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 22, 2024
Q1 2024
|
Bay Rivers Group
|
BUY
|
- |
236+ 1.05% |
$40.7K - $45.3K
|
22.7K
$4.85M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
234+ 3.28% |
$40.4K - $44.9K
|
7.36K
$1.58M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
233+ 14.64% |
$40.2K - $44.7K
|
1.82K
$390K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
231+ 2.53% |
$39.8K - $44.3K
|
9.37K
$2M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
231+ 4.73% |
$39.8K - $44.3K
|
5.11K
$1.09M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
228New |
$39.3K - $43.7K
|
228
$48.8K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
228+ 2.22% |
$39.3K - $43.7K
|
10.5K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
224+ 74.67% |
$38.6K - $43K
|
524
$112K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
223+ 0.09% |
$38.5K - $42.8K
|
243K
$51.9M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
222+ 1.82% |
$38.3K - $42.6K
|
12.4K
$2.66M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
215+ 4.27% |
$37.1K - $41.3K
|
5.25K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
BUY
|
- |
215+ 1.32% |
$37.1K - $41.3K
|
16.5K
$3.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
214+ 8.45% |
$36.9K - $41.1K
|
2.75K
$588K
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
214+ 1.36% |
$36.9K - $41.1K
|
15.9K
$3.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
203+ 5.65% |
$35K - $39K
|
3.8K
$812K
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
200+ 5.61% |
$34.5K - $38.4K
|
3.77K
$806K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
200+ 0.66% |
$34.5K - $38.4K
|
30.7K
$6.56M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
192New |
$33.1K - $36.8K
|
192
$41.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
191+ 14.92% |
$32.9K - $36.6K
|
1.47K
$315K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
191+ 1.8% |
$32.9K - $36.6K
|
10.8K
$2.31M
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
190New |
$32.8K - $36.5K
|
190
$40.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
183+ 8.42% |
$31.6K - $35.1K
|
2.36K
$504K
|
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
183+ 8.27% |
$31.6K - $35.1K
|
2.4K
$513K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
182+ 1.58% |
$31.4K - $34.9K
|
11.7K
$2.5M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
181+ 42.39% |
$31.2K - $34.7K
|
608
$130K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
176+ 2.27% |
$30.4K - $33.8K
|
7.92K
$1.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
175+ 64.1% |
$30.2K - $33.6K
|
448
$95.9K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
171+ 1.45% |
$29.5K - $32.8K
|
12K
$2.57M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
169+ 0.45% |
$29.1K - $32.4K
|
37.3K
$7.99M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
168+ 11.72% |
$29K - $32.2K
|
1.6K
$343K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
167+ 14.74% |
$28.8K - $32K
|
1.3K
$278K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
165+ 0.26% |
$28.5K - $31.7K
|
64.3K
$13.8M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
162+ 1.92% |
$27.9K - $31.1K
|
8.59K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
156+ 3.19% |
$26.9K - $29.9K
|
5.04K
$1.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
150+ 8.66% |
$25.9K - $28.8K
|
1.88K
$403K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
150+ 5.51% |
$25.9K - $28.8K
|
2.87K
$615K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
147+ 1.63% |
$25.4K - $28.2K
|
9.17K
$1.96M
|
|
|
May 03, 2024
Q1 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
145+ 5.16% |
$25K - $27.8K
|
2.96K
$633K
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
BUY
|
- |
143+ 0.39% |
$24.7K - $27.4K
|
36.8K
$7.88M
|
|
|
Apr 08, 2024
Q1 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
140+ 0.95% |
$24.1K - $26.9K
|
14.9K
$3.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
137+ 1.09% |
$23.6K - $26.3K
|
12.7K
$2.72M
|
|
|
May 10, 2024
Q1 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
131+ 2.17% |
$22.6K - $25.1K
|
6.17K
$1.32M
|
|
|
Oct 01, 2024
Q1 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
131+ 0.4% |
$22.6K - $25.1K
|
32.8K
$7.02M
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
BUY
|
- |
127+ 0.17% |
$21.9K - $24.4K
|
76.4K
$16.4M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
127+ 2.99% |
$21.9K - $24.4K
|
4.37K
$935K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
123+ 10.28% |
$21.2K - $23.6K
|
1.32K
$282K
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
118+ 0.76% |
$20.3K - $22.6K
|
15.6K
$3.34M
|
|
|
Apr 10, 2024
Q1 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
115+ 2.29% |
$19.8K - $22.1K
|
5.13K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
112+ 2.68% |
$19.3K - $21.5K
|
4.29K
$919K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
111+ 5.11% |
$19.1K - $21.3K
|
2.28K
$488K
|