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 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-16.2K- 30.44% |
$2.87M - $3.09M
|
36.9K
$7.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-18.3K- 21.27% |
$3.25M - $3.5M
|
67.7K
$14.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.2K- 7.58% |
$3.41M - $3.67M
|
234K
$50M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-19.8K- 67.19% |
$3.51M - $3.77M
|
9.64K
$2.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-19.8K- 25.63% |
$3.51M - $3.78M
|
57.4K
$12.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-26.5K- 14.09% |
$4.71M - $5.07M
|
162K
$34.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-28.1K- 37.18% |
$4.99M - $5.37M
|
47.4K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-29.7K- 14.33% |
$5.27M - $5.67M
|
177K
$37.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-31.7K- 9.52% |
$5.63M - $6.05M
|
301K
$64.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-31.9K- 39.28% |
$5.67M - $6.09M
|
49.3K
$10.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-33.6K- 2.27% |
$5.96M - $6.42M
|
1.45M
$309M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-34.7K- 3.92% |
$6.17M - $6.63M
|
851K
$182M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-36.3K- 14.96% |
$6.45M - $6.94M
|
206K
$44.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-47.5K- 92.76% |
$8.45M - $9.09M
|
3.71K
$794K
|
|
|
Aug 14, 2024
Q2 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-52.5K- 13.93% |
$9.33M - $10M
|
324K
$69.4M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-54.9K- 7.34% |
$9.75M - $10.5M
|
693K
$148M
|
|
|
Jul 25, 2024
Q2 2024
|
Lincoln National Corp
|
SELL
|
- |
-55.6K- 21.7% |
$9.87M - $10.6M
|
200K
$42.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-61.2K- 79.59% |
$10.9M - $11.7M
|
15.7K
$3.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-75.6K- 13.66% |
$13.4M - $14.4M
|
478K
$102M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-76.4K- 10.52% |
$13.6M - $14.6M
|
650K
$139M
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-89.4K- 94.42% |
$15.9M - $17.1M
|
5.28K
$1.13M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-115K- 26.89% |
$20.5M - $22M
|
313K
$67M
|
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
SELL
|
- |
-167K- 42.19% |
$29.7M - $31.9M
|
229K
$48.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-226K- 99.46% |
$40.1M - $43.1M
|
1.22K
$260K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-236K- 22.91% |
$42M - $45.1M
|
795K
$170M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-286K- 6.86% |
$50.7M - $54.6M
|
3.88M
$830M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-286K- 6.86% |
$50.7M - $54.6M
|
3.88M
$830M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-428K- 10.04% |
$76M - $81.8M
|
3.83M
$820M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-465K- 98.9% |
$82.6M - $88.9M
|
5.16K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-685K- 22.55% |
$122M - $131M
|
2.35M
$503M
|