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 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.84K- 6.65% |
$332K - $372K
|
25.9K
$5.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.87K- 27.49% |
$336K - $376K
|
4.92K
$1.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.96K- 50.9% |
$352K - $395K
|
1.89K
$387K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.01K- 8.99% |
$362K - $405K
|
20.4K
$4.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 25.87% |
$375K - $420K
|
5.98K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-2.09K- 51.84% |
$375K - $420K
|
1.94K
$397K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.1K- 2.93% |
$377K - $423K
|
69.5K
$14.2M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.1K- 21.56% |
$379K - $424K
|
7.66K
$1.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.12K- 5.99% |
$381K - $426K
|
33.2K
$6.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.15K- 0.82% |
$386K - $433K
|
259K
$53M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-2.18K- 5.75% |
$392K - $439K
|
35.7K
$7.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.21K- 2.7% |
$398K - $445K
|
79.7K
$16.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-2.26K- 4.76% |
$406K - $455K
|
45.2K
$9.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2.28K- 23.63% |
$411K - $460K
|
7.37K
$1.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.28K- 4.93% |
$411K - $460K
|
44.1K
$9.04M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-2.31K- 34.45% |
$416K - $465K
|
4.39K
$901K
|
|
|
Oct 23, 2024
Q3 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-2.38K- 24.34% |
$429K - $480K
|
7.4K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-2.45K- 10.74% |
$440K - $493K
|
20.3K
$4.17M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.45K- 2.97% |
$441K - $494K
|
80.2K
$16.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-2.48K- 5.18% |
$447K - $500K
|
45.5K
$9.32M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.49K- 11.93% |
$448K - $502K
|
18.4K
$3.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-2.58K- 2.42% |
$464K - $520K
|
104K
$21.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-2.63K- 10.64% |
$473K - $530K
|
22.1K
$4.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.65K- 70.31% |
$477K - $534K
|
1.12K
$229K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.75K- 22.48% |
$496K - $555K
|
9.5K
$1.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
SELL
|
- |
-2.78K- 10.23% |
$500K - $560K
|
24.3K
$4.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.8K- 2.82% |
$504K - $564K
|
96.4K
$19.8M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.84K- 10.18% |
$512K - $573K
|
25.1K
$5.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-2.86K- 1.0% |
$515K - $577K
|
282K
$57.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.97K- 4.53% |
$535K - $599K
|
62.6K
$12.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-2.98K- 3.61% |
$536K - $600K
|
79.5K
$16.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-3K- 1.26% |
$540K - $605K
|
234K
$48.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-3K- 11.47% |
$541K - $605K
|
23.2K
$4.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.01K- 0.38% |
$542K - $607K
|
792K
$162M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-3.07K- 1.07% |
$553K - $619K
|
284K
$58.2M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-3.11K- 7.13% |
$559K - $626K
|
40.5K
$8.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.13K- 38.79% |
$564K - $631K
|
4.94K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-3.16K- 2.72% |
$569K - $637K
|
113K
$23.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-3.19K- 52.52% |
$574K - $643K
|
2.88K
$591K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.25K- 1.39% |
$586K - $656K
|
231K
$47.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.27K- 98.32% |
$589K - $660K
|
56
$11.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.27K- 0.38% |
$589K - $660K
|
848K
$174M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.29K- 24.85% |
$591K - $662K
|
9.94K
$2.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.38K- 4.55% |
$608K - $681K
|
70.9K
$14.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.46K- 44.65% |
$622K - $697K
|
4.29K
$879K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.47K- 26.55% |
$624K - $699K
|
9.59K
$1.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-3.6K- 7.41% |
$649K - $727K
|
45K
$9.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.64K- 6.56% |
$654K - $733K
|
51.8K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-3.78K- 49.19% |
$681K - $762K
|
3.91K
$801K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.81K- 15.29% |
$686K - $768K
|
21.1K
$4.33M
|