Purchases and Sales Made in Q1 2024 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.03M+ 46.88% |
$868M - $966M
|
15.8M
$3.37B
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
476K+ 375.06% |
$82M - $91.3M
|
602K
$129M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
466K+ 10480.25% |
$80.3M - $89.4M
|
470K
$101M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
286K+ 7.36% |
$49.2M - $54.8M
|
4.16M
$891M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
227KNew |
$39.1M - $43.5M
|
227K
$48.5M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
216K+ 6.5% |
$37.2M - $41.4M
|
3.53M
$757M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
94.7KNew |
$16.3M - $18.2M
|
94.7K
$20.3M
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
90.2K+ 35.62% |
$15.6M - $17.3M
|
343K
$73.5M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
65.2K+ 13.35% |
$11.2M - $12.5M
|
553K
$118M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
59.5K+ 4.93% |
$10.3M - $11.4M
|
1.27M
$271M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
40.7KNew |
$7.02M - $7.81M
|
40.7K
$8.71M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
39.6K+ 2.66% |
$6.84M - $7.61M
|
1.53M
$327M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
36.3K+ 2.37% |
$6.27M - $6.97M
|
1.57M
$336M
|
|
|
Apr 15, 2024
Q1 2024
|
Hillman CO
|
BUY
|
- |
36.3K+ 135.2% |
$6.26M - $6.96M
|
63.1K
$13.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
34.4K+ 46.98% |
$5.93M - $6.6M
|
108K
$23M
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
32.7K+ 32.27% |
$5.64M - $6.28M
|
134K
$28.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.1K+ 2.91% |
$5.53M - $6.16M
|
1.13M
$243M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
28.3K+ 4.35% |
$4.89M - $5.44M
|
679K
$145M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.6K+ 81.32% |
$4.41M - $4.91M
|
57.1K
$12.2M
|
|
|
May 13, 2024
Q1 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
25.4KNew |
$4.38M - $4.88M
|
25.4K
$5.44M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
24.4KNew |
$4.21M - $4.69M
|
24.4K
$5.23M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
24.2KNew |
$4.18M - $4.65M
|
24.2K
$5.19M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.4K+ 105.06% |
$3.18M - $3.53M
|
36K
$7.69M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
17.9K+ 650.25% |
$3.08M - $3.43M
|
20.6K
$4.41M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.7K+ 3.49% |
$3.05M - $3.39M
|
524K
$112M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
17.6K+ 182.34% |
$3.04M - $3.38M
|
27.3K
$5.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
17.5K+ 10.28% |
$3.02M - $3.36M
|
188K
$40.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.4K+ 2.91% |
$3.01M - $3.34M
|
617K
$132M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17KNew |
$2.93M - $3.26M
|
17K
$3.64M
|
|
|
Aug 02, 2024
Q1 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
16.1KNew |
$2.78M - $3.1M
|
16.1K
$3.46M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.9K+ 190.57% |
$2.4M - $2.67M
|
21.2K
$4.54M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.7K+ 4.57% |
$2.35M - $2.62M
|
313K
$66.9M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
13.5K+ 4.82% |
$2.32M - $2.59M
|
293K
$62.8M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 2.71% |
$2.21M - $2.46M
|
485K
$104M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.8K+ 190.05% |
$2.2M - $2.45M
|
19.5K
$4.18M
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
BUY
|
- |
12.7KNew |
$2.19M - $2.44M
|
12.7K
$2.72M
|
|
|
Apr 17, 2024
Q1 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
12.5K+ 16.99% |
$2.15M - $2.4M
|
86K
$18.4M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.2KNew |
$2.1M - $2.34M
|
12.2K
$2.61M
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
11.9K+ 14.22% |
$2.05M - $2.28M
|
95.6K
$20.5M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.8K+ 21.4% |
$2.04M - $2.27M
|
67.1K
$14.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.7K+ 11.08% |
$2.01M - $2.24M
|
117K
$25M
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
11.6K+ 11.83% |
$2M - $2.23M
|
110K
$23.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
11.5K+ 7.7% |
$1.98M - $2.21M
|
161K
$34.4M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10.3K+ 17.36% |
$1.77M - $1.97M
|
69.6K
$14.9M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10K+ 71.54% |
$1.73M - $1.92M
|
24K
$5.14M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.94K+ 3.92% |
$1.71M - $1.91M
|
264K
$56.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.79K+ 54.4% |
$1.69M - $1.88M
|
27.8K
$5.95M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.68KNew |
$1.67M - $1.86M
|
9.68K
$2.07M
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
9.47K+ 9.76% |
$1.63M - $1.82M
|
106K
$22.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
9.35K+ 32.65% |
$1.61M - $1.79M
|
38K
$8.13M
|