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
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-360- 9.29% |
$64.8K - $72.6K
|
3.52K
$721K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-361- 1.87% |
$65K - $72.8K
|
19K
$3.89M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-363- 13.07% |
$65.3K - $73.2K
|
2.41K
$495K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-363- 57.53% |
$65.3K - $73.2K
|
268
$55K
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-381- 2.05% |
$68.6K - $76.8K
|
18.2K
$3.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-382- 1.32% |
$68.8K - $77K
|
28.5K
$5.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-394- 1.31% |
$70.9K - $79.4K
|
29.7K
$6.1M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-399- 7.11% |
$71.8K - $80.4K
|
5.21K
$1.07M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-408- 3.36% |
$73.4K - $82.3K
|
11.7K
$2.41M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-412- 5.64% |
$74.2K - $83.1K
|
6.89K
$1.41M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-413- 4.47% |
$74.3K - $83.3K
|
8.82K
$1.81M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-414- 2.25% |
$74.5K - $83.5K
|
18K
$3.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-419- 2.05% |
$75.4K - $84.5K
|
20K
$4.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-419- 0.75% |
$75.4K - $84.5K
|
55.4K
$11.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-421- 25.83% |
$75.8K - $84.9K
|
1.21K
$248K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-425- 8.55% |
$76.5K - $85.7K
|
4.55K
$932K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-438- 2.44% |
$78.8K - $88.3K
|
17.5K
$3.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-441- 6.71% |
$79.4K - $88.9K
|
6.13K
$1.26M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-445- 1.72% |
$80.1K - $89.7K
|
25.4K
$5.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-450- 31.03% |
$81K - $90.7K
|
1K
$205K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-450- 3.3% |
$81K - $90.7K
|
13.2K
$2.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-459- 3.28% |
$82.6K - $92.5K
|
13.5K
$2.78M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-470- 7.76% |
$84.6K - $94.8K
|
5.58K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-471- 14.4% |
$84.8K - $95K
|
2.8K
$574K
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-473- 2.91% |
$85.1K - $95.4K
|
15.8K
$3.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-474- 4.35% |
$85.3K - $95.6K
|
10.4K
$2.14M
|
|
|
Oct 23, 2024
Q3 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-475- 0.62% |
$85.5K - $95.8K
|
75.6K
$15.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-482- 3.35% |
$86.8K - $97.2K
|
13.9K
$2.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Petix & Botte CO
|
SELL
|
- |
-483- 6.26% |
$86.9K - $97.4K
|
7.23K
$1.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-488- 0.71% |
$87.8K - $98.4K
|
68K
$13.9M
|
|
|
Oct 09, 2024
Q3 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-493- 11.46% |
$88.7K - $99.4K
|
3.81K
$781K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-495- 1.02% |
$89.1K - $99.8K
|
48K
$9.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-495- 0.86% |
$89.1K - $99.8K
|
56.9K
$11.7M
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-501- 0.85% |
$90.2K - $101K
|
58.4K
$12M
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-503- 2.72% |
$90.5K - $101K
|
18K
$3.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-514- 2.44% |
$92.5K - $104K
|
20.6K
$4.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-520- 10.28% |
$93.6K - $105K
|
4.54K
$930K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-521- 8.32% |
$93.8K - $105K
|
5.74K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-523- 3.8% |
$94.1K - $105K
|
13.3K
$2.72M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-526- 0.86% |
$94.7K - $106K
|
60.6K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-526- 3.44% |
$94.7K - $106K
|
14.8K
$3.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-533- 3.9% |
$95.9K - $107K
|
13.1K
$2.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-536- 11.77% |
$96.5K - $108K
|
4.02K
$824K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-541- 24.3% |
$97.4K - $109K
|
1.69K
$346K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-541- 9.66% |
$97.4K - $109K
|
5.06K
$1.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-545- 27.01% |
$98.1K - $110K
|
1.47K
$302K
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-546- 31.73% |
$98.3K - $110K
|
1.18K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-547- 10.93% |
$98.5K - $110K
|
4.46K
$914K
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-551- 5.63% |
$99.2K - $111K
|
9.24K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-553- 2.98% |
$99.5K - $111K
|
18K
$3.7M
|