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 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.22KNew |
$779K - $950K
|
5.22K
$1.03M
|
|
|
Jan 18, 2024
Q4 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5.22K+ 3.04% |
$779K - $950K
|
177K
$35.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
5.22K+ 10.75% |
$778K - $949K
|
53.7K
$10.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.16K+ 36.32% |
$769K - $938K
|
19.4K
$3.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.15K+ 7.03% |
$768K - $937K
|
78.3K
$15.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Performa LTD (Us), LLC
|
BUY
|
- |
5.08K+ 14.63% |
$758K - $924K
|
39.8K
$7.88M
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
5.08K+ 3.6% |
$757K - $923K
|
146K
$28.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
5.07KNew |
$757K - $923K
|
5.07K
$1M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5.01KNew |
$748K - $912K
|
5.01K
$992K
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
4.9KNew |
$731K - $891K
|
4.9K
$970K
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
4.88KNew |
$728K - $888K
|
4.88K
$966K
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
4.77K+ 19.91% |
$711K - $867K
|
28.7K
$5.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.72K+ 3.88% |
$704K - $859K
|
126K
$25M
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
4.55KNew |
$678K - $827K
|
4.55K
$900K
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
4.38K+ 0.89% |
$654K - $797K
|
495K
$98M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
4.18KNew |
$624K - $761K
|
4.18K
$828K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.12K+ 4.98% |
$614K - $749K
|
86.9K
$17.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.12K+ 42.73% |
$614K - $749K
|
13.8K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.02K+ 19.67% |
$600K - $731K
|
24.5K
$4.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4K+ 3.95% |
$597K - $728K
|
105K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.96KNew |
$590K - $720K
|
3.96K
$783K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.93K+ 2.85% |
$586K - $714K
|
142K
$28.1M
|
|
|
Oct 22, 2024
Q4 2023
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
3.89KNew |
$580K - $707K
|
3.89K
$770K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.86K+ 16.28% |
$576K - $703K
|
27.6K
$5.46M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.85K+ 8.58% |
$574K - $700K
|
48.7K
$9.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.82KNew |
$570K - $695K
|
3.82K
$757K
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
3.8K+ 259.22% |
$566K - $690K
|
5.26K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.79K+ 26.11% |
$566K - $690K
|
18.3K
$3.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
3.78K+ 10.21% |
$564K - $688K
|
40.8K
$8.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
3.78K+ 110.66% |
$564K - $688K
|
7.19K
$1.42M
|
|
|
Mar 05, 2024
Q4 2023
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
3.76KNew |
$561K - $684K
|
3.76K
$744K
|
|
|
Feb 15, 2024
Q4 2023
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
3.75KNew |
$560K - $682K
|
3.75K
$743K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.65KNew |
$544K - $664K
|
3.65K
$722K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
3.56K+ 11.53% |
$531K - $647K
|
34.4K
$6.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.51K+ 5.46% |
$524K - $639K
|
67.7K
$13.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.45KNew |
$514K - $627K
|
3.45K
$682K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3.36KNew |
$501K - $611K
|
3.36K
$665K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.35K+ 27.54% |
$499K - $609K
|
15.5K
$3.07M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
3.34KNew |
$499K - $608K
|
3.34K
$662K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.32K+ 23.1% |
$495K - $603K
|
17.7K
$3.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.31K+ 31.73% |
$494K - $603K
|
13.8K
$2.72M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.3K+ 47.43% |
$492K - $600K
|
10.3K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.19K+ 19.23% |
$475K - $580K
|
19.8K
$3.91M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
BUY
|
- |
3.09K+ 7.3% |
$462K - $563K
|
45.5K
$9.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
3.03K+ 10.66% |
$451K - $550K
|
31.4K
$6.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3K+ 7.76% |
$447K - $546K
|
41.6K
$8.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
2.93KNew |
$437K - $533K
|
2.93K
$580K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.92K+ 19.1% |
$436K - $531K
|
18.2K
$3.61M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
2.85KNew |
$425K - $519K
|
2.85K
$564K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.82K+ 14.94% |
$420K - $513K
|
21.7K
$4.29M
|