Purchases and Sales Made in Q2 2024 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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 05, 2024 Q2 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
1.41K
New
$250K - $269K
1.41K $301K
Aug 14, 2024 Q2 2024
Iconiq Capital, LLC

San Francisco, CA
BUY
 -
1.4K
New
$248K - $267K
1.4K $299K
Aug 13, 2024 Q2 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
1.39K
+ 0.82%
$247K - $265K
171K $36.5M
Aug 14, 2024 Q2 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
1.38K
New
$245K - $264K
1.38K $295K
Aug 14, 2024 Q2 2024
Ellevest, Inc.

BUY
 -
1.37K
+ 2.09%
$243K - $262K
66.8K $14.3M
Jul 18, 2024 Q2 2024
O'Rourke & Company, Inc

Boston, MA
BUY
 -
1.35K
+ 11.59%
$241K - $259K
13K $2.79M
Aug 13, 2024 Q2 2024
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
1.33K
New
$237K - $255K
1.33K $285K
Aug 02, 2024 Q2 2024
N.E.W. Advisory Services LLC

BUY
 -
1.33K
New
$236K - $254K
1.33K $285K
Jul 22, 2024 Q2 2024
Iron Horse Wealth Management, LLC

BUY
 -
1.29K
+ 2.84%
$230K - $247K
46.8K $10M
Jul 29, 2024 Q2 2024
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
1.29K
+ 1.65%
$230K - $247K
79.7K $17.1M
Jul 17, 2024 Q2 2024
Cherry Creek Investment Advisors, Inc.

BUY
 -
1.27K
New
$226K - $243K
1.27K $272K
Jul 30, 2024 Q2 2024
Jmg Financial Group, Ltd.

BUY
 -
1.26K
+ 0.44%
$224K - $241K
287K $61.4M
Aug 14, 2024 Q2 2024
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
1.2K
New
$212K - $229K
1.2K $256K
Nov 14, 2024 Q2 2024
Optivise Advisory Services LLC

Franklin, TN
BUY
 -
1.19K
New
$211K - $227K
1.19K $254K
Jul 22, 2024 Q2 2024
Aaron Wealth Advisors LLC

BUY
 -
1.19K
+ 1.57%
$211K - $227K
76.5K $16.4M
Jul 23, 2024 Q2 2024
Gray Private Wealth, LLC

Canton, MA
BUY
 -
1.18K
New
$210K - $226K
1.18K $253K
Aug 09, 2024 Q2 2024
Sharper & Granite LLC

El Segundo, CA
BUY
 -
1.16K
+ 4.65%
$207K - $222K
26.2K $5.61M
Aug 05, 2024 Q2 2024
Intelligence Driven Advisers, LLC

BUY
 -
1.16K
New
$207K - $222K
1.16K $249K
Aug 12, 2024 Q2 2024
Strategic Financial Services, Inc,

Utica, NY
BUY
 -
1.16K
New
$206K - $222K
1.16K $248K
Jul 15, 2024 Q2 2024
Morgan Rosel Wealth Management, LLC

BUY
 -
1.15K
+ 3.63%
$205K - $220K
32.8K $7.03M
Jul 23, 2024 Q2 2024
Htlf Bank

Denver, CO
BUY
 -
1.13K
+ 1.82%
$201K - $217K
63.5K $13.6M
Aug 08, 2024 Q2 2024
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
1.13K
New
$200K - $215K
1.13K $241K
Jul 19, 2024 Q2 2024
Greenspring Advisors, LLC

BUY
 -
1.12K
New
$198K - $213K
1.12K $239K
Aug 09, 2024 Q2 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
1.11K
+ 5.14%
$198K - $213K
22.8K $4.87M
Jul 08, 2024 Q2 2024
Advance Capital Management, Inc.

Southfield, MI
BUY
 -
1.11K
New
$198K - $213K
1.11K $238K
Aug 02, 2024 Q2 2024
Satovsky Asset Management LLC

BUY
 -
1.11K
New
$198K - $213K
1.11K $238K
Aug 14, 2024 Q2 2024
Gg Group Ventures, LLC

Orlando, FL
BUY
 -
1.11K
New
$197K - $212K
1.11K $238K
Jul 24, 2024 Q2 2024
Diversified, LLC

BUY
 -
1.11K
+ 35.96%
$197K - $212K
4.19K $897K
Jul 10, 2024 Q2 2024
Csenge Advisory Group

BUY
 -
1.09K
+ 11.96%
$194K - $209K
10.2K $2.19M
Aug 02, 2024 Q2 2024
Belpointe Asset Management LLC

BUY
 -
1.05K
+ 20.7%
$187K - $201K
6.14K $1.31M
Aug 07, 2024 Q2 2024
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
1.04K
+ 0.55%
$185K - $199K
189K $40.5M
Jul 30, 2024 Q2 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
1.03K
+ 2.24%
$184K - $197K
47.1K $10.1M
Aug 13, 2024 Q2 2024
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
1.03K
+ 13.35%
$184K - $197K
8.77K $1.88M
Aug 07, 2024 Q2 2024
Studio Investment Management LLC

Chicago, IL
BUY
 -
1.03K
+ 0.98%
$183K - $197K
107K $22.8M
Jul 30, 2024 Q2 2024
Integrity Financial Corp

BUY
 -
982
+ 40.61%
$174K - $188K
3.4K $728K
Jul 18, 2024 Q2 2024
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
967
+ 11.0%
$172K - $185K
9.76K $2.09M
Aug 01, 2024 Q2 2024
Associated Banc Corp

Green Bay, WI
BUY
 -
962
+ 8.33%
$171K - $184K
12.5K $2.68M
Jul 10, 2024 Q2 2024
Richard P Slaughter Associates Inc

BUY
 -
960
+ 7.91%
$171K - $183K
13.1K $2.8M
Jul 09, 2024 Q2 2024
Fulton Bank, N.A.

BUY
 -
950
+ 16.31%
$169K - $182K
6.77K $1.45M
Aug 14, 2024 Q2 2024
Integrated Wealth Concepts LLC

BUY
 -
935
+ 3.9%
$166K - $179K
24.9K $5.34M
Jul 15, 2024 Q2 2024
Ewg Elevate Inc.

BUY
 -
914
+ 13.81%
$162K - $175K
7.53K $1.61M
Jul 30, 2024 Q2 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
858
New
$152K - $164K
858 $184K
Jul 10, 2024 Q2 2024
Gpwm LLC

BUY
 -
837
+ 2.89%
$149K - $160K
29.8K $6.38M
Aug 14, 2024 Q2 2024
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
831
+ 14.41%
$148K - $159K
6.6K $1.41M
Aug 12, 2024 Q2 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
815
+ 2.0%
$145K - $156K
41.5K $8.89M
Jul 26, 2024 Q2 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
808
+ 5.56%
$144K - $154K
15.3K $3.28M
Jul 18, 2024 Q2 2024
Veery Capital, LLC

BUY
 -
804
+ 3.61%
$143K - $154K
23.1K $4.94M
Jul 09, 2024 Q2 2024
Praetorian Wealth Management, Inc.

BUY
 -
803
+ 1.36%
$143K - $153K
60K $12.9M
Jul 15, 2024 Q2 2024
White Lighthouse Investment Management Inc.

BUY
 -
784
+ 2.48%
$139K - $150K
32.5K $6.95M

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