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 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-520- 1.76% |
$89.7K - $99.8K
|
29K
$6.22M
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-531- 11.22% |
$91.6K - $102K
|
4.2K
$899K
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-533- 24.64% |
$91.9K - $102K
|
1.63K
$349K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-535- 20.94% |
$92.3K - $103K
|
2.02K
$432K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-546- 8.57% |
$94.2K - $105K
|
5.82K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-558- 3.92% |
$96.2K - $107K
|
13.7K
$2.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-561- 2.37% |
$96.7K - $108K
|
23.1K
$4.94M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-567- 8.79% |
$97.8K - $109K
|
5.88K
$1.26M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-574- 13.28% |
$99K - $110K
|
3.75K
$802K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-576- 3.88% |
$99.3K - $111K
|
14.3K
$3.05M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-576- 1.23% |
$99.3K - $111K
|
46.1K
$9.86M
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-578- 5.46% |
$99.7K - $111K
|
10K
$2.14M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-588- 6.96% |
$101K - $113K
|
7.86K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-600- 3.38% |
$103K - $115K
|
17.2K
$3.67M
|
|
|
May 10, 2024
Q1 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-616- 0.21% |
$106K - $118K
|
296K
$63.3M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-620- 11.32% |
$107K - $119K
|
4.86K
$1.04M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-621- 4.87% |
$107K - $119K
|
12.1K
$2.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-635- 7.87% |
$110K - $122K
|
7.43K
$1.59M
|
|
|
May 13, 2024
Q1 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-653- 3.02% |
$113K - $125K
|
20.9K
$4.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-658- 33.55% |
$113K - $126K
|
1.3K
$279K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-665- 21.44% |
$115K - $128K
|
2.44K
$522K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-682- 34.53% |
$118K - $131K
|
1.29K
$277K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-683- 28.58% |
$118K - $131K
|
1.71K
$365K
|
|
|
Apr 19, 2024
Q1 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-686- 1.02% |
$118K - $132K
|
66.7K
$14.3M
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-687- 27.72% |
$118K - $132K
|
1.79K
$383K
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-691- 3.89% |
$119K - $133K
|
17.1K
$3.66M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-695- 9.14% |
$120K - $133K
|
6.91K
$1.48M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-702- 82.11% |
$121K - $135K
|
153
$32.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-728- 2.91% |
$126K - $140K
|
24.3K
$5.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-732- 5.48% |
$126K - $140K
|
12.6K
$2.7M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-742- 7.21% |
$128K - $142K
|
9.54K
$2.04M
|
|
|
May 08, 2024
Q1 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-748- 26.22% |
$129K - $144K
|
2.11K
$451K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-754- 25.99% |
$130K - $145K
|
2.15K
$460K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-764- 3.45% |
$132K - $147K
|
21.4K
$4.58M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-771- 29.88% |
$133K - $148K
|
1.81K
$387K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-771- 1.48% |
$133K - $148K
|
51.3K
$11M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-796- 3.47% |
$137K - $153K
|
22.2K
$4.74M
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-804- 1.9% |
$139K - $154K
|
41.5K
$8.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-816- 17.27% |
$141K - $157K
|
3.91K
$837K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-823- 2.07% |
$142K - $158K
|
38.9K
$8.32M
|
|
|
Oct 03, 2024
Q1 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-835- 13.56% |
$144K - $160K
|
5.32K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-837- 5.34% |
$144K - $161K
|
14.8K
$3.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-838- 8.84% |
$145K - $161K
|
8.65K
$1.85M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-842- 5.2% |
$145K - $162K
|
15.4K
$3.29M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-844- 4.4% |
$146K - $162K
|
18.4K
$3.93M
|
|
|
May 15, 2024
Q1 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-856- 2.81% |
$148K - $164K
|
29.6K
$6.33M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-868- 11.95% |
$150K - $167K
|
6.4K
$1.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-875- 6.64% |
$151K - $168K
|
12.3K
$2.63M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-885- 1.83% |
$153K - $170K
|
47.4K
$10.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-886- 6.33% |
$153K - $170K
|
13.1K
$2.81M
|