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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-1.68K- 24.11% |
$290K - $323K
|
5.29K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.75K- 14.92% |
$301K - $335K
|
9.96K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.76K- 23.25% |
$303K - $338K
|
5.81K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.8K- 3.08% |
$310K - $345K
|
56.5K
$12.1M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.8K- 5.41% |
$311K - $346K
|
31.5K
$6.74M
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-1.81K- 12.5% |
$312K - $347K
|
12.7K
$2.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-1.86K- 3.42% |
$321K - $357K
|
52.5K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.86K- 4.9% |
$321K - $357K
|
36.1K
$7.74M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-1.89K- 1.36% |
$326K - $363K
|
137K
$29.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.92K- 2.43% |
$330K - $368K
|
76.9K
$16.5M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.93K- 52.08% |
$332K - $370K
|
1.77K
$380K
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-1.93K- 39.19% |
$334K - $371K
|
3K
$642K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.96K- 7.71% |
$337K - $375K
|
23.4K
$5.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.97K- 2.57% |
$340K - $379K
|
74.7K
$16M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
SELL
|
- |
-2.08K- 5.44% |
$359K - $400K
|
36.2K
$7.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.12K- 8.21% |
$365K - $406K
|
23.7K
$5.06M
|
|
|
Apr 25, 2024
Q1 2024
|
25 LLC
St. Louis, MO |
SELL
|
- |
-2.13K- 1.2% |
$367K - $408K
|
175K
$37.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.13K- 1.1% |
$367K - $409K
|
192K
$41M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-2.18K- 9.92% |
$376K - $419K
|
19.8K
$4.24M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.19K- 16.64% |
$377K - $419K
|
10.9K
$2.34M
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.24K- 51.92% |
$386K - $430K
|
2.07K
$444K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-2.3K- 16.72% |
$397K - $441K
|
11.5K
$2.45M
|
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-2.39K- 3.51% |
$412K - $458K
|
65.6K
$14M
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-2.39K- 58.21% |
$413K - $459K
|
1.72K
$367K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-2.49K- 6.19% |
$430K - $478K
|
37.8K
$8.08M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-2.51K- 16.16% |
$432K - $481K
|
13K
$2.78M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-2.54K- 10.6% |
$438K - $487K
|
21.4K
$4.58M
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-2.56K- 35.22% |
$441K - $491K
|
4.71K
$1.01M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.56K- 31.97% |
$442K - $492K
|
5.46K
$1.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.64K- 15.37% |
$455K - $506K
|
14.5K
$3.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.65K- 13.62% |
$457K - $508K
|
16.8K
$3.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.66K- 46.31% |
$458K - $509K
|
3.08K
$659K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.67K- 3.97% |
$460K - $512K
|
64.5K
$13.8M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.71K- 0.19% |
$467K - $519K
|
1.44M
$308M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-2.71K- 25.28% |
$467K - $520K
|
8K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.74K- 1.43% |
$472K - $525K
|
188K
$40.3M
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.74K- 59.11% |
$473K - $527K
|
1.9K
$406K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.79K- 11.42% |
$482K - $536K
|
21.7K
$4.64M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-2.81K- 30.83% |
$485K - $540K
|
6.31K
$1.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-2.85K- 61.33% |
$492K - $547K
|
1.8K
$385K
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.01K- 5.59% |
$519K - $577K
|
50.8K
$10.9M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.01K- 5.59% |
$519K - $577K
|
50.8K
$10.9M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-3.27K- 51.67% |
$564K - $628K
|
3.06K
$655K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.27K- 4.2% |
$564K - $628K
|
74.7K
$16M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-3.34K- 4.33% |
$576K - $641K
|
73.8K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.44K- 4.39% |
$593K - $660K
|
74.9K
$16M
|
|
|
Apr 16, 2024
Q1 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-3.53K- 7.33% |
$608K - $677K
|
44.6K
$9.55M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.55K- 24.78% |
$612K - $680K
|
10.8K
$2.3M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.55K- 6.83% |
$612K - $681K
|
48.4K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.98K- 3.61% |
$687K - $764K
|
106K
$22.8M
|