Purchases and Sales Made in Q3 2024 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.65M+ 9.84% |
$297M - $333M
|
18.4M
$3.81B
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.37M+ 24002.26% |
$246M - $276M
|
1.37M
$284M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.34M+ 655.63% |
$242M - $271M
|
1.55M
$320M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
139K+ 3.78% |
$25.1M - $28.1M
|
3.82M
$789M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
136K+ 20.99% |
$24.6M - $27.5M
|
787K
$163M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
135KNew |
$24.4M - $27.3M
|
135K
$28M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
109K+ 7.19% |
$19.7M - $22M
|
1.63M
$336M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
108K+ 291.89% |
$19.4M - $21.7M
|
145K
$29.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
102K+ 7.59% |
$18.4M - $20.6M
|
1.45M
$300M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
92.2K+ 29.44% |
$16.6M - $18.6M
|
405K
$83.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.3K+ 6.98% |
$14.4M - $16.2M
|
1.23M
$254M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
73.1K+ 10310.01% |
$13.2M - $14.7M
|
73.8K
$15.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
71KNew |
$12.8M - $14.3M
|
71K
$14.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
55.3K+ 825.1% |
$9.96M - $11.2M
|
62K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
52.2KNew |
$9.4M - $10.5M
|
52.2K
$10.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
48K+ 1722.68% |
$8.64M - $9.68M
|
50.8K
$10.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44.1K+ 8.1% |
$7.94M - $8.89M
|
588K
$122M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44.1K+ 8.1% |
$7.94M - $8.89M
|
588K
$122M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42K+ 2.68% |
$7.56M - $8.47M
|
1.61M
$332M
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
40.4K+ 4.92% |
$7.26M - $8.14M
|
861K
$178M
|
|
|
Oct 28, 2024
Q3 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
37.3K+ 37291.0% |
$6.71M - $7.52M
|
37.4K
$7.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
36.3KNew |
$6.54M - $7.33M
|
36.3K
$7.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
36.2KNew |
$6.51M - $7.3M
|
36.2K
$7.48M
|
|
|
Nov 15, 2024
Q3 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
35.3KNew |
$6.35M - $7.11M
|
35.3K
$7.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
32.4K+ 26.79% |
$5.83M - $6.53M
|
153K
$31.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
32.4K+ 4.75% |
$5.83M - $6.53M
|
715K
$148M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.3K+ 1.29% |
$5.46M - $6.11M
|
2.38M
$492M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.9K+ 4.76% |
$5.2M - $5.82M
|
635K
$131M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
25.1KNew |
$4.52M - $5.07M
|
25.1K
$5.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
25.1KNew |
$4.52M - $5.07M
|
25.1K
$5.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
24.5K+ 7.07% |
$4.41M - $4.94M
|
371K
$76.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
22.2K+ 11.38% |
$3.99M - $4.47M
|
217K
$44.9M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
21.5K+ 7.51% |
$3.87M - $4.33M
|
307K
$63.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
18.7K+ 22.35% |
$3.37M - $3.78M
|
103K
$21.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17.8K+ 6.69% |
$3.21M - $3.59M
|
284K
$58.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
17.6KNew |
$3.17M - $3.55M
|
17.6K
$3.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.5K+ 3.44% |
$3.15M - $3.52M
|
526K
$109M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
16.8KNew |
$3.02M - $3.38M
|
16.8K
$3.46M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16.4K+ 4108.77% |
$2.95M - $3.31M
|
16.8K
$3.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
16.2K+ 7.72% |
$2.91M - $3.26M
|
226K
$46.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.8K+ 2.53% |
$2.84M - $3.18M
|
640K
$132M
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
15.7K+ 68.05% |
$2.83M - $3.17M
|
38.8K
$8.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.2K+ 89.17% |
$2.73M - $3.06M
|
32.2K
$6.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
14.4K+ 3.57% |
$2.59M - $2.9M
|
417K
$86.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
14.1K+ 1249.87% |
$2.54M - $2.84M
|
15.2K
$3.14M
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
14K+ 6.15% |
$2.52M - $2.82M
|
241K
$49.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
13.5K+ 129.87% |
$2.43M - $2.72M
|
23.9K
$4.94M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
13.2K+ 1.89% |
$2.38M - $2.66M
|
710K
$147M
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
13.1K+ 4.75% |
$2.35M - $2.64M
|
289K
$59.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
12.7K+ 4.06% |
$2.29M - $2.56M
|
325K
$67.2M
|