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
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.47K- 2.99% |
$261K - $281K
|
47.8K
$9.02M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.5K- 36.14% |
$266K - $287K
|
2.65K
$501K
|
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-1.54K- 9.85% |
$273K - $294K
|
14.1K
$2.66M
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.55KClosed |
$275K - $296K
|
0
$0
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-1.55K- 11.88% |
$276K - $297K
|
11.5K
$2.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.6K- 1.13% |
$284K - $306K
|
140K
$26.5M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.6K- 24.9% |
$285K - $306K
|
4.83K
$914K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.65K- 15.17% |
$293K - $315K
|
9.22K
$1.74M
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.7K- 18.1% |
$301K - $324K
|
7.67K
$1.45M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.72K- 11.05% |
$305K - $329K
|
13.8K
$2.61M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.74K- 16.13% |
$308K - $332K
|
9.03K
$1.71M
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.78K- 2.61% |
$317K - $341K
|
66.5K
$12.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.84K- 60.03% |
$326K - $351K
|
1.22K
$231K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.87K- 2.84% |
$331K - $357K
|
63.8K
$12.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.92K- 45.88% |
$341K - $367K
|
2.27K
$428K
|
|
|
Aug 08, 2024
Q2 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.94K- 35.29% |
$345K - $371K
|
3.56K
$673K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.95K- 8.23% |
$346K - $372K
|
21.7K
$4.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.97K- 2.12% |
$351K - $377K
|
90.9K
$17.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.99K- 50.0% |
$353K - $380K
|
1.99K
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-2K- 3.4% |
$356K - $383K
|
56.8K
$10.7M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.06K- 52.07% |
$366K - $393K
|
1.89K
$358K
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-2.06K- 3.58% |
$366K - $393K
|
55.4K
$10.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Truepoint, Inc.
|
SELL
|
- |
-2.1K- 7.64% |
$373K - $401K
|
25.4K
$4.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-2.13K- 10.73% |
$378K - $406K
|
17.7K
$3.34M
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
SELL
|
- |
-2.22K- 6.5% |
$393K - $423K
|
31.9K
$6.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.24K- 3.03% |
$397K - $427K
|
71.6K
$13.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-2.24K- 8.31% |
$398K - $428K
|
24.7K
$4.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.25K- 18.11% |
$400K - $430K
|
10.2K
$1.92M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.26K- 38.98% |
$401K - $431K
|
3.53K
$667K
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-2.36K- 3.3% |
$419K - $450K
|
69.1K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
SELL
|
- |
-2.36K- 23.41% |
$419K - $450K
|
7.71K
$1.46M
|
|
|
Aug 19, 2024
Q2 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-2.37K- 59.57% |
$420K - $452K
|
1.61K
$303K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.4K- 5.09% |
$427K - $459K
|
44.8K
$8.47M
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.41K- 66.93% |
$427K - $460K
|
1.19K
$225K
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.42K- 7.62% |
$429K - $462K
|
29.3K
$5.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.43K- 1.77% |
$432K - $465K
|
135K
$25.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.5K- 9.01% |
$445K - $478K
|
25.3K
$4.78M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.58K- 17.15% |
$458K - $493K
|
12.5K
$2.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.59K- 44.55% |
$460K - $494K
|
3.22K
$609K
|
|
|
Aug 09, 2024
Q2 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-2.74K- 50.08% |
$487K - $524K
|
2.73K
$517K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.75K- 11.75% |
$489K - $526K
|
20.6K
$3.9M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.76K- 1.3% |
$491K - $528K
|
209K
$39.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.77K- 53.48% |
$491K - $528K
|
2.41K
$454K
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.77K- 5.46% |
$492K - $529K
|
48K
$9.07M
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.77K- 5.46% |
$492K - $529K
|
48K
$9.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.79K- 14.32% |
$495K - $532K
|
16.7K
$3.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.85K- 13.34% |
$507K - $545K
|
18.5K
$3.5M
|
|
|
Apr 28, 2025
Q2 2024
|
Clark Asset Management, LLC
Stratham, NH |
SELL
|
- |
-2.87KClosed |
$509K - $548K
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.89K- 2.11% |
$513K - $552K
|
134K
$25.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-2.9K- 51.49% |
$514K - $553K
|
2.73K
$516K
|