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
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
142+ 3.8% |
$25.2K - $27.1K
|
3.88K
$806K
|
|
Jul 30, 2024
Q2 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
140+ 1.0% |
$24.9K - $26.8K
|
14.1K
$2.94M
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
140+ 6.32% |
$24.9K - $26.8K
|
2.35K
$489K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
138+ 0.56% |
$24.5K - $26.4K
|
24.7K
$5.13M
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
136+ 2.96% |
$24.2K - $26K
|
4.73K
$982K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
131+ 3.49% |
$23.3K - $25K
|
3.88K
$806K
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
130+ 7.0% |
$23.1K - $24.8K
|
1.99K
$413K
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
129+ 1.3% |
$22.9K - $24.7K
|
10K
$2.08M
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
127+ 1.59% |
$22.6K - $24.3K
|
8.13K
$1.69M
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
126+ 1.61% |
$22.4K - $24.1K
|
7.97K
$1.66M
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
125+ 4.39% |
$22.2K - $23.9K
|
2.97K
$617K
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
115+ 5.86% |
$20.4K - $22K
|
2.08K
$432K
|
|
Aug 12, 2024
Q2 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
114+ 1.75% |
$20.3K - $21.8K
|
6.62K
$1.37M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
112+ 0.85% |
$19.9K - $21.4K
|
13.2K
$2.75M
|
|
Aug 12, 2024
Q2 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
112+ 0.61% |
$19.9K - $21.4K
|
18.5K
$3.84M
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
110+ 2.28% |
$19.5K - $21K
|
4.93K
$1.02M
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
109+ 153.52% |
$19.4K - $20.8K
|
180
$37.4K
|
|
Aug 08, 2024
Q2 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
107+ 0.66% |
$19K - $20.4K
|
16.3K
$3.38M
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
105+ 0.86% |
$18.7K - $20.1K
|
12.3K
$2.55M
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
102+ 0.65% |
$18.1K - $19.5K
|
15.9K
$3.3M
|
|
Jul 15, 2024
Q2 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
100+ 2.8% |
$17.8K - $19.1K
|
3.68K
$764K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100New |
$17.8K - $19.1K
|
100
$20.8K
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
97+ 0.9% |
$17.2K - $18.5K
|
10.9K
$2.26M
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
96+ 2.24% |
$17.1K - $18.3K
|
4.38K
$909K
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
96+ 2.24% |
$17.1K - $18.3K
|
4.38K
$909K
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
95+ 0.15% |
$16.9K - $18.2K
|
65.6K
$13.6M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
94+ 0.84% |
$16.7K - $18K
|
11.3K
$2.34M
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
93+ 7.39% |
$16.5K - $17.8K
|
1.35K
$281K
|
|
Jul 30, 2024
Q2 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
91+ 3.12% |
$16.2K - $17.4K
|
3.01K
$626K
|
|
Jul 19, 2024
Q2 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
90+ 0.44% |
$16K - $17.2K
|
20.6K
$4.28M
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
88+ 0.88% |
$15.6K - $16.8K
|
10.1K
$2.11M
|
|
Jul 30, 2024
Q2 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
85+ 6.54% |
$15.1K - $16.2K
|
1.39K
$288K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
85+ 0.6% |
$15.1K - $16.2K
|
14.2K
$2.96M
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
83New |
$14.7K - $15.9K
|
83
$17.2K
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
83+ 3.07% |
$14.7K - $15.9K
|
2.79K
$579K
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
81+ 1.65% |
$14.4K - $15.5K
|
4.99K
$1.04M
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
79+ 2.44% |
$14K - $15.1K
|
3.32K
$690K
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
79+ 5.09% |
$14K - $15.1K
|
1.63K
$339K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
78+ 3.71% |
$13.9K - $14.9K
|
2.18K
$453K
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
77+ 3.75% |
$13.7K - $14.7K
|
2.13K
$442K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
76+ 4.94% |
$13.5K - $14.5K
|
1.62K
$336K
|
|
Aug 15, 2024
Q2 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
74+ 129.82% |
$13.1K - $14.1K
|
131
$27.2K
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
73+ 4.71% |
$13K - $14K
|
1.62K
$337K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
73+ 0.19% |
$13K - $14K
|
38K
$7.9M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
71+ 2.73% |
$12.6K - $13.6K
|
2.67K
$555K
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
71+ 1.14% |
$12.6K - $13.6K
|
6.32K
$1.31M
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
70+ 22.95% |
$12.4K - $13.4K
|
375
$77.9K
|
|
Jul 11, 2024
Q2 2024
|
First Financial Corp
|
BUY
|
- |
69New |
$12.3K - $13.2K
|
69
$14.3K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
68+ 0.28% |
$12.1K - $13K
|
23.9K
$4.98M
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
65+ 3.93% |
$11.5K - $12.4K
|
1.72K
$358K
|