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 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-218- 2.12% |
$39.2K - $43.9K
|
10.1K
$2.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-218- 0.66% |
$39.2K - $43.9K
|
33.1K
$6.78M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-226- 9.76% |
$40.7K - $45.6K
|
2.09K
$428K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-227- 2.07% |
$40.9K - $45.8K
|
10.8K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-228- 8.13% |
$41K - $46K
|
2.58K
$528K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-231- 3.76% |
$41.6K - $46.6K
|
5.92K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-233- 0.61% |
$41.9K - $47K
|
37.8K
$7.76M
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-233- 13.21% |
$41.9K - $47K
|
1.53K
$314K
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-234- 1.68% |
$42.1K - $47.2K
|
13.7K
$2.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-235- 2.48% |
$42.3K - $47.4K
|
9.26K
$1.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-236- 4.14% |
$42.5K - $47.6K
|
5.47K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-237- 35.48% |
$42.7K - $47.8K
|
431
$88.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-240- 2.78% |
$43.2K - $48.4K
|
8.4K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-245- 1.94% |
$44.1K - $49.4K
|
12.4K
$2.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-246- 3.74% |
$44.3K - $49.6K
|
6.33K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
First National Bank Sioux Falls
|
SELL
|
- |
-250- 9.34% |
$45K - $50.4K
|
2.43K
$498K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
SELL
|
- |
-250Closed |
$45K - $50.4K
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-251- 5.15% |
$45.2K - $50.6K
|
4.63K
$949K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-254- 0.76% |
$45.7K - $51.2K
|
33.3K
$6.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-255- 4.84% |
$45.9K - $51.4K
|
5.01K
$1.03M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-264- 18.31% |
$47.5K - $53.2K
|
1.18K
$242K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-265- 11.93% |
$47.7K - $53.4K
|
1.96K
$401K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-265- 65.43% |
$47.7K - $53.4K
|
140
$28.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-269- 20.0% |
$48.4K - $54.2K
|
1.08K
$221K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-273- 3.09% |
$49.1K - $55K
|
8.57K
$1.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-275- 1.07% |
$49.5K - $55.4K
|
25.5K
$5.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-284- 9.07% |
$51.1K - $57.3K
|
2.85K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-288- 1.93% |
$51.8K - $58.1K
|
14.6K
$3M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-296- 2.21% |
$53.3K - $59.7K
|
13.1K
$2.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-299- 12.8% |
$53.8K - $60.3K
|
2.04K
$418K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-300- 55.56% |
$54K - $60.5K
|
240
$49.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-301- 4.33% |
$54.2K - $60.7K
|
6.66K
$1.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-309- 5.89% |
$55.6K - $62.3K
|
4.94K
$1.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-311- 2.6% |
$56K - $62.7K
|
11.6K
$2.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-314- 2.88% |
$56.5K - $63.3K
|
10.6K
$2.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-315- 2.49% |
$56.7K - $63.5K
|
12.3K
$2.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-318- 14.57% |
$57.2K - $64.1K
|
1.87K
$383K
|
|
|
Nov 14, 2024
Q3 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-321- 1.87% |
$57.8K - $64.7K
|
16.9K
$3.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-322- 3.97% |
$58K - $64.9K
|
7.8K
$1.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-322- 3.21% |
$58K - $64.9K
|
9.7K
$1.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-323- 10.79% |
$58.1K - $65.1K
|
2.67K
$548K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-338- 17.11% |
$60.8K - $68.1K
|
1.64K
$336K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-339- 6.48% |
$61K - $68.3K
|
4.89K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-341- 4.69% |
$61.4K - $68.7K
|
6.94K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-344- 2.41% |
$61.9K - $69.4K
|
13.9K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
SELL
|
- |
-344- 0.87% |
$61.9K - $69.4K
|
39.4K
$8.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-345- 30.59% |
$62.1K - $69.6K
|
783
$161K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-346- 0.5% |
$62.3K - $69.8K
|
68.7K
$14.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-346- 12.6% |
$62.3K - $69.8K
|
2.4K
$492K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-347- 0.53% |
$62.5K - $70K
|
65K
$13.3M
|