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
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
39+ 0.1% |
$6.73K - $7.48K
|
40.6K
$8.68M
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
38+ 0.19% |
$6.55K - $7.29K
|
19.8K
$4.24M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
38+ 6.41% |
$6.55K - $7.29K
|
631
$135K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
36+ 1.9% |
$6.21K - $6.91K
|
1.93K
$413K
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
36+ 16.51% |
$6.21K - $6.91K
|
254
$54.4K
|
|
|
Apr 10, 2024
Q1 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
35+ 0.1% |
$6.04K - $6.72K
|
34.8K
$7.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
BUY
|
- |
35New |
$6.04K - $6.72K
|
35
$7.49K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
35+ 1.21% |
$6.04K - $6.72K
|
2.94K
$628K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
34+ 1.99% |
$5.86K - $6.52K
|
1.75K
$373K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
33+ 0.62% |
$5.69K - $6.33K
|
5.33K
$1.14M
|
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
32+ 0.73% |
$5.52K - $6.14K
|
4.44K
$951K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
31+ 0.54% |
$5.35K - $5.95K
|
5.79K
$1.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
30+ 2.23% |
$5.17K - $5.76K
|
1.37K
$294K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
30+ 0.44% |
$5.17K - $5.76K
|
6.92K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
30+ 1.12% |
$5.17K - $5.76K
|
2.71K
$580K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
28+ 2.19% |
$4.83K - $5.37K
|
1.31K
$280K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
28+ 7.11% |
$4.83K - $5.37K
|
422
$90.3K
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
26+ 0.71% |
$4.48K - $4.99K
|
3.71K
$794K
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
BUY
|
- |
26+ 5.2% |
$4.48K - $4.99K
|
526
$113K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
26New |
$4.48K - $4.99K
|
26
$5.56K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
26+ 18.44% |
$4.48K - $4.99K
|
167
$35.7K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
26+ 13.4% |
$4.48K - $4.99K
|
220
$47.1K
|
|
|
May 14, 2024
Q1 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
25+ 78.13% |
$4.31K - $4.8K
|
57
$12.2K
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
23+ 1.5% |
$3.97K - $4.41K
|
1.55K
$332K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
22+ 0.34% |
$3.79K - $4.22K
|
6.46K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
22+ 0.4% |
$3.79K - $4.22K
|
5.5K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
22+ 2.14% |
$3.79K - $4.22K
|
1.05K
$225K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
22+ 0.88% |
$3.79K - $4.22K
|
2.52K
$540K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
21+ 35.0% |
$3.62K - $4.03K
|
81
$17.3K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
21+ 0.49% |
$3.62K - $4.03K
|
4.32K
$925K
|
|
|
Apr 22, 2024
Q1 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
20+ 0.66% |
$3.45K - $3.84K
|
3.05K
$653K
|
|
|
May 14, 2024
Q1 2024
|
Red Wave Investments LLC
Dillsburg, PA |
BUY
|
- |
20+ 0.75% |
$3.45K - $3.84K
|
2.69K
$575K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 2.39% |
$3.45K - $3.84K
|
858
$184K
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
19+ 0.08% |
$3.28K - $3.65K
|
24.1K
$5.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
19+ 1.18% |
$3.28K - $3.65K
|
1.62K
$348K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
19+ 0.61% |
$3.28K - $3.65K
|
3.13K
$671K
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
19+ 0.49% |
$3.28K - $3.65K
|
3.86K
$827K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
18+ 0.24% |
$3.1K - $3.45K
|
7.51K
$1.61M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
17+ 2.75% |
$2.93K - $3.26K
|
636
$136K
|
|
|
May 10, 2024
Q1 2024
|
Resolute Advisors LLC
|
BUY
|
- |
16+ 0.53% |
$2.76K - $3.07K
|
3.02K
$645K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
15+ 0.64% |
$2.59K - $2.88K
|
2.37K
$507K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
15+ 0.81% |
$2.59K - $2.88K
|
1.86K
$397K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
BUY
|
- |
15+ 0.13% |
$2.59K - $2.88K
|
11.5K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
15+ 0.4% |
$2.59K - $2.88K
|
3.76K
$805K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
14+ 0.42% |
$2.41K - $2.69K
|
3.36K
$719K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
BUY
|
- |
14+ 1.2% |
$2.41K - $2.69K
|
1.19K
$254K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
13New |
$2.24K - $2.49K
|
13
$2.78K
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
12+ 0.3% |
$2.07K - $2.3K
|
3.97K
$851K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
12+ 9.38% |
$2.07K - $2.3K
|
140
$30K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
11+ 0.58% |
$1.9K - $2.11K
|
1.92K
$411K
|