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 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
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-21- 0.68% |
$3.78K - $4.23K
|
3.06K
$627K
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-23- 0.11% |
$4.14K - $4.64K
|
20.6K
$4.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-24- 0.41% |
$4.32K - $4.84K
|
5.86K
$1.2M
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-24- 0.33% |
$4.32K - $4.84K
|
7.19K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-26- 1.45% |
$4.68K - $5.24K
|
1.77K
$363K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-26- 0.88% |
$4.68K - $5.24K
|
2.93K
$600K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-26- 0.26% |
$4.68K - $5.24K
|
10.1K
$2.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-28- 1.58% |
$5.04K - $5.64K
|
1.75K
$359K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-29- 1.66% |
$5.22K - $5.85K
|
1.72K
$352K
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-29- 1.9% |
$5.22K - $5.85K
|
1.5K
$307K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-30- 0.47% |
$5.4K - $6.05K
|
6.39K
$1.31M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-30- 0.27% |
$5.4K - $6.05K
|
11.2K
$2.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-32- 0.31% |
$5.76K - $6.45K
|
10.2K
$2.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-32- 1.46% |
$5.76K - $6.45K
|
2.16K
$443K
|
|
|
Nov 12, 2024
Q3 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-33- 2.8% |
$5.94K - $6.65K
|
1.15K
$235K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-33- 2.97% |
$5.94K - $6.65K
|
1.08K
$221K
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-34- 0.62% |
$6.12K - $6.85K
|
5.48K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-34- 49.28% |
$6.12K - $6.85K
|
35
$7.18K
|
|
|
Oct 17, 2024
Q3 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-35- 12.96% |
$6.3K - $7.06K
|
235
$48.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-35- 0.26% |
$6.3K - $7.06K
|
13.5K
$2.78M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-35- 1.12% |
$6.3K - $7.06K
|
3.1K
$635K
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-36- 0.67% |
$6.48K - $7.26K
|
5.34K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-36- 0.45% |
$6.48K - $7.26K
|
7.91K
$1.62M
|
|
|
Oct 10, 2024
Q3 2024
|
Zeit Capital LLC
|
SELL
|
- |
-37- 0.23% |
$6.66K - $7.46K
|
16.4K
$3.36M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-37- 2.28% |
$6.66K - $7.46K
|
1.58K
$325K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-40- 0.02% |
$7.2K - $8.06K
|
243K
$49.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-41- 0.65% |
$7.38K - $8.27K
|
6.3K
$1.29M
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-42- 3.68% |
$7.56K - $8.47K
|
1.1K
$225K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-43- 2.6% |
$7.74K - $8.67K
|
1.61K
$330K
|
|
|
Nov 12, 2024
Q3 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-43- 0.96% |
$7.74K - $8.67K
|
4.43K
$909K
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-44- 0.13% |
$7.92K - $8.87K
|
32.8K
$6.72M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-44- 0.5% |
$7.92K - $8.87K
|
8.71K
$1.79M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-46- 2.7% |
$8.28K - $9.27K
|
1.66K
$340K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-47- 2.39% |
$8.46K - $9.48K
|
1.92K
$394K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-47- 1.59% |
$8.46K - $9.48K
|
2.91K
$597K
|
|
|
Nov 12, 2024
Q3 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-49- 1.28% |
$8.82K - $9.88K
|
3.77K
$773K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-50- 7.95% |
$9K - $10.1K
|
579
$119K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-50- 4.13% |
$9K - $10.1K
|
1.16K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-50- 0.3% |
$9K - $10.1K
|
16.4K
$3.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-50- 2.58% |
$9K - $10.1K
|
1.89K
$387K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-51- 0.23% |
$9.18K - $10.3K
|
22.2K
$4.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-53- 1.57% |
$9.54K - $10.7K
|
3.33K
$684K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-53- 1.65% |
$9.54K - $10.7K
|
3.16K
$647K
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-54- 0.09% |
$9.72K - $10.9K
|
61.2K
$12.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-58- 0.34% |
$10.4K - $11.7K
|
17.2K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-60- 12.1% |
$10.8K - $12.1K
|
436
$89.4K
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-61- 0.61% |
$11K - $12.3K
|
9.92K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-61- 4.61% |
$11K - $12.3K
|
1.26K
$259K
|