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
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-94- 4.95% |
$16.7K - $18K
|
1.81K
$386K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-97- 0.79% |
$17.2K - $18.5K
|
12.2K
$2.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-98- 5.99% |
$17.4K - $18.7K
|
1.54K
$329K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-98- 3.43% |
$17.4K - $18.7K
|
2.76K
$590K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-100- 11.0% |
$17.8K - $19.1K
|
809
$173K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-102- 3.71% |
$18.1K - $19.5K
|
2.64K
$566K
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-102- 0.71% |
$18.1K - $19.5K
|
14.2K
$3.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-103- 5.1% |
$18.3K - $19.7K
|
1.92K
$410K
|
|
|
Jul 29, 2024
Q2 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-105- 1.17% |
$18.7K - $20.1K
|
8.84K
$1.89M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-106- 5.99% |
$18.8K - $20.3K
|
1.66K
$356K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-108- 2.39% |
$19.2K - $20.6K
|
4.41K
$945K
|
|
|
Jul 23, 2024
Q2 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-110- 48.89% |
$19.5K - $21K
|
115
$24.6K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-110- 3.01% |
$19.5K - $21K
|
3.54K
$758K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-112- 5.81% |
$19.9K - $21.4K
|
1.82K
$389K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-118- 53.15% |
$21K - $22.6K
|
104
$22.3K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-120- 1.17% |
$21.3K - $22.9K
|
10.1K
$2.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-120- 0.33% |
$21.3K - $22.9K
|
36.7K
$7.85M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-122- 64.21% |
$21.7K - $23.3K
|
68
$14.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-123- 1.29% |
$21.9K - $23.5K
|
9.44K
$2.02M
|
|
|
Aug 15, 2024
Q2 2024
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-128- 2.95% |
$22.7K - $24.5K
|
4.21K
$902K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-132- 9.57% |
$23.4K - $25.2K
|
1.25K
$267K
|
|
|
Jul 18, 2024
Q2 2024
|
E&G Advisors, LP
|
SELL
|
- |
-133- 0.67% |
$23.6K - $25.4K
|
19.7K
$4.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-133- 6.9% |
$23.6K - $25.4K
|
1.79K
$384K
|
|
|
Jul 26, 2024
Q2 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-137- 0.7% |
$24.3K - $26.2K
|
19.3K
$4.14M
|
|
|
Jul 19, 2024
Q2 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-140- 7.37% |
$24.9K - $26.8K
|
1.76K
$377K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
SELL
|
- |
-142- 0.59% |
$25.2K - $27.1K
|
24.1K
$5.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-146- 0.36% |
$25.9K - $27.9K
|
40K
$8.55M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-146- 6.17% |
$25.9K - $27.9K
|
2.22K
$475K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-150- 0.22% |
$26.6K - $28.7K
|
67.1K
$14.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-157- 2.33% |
$27.9K - $30K
|
6.57K
$1.41M
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-159- 7.05% |
$28.2K - $30.4K
|
2.1K
$449K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-159- 0.76% |
$28.2K - $30.4K
|
20.9K
$4.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-166- 0.24% |
$29.5K - $31.7K
|
68.5K
$14.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-167- 2.91% |
$29.7K - $31.9K
|
5.57K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-167- 3.53% |
$29.7K - $31.9K
|
4.57K
$978K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-171- 1.67% |
$30.4K - $32.7K
|
10.1K
$2.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-173- 1.42% |
$30.7K - $33.1K
|
12K
$2.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-177- 3.14% |
$31.4K - $33.8K
|
5.45K
$1.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-178- 1.79% |
$31.6K - $34K
|
9.79K
$2.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-180- 1.3% |
$32K - $34.4K
|
13.6K
$2.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-180- 1.57% |
$32K - $34.4K
|
11.3K
$2.41M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-187- 7.72% |
$33.2K - $35.7K
|
2.23K
$478K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-188- 0.65% |
$33.4K - $35.9K
|
28.9K
$6.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-200- 10.18% |
$35.5K - $38.2K
|
1.76K
$378K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-201- 10.9% |
$35.7K - $38.4K
|
1.64K
$352K
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-203- 2.7% |
$36.1K - $38.8K
|
7.3K
$1.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-206- 11.09% |
$36.6K - $39.4K
|
1.65K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-206- 12.64% |
$36.6K - $39.4K
|
1.42K
$305K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-209- 5.27% |
$37.1K - $39.9K
|
3.76K
$805K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-218- 14.5% |
$38.7K - $41.7K
|
1.29K
$275K
|