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 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-18- 0.23% |
$3.1K - $3.45K
|
7.92K
$1.69M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-18- 5.33% |
$3.1K - $3.45K
|
320
$68.5K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-19- 0.83% |
$3.28K - $3.65K
|
2.27K
$486K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-19- 0.92% |
$3.28K - $3.65K
|
2.05K
$439K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-20- 3.66% |
$3.45K - $3.84K
|
526
$113K
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-21- 0.14% |
$3.62K - $4.03K
|
15.5K
$3.32M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-21- 0.96% |
$3.62K - $4.03K
|
2.16K
$463K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-22- 0.51% |
$3.79K - $4.22K
|
4.31K
$922K
|
|
|
Apr 16, 2024
Q1 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-22- 0.4% |
$3.79K - $4.22K
|
5.54K
$1.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-22- 0.86% |
$3.79K - $4.22K
|
2.55K
$545K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-22- 1.18% |
$3.79K - $4.22K
|
1.85K
$395K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-23- 7.01% |
$3.97K - $4.41K
|
305
$65.3K
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-23- 1.18% |
$3.97K - $4.41K
|
1.93K
$412K
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-25- 0.3% |
$4.31K - $4.8K
|
8.42K
$1.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-25- 2.09% |
$4.31K - $4.8K
|
1.17K
$251K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-26- 0.83% |
$4.48K - $4.99K
|
3.1K
$662K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-26- 0.71% |
$4.48K - $4.99K
|
3.63K
$776K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-26- 0.8% |
$4.48K - $4.99K
|
3.24K
$694K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-27- 0.11% |
$4.66K - $5.18K
|
23.6K
$5.06M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-27- 1.71% |
$4.66K - $5.18K
|
1.55K
$332K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-28- 30.43% |
$4.83K - $5.37K
|
64
$13.7K
|
|
|
Apr 02, 2024
Q1 2024
|
Waller Financial Planning Group, Inc
|
SELL
|
- |
-29- 0.6% |
$5K - $5.56K
|
4.82K
$1.03M
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-30- 10.53% |
$5.17K - $5.76K
|
255
$54.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-30- 1.12% |
$5.17K - $5.76K
|
2.66K
$569K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-30- 0.33% |
$5.17K - $5.76K
|
9.16K
$1.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-31- 1.88% |
$5.35K - $5.95K
|
1.62K
$346K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-31- 1.58% |
$5.35K - $5.95K
|
1.93K
$413K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-31- 0.31% |
$5.35K - $5.95K
|
9.87K
$2.11M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-31- 0.29% |
$5.35K - $5.95K
|
10.6K
$2.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-34- 2.27% |
$5.86K - $6.52K
|
1.46K
$313K
|
|
|
Apr 26, 2024
Q1 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-34- 1.27% |
$5.86K - $6.52K
|
2.65K
$567K
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-35- 0.96% |
$6.04K - $6.72K
|
3.59K
$769K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-35- 0.24% |
$6.04K - $6.72K
|
14.4K
$3.09M
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-35- 0.3% |
$6.04K - $6.72K
|
11.6K
$2.47M
|
|
|
Apr 17, 2024
Q1 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-36- 0.65% |
$6.21K - $6.91K
|
5.53K
$1.18M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-37- 0.05% |
$6.38K - $7.1K
|
68.3K
$14.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-38- 3.3% |
$6.55K - $7.29K
|
1.11K
$238K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-39Closed |
$6.73K - $7.48K
|
0
$0
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-39- 0.49% |
$6.73K - $7.48K
|
7.84K
$1.68M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-39- 3.51% |
$6.73K - $7.48K
|
1.07K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-41- 0.07% |
$7.07K - $7.87K
|
58.8K
$12.6M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-42- 28.57% |
$7.24K - $8.06K
|
105
$22.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-44- 35.2% |
$7.59K - $8.44K
|
81
$17.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-44- 0.83% |
$7.59K - $8.44K
|
5.24K
$1.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-45- 2.92% |
$7.76K - $8.63K
|
1.5K
$320K
|
|
|
Apr 22, 2024
Q1 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-48- 1.76% |
$8.28K - $9.21K
|
2.68K
$574K
|
|
|
May 07, 2024
Q1 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-48- 0.9% |
$8.28K - $9.21K
|
5.27K
$1.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-49- 3.44% |
$8.45K - $9.4K
|
1.37K
$294K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-49- 19.84% |
$8.45K - $9.4K
|
198
$42.4K
|
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 1.79% |
$8.62K - $9.59K
|
2.75K
$589K
|