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 01, 2024
Q3 2024
|
Rovin Capital
|
SELL
|
- |
-1- 0.06% |
$180 - $202
|
1.58K
$325K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
SELL
|
- |
-1- 0.07% |
$180 - $202
|
1.42K
$290K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.09% |
$360 - $403
|
2.3K
$472K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 0.45% |
$360 - $403
|
442
$90.6K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$360 - $403
|
9.96K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-2- 0.16% |
$360 - $403
|
1.28K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-2- 0.12% |
$360 - $403
|
1.65K
$338K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-3- 0.17% |
$540 - $605
|
1.74K
$357K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-4- 0.01% |
$720 - $806
|
36.7K
$7.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 0.1% |
$720 - $806
|
3.94K
$808K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-4- 0.08% |
$720 - $806
|
5.27K
$1.08M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-5- 0.28% |
$900 - $1.01K
|
1.81K
$371K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-5- 0.27% |
$900 - $1.01K
|
1.86K
$381K
|
|
|
Oct 24, 2024
Q3 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
SELL
|
- |
-5- 0.19% |
$900 - $1.01K
|
2.65K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-5- 0.15% |
$900 - $1.01K
|
3.3K
$676K
|
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-5- 0.07% |
$900 - $1.01K
|
7.23K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-5- 0.25% |
$900 - $1.01K
|
1.96K
$402K
|
|
|
Oct 29, 2024
Q3 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-7- 0.02% |
$1.26K - $1.41K
|
32.5K
$6.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7- 0.19% |
$1.26K - $1.41K
|
3.75K
$769K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-8- 0.43% |
$1.44K - $1.61K
|
1.83K
$376K
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-8- 0.28% |
$1.44K - $1.61K
|
2.85K
$584K
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-9- 0.43% |
$1.62K - $1.81K
|
2.06K
$423K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-9- 0.11% |
$1.62K - $1.81K
|
8.33K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-9- 0.01% |
$1.62K - $1.81K
|
67.1K
$13.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-9- 0.18% |
$1.62K - $1.81K
|
5.07K
$1.04M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-10- 0.56% |
$1.8K - $2.02K
|
1.79K
$367K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-10- 0.33% |
$1.8K - $2.02K
|
3.04K
$624K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10- 0.53% |
$1.8K - $2.02K
|
1.88K
$386K
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-11- 0.86% |
$1.98K - $2.22K
|
1.27K
$261K
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-11- 0.14% |
$1.98K - $2.22K
|
7.66K
$1.57M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-11- 0.6% |
$1.98K - $2.22K
|
1.82K
$373K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11- 0.35% |
$1.98K - $2.22K
|
3.16K
$649K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.12% |
$1.98K - $2.22K
|
9.43K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
SELL
|
- |
-11- 2.15% |
$1.98K - $2.22K
|
500
$103K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-12- 0.07% |
$2.16K - $2.42K
|
18.3K
$3.76M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-12- 0.53% |
$2.16K - $2.42K
|
2.26K
$464K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 0.5% |
$2.34K - $2.62K
|
2.56K
$526K
|
|
|
Oct 17, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-13- 0.84% |
$2.34K - $2.62K
|
1.54K
$315K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-13- 0.96% |
$2.34K - $2.62K
|
1.34K
$274K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-14- 0.57% |
$2.52K - $2.82K
|
2.45K
$502K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-14- 0.98% |
$2.52K - $2.82K
|
1.41K
$289K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-15- 0.63% |
$2.7K - $3.02K
|
2.37K
$487K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-15- 1.07% |
$2.7K - $3.02K
|
1.39K
$285K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-15- 0.91% |
$2.7K - $3.02K
|
1.63K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-15- 1.07% |
$2.7K - $3.02K
|
1.38K
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-16- 0.31% |
$2.88K - $3.23K
|
5.09K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-18- 8.26% |
$3.24K - $3.63K
|
200
$41K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-20- 0.98% |
$3.6K - $4.03K
|
2.03K
$416K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-20- 0.68% |
$3.6K - $4.03K
|
2.9K
$595K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.36% |
$3.6K - $4.03K
|
5.51K
$1.13M
|