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 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-51- 1.29% |
$8.79K - $9.79K
|
3.89K
$833K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-52- 50.0% |
$8.97K - $9.98K
|
52
$11.1K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-52- 1.71% |
$8.97K - $9.98K
|
2.98K
$638K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-52- 0.84% |
$8.97K - $9.98K
|
6.15K
$1.32M
|
|
|
Apr 16, 2024
Q1 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-54- 1.11% |
$9.31K - $10.4K
|
4.83K
$1.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-55- 0.89% |
$9.48K - $10.6K
|
6.09K
$1.3M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-55- 1.65% |
$9.48K - $10.6K
|
3.28K
$702K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-59- 0.94% |
$10.2K - $11.3K
|
6.21K
$1.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-59- 0.67% |
$10.2K - $11.3K
|
8.73K
$1.87M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-60- 0.23% |
$10.3K - $11.5K
|
25.8K
$5.51M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-60- 0.82% |
$10.3K - $11.5K
|
7.23K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-61- 1.05% |
$10.5K - $11.7K
|
5.74K
$1.23M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-62- 0.64% |
$10.7K - $11.9K
|
9.56K
$2.05M
|
|
|
May 09, 2024
Q1 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-63- 0.36% |
$10.9K - $12.1K
|
17.7K
$3.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-66- 11.4% |
$11.4K - $12.7K
|
513
$110K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-66- 0.77% |
$11.4K - $12.7K
|
8.56K
$1.83M
|
|
|
May 07, 2024
Q1 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-66- 2.21% |
$11.4K - $12.7K
|
2.92K
$625K
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-67- 4.4% |
$11.6K - $12.9K
|
1.46K
$312K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-69- 0.67% |
$11.9K - $13.2K
|
10.3K
$2.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-69- 3.87% |
$11.9K - $13.2K
|
1.72K
$367K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-69- 4.93% |
$11.9K - $13.2K
|
1.33K
$285K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-69- 0.53% |
$11.9K - $13.2K
|
13.1K
$2.8M
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-70- 2.44% |
$12.1K - $13.4K
|
2.8K
$600K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-70- 4.2% |
$12.1K - $13.4K
|
1.6K
$342K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-71- 2.97% |
$12.2K - $13.6K
|
2.32K
$497K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-71- 0.8% |
$12.2K - $13.6K
|
8.83K
$1.89M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-71- 1.45% |
$12.2K - $13.6K
|
4.83K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-71- 0.9% |
$12.2K - $13.6K
|
7.85K
$1.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-72- 0.95% |
$12.4K - $13.8K
|
7.48K
$1.6M
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-72- 4.98% |
$12.4K - $13.8K
|
1.37K
$294K
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-72- 30.25% |
$12.4K - $13.8K
|
166
$35.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-73- 1.92% |
$12.6K - $14K
|
3.74K
$800K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-75- 5.19% |
$12.9K - $14.4K
|
1.37K
$293K
|
|
|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-75- 2.8% |
$12.9K - $14.4K
|
2.6K
$557K
|
|
|
Apr 15, 2024
Q1 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-78- 0.78% |
$13.5K - $15K
|
9.97K
$2.13M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-78- 0.42% |
$13.5K - $15K
|
18.4K
$3.94M
|
|
|
Apr 24, 2024
Q1 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-80- 0.3% |
$13.8K - $15.4K
|
26.4K
$5.65M
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-80- 1.88% |
$13.8K - $15.4K
|
4.17K
$893K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-82- 1.74% |
$14.1K - $15.7K
|
4.63K
$991K
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-83- 2.64% |
$14.3K - $15.9K
|
3.06K
$655K
|
|
|
May 03, 2024
Q1 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-86- 3.63% |
$14.8K - $16.5K
|
2.28K
$489K
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-88- 5.17% |
$15.2K - $16.9K
|
1.61K
$345K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-91- 0.71% |
$15.7K - $17.5K
|
12.8K
$2.73M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-92- 3.64% |
$15.9K - $17.7K
|
2.44K
$521K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-94- 1.75% |
$16.2K - $18K
|
5.27K
$1.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-95- 0.74% |
$16.4K - $18.2K
|
12.7K
$2.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-95- 1.89% |
$16.4K - $18.2K
|
4.93K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-95- 6.38% |
$16.4K - $18.2K
|
1.39K
$298K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-96- 1.73% |
$16.6K - $18.4K
|
5.45K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-96- 46.38% |
$16.6K - $18.4K
|
111
$23.8K
|