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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-328- 3.29% |
$58.3K - $62.7K
|
9.63K
$2M
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
SELL
|
- |
-331- 3.46% |
$58.8K - $63.3K
|
9.23K
$1.92M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-332- 39.29% |
$59K - $63.4K
|
513
$107K
|
|
|
Aug 07, 2024
Q2 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-333- 10.82% |
$59.2K - $63.6K
|
2.75K
$570K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-341- 9.75% |
$60.6K - $65.2K
|
3.16K
$656K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-355- 3.36% |
$63.1K - $67.8K
|
10.2K
$2.12M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-358- 4.06% |
$63.6K - $68.4K
|
8.47K
$1.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-362- 21.21% |
$64.3K - $69.2K
|
1.35K
$279K
|
|
|
Aug 09, 2024
Q2 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-365- 20.7% |
$64.8K - $69.8K
|
1.4K
$290K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-368- 6.53% |
$65.4K - $70.3K
|
5.27K
$1.09M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-371- 5.88% |
$65.9K - $70.9K
|
5.94K
$1.23M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-371- 3.5% |
$65.9K - $70.9K
|
10.2K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-373- 4.65% |
$66.3K - $71.3K
|
7.66K
$1.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-374- 1.1% |
$66.4K - $71.5K
|
33.6K
$6.98M
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-392- 3.44% |
$69.6K - $74.9K
|
11K
$2.28M
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-399- 0.96% |
$70.9K - $76.3K
|
41.1K
$8.54M
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-400- 1.09% |
$71.1K - $76.4K
|
36.3K
$7.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-405- 0.68% |
$71.9K - $77.4K
|
59.5K
$12.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-409- 1.77% |
$72.7K - $78.2K
|
22.7K
$4.71M
|
|
|
Jul 25, 2024
Q2 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-419- 3.31% |
$74.4K - $80.1K
|
12.3K
$2.55M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-428- 2.93% |
$76K - $81.8K
|
14.2K
$2.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-429- 26.78% |
$76.2K - $82K
|
1.17K
$244K
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-432- 1.41% |
$76.7K - $82.6K
|
30.1K
$6.26M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-433- 2.36% |
$76.9K - $82.8K
|
17.9K
$3.72M
|
|
|
Aug 13, 2024
Q2 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-438- 6.91% |
$77.8K - $83.7K
|
5.9K
$1.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-439- 6.34% |
$78K - $83.9K
|
6.48K
$1.35M
|
|
|
Aug 08, 2024
Q2 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-446- 1.7% |
$79.2K - $85.2K
|
25.8K
$5.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-450- 1.35% |
$79.9K - $86K
|
32.8K
$6.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-462- 29.37% |
$82.1K - $88.3K
|
1.11K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-462- 0.21% |
$82.1K - $88.3K
|
219K
$45.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-469- 7.61% |
$83.3K - $89.6K
|
5.69K
$1.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-471- 19.26% |
$83.7K - $90K
|
1.98K
$410K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-477- 0.64% |
$84.7K - $91.2K
|
74.2K
$15.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-481- 2.97% |
$85.4K - $91.9K
|
15.7K
$3.27M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-482- 7.15% |
$85.6K - $92.1K
|
6.26K
$1.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-482- 4.6% |
$85.6K - $92.1K
|
10K
$2.08M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-487- 11.34% |
$86.5K - $93.1K
|
3.81K
$791K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-500- 9.45% |
$88.8K - $95.6K
|
4.79K
$996K
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-500- 1.59% |
$88.8K - $95.6K
|
30.9K
$6.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-507- 3.77% |
$90.1K - $96.9K
|
13K
$2.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-509- 3.97% |
$90.4K - $97.3K
|
12.3K
$2.56M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-510- 0.67% |
$90.6K - $97.5K
|
75.9K
$15.8M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-516- 10.5% |
$91.7K - $98.6K
|
4.4K
$914K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-516- 0.62% |
$91.7K - $98.6K
|
82.5K
$17.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-531- 5.79% |
$94.3K - $101K
|
8.64K
$1.79M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-535- 0.7% |
$95K - $102K
|
76.4K
$15.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-537- 18.33% |
$95.4K - $103K
|
2.39K
$497K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-548- 1.85% |
$97.4K - $105K
|
29.1K
$6.05M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-549- 30.33% |
$97.5K - $105K
|
1.26K
$262K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-550- 5.02% |
$97.7K - $105K
|
10.4K
$2.16M
|