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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-286K- 6.86% |
$50.7M - $54.6M
|
3.88M
$775M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-428K- 10.04% |
$76M - $81.8M
|
3.83M
$766M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-465K- 98.9% |
$82.6M - $88.9M
|
5.16K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-685K- 22.55% |
$122M - $131M
|
2.35M
$470M
|