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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-115- 8.65% |
$20.7K - $23.2K
|
1.22K
$249K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-116- 9.89% |
$20.9K - $23.4K
|
1.06K
$217K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-117- 6.45% |
$21.1K - $23.6K
|
1.7K
$348K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-119- 4.81% |
$21.4K - $24K
|
2.35K
$483K
|
|
|
Oct 31, 2024
Q3 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-119- 0.97% |
$21.4K - $24K
|
12.2K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-120- 5.51% |
$21.6K - $24.2K
|
2.06K
$422K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-123- 7.22% |
$22.1K - $24.8K
|
1.58K
$324K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-126- 1.26% |
$22.7K - $25.4K
|
9.9K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-130- 2.64% |
$23.4K - $26.2K
|
4.8K
$984K
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
SELL
|
- |
-138- 3.02% |
$24.8K - $27.8K
|
4.43K
$909K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-140- 15.91% |
$25.2K - $28.2K
|
740
$152K
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
SELL
|
- |
-140- 0.55% |
$25.2K - $28.2K
|
25.2K
$5.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Regions Financial Corp
|
SELL
|
- |
-140- 0.68% |
$25.2K - $28.2K
|
20.3K
$4.17M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-142- 1.26% |
$25.6K - $28.6K
|
11.1K
$2.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-144- 0.97% |
$25.9K - $29K
|
14.7K
$3.01M
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-146- 5.7% |
$26.3K - $29.4K
|
2.42K
$496K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-148- 1.45% |
$26.6K - $29.8K
|
10.1K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-150- 0.47% |
$27K - $30.2K
|
32K
$6.56M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-153- 2.39% |
$27.5K - $30.8K
|
6.25K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-154- 1.01% |
$27.7K - $31K
|
15.1K
$3.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-155- 6.74% |
$27.9K - $31.2K
|
2.15K
$440K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-156- 4.7% |
$28.1K - $31.4K
|
3.17K
$649K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-157- 1.21% |
$28.3K - $31.7K
|
12.8K
$2.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-159- 0.05% |
$28.6K - $32.1K
|
293K
$60M
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-162- 5.63% |
$29.2K - $32.7K
|
2.72K
$557K
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-162- 7.25% |
$29.2K - $32.7K
|
2.07K
$425K
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-163- 3.28% |
$29.3K - $32.9K
|
4.8K
$985K
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-165- 15.49% |
$29.7K - $33.3K
|
900
$185K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-166- 8.64% |
$29.9K - $33.5K
|
1.76K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
SELL
|
- |
-167- 4.01% |
$30.1K - $33.7K
|
4K
$821K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-168- 7.46% |
$30.2K - $33.9K
|
2.08K
$427K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-173- 4.51% |
$31.1K - $34.9K
|
3.67K
$752K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-175- 4.17% |
$31.5K - $35.3K
|
4.02K
$825K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-178- 5.39% |
$32K - $35.9K
|
3.13K
$641K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-183- 0.56% |
$32.9K - $36.9K
|
32.3K
$6.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-186- 2.86% |
$33.5K - $37.5K
|
6.32K
$1.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-188- 36.15% |
$33.8K - $37.9K
|
332
$68.1K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-192- 2.36% |
$34.6K - $38.7K
|
7.93K
$1.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-196- 0.82% |
$35.3K - $39.5K
|
23.8K
$4.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-197- 4.98% |
$35.5K - $39.7K
|
3.76K
$771K
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-198- 2.13% |
$35.6K - $39.9K
|
9.11K
$1.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-199- 1.42% |
$35.8K - $40.1K
|
13.8K
$2.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-200- 1.91% |
$36K - $40.3K
|
10.3K
$2.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-200- 0.57% |
$36K - $40.3K
|
35K
$7.18M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-206- 7.53% |
$37.1K - $41.5K
|
2.53K
$519K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-210- 13.25% |
$37.8K - $42.3K
|
1.38K
$282K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-212- 5.7% |
$38.2K - $42.7K
|
3.51K
$720K
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-215- 8.47% |
$38.7K - $43.3K
|
2.32K
$476K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-215- 2.15% |
$38.7K - $43.3K
|
9.79K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-215- 4.91% |
$38.7K - $43.3K
|
4.16K
$854K
|