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 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
12.6K+ 162.0% |
$2.26M - $2.53M
|
20.3K
$4.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
12.6K+ 18.92% |
$2.26M - $2.53M
|
79K
$16.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
12.2K+ 30.51% |
$2.2M - $2.46M
|
52.3K
$10.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
12.2K+ 64.96% |
$2.19M - $2.46M
|
31K
$6.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
11.2KNew |
$2.01M - $2.26M
|
11.2K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.1K+ 2.96% |
$2.01M - $2.25M
|
387K
$79.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
11K+ 14.36% |
$1.98M - $2.21M
|
87.5K
$17.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
10.8K+ 23.06% |
$1.94M - $2.18M
|
57.7K
$11.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.95K+ 20.18% |
$1.79M - $2M
|
59.2K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.84K+ 434.38% |
$1.77M - $1.98M
|
12.1K
$2.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.7K+ 27.83% |
$1.75M - $1.95M
|
44.5K
$9.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
9.58KNew |
$1.72M - $1.93M
|
9.58K
$1.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.4K+ 8.66% |
$1.69M - $1.9M
|
118K
$24.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9.03K+ 8.03% |
$1.62M - $1.82M
|
121K
$24.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.96K+ 419.24% |
$1.61M - $1.81M
|
11.1K
$2.27M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.72K+ 100.58% |
$1.57M - $1.76M
|
17.4K
$3.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
8.3K+ 3.09% |
$1.49M - $1.67M
|
277K
$56.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.11K+ 4.42% |
$1.46M - $1.64M
|
192K
$39.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
7.83K+ 13.61% |
$1.41M - $1.58M
|
65.4K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
7.72K+ 174.88% |
$1.39M - $1.56M
|
12.1K
$2.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
7.18K+ 447.17% |
$1.29M - $1.45M
|
8.78K
$1.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7.1KNew |
$1.28M - $1.43M
|
7.1K
$1.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
6.99K+ 11.26% |
$1.26M - $1.41M
|
69K
$14.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
BUY
|
- |
6.93K+ 3.46% |
$1.25M - $1.4M
|
207K
$42.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.92K+ 2.83% |
$1.25M - $1.39M
|
251K
$51.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
6.83K+ 7.07% |
$1.23M - $1.38M
|
103K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6.68K+ 101.23% |
$1.2M - $1.35M
|
13.3K
$2.72M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.63KNew |
$1.19M - $1.34M
|
6.63K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.61K+ 14.67% |
$1.19M - $1.33M
|
51.6K
$10.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.26K+ 3.67% |
$1.13M - $1.26M
|
177K
$36.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.55K+ 1.16% |
$999K - $1.12M
|
483K
$99.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.55K+ 416.52% |
$999K - $1.12M
|
6.88K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.45K+ 23.82% |
$981K - $1.1M
|
28.3K
$5.81M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5.33KNew |
$959K - $1.07M
|
5.33K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.94K+ 265.27% |
$890K - $996K
|
6.81K
$1.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.8K+ 2.19% |
$864K - $967K
|
224K
$46M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
4.8KNew |
$863K - $967K
|
4.8K
$984K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.77K+ 29.81% |
$858K - $961K
|
20.8K
$4.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Sepio Capital, LP
|
BUY
|
- |
4.66K+ 3.89% |
$839K - $940K
|
125K
$25.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.5KNew |
$810K - $907K
|
4.5K
$923K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
4.33K+ 13.58% |
$779K - $872K
|
36.2K
$7.42M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.23K+ 32.02% |
$762K - $854K
|
17.5K
$3.58M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.23K+ 14.03% |
$762K - $853K
|
34.4K
$7.05M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
4.21K+ 1.12% |
$758K - $849K
|
382K
$78.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
4.21KNew |
$757K - $848K
|
4.21K
$863K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
4.16K+ 73.79% |
$748K - $838K
|
9.79K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.12K+ 165.79% |
$741K - $830K
|
6.6K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.08KNew |
$734K - $823K
|
4.08K
$837K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
3.98K+ 103.21% |
$717K - $803K
|
7.84K
$1.61M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.94K+ 10.55% |
$709K - $794K
|
41.3K
$8.47M
|