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 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
111+ 4.07% |
$19.1K - $21.3K
|
2.84K
$607K
|
|
|
Apr 15, 2024
Q1 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
109+ 6.78% |
$18.8K - $20.9K
|
1.72K
$367K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
107+ 8.73% |
$18.5K - $20.5K
|
1.33K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
106New |
$18.3K - $20.3K
|
106
$22.7K
|
|
|
Apr 08, 2024
Q1 2024
|
Evensky & Katz LLC
|
BUY
|
- |
104+ 6.79% |
$17.9K - $20K
|
1.64K
$350K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
104+ 3.78% |
$17.9K - $20K
|
2.86K
$611K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
103+ 4.99% |
$17.8K - $19.8K
|
2.17K
$464K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
100+ 12.22% |
$17.2K - $19.2K
|
918
$196K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
94+ 2.25% |
$16.2K - $18K
|
4.28K
$916K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
90+ 0.62% |
$15.5K - $17.3K
|
14.7K
$3.15M
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
90+ 32.61% |
$15.5K - $17.3K
|
366
$78.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
88+ 4.93% |
$15.2K - $16.9K
|
1.87K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
86+ 6.42% |
$14.8K - $16.5K
|
1.43K
$305K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
86+ 2.91% |
$14.8K - $16.5K
|
3.04K
$651K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
83+ 0.33% |
$14.3K - $15.9K
|
25.2K
$5.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
82+ 3.74% |
$14.1K - $15.7K
|
2.27K
$486K
|
|
|
May 15, 2024
Q1 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
82New |
$14.1K - $15.7K
|
82
$17.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
81+ 0.47% |
$14K - $15.5K
|
17.5K
$3.74M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
80+ 1.21% |
$13.8K - $15.4K
|
6.67K
$1.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
79New |
$13.6K - $15.2K
|
79
$16.9K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
79+ 1.41% |
$13.6K - $15.2K
|
5.68K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
78+ 1.09% |
$13.5K - $15K
|
7.25K
$1.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
77+ 2.79% |
$13.3K - $14.8K
|
2.84K
$607K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
75+ 5.7% |
$12.9K - $14.4K
|
1.39K
$298K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
75+ 1.18% |
$12.9K - $14.4K
|
6.44K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
75+ 14.1% |
$12.9K - $14.4K
|
607
$130K
|
|
|
Jul 10, 2024
Q1 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
74+ 1.22% |
$12.8K - $14.2K
|
6.16K
$1.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
73+ 2.0% |
$12.6K - $14K
|
3.72K
$796K
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
72+ 0.73% |
$12.4K - $13.8K
|
9.9K
$2.12M
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
72+ 130.91% |
$12.4K - $13.8K
|
127
$27.2K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
70+ 0.36% |
$12.1K - $13.4K
|
19.7K
$4.21M
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
69+ 5.28% |
$11.9K - $13.2K
|
1.38K
$294K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
69+ 3.69% |
$11.9K - $13.2K
|
1.94K
$415K
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
BUY
|
- |
67+ 0.5% |
$11.6K - $12.9K
|
13.5K
$2.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
65+ 3.63% |
$11.2K - $12.5K
|
1.86K
$397K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
65New |
$11.2K - $12.5K
|
65
$13.9K
|
|
|
May 15, 2024
Q1 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
63+ 1.47% |
$10.9K - $12.1K
|
4.34K
$929K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
62+ 2.03% |
$10.7K - $11.9K
|
3.12K
$668K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
61+ 1.91% |
$10.5K - $11.7K
|
3.25K
$696K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
60+ 0.09% |
$10.3K - $11.5K
|
65.5K
$14M
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
55+ 30.22% |
$9.48K - $10.6K
|
237
$50.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
55+ 2.45% |
$9.48K - $10.6K
|
2.3K
$493K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
55+ 1.82% |
$9.48K - $10.6K
|
3.08K
$660K
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
53+ 4.06% |
$9.14K - $10.2K
|
1.36K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
50+ 0.27% |
$8.62K - $9.59K
|
18.4K
$3.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
49New |
$8.45K - $9.4K
|
49
$10.5K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
46+ 2.59% |
$7.93K - $8.83K
|
1.82K
$390K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
42+ 0.49% |
$7.24K - $8.06K
|
8.66K
$1.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
41+ 0.41% |
$7.07K - $7.87K
|
10K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
39+ 0.08% |
$6.73K - $7.48K
|
51.5K
$11M
|