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
|
True Wealth Financial Partners
|
BUY
|
- |
1.48K+ 1.82% |
$255K - $284K
|
83.1K
$17.8M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.47K+ 2.97% |
$254K - $282K
|
51K
$10.9M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.47KNew |
$254K - $282K
|
1.47K
$315K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
1.45K+ 7.59% |
$250K - $279K
|
20.6K
$4.4M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.44K+ 1.62% |
$249K - $276K
|
90.3K
$19.3M
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
1.41KNew |
$244K - $271K
|
1.41K
$303K
|
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.4K+ 4.29% |
$242K - $269K
|
34.1K
$7.29M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.4KNew |
$241K - $269K
|
1.4K
$300K
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.39K+ 34.34% |
$240K - $267K
|
5.43K
$1.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.39K+ 6.62% |
$239K - $266K
|
22.4K
$4.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.38K+ 0.29% |
$237K - $264K
|
475K
$102M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.38K+ 8.29% |
$237K - $264K
|
18K
$3.85M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.37KNew |
$237K - $263K
|
1.37K
$294K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.36K+ 6.19% |
$234K - $260K
|
23.3K
$4.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.35K+ 2.98% |
$233K - $260K
|
46.8K
$10M
|
|
|
May 10, 2024
Q1 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
1.35K+ 24.75% |
$233K - $259K
|
6.81K
$1.46M
|
|
|
May 10, 2024
Q1 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
1.35K+ 3.39% |
$233K - $259K
|
41.1K
$8.8M
|
|
|
May 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.35K+ 2.3% |
$232K - $258K
|
59.9K
$12.8M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.34K+ 19.09% |
$231K - $257K
|
8.36K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 4.38% |
$229K - $255K
|
31.7K
$6.79M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.32KNew |
$228K - $254K
|
1.32K
$283K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
1.3K+ 1.02% |
$225K - $250K
|
129K
$27.6M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.3KNew |
$224K - $249K
|
1.3K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.28K+ 8.2% |
$221K - $246K
|
16.9K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.27KNew |
$219K - $244K
|
1.27K
$272K
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.26K+ 5.42% |
$216K - $241K
|
24.4K
$5.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.25K+ 4.35% |
$216K - $240K
|
30K
$6.42M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.24KNew |
$214K - $238K
|
1.24K
$266K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.24K+ 4.67% |
$214K - $238K
|
27.8K
$5.94M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.23KNew |
$212K - $236K
|
1.23K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.22K+ 18.77% |
$211K - $235K
|
7.74K
$1.66M
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.22KNew |
$210K - $233K
|
1.22K
$260K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
1.2KNew |
$207K - $231K
|
1.2K
$257K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.2K+ 7.9% |
$207K - $230K
|
16.4K
$3.51M
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.17KNew |
$202K - $224K
|
1.17K
$250K
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
1.17KNew |
$201K - $224K
|
1.17K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.17K+ 6.56% |
$201K - $224K
|
18.9K
$4.05M
|
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.16K+ 2.28% |
$201K - $223K
|
52.3K
$11.2M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.16K+ 23.7% |
$200K - $223K
|
6.05K
$1.3M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
1.15K+ 562.44% |
$199K - $221K
|
1.36K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.15K+ 7.7% |
$199K - $221K
|
16.1K
$3.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
1.15KNew |
$198K - $220K
|
1.15K
$246K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.14K+ 1.54% |
$197K - $220K
|
75.3K
$16.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.14KNew |
$197K - $219K
|
1.14K
$244K
|
|
|
Nov 05, 2024
Q1 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
1.12K+ 8.56% |
$193K - $215K
|
14.2K
$3.04M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1.11KNew |
$191K - $213K
|
1.11K
$237K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1.11KNew |
$191K - $212K
|
1.11K
$237K
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.1K+ 0.95% |
$190K - $212K
|
117K
$25M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
1.1K+ 8.48% |
$190K - $211K
|
14.1K
$3.01M
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
1.09K+ 82.08% |
$188K - $209K
|
2.42K
$518K
|