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 16, 2024
Q1 2024
|
Prudent Investors Network, Inc.
Lake Forest, CA |
BUY
|
- |
1.09KNew |
$187K - $208K
|
1.09K
$232K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.07K+ 3.27% |
$185K - $206K
|
33.9K
$7.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.07KNew |
$185K - $206K
|
1.07K
$230K
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.07KNew |
$185K - $206K
|
1.07K
$229K
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.07KNew |
$185K - $206K
|
1.07K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.07KNew |
$185K - $205K
|
1.07K
$229K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.07K+ 8.09% |
$184K - $205K
|
14.3K
$3.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1.06KNew |
$183K - $204K
|
1.06K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
1.06KNew |
$183K - $203K
|
1.06K
$227K
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.05K+ 57.86% |
$182K - $202K
|
2.87K
$615K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.05K+ 14.39% |
$182K - $202K
|
8.37K
$1.79M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.04K+ 6.24% |
$180K - $200K
|
17.8K
$3.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.03K+ 9.41% |
$178K - $198K
|
12K
$2.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
1.03K+ 12.68% |
$177K - $197K
|
9.14K
$1.96M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
1.02K+ 438.63% |
$176K - $196K
|
1.26K
$269K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1K+ 4.83% |
$173K - $192K
|
21.7K
$4.65M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
998+ 2.61% |
$172K - $191K
|
39.2K
$8.39M
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
977+ 29.18% |
$168K - $187K
|
4.33K
$926K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
959+ 3.0% |
$165K - $184K
|
32.9K
$7.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
951+ 1.63% |
$164K - $182K
|
59.2K
$12.7M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
946+ 3.29% |
$163K - $182K
|
29.7K
$6.35M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
909+ 59.14% |
$157K - $174K
|
2.45K
$523K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
900+ 21.97% |
$155K - $173K
|
5K
$1.07M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
894+ 2.25% |
$154K - $172K
|
40.6K
$8.68M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
891+ 15.26% |
$154K - $171K
|
6.73K
$1.44M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
870+ 38.63% |
$150K - $167K
|
3.12K
$668K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
865+ 21.53% |
$149K - $166K
|
4.88K
$1.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
865+ 74.76% |
$149K - $166K
|
2.02K
$433K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
848+ 1.84% |
$146K - $163K
|
46.9K
$10M
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
845+ 90.09% |
$146K - $162K
|
1.78K
$382K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
813+ 8.09% |
$140K - $156K
|
10.9K
$2.33M
|
|
|
Apr 15, 2024
Q1 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
801+ 3.47% |
$138K - $154K
|
23.9K
$5.12M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
783+ 6.25% |
$135K - $150K
|
13.3K
$2.85M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
782+ 39.49% |
$135K - $150K
|
2.76K
$591K
|
|
|
Apr 30, 2024
Q1 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
780+ 5.91% |
$135K - $150K
|
14K
$2.99M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
778+ 7.34% |
$134K - $149K
|
11.4K
$2.44M
|
|
|
Apr 12, 2024
Q1 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
777+ 3.8% |
$134K - $149K
|
21.2K
$4.54M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
776+ 20.72% |
$134K - $149K
|
4.52K
$968K
|
|
|
May 01, 2024
Q1 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
776+ 1.3% |
$134K - $149K
|
60.5K
$13M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
769+ 3.73% |
$133K - $148K
|
21.4K
$4.58M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
761+ 14.6% |
$131K - $146K
|
5.98K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
759+ 6.21% |
$131K - $146K
|
13K
$2.78M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
744+ 4.09% |
$128K - $143K
|
19K
$4.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
743+ 9.09% |
$128K - $143K
|
8.92K
$1.91M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
737+ 10.84% |
$127K - $141K
|
7.54K
$1.61M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
736+ 9.38% |
$127K - $141K
|
8.58K
$1.84M
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
731+ 7.75% |
$126K - $140K
|
10.2K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
721+ 12016.67% |
$124K - $138K
|
727
$156K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
711+ 17.29% |
$123K - $136K
|
4.82K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
711+ 0.83% |
$123K - $136K
|
86.5K
$18.5M
|