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 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-16.1K- 4.73% |
$2.78M - $3.09M
|
325K
$70.1M
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-16.4K- 48.42% |
$2.83M - $3.15M
|
17.5K
$3.77M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-16.6K- 34.43% |
$2.86M - $3.18M
|
31.6K
$6.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-20.7K- 78.84% |
$3.56M - $3.96M
|
5.54K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-20.7K- 15.16% |
$3.57M - $3.97M
|
116K
$25M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-20.8K- 2.71% |
$3.59M - $3.99M
|
748K
$162M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-21K- 4.56% |
$3.62M - $4.03M
|
440K
$95M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-27.2K- 36.52% |
$4.7M - $5.23M
|
47.3K
$10.2M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-28.5KClosed |
$4.91M - $5.47M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-31K- 50.36% |
$5.35M - $5.95M
|
30.6K
$6.6M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-31.3K- 67.88% |
$5.4M - $6.01M
|
14.8K
$3.2M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-33.5K- 32.82% |
$5.78M - $6.43M
|
68.6K
$14.8M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-33.6K- 32.64% |
$5.8M - $6.45M
|
69.4K
$15M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-34.1K- 4.48% |
$5.88M - $6.54M
|
727K
$157M
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-35.3K- 33.06% |
$6.08M - $6.77M
|
71.4K
$15.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.1K- 15.59% |
$6.23M - $6.94M
|
196K
$42.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-40.2K- 81.58% |
$6.94M - $7.72M
|
9.08K
$1.96M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-42.2K- 35.34% |
$7.27M - $8.09M
|
77.1K
$16.6M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-44.8K- 8.45% |
$7.73M - $8.6M
|
485K
$105M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-47.2K- 11.31% |
$8.15M - $9.07M
|
371K
$80M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-48.4K- 30.2% |
$8.35M - $9.29M
|
112K
$24.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-51.8K- 43.47% |
$8.92M - $9.93M
|
67.3K
$14.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-57.4K- 71.23% |
$9.9M - $11M
|
23.2K
$5M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-57.7K- 6.12% |
$9.96M - $11.1M
|
886K
$191M
|
|
|
Apr 25, 2024
Q1 2024
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-62.7K- 50.81% |
$10.8M - $12M
|
60.7K
$13.1M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-65K- 70.3% |
$11.2M - $12.5M
|
27.4K
$5.92M
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-72.5K- 90.64% |
$12.5M - $13.9M
|
7.48K
$1.61M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-88.3K- 94.0% |
$15.2M - $16.9M
|
5.64K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-92.2K- 72.99% |
$15.9M - $17.7M
|
34.1K
$7.36M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-119K- 2.79% |
$20.6M - $22.9M
|
4.16M
$899M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-119K- 2.79% |
$20.6M - $22.9M
|
4.16M
$899M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-212K- 22.69% |
$36.6M - $40.7M
|
723K
$156M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-218K- 6.71% |
$37.6M - $41.9M
|
3.04M
$655M
|
|
|
Apr 02, 2024
Q1 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-220K- 44.37% |
$37.9M - $42.1M
|
275K
$59.4M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-302K- 60.01% |
$52.1M - $58M
|
201K
$43.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-405K- 15.72% |
$69.9M - $77.8M
|
2.17M
$469M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-532K- 26.46% |
$91.8M - $102M
|
1.48M
$319M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.81M- 47.23% |
$658M - $732M
|
4.26M
$920M
|