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
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.4K+ 157.0% |
$426K - $458K
|
3.93K
$816K
|
|
|
Aug 13, 2024
Q2 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
2.38KNew |
$424K - $456K
|
2.38K
$495K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.38K+ 81.11% |
$422K - $454K
|
5.3K
$1.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
2.36K+ 11.7% |
$420K - $451K
|
22.5K
$4.68M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
2.34KNew |
$415K - $446K
|
2.34K
$485K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.33K+ 19.87% |
$414K - $445K
|
14.1K
$2.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.33K+ 36.24% |
$413K - $445K
|
8.75K
$1.82M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
2.3KNew |
$409K - $440K
|
2.3K
$478K
|
|
|
Aug 12, 2024
Q2 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
2.25K+ 126.72% |
$399K - $430K
|
4.02K
$836K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.23K+ 1.61% |
$396K - $426K
|
141K
$29.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
2.18K+ 4.66% |
$387K - $416K
|
48.8K
$10.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
2.14K+ 3.61% |
$380K - $408K
|
61.4K
$12.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
2.12K+ 43.64% |
$377K - $405K
|
6.98K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
2.09K+ 110.7% |
$371K - $399K
|
3.98K
$826K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
2.07K+ 3.11% |
$368K - $396K
|
68.7K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.05K+ 5.66% |
$363K - $391K
|
38.2K
$7.93M
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
2.01K+ 25.05% |
$356K - $383K
|
10K
$2.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
2.01K+ 0.87% |
$356K - $383K
|
233K
$48.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2K+ 37.95% |
$356K - $383K
|
7.28K
$1.51M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.99K+ 9.38% |
$354K - $380K
|
23.2K
$4.82M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.98K+ 5.23% |
$351K - $377K
|
39.7K
$8.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
1.97KNew |
$349K - $376K
|
1.97K
$408K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.96K+ 0.8% |
$348K - $375K
|
246K
$51.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.83K+ 2.84% |
$325K - $350K
|
66.2K
$13.7M
|
|
|
Jul 18, 2024
Q2 2024
|
Mayport, LLC
|
BUY
|
- |
1.82K+ 6.63% |
$324K - $349K
|
29.3K
$6.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.81K+ 21.19% |
$322K - $346K
|
10.4K
$2.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.78K+ 82.26% |
$316K - $340K
|
3.94K
$819K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.7K+ 476.19% |
$302K - $325K
|
2.06K
$427K
|
|
|
Aug 14, 2024
Q2 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
1.64KNew |
$291K - $313K
|
1.64K
$341K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
1.63KNew |
$290K - $312K
|
1.63K
$339K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.61K+ 5.94% |
$286K - $308K
|
28.7K
$5.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
1.6K+ 3.63% |
$284K - $306K
|
45.8K
$9.51M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.58K+ 8.3% |
$281K - $302K
|
20.6K
$4.29M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.55K+ 3.83% |
$276K - $297K
|
42.1K
$8.75M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.54K+ 0.63% |
$273K - $294K
|
244K
$50.7M
|
|
|
Jul 12, 2024
Q2 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1.52K+ 5.44% |
$270K - $290K
|
29.5K
$6.12M
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.51K+ 96.12% |
$269K - $289K
|
3.09K
$641K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.51K+ 0.79% |
$267K - $288K
|
193K
$40.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.5KNew |
$266K - $286K
|
1.5K
$311K
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.49K+ 1.57% |
$265K - $285K
|
96.4K
$20M
|
|
|
Aug 06, 2024
Q2 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.49K+ 2.46% |
$265K - $285K
|
62K
$12.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.49K+ 0.62% |
$264K - $284K
|
243K
$50.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.47K+ 25.68% |
$261K - $281K
|
7.18K
$1.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.45K+ 4.33% |
$257K - $276K
|
34.8K
$7.23M
|
|
|
Jul 22, 2024
Q2 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.44K+ 1.26% |
$256K - $276K
|
116K
$24.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.44K+ 59.01% |
$255K - $275K
|
3.88K
$805K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.44K+ 2210.77% |
$255K - $275K
|
1.5K
$312K
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 21.66% |
$255K - $274K
|
8.06K
$1.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.42KNew |
$252K - $271K
|
1.42K
$294K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.41K+ 2.76% |
$250K - $269K
|
52.4K
$10.9M
|