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
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-12- 0.73% |
$2.13K - $2.29K
|
1.64K
$341K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-13- 0.19% |
$2.31K - $2.48K
|
6.8K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-13- 0.93% |
$2.31K - $2.48K
|
1.38K
$287K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
SELL
|
- |
-15- 2.85% |
$2.66K - $2.87K
|
511
$106K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-16- 0.69% |
$2.84K - $3.06K
|
2.31K
$479K
|
|
|
Jul 17, 2024
Q2 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-17- 0.32% |
$3.02K - $3.25K
|
5.25K
$1.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-17- 0.31% |
$3.02K - $3.25K
|
5.51K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-18- 0.91% |
$3.2K - $3.44K
|
1.97K
$408K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-19- 0.49% |
$3.38K - $3.63K
|
3.9K
$809K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
SELL
|
- |
-20- 1.41% |
$3.55K - $3.82K
|
1.39K
$290K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-21- 0.49% |
$3.73K - $4.01K
|
4.3K
$892K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-21- 4.0% |
$3.73K - $4.01K
|
504
$105K
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-22- 1.83% |
$3.91K - $4.2K
|
1.18K
$245K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-22- 20.95% |
$3.91K - $4.2K
|
83
$17.2K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-24- 0.9% |
$4.26K - $4.59K
|
2.63K
$547K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-24- 0.26% |
$4.26K - $4.59K
|
9.28K
$1.93M
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-24- 1.11% |
$4.26K - $4.59K
|
2.14K
$444K
|
|
|
Aug 14, 2024
Q2 2024
|
Jentner Corp
|
SELL
|
- |
-25- 0.39% |
$4.44K - $4.78K
|
6.35K
$1.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-26- 0.44% |
$4.62K - $4.97K
|
5.89K
$1.22M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-26- 0.18% |
$4.62K - $4.97K
|
14.1K
$2.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Mcdonald Partners LLC
|
SELL
|
- |
-27- 0.75% |
$4.8K - $5.16K
|
3.57K
$741K
|
|
|
Jul 17, 2024
Q2 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-29- 0.58% |
$5.15K - $5.54K
|
4.97K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-29- 0.11% |
$5.15K - $5.54K
|
27.1K
$5.62M
|
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-30- 0.38% |
$5.33K - $5.73K
|
7.89K
$1.64M
|
|
|
Jul 11, 2024
Q2 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-30- 10.0% |
$5.33K - $5.73K
|
270
$56.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-30- 0.46% |
$5.33K - $5.73K
|
6.48K
$1.35M
|
|
|
Aug 05, 2024
Q2 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-31- 0.06% |
$5.51K - $5.92K
|
55.8K
$11.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-31- 1.42% |
$5.51K - $5.92K
|
2.15K
$447K
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
SELL
|
- |
-32- 0.76% |
$5.68K - $6.12K
|
4.17K
$866K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-35- 1.25% |
$6.22K - $6.69K
|
2.77K
$575K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-35- 2.38% |
$6.22K - $6.69K
|
1.44K
$298K
|
|
|
Jul 19, 2024
Q2 2024
|
Better Wealth, LLC
|
SELL
|
- |
-36- 2.84% |
$6.4K - $6.88K
|
1.23K
$256K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-36- 14.17% |
$6.4K - $6.88K
|
218
$45.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-37- 1.34% |
$6.57K - $7.07K
|
2.73K
$567K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-39- 1.28% |
$6.93K - $7.45K
|
3.01K
$626K
|
|
|
Jul 05, 2024
Q2 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-40- 0.2% |
$7.11K - $7.64K
|
20.3K
$4.22M
|
|
|
Jul 10, 2024
Q2 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-40- 1.89% |
$7.11K - $7.64K
|
2.07K
$430K
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-40- 1.49% |
$7.11K - $7.64K
|
2.65K
$550K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-41- 2.35% |
$7.28K - $7.84K
|
1.7K
$354K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-42- 1.85% |
$7.46K - $8.03K
|
2.23K
$463K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-43- 0.84% |
$7.64K - $8.22K
|
5.08K
$1.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-44- 0.54% |
$7.82K - $8.41K
|
8.12K
$1.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-44- 2.32% |
$7.82K - $8.41K
|
1.85K
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
SELL
|
- |
-44- 1.32% |
$7.82K - $8.41K
|
3.3K
$685K
|
|
|
Aug 13, 2024
Q2 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-47- 2.34% |
$8.35K - $8.98K
|
1.97K
$408K
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-48- 16.38% |
$8.53K - $9.17K
|
245
$50.9K
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-48- 0.48% |
$8.53K - $9.17K
|
9.98K
$2.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-48- 0.07% |
$8.53K - $9.17K
|
69.4K
$14.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-49- 10.94% |
$8.7K - $9.36K
|
399
$82.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-50- 3.7% |
$8.88K - $9.56K
|
1.3K
$270K
|