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 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
774+ 18.62% |
$138K - $148K
|
4.93K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
771+ 2.62% |
$137K - $147K
|
30.2K
$6.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
762+ 18.29% |
$135K - $146K
|
4.93K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
740+ 4.47% |
$131K - $141K
|
17.3K
$3.6M
|
|
|
Aug 13, 2024
Q2 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
723+ 2.14% |
$128K - $138K
|
34.5K
$7.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
702+ 458.82% |
$125K - $134K
|
855
$178K
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
684+ 2.94% |
$122K - $131K
|
23.9K
$4.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
677+ 9.56% |
$120K - $129K
|
7.76K
$1.61M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
671+ 25.24% |
$119K - $128K
|
3.33K
$692K
|
|
|
Jul 24, 2024
Q2 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
670+ 2.74% |
$119K - $128K
|
25.1K
$5.21M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
657+ 11.23% |
$117K - $126K
|
6.51K
$1.35M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
650+ 22.43% |
$115K - $124K
|
3.55K
$737K
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
645+ 19.75% |
$115K - $123K
|
3.91K
$812K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
634+ 3.54% |
$113K - $121K
|
18.5K
$3.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
BUY
|
- |
605+ 0.52% |
$107K - $116K
|
118K
$24.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
604+ 25.64% |
$107K - $115K
|
2.96K
$615K
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
603+ 3.52% |
$107K - $115K
|
17.7K
$3.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
601+ 27.99% |
$107K - $115K
|
2.75K
$571K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
597+ 11.69% |
$106K - $114K
|
5.7K
$1.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
595+ 1.56% |
$106K - $114K
|
38.8K
$8.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
595+ 3.35% |
$106K - $114K
|
18.3K
$3.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
593+ 3.45% |
$105K - $113K
|
17.8K
$3.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
589+ 4.42% |
$105K - $113K
|
13.9K
$2.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
587+ 25.37% |
$104K - $112K
|
2.9K
$603K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
582+ 111.07% |
$103K - $111K
|
1.11K
$230K
|
|
|
Jul 24, 2024
Q2 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
575+ 2.57% |
$102K - $110K
|
22.9K
$4.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
559+ 4.31% |
$99.3K - $107K
|
13.5K
$2.81M
|
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
557+ 1.49% |
$99K - $106K
|
37.9K
$7.87M
|
|
|
Jul 05, 2024
Q2 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
555+ 0.32% |
$98.6K - $106K
|
176K
$36.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
534+ 40.83% |
$94.9K - $102K
|
1.84K
$383K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
533+ 7.07% |
$94.7K - $102K
|
8.07K
$1.68M
|
|
|
Aug 09, 2024
Q2 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
519+ 5.68% |
$92.2K - $99.2K
|
9.66K
$2.01M
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
507+ 1.42% |
$90.1K - $96.9K
|
36.3K
$7.54M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
506+ 5.8% |
$89.9K - $96.7K
|
9.24K
$1.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
505+ 37.13% |
$89.7K - $96.5K
|
1.87K
$387K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
502New |
$89.2K - $95.9K
|
502
$104K
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
501+ 0.86% |
$89K - $95.7K
|
58.9K
$12.2M
|
|
|
Jul 16, 2024
Q2 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
501+ 4.93% |
$89K - $95.7K
|
10.7K
$2.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
494+ 2.27% |
$87.8K - $94.4K
|
22.2K
$4.62M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
494+ 6.63% |
$87.8K - $94.4K
|
7.95K
$1.65M
|
|
|
Jul 22, 2024
Q2 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
484+ 2.02% |
$86K - $92.5K
|
24.4K
$5.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
481+ 9.63% |
$85.4K - $91.9K
|
5.48K
$1.14M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
480+ 4.79% |
$85.3K - $91.7K
|
10.5K
$2.18M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
473+ 1.88% |
$84K - $90.4K
|
25.7K
$5.33M
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
472+ 0.88% |
$83.9K - $90.2K
|
54K
$11.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
469+ 1.49% |
$83.3K - $89.6K
|
32K
$6.65M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
466+ 12.15% |
$82.8K - $89.1K
|
4.3K
$894K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
460+ 2.43% |
$81.7K - $87.9K
|
19.4K
$4.03M
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
459+ 6.27% |
$81.5K - $87.7K
|
7.78K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
459New |
$81.5K - $87.7K
|
459
$95.4K
|