$803K - $979K
|
32.8K
$6.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
5.32KNew |
$793K - $968K
|
5.32K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
BUY
|
- |
5.32KNew |
$793K - $967K
|
5.32K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.3K+ 14.12% |
$790K - $964K
|
42.8K
$8.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.3K+ 4.07% |
$790K - $964K
|
135K
$26.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
5.25KNew |
$783K - $954K
|
5.25K
$1.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.23K+ 472.94% |
$780K - $951K
|
6.33K
$1.25M
|