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
|
Aspiriant, LLC
|
BUY
|
- |
2.31K+ 0.31% |
$398K - $443K
|
753K
$161M
|
|
|
Apr 17, 2024
Q1 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
2.3K+ 7.81% |
$396K - $441K
|
31.7K
$6.78M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.27K+ 8.47% |
$391K - $435K
|
29.1K
$6.22M
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.26KNew |
$390K - $434K
|
2.26K
$484K
|
|
|
May 07, 2024
Q1 2024
|
Verus Financial Partners, Inc.
|
BUY
|
- |
2.24K+ 0.77% |
$387K - $430K
|
293K
$62.8M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
2.19K+ 27.82% |
$378K - $420K
|
10.1K
$2.15M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
2.17KNew |
$375K - $417K
|
2.17K
$465K
|
|
|
Apr 30, 2024
Q1 2024
|
Matisse Capital
|
BUY
|
- |
2.17K+ 43.0% |
$374K - $416K
|
7.22K
$1.54M
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.16KNew |
$373K - $415K
|
2.16K
$462K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2.14K+ 22.36% |
$368K - $410K
|
11.7K
$2.5M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.11K+ 8.45% |
$364K - $405K
|
27.1K
$5.8M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
2.11K+ 110.9% |
$363K - $404K
|
4.01K
$857K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
2.06K+ 4.88% |
$355K - $395K
|
44.2K
$9.45M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
2.05K+ 72.93% |
$353K - $393K
|
4.86K
$1.04M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2K+ 3.5% |
$346K - $385K
|
59.3K
$12.7M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2KNew |
$345K - $384K
|
2K
$428K
|
|
|
May 14, 2024
Q1 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
1.99KNew |
$343K - $382K
|
1.99K
$426K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
1.98K+ 5.1% |
$341K - $379K
|
40.7K
$8.71M
|
|
|
Apr 30, 2024
Q1 2024
|
Elm Partners Management LLC
|
BUY
|
- |
1.97KNew |
$340K - $378K
|
1.97K
$422K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.96K+ 51.35% |
$337K - $375K
|
5.77K
$1.23M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
1.93K+ 4.7% |
$332K - $369K
|
42.9K
$9.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.92KNew |
$331K - $369K
|
1.92K
$411K
|
|
|
May 28, 2024
Q1 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
1.91K+ 17.26% |
$329K - $366K
|
13K
$2.77M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.9KNew |
$328K - $365K
|
1.9K
$407K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.89KNew |
$325K - $362K
|
1.89K
$403K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.88K+ 7.05% |
$324K - $361K
|
28.5K
$6.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.88KNew |
$324K - $360K
|
1.88K
$402K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.86K+ 20.99% |
$320K - $357K
|
10.7K
$2.29M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.83K+ 9.46% |
$316K - $352K
|
21.2K
$4.54M
|
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.82K+ 6.6% |
$314K - $350K
|
29.4K
$6.29M
|
|
|
May 13, 2024
Q1 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.8K+ 17.69% |
$311K - $346K
|
12K
$2.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.79K+ 96.92% |
$309K - $344K
|
3.64K
$779K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.75K+ 46.71% |
$302K - $336K
|
5.5K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.74K+ 3.98% |
$301K - $334K
|
45.5K
$9.74M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.74K+ 5.49% |
$300K - $333K
|
33.4K
$7.14M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
1.73KNew |
$299K - $332K
|
1.73K
$370K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.72K+ 10.36% |
$297K - $331K
|
18.4K
$3.93M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.71K+ 12.45% |
$295K - $329K
|
15.5K
$3.31M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.71K+ 22.9% |
$294K - $327K
|
9.15K
$1.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.69K+ 147.18% |
$292K - $325K
|
2.85K
$609K
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.68K+ 2.44% |
$290K - $323K
|
70.8K
$15.2M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.68KNew |
$289K - $321K
|
1.68K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1.66KNew |
$286K - $318K
|
1.66K
$354K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.63KNew |
$281K - $312K
|
1.63K
$348K
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.59KNew |
$274K - $304K
|
1.59K
$339K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.57KNew |
$271K - $302K
|
1.57K
$337K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.55K+ 4.52% |
$268K - $298K
|
36K
$7.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.55K+ 11.48% |
$267K - $297K
|
15K
$3.22M
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
BUY
|
- |
1.52K+ 1.13% |
$262K - $291K
|
136K
$29M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
1.49K+ 29.79% |
$257K - $286K
|
6.5K
$1.39M
|