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 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
9.09K+ 16.91% |
$1.57M - $1.74M
|
62.8K
$13.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
8.95K+ 3.39% |
$1.54M - $1.72M
|
273K
$58.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.67KNew |
$1.5M - $1.66M
|
8.67K
$1.87M
|
|
|
May 03, 2024
Q1 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
8.67K+ 11.13% |
$1.49M - $1.66M
|
86.6K
$18.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.53K+ 2.08% |
$1.47M - $1.64M
|
419K
$90.3M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
8.45KNew |
$1.46M - $1.62M
|
8.45K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
8.41K+ 263.07% |
$1.45M - $1.61M
|
11.6K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.37K+ 65.46% |
$1.44M - $1.61M
|
21.2K
$4.57M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.32K+ 85.25% |
$1.43M - $1.6M
|
18.1K
$3.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
8.27K+ 11.67% |
$1.43M - $1.59M
|
79.2K
$17.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
8.09K+ 24.66% |
$1.4M - $1.55M
|
40.9K
$8.83M
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
7.66K+ 9.92% |
$1.32M - $1.47M
|
84.9K
$18.3M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.56K+ 0.74% |
$1.3M - $1.45M
|
1.03M
$223M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
7.54K+ 2.09% |
$1.3M - $1.45M
|
368K
$79.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.38KNew |
$1.27M - $1.42M
|
7.38K
$1.59M
|
|
|
May 14, 2024
Q1 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
7.3KNew |
$1.26M - $1.4M
|
7.3K
$1.58M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
7.21KNew |
$1.24M - $1.38M
|
7.21K
$1.56M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.08K+ 3.01% |
$1.22M - $1.36M
|
243K
$52.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
6.96K+ 2.94% |
$1.2M - $1.34M
|
244K
$52.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.92KNew |
$1.19M - $1.33M
|
6.92K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
6.92K+ 21.35% |
$1.19M - $1.33M
|
39.3K
$8.49M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
6.9K+ 13.65% |
$1.19M - $1.32M
|
57.5K
$12.4M
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
BUY
|
- |
6.87K+ 33.34% |
$1.18M - $1.32M
|
27.5K
$5.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
6.6K+ 12.7% |
$1.14M - $1.27M
|
58.6K
$12.6M
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
6.31K+ 1.77% |
$1.09M - $1.21M
|
362K
$78.2M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.22K+ 6.24% |
$1.07M - $1.19M
|
106K
$22.8M
|
|
|
May 15, 2024
Q1 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
6.2KNew |
$1.07M - $1.19M
|
6.2K
$1.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
5.85KNew |
$1.01M - $1.12M
|
5.85K
$1.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
5.84K+ 14.3% |
$1.01M - $1.12M
|
46.7K
$10.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
5.81K+ 16.35% |
$1M - $1.11M
|
41.3K
$8.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.78K+ 5.89% |
$997K - $1.11M
|
104K
$22.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
5.74K+ 2.95% |
$991K - $1.1M
|
201K
$43.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
5.62KNew |
$970K - $1.08M
|
5.62K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
5.52K+ 2.45% |
$951K - $1.06M
|
231K
$49.9M
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.44K+ 2.13% |
$938K - $1.04M
|
260K
$56.2M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.42K+ 2.23% |
$934K - $1.04M
|
248K
$53.6M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.4K+ 15.65% |
$932K - $1.04M
|
39.9K
$8.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
5.33K+ 0.78% |
$918K - $1.02M
|
686K
$148M
|
|
|
Apr 30, 2024
Q1 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
5.33K+ 11.16% |
$918K - $1.02M
|
53.1K
$11.5M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
5.28K+ 2.32% |
$911K - $1.01M
|
233K
$50.4M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.18K+ 1.41% |
$893K - $993K
|
373K
$80.6M
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
5.11KNew |
$881K - $980K
|
5.11K
$1.1M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.09KNew |
$877K - $976K
|
5.09K
$1.1M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.98K+ 11.26% |
$859K - $956K
|
49.2K
$10.6M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.85K+ 283.06% |
$836K - $930K
|
6.56K
$1.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
4.84K+ 58.0% |
$834K - $928K
|
13.2K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
4.8K+ 38.82% |
$827K - $920K
|
17.1K
$3.7M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.79K+ 102.2% |
$826K - $919K
|
9.48K
$2.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
4.75K+ 67.79% |
$818K - $911K
|
11.7K
$2.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.71K+ 2.26% |
$813K - $904K
|
214K
$46.1M
|