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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
11+ 0.7% |
$1.9K - $2.11K
|
1.59K
$339K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
11+ 5.21% |
$1.9K - $2.11K
|
222
$47.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
11+ 0.15% |
$1.9K - $2.11K
|
7.51K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
11+ 0.47% |
$1.9K - $2.11K
|
2.34K
$500K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
10New |
$1.72K - $1.92K
|
10
$2.14K
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.73% |
$1.72K - $1.92K
|
1.39K
$297K
|
|
|
Apr 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
10+ 0.27% |
$1.72K - $1.92K
|
3.68K
$787K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 0.08% |
$1.72K - $1.92K
|
11.9K
$2.55M
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
10New |
$1.72K - $1.92K
|
10
$2.14K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9+ 0.18% |
$1.55K - $1.73K
|
5.11K
$1.09M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9+ 1.36% |
$1.55K - $1.73K
|
669
$143K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
9+ 0.48% |
$1.55K - $1.73K
|
1.87K
$400K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 1.28% |
$1.55K - $1.73K
|
711
$152K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7+ 0.38% |
$1.21K - $1.34K
|
1.86K
$398K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.05% |
$1.21K - $1.34K
|
13.6K
$2.91M
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
BUY
|
- |
7New |
$1.21K - $1.34K
|
7
$1.5K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
7+ 0.39% |
$1.21K - $1.34K
|
1.82K
$389K
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
7+ 0.52% |
$1.21K - $1.34K
|
1.36K
$292K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 9.09% |
$1.21K - $1.34K
|
84
$18K
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
7+ 0.02% |
$1.21K - $1.34K
|
32.5K
$6.95M
|
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
6+ 0.09% |
$1.03K - $1.15K
|
6.62K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
BUY
|
- |
6+ 0.51% |
$1.03K - $1.15K
|
1.18K
$253K
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
BUY
|
- |
6+ 0.48% |
$1.03K - $1.15K
|
1.27K
$271K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
6+ 0.26% |
$1.03K - $1.15K
|
2.31K
$495K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6+ 0.49% |
$1.03K - $1.15K
|
1.24K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
6+ 0.52% |
$1.03K - $1.15K
|
1.15K
$247K
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5+ 0.16% |
$862 - $959
|
3.08K
$659K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
5+ 0.22% |
$862 - $959
|
2.27K
$486K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
5New |
$862 - $959
|
5
$1.07K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.47% |
$862 - $959
|
1.07K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
5+ 0.31% |
$862 - $959
|
1.64K
$351K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
5+ 2.59% |
$862 - $959
|
198
$42.4K
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
5+ 0.13% |
$862 - $959
|
3.89K
$833K
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
4+ 0.44% |
$690 - $768
|
909
$195K
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
4+ 0.19% |
$690 - $768
|
2.11K
$452K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
4+ 0.36% |
$690 - $768
|
1.1K
$235K
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
4+ 0.36% |
$690 - $768
|
1.12K
$239K
|
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
3+ 0.19% |
$517 - $576
|
1.62K
$347K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
3+ 7.89% |
$517 - $576
|
41
$8.77K
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
3+ 0.11% |
$517 - $576
|
2.67K
$571K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$517 - $576
|
4.96K
$1.06M
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
3+ 0.11% |
$517 - $576
|
2.85K
$611K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3+ 0.49% |
$517 - $576
|
617
$132K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 40.0% |
$345 - $384
|
7
$1.5K
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.11% |
$345 - $384
|
1.85K
$395K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.14% |
$345 - $384
|
1.41K
$303K
|
|
|
May 03, 2024
Q1 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
2+ 0.08% |
$345 - $384
|
2.42K
$518K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2+ 0.0% |
$345 - $384
|
67.2K
$14.4M
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2+ 25.0% |
$345 - $384
|
10
$2.14K
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
2New |
$345 - $384
|
2
$428
|