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 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
2.81KNew |
$419K - $511K
|
2.81K
$556K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.8KNew |
$417K - $509K
|
2.8K
$554K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.79K+ 151.19% |
$417K - $508K
|
4.64K
$919K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.76K+ 10.63% |
$412K - $503K
|
28.8K
$5.69M
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
2.76KNew |
$412K - $502K
|
2.76K
$547K
|
|
|
Feb 28, 2024
Q4 2023
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
2.75K+ 3.66% |
$410K - $500K
|
77.9K
$15.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
2.72KNew |
$406K - $495K
|
2.72K
$539K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
2.7K+ 132.61% |
$403K - $491K
|
4.74K
$938K
|
|
|
Feb 13, 2024
Q4 2023
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
2.68KNew |
$400K - $488K
|
2.68K
$531K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.67K+ 44.95% |
$399K - $487K
|
8.62K
$1.71M
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
2.65K+ 31.63% |
$396K - $483K
|
11K
$2.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.64K+ 11.63% |
$394K - $481K
|
25.4K
$5.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.63K+ 1.37% |
$392K - $479K
|
195K
$38.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.63K+ 3.4% |
$392K - $478K
|
79.9K
$15.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
2.63K+ 7.38% |
$392K - $478K
|
38.3K
$7.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.62K+ 0.94% |
$390K - $476K
|
280K
$55.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Ervin Investment Management, LLC
|
BUY
|
- |
2.52K+ 12.22% |
$375K - $458K
|
23.1K
$4.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.5K+ 1.83% |
$373K - $455K
|
139K
$27.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.5KNew |
$373K - $455K
|
2.5K
$495K
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
2.49K+ 24.6% |
$372K - $454K
|
12.6K
$2.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
2.44K+ 3.23% |
$364K - $444K
|
78K
$15.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.42K+ 9.21% |
$360K - $439K
|
28.6K
$5.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.38K+ 6.67% |
$355K - $432K
|
38K
$7.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.38KNew |
$354K - $432K
|
2.38K
$471K
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
2.37KNew |
$353K - $431K
|
2.37K
$469K
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
2.34KNew |
$348K - $425K
|
2.34K
$462K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.33K+ 31.32% |
$347K - $423K
|
9.76K
$1.93M
|
|
|
Jan 25, 2024
Q4 2023
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
2.31K+ 32.44% |
$344K - $420K
|
9.43K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.27KNew |
$339K - $413K
|
2.27K
$450K
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.27K+ 110.85% |
$338K - $413K
|
4.31K
$854K
|
|
|
Feb 13, 2024
Q4 2023
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
2.26K+ 2.7% |
$337K - $411K
|
85.8K
$17M
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
2.21K+ 5.55% |
$330K - $403K
|
42.1K
$8.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.21K+ 38.74% |
$330K - $402K
|
7.92K
$1.57M
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.21KNew |
$330K - $402K
|
2.21K
$438K
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.2K+ 2.35% |
$329K - $401K
|
96.2K
$19M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.18K+ 40.55% |
$326K - $397K
|
7.57K
$1.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
2.14K+ 42.63% |
$319K - $389K
|
7.15K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.12K+ 134.01% |
$316K - $386K
|
3.7K
$733K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2.1KNew |
$313K - $381K
|
2.1K
$415K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2.05KNew |
$306K - $373K
|
2.05K
$406K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.03KNew |
$302K - $368K
|
2.03K
$401K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
2K+ 6.41% |
$298K - $364K
|
33.2K
$6.57M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.94K+ 45.96% |
$289K - $353K
|
6.16K
$1.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.92KNew |
$287K - $350K
|
1.92K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.92KNew |
$286K - $349K
|
1.92K
$380K
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1.9KNew |
$283K - $346K
|
1.9K
$376K
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.9KNew |
$283K - $345K
|
1.9K
$375K
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.9K+ 6.44% |
$283K - $345K
|
31.3K
$6.21M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.85KNew |
$276K - $336K
|
1.85K
$366K
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
1.84KNew |
$275K - $335K
|
1.84K
$365K
|