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 06, 2024
Q2 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
65+ 1.45% |
$11.5K - $12.4K
|
4.56K
$947K
|
|
|
Jul 30, 2024
Q2 2024
|
Stone Point Wealth LLC
|
BUY
|
- |
64+ 0.19% |
$11.4K - $12.2K
|
33.3K
$6.91M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
63+ 0.16% |
$11.2K - $12K
|
40.5K
$8.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
62+ 28.18% |
$11K - $11.8K
|
282
$58.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
61+ 0.35% |
$10.8K - $11.7K
|
17.7K
$3.68M
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
60+ 2.38% |
$10.7K - $11.5K
|
2.58K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
59+ 1.8% |
$10.5K - $11.3K
|
3.34K
$693K
|
|
|
Jul 10, 2024
Q2 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
58+ 0.17% |
$10.3K - $11.1K
|
34.8K
$7.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
58+ 0.69% |
$10.3K - $11.1K
|
8.42K
$1.75M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
56+ 800.0% |
$9.95K - $10.7K
|
63
$13.1K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
55New |
$9.77K - $10.5K
|
55
$11.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
55+ 1.9% |
$9.77K - $10.5K
|
2.95K
$613K
|
|
|
Jul 15, 2024
Q2 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
54+ 1.86% |
$9.59K - $10.3K
|
2.96K
$614K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
52+ 0.28% |
$9.24K - $9.94K
|
18.4K
$3.82M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
50+ 1.32% |
$8.88K - $9.56K
|
3.85K
$799K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50New |
$8.88K - $9.56K
|
50
$10.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
50+ 0.47% |
$8.88K - $9.56K
|
10.6K
$2.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
49New |
$8.7K - $9.36K
|
49
$10.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
48New |
$8.53K - $9.17K
|
48
$9.97K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
48+ 0.76% |
$8.53K - $9.17K
|
6.34K
$1.32M
|
|
|
Jul 23, 2024
Q2 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
45+ 0.69% |
$7.99K - $8.6K
|
6.57K
$1.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
43+ 0.09% |
$7.64K - $8.22K
|
48.5K
$10.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
43+ 0.37% |
$7.64K - $8.22K
|
11.6K
$2.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
42+ 2.28% |
$7.46K - $8.03K
|
1.89K
$392K
|
|
|
Jul 16, 2024
Q2 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
41+ 0.12% |
$7.28K - $7.84K
|
34.4K
$7.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
40+ 18.69% |
$7.11K - $7.64K
|
254
$52.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
40+ 0.48% |
$7.11K - $7.64K
|
8.3K
$1.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
40+ 5.98% |
$7.11K - $7.64K
|
709
$147K
|
|
|
Jul 30, 2024
Q2 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
38+ 1.29% |
$6.75K - $7.26K
|
2.99K
$622K
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
35+ 1.87% |
$6.22K - $6.69K
|
1.91K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
35+ 0.67% |
$6.22K - $6.69K
|
5.3K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
35New |
$6.22K - $6.69K
|
35
$7.27K
|
|
|
Jul 18, 2024
Q2 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
34+ 2.09% |
$6.04K - $6.5K
|
1.66K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
34+ 0.15% |
$6.04K - $6.5K
|
22.9K
$4.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
33+ 1.45% |
$5.86K - $6.31K
|
2.31K
$479K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
33+ 0.6% |
$5.86K - $6.31K
|
5.53K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
33+ 1.09% |
$5.86K - $6.31K
|
3.07K
$637K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
33+ 0.77% |
$5.86K - $6.31K
|
4.34K
$902K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
32+ 6.23% |
$5.68K - $6.12K
|
546
$113K
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
31+ 1.81% |
$5.51K - $5.92K
|
1.75K
$363K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30+ 2.37% |
$5.33K - $5.73K
|
1.3K
$269K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
30New |
$5.33K - $5.73K
|
30
$6.23K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
30+ 2.79% |
$5.33K - $5.73K
|
1.11K
$230K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
28+ 1.87% |
$4.97K - $5.35K
|
1.53K
$317K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
27New |
$4.8K - $5.16K
|
27
$5.61K
|
|
|
Aug 21, 2024
Q2 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
27+ 0.16% |
$4.8K - $5.16K
|
17.2K
$3.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
25+ 1.23% |
$4.44K - $4.78K
|
2.06K
$428K
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
25+ 0.55% |
$4.44K - $4.78K
|
4.57K
$950K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$4.44K - $4.78K
|
25
$5.19K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25+ 2.95% |
$4.44K - $4.78K
|
872
$181K
|