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 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
708+ 1.53% |
$122K - $136K
|
46.9K
$10M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
703+ 1.87% |
$121K - $135K
|
38.2K
$8.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
703+ 3.99% |
$121K - $135K
|
18.3K
$3.92M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
696+ 3.21% |
$120K - $134K
|
22.4K
$4.79M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
688+ 59.01% |
$119K - $132K
|
1.85K
$397K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
686+ 1.02% |
$118K - $132K
|
68.3K
$14.6M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
685+ 5.83% |
$118K - $131K
|
12.4K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
683+ 0.49% |
$118K - $131K
|
139K
$29.7M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
670+ 1.67% |
$116K - $129K
|
40.8K
$8.73M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
668New |
$115K - $128K
|
668
$143K
|
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
667+ 18.77% |
$115K - $128K
|
4.22K
$903K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
641+ 21.35% |
$111K - $123K
|
3.64K
$780K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
641+ 5.06% |
$111K - $123K
|
13.3K
$2.85M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
626+ 16.96% |
$108K - $120K
|
4.32K
$924K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
623+ 27.38% |
$107K - $120K
|
2.9K
$620K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
621New |
$107K - $119K
|
621
$133K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
606+ 3.85% |
$105K - $116K
|
16.4K
$3.5M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
604+ 38.37% |
$104K - $116K
|
2.18K
$466K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
601+ 13.93% |
$104K - $115K
|
4.92K
$1.05M
|
|
|
May 06, 2024
Q1 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
592+ 3.71% |
$102K - $114K
|
16.6K
$3.55M
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
591+ 35.8% |
$102K - $113K
|
2.24K
$480K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
589+ 119.72% |
$102K - $113K
|
1.08K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
585+ 5.26% |
$101K - $112K
|
11.7K
$2.5M
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
575+ 3.55% |
$99.2K - $110K
|
16.8K
$3.59M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
568+ 31.77% |
$98K - $109K
|
2.36K
$504K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
566+ 11.15% |
$97.6K - $109K
|
5.64K
$1.21M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
557+ 10.86% |
$96.1K - $107K
|
5.69K
$1.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Brickley Wealth Management
|
BUY
|
- |
532+ 0.46% |
$91.7K - $102K
|
117K
$25.1M
|
|
|
May 13, 2024
Q1 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
525+ 149.15% |
$90.5K - $101K
|
877
$188K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
523+ 41.94% |
$90.2K - $100K
|
1.77K
$379K
|
|
|
May 13, 2024
Q1 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
512+ 0.18% |
$88.3K - $98.2K
|
282K
$60.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
511+ 1.86% |
$88.1K - $98.1K
|
27.9K
$5.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
504+ 45.08% |
$86.9K - $96.7K
|
1.62K
$347K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
504+ 4.56% |
$86.9K - $96.7K
|
11.6K
$2.47M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
502+ 2.24% |
$86.6K - $96.3K
|
22.9K
$4.9M
|
|
|
May 08, 2024
Q1 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
500+ 4.43% |
$86.2K - $95.9K
|
11.8K
$2.52M
|
|
|
Apr 18, 2024
Q1 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
499+ 9.84% |
$86.1K - $95.7K
|
5.57K
$1.19M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
496New |
$85.5K - $95.2K
|
496
$106K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
487+ 1.75% |
$84K - $93.4K
|
28.3K
$6.06M
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
481+ 1.1% |
$82.9K - $92.3K
|
44.3K
$9.48M
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
471+ 11.36% |
$81.2K - $90.4K
|
4.62K
$988K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
470+ 27.34% |
$81.1K - $90.2K
|
2.19K
$468K
|
|
|
Apr 08, 2024
Q1 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
454+ 1.76% |
$78.3K - $87.1K
|
26.3K
$5.63M
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
447+ 19.07% |
$77.1K - $85.8K
|
2.79K
$597K
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
BUY
|
- |
444+ 26.27% |
$76.6K - $85.2K
|
2.13K
$457K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
440New |
$75.9K - $84.4K
|
440
$94.2K
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
436+ 6.24% |
$75.2K - $83.7K
|
7.42K
$1.59M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
432+ 5.52% |
$74.5K - $82.9K
|
8.26K
$1.77M
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
430+ 20.08% |
$74.2K - $82.5K
|
2.57K
$550K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
426New |
$73.5K - $81.7K
|
426
$91.2K
|