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 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.97K- 2.12% |
$351K - $377K
|
90.9K
$18.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.99K- 50.0% |
$353K - $380K
|
1.99K
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2K- 3.4% |
$356K - $383K
|
56.8K
$11.8M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.06K- 52.07% |
$366K - $393K
|
1.89K
$393K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.06K- 3.58% |
$366K - $393K
|
55.4K
$11.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-2.1K- 7.64% |
$373K - $401K
|
25.4K
$5.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-2.13K- 10.73% |
$378K - $406K
|
17.7K
$3.68M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-2.22K- 6.5% |
$393K - $423K
|
31.9K
$6.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.24K- 3.03% |
$397K - $427K
|
71.6K
$14.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-2.24K- 8.31% |
$398K - $428K
|
24.7K
$5.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.25K- 18.11% |
$400K - $430K
|
10.2K
$2.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.26K- 38.98% |
$401K - $431K
|
3.53K
$734K
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-2.36K- 3.3% |
$419K - $450K
|
69.1K
$14.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
SELL
|
- |
-2.36K- 23.41% |
$419K - $450K
|
7.71K
$1.6M
|
|
|
Aug 19, 2024
Q2 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-2.37K- 59.57% |
$420K - $452K
|
1.61K
$333K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.4K- 5.09% |
$427K - $459K
|
44.8K
$9.31M
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.41K- 66.93% |
$427K - $460K
|
1.19K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 7.62% |
$429K - $462K
|
29.3K
$6.08M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.43K- 1.77% |
$432K - $465K
|
135K
$28.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.5K- 9.01% |
$445K - $478K
|
25.3K
$5.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.58K- 17.15% |
$458K - $493K
|
12.5K
$2.59M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.59K- 44.55% |
$460K - $494K
|
3.22K
$669K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.74K- 50.08% |
$487K - $524K
|
2.73K
$568K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.75K- 11.75% |
$489K - $526K
|
20.6K
$4.29M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.76K- 1.3% |
$491K - $528K
|
209K
$43.5M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.77K- 53.48% |
$491K - $528K
|
2.41K
$500K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.77K- 5.46% |
$492K - $529K
|
48K
$9.97M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.77K- 5.46% |
$492K - $529K
|
48K
$9.97M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.79K- 14.32% |
$495K - $532K
|
16.7K
$3.46M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.85K- 13.34% |
$507K - $545K
|
18.5K
$3.85M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.89K- 2.11% |
$513K - $552K
|
134K
$27.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.9K- 51.49% |
$514K - $553K
|
2.73K
$567K
|
|
|
Aug 01, 2024
Q2 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-2.92K- 69.25% |
$519K - $559K
|
1.3K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.96K- 4.33% |
$526K - $565K
|
65.4K
$13.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.97K- 27.73% |
$528K - $568K
|
7.74K
$1.61M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.03K- 0.92% |
$538K - $579K
|
325K
$67.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
SELL
|
- |
-3.12K- 50.27% |
$554K - $596K
|
3.09K
$641K
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-3.28K- 15.39% |
$583K - $627K
|
18K
$3.75M
|
|
|
Jul 25, 2024
Q2 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-3.5K- 15.08% |
$621K - $668K
|
19.7K
$4.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-3.51K- 3.3% |
$623K - $670K
|
103K
$21.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
SELL
|
- |
-3.61K- 4.17% |
$642K - $690K
|
82.9K
$17.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.65K- 4.88% |
$648K - $697K
|
71.1K
$14.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.76K- 19.81% |
$667K - $718K
|
15.2K
$3.16M
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.83K- 14.83% |
$680K - $732K
|
22K
$4.57M
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-3.85K- 12.24% |
$684K - $736K
|
27.6K
$5.74M
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.07K- 2.2% |
$722K - $777K
|
181K
$37.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-4.21K- 19.0% |
$747K - $804K
|
17.9K
$3.73M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.23K- 2.63% |
$751K - $808K
|
157K
$32.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4.23K- 7.52% |
$751K - $808K
|
52K
$10.8M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.36K- 22.71% |
$774K - $833K
|
14.8K
$3.08M
|