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 24, 2024
Q1 2024
|
Gpwm LLC
|
SELL
|
- |
-913- 3.05% |
$157K - $175K
|
29K
$6.2M
|
|
|
May 14, 2024
Q1 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-915- 12.61% |
$158K - $176K
|
6.34K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-929- 3.74% |
$160K - $178K
|
23.9K
$5.11M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-951- 1.01% |
$164K - $182K
|
92.9K
$19.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-962- 18.34% |
$166K - $185K
|
4.28K
$917K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-967- 9.91% |
$167K - $186K
|
8.79K
$1.88M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-986- 4.48% |
$170K - $189K
|
21K
$4.5M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.02K- 30.66% |
$176K - $196K
|
2.31K
$495K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.04K- 12.25% |
$180K - $200K
|
7.45K
$1.6M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.04K- 40.02% |
$180K - $200K
|
1.57K
$335K
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.07K- 34.15% |
$184K - $205K
|
2.06K
$440K
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.07K- 14.26% |
$184K - $205K
|
6.42K
$1.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1.08K- 1.7% |
$186K - $207K
|
62.3K
$13.3M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.1K- 6.01% |
$190K - $211K
|
17.2K
$3.68M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.12K- 4.79% |
$192K - $214K
|
22.1K
$4.74M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-1.12K- 1.57% |
$193K - $215K
|
70.4K
$15.1M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.14K- 6.13% |
$197K - $219K
|
17.4K
$3.73M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-1.14K- 49.01% |
$197K - $219K
|
1.19K
$254K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.18K- 43.49% |
$203K - $226K
|
1.53K
$327K
|
|
|
May 03, 2024
Q1 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-1.2K- 34.78% |
$207K - $230K
|
2.25K
$481K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-1.22K- 30.14% |
$210K - $234K
|
2.82K
$604K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-1.22K- 2.69% |
$211K - $234K
|
44.3K
$9.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.23K- 1.28% |
$213K - $237K
|
94.9K
$20.3M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.24K- 39.7% |
$214K - $239K
|
1.89K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.25K- 5.79% |
$216K - $240K
|
20.3K
$4.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-1.28K- 6.45% |
$221K - $246K
|
18.6K
$3.99M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.3K- 0.76% |
$223K - $249K
|
169K
$36.2M
|
|
|
May 08, 2024
Q1 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.32K- 10.55% |
$228K - $253K
|
11.2K
$2.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.32K- 0.46% |
$228K - $253K
|
286K
$61.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.34K- 12.59% |
$231K - $257K
|
9.3K
$1.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1.35K- 3.79% |
$233K - $259K
|
34.3K
$7.34M
|
|
|
Apr 10, 2024
Q1 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-1.36K- 19.01% |
$234K - $261K
|
5.79K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.36K- 8.51% |
$234K - $261K
|
14.6K
$3.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
SELL
|
- |
-1.37K- 5.58% |
$236K - $262K
|
23.1K
$4.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-1.38K- 5.22% |
$238K - $265K
|
25K
$5.36M
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.4K- 3.98% |
$241K - $268K
|
33.7K
$7.22M
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.44K- 1.21% |
$248K - $276K
|
117K
$25M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.47K- 7.03% |
$254K - $282K
|
19.5K
$4.16M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.48K- 4.51% |
$256K - $285K
|
31.4K
$6.72M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.48K- 7.54% |
$256K - $285K
|
18.2K
$3.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-1.5K- 3.89% |
$259K - $288K
|
37.1K
$7.94M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-1.52K- 15.29% |
$262K - $291K
|
8.41K
$1.8M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.53K- 18.4% |
$263K - $293K
|
6.76K
$1.45M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-1.57K- 5.08% |
$271K - $302K
|
29.4K
$6.29M
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-1.58K- 46.27% |
$272K - $303K
|
1.83K
$392K
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.63K- 3.33% |
$280K - $312K
|
47.2K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.64K- 1.21% |
$282K - $314K
|
133K
$28.5M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.64K- 35.49% |
$283K - $314K
|
2.98K
$638K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.68K- 13.05% |
$289K - $321K
|
11.2K
$2.39M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.68K- 6.09% |
$289K - $321K
|
25.8K
$5.52M
|