Purchases and Sales Made in Q2 2024 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.33M+ 6265.91% |
$236M - $254M
|
1.35M
$280M
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.2M+ 6841.88% |
$214M - $230M
|
1.22M
$254M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.03M+ 6.5% |
$182M - $196M
|
16.8M
$3.49B
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
246K+ 13046.26% |
$43.7M - $47M
|
248K
$51.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
221K+ 80.16% |
$39.2M - $42.2M
|
496K
$103M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
143K+ 4.06% |
$25.5M - $27.4M
|
3.68M
$764M
|
|
|
Aug 28, 2024
Q2 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
83.4KNew |
$14.8M - $15.9M
|
83.4K
$17.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
69.2K+ 5.46% |
$12.3M - $13.2M
|
1.34M
$278M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
67.8K+ 9.0% |
$12M - $13M
|
821K
$171M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
49.5K+ 44.27% |
$8.8M - $9.47M
|
161K
$33.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
47.8K+ 59.41% |
$8.48M - $9.13M
|
128K
$26.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
43.7K+ 60.04% |
$7.75M - $8.34M
|
116K
$24.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
41K+ 15.08% |
$7.28M - $7.83M
|
313K
$65M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
39K+ 19.64% |
$6.92M - $7.45M
|
237K
$49.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
36.9KNew |
$6.56M - $7.05M
|
36.9K
$7.67M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36.4KNew |
$6.47M - $6.96M
|
36.4K
$7.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
35.1K+ 320.38% |
$6.23M - $6.7M
|
46K
$9.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
34.2K+ 7.2% |
$6.07M - $6.53M
|
509K
$106M
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
32.7KNew |
$5.8M - $6.24M
|
32.7K
$6.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
30KNew |
$5.32M - $5.73M
|
30K
$6.23M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
28.9K+ 12.49% |
$5.14M - $5.53M
|
261K
$54.2M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
28.4KNew |
$5.04M - $5.43M
|
28.4K
$5.9M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
25.2K+ 277.48% |
$4.48M - $4.82M
|
34.3K
$7.12M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
23.8K+ 8.11% |
$4.23M - $4.55M
|
317K
$65.9M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
22.5K+ 8.53% |
$3.99M - $4.29M
|
286K
$59.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
19.5K+ 288.14% |
$3.46M - $3.73M
|
26.3K
$5.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.9K+ 17.82% |
$3.35M - $3.6M
|
125K
$25.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.8K+ 5.06% |
$3.33M - $3.59M
|
389K
$80.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
18.3K+ 17.82% |
$3.25M - $3.5M
|
121K
$25.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.9K+ 7.2% |
$3.18M - $3.42M
|
266K
$55.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
17.5K+ 229.86% |
$3.12M - $3.35M
|
25.2K
$5.23M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.2K+ 1.52% |
$3.06M - $3.29M
|
1.15M
$239M
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
16.2KNew |
$2.88M - $3.1M
|
16.2K
$3.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
16.1KNew |
$2.87M - $3.08M
|
16.1K
$3.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
15.7K+ 24.27% |
$2.78M - $3M
|
80.3K
$16.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.2K+ 0.7% |
$2.71M - $2.91M
|
2.19M
$455M
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
15.1KNew |
$2.68M - $2.88M
|
15.1K
$3.13M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
15K+ 26.78% |
$2.66M - $2.86M
|
70.8K
$14.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
14.6K+ 1.02% |
$2.59M - $2.79M
|
1.45M
$302M
|
|
|
Aug 14, 2024
Q2 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
14.1KNew |
$2.51M - $2.7M
|
14.1K
$2.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
13.6KNew |
$2.42M - $2.61M
|
13.6K
$2.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
13K+ 13.61% |
$2.31M - $2.49M
|
109K
$22.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
12.9KNew |
$2.28M - $2.46M
|
12.9K
$2.67M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
12.6K+ 11.45% |
$2.23M - $2.4M
|
122K
$25.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
12.5K+ 96.23% |
$2.21M - $2.38M
|
25.4K
$5.28M
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.4K+ 339.33% |
$2.19M - $2.36M
|
16K
$3.32M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
12.3K+ 59.71% |
$2.19M - $2.35M
|
32.9K
$6.84M
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
12.1KNew |
$2.14M - $2.31M
|
12.1K
$2.51M
|
|
|
Jul 18, 2024
Q2 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
11.9KNew |
$2.11M - $2.27M
|
11.9K
$2.47M
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.7K+ 168.94% |
$2.07M - $2.23M
|
18.6K
$3.86M
|