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 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.92K- 7.26% |
$705K - $789K
|
50.1K
$10.3M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.13K- 73.74% |
$743K - $832K
|
1.47K
$301K
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-4.28K- 8.91% |
$770K - $862K
|
43.7K
$8.96M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.34K- 17.15% |
$780K - $874K
|
21K
$4.3M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.36K- 3.58% |
$785K - $879K
|
117K
$24.1M
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-4.46K- 57.37% |
$802K - $898K
|
3.31K
$679K
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.8K- 41.26% |
$865K - $968K
|
6.84K
$1.4M
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4.81K- 17.92% |
$866K - $971K
|
22K
$4.52M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-5.05K- 3.77% |
$909K - $1.02M
|
129K
$26.5M
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-5.19K- 14.28% |
$935K - $1.05M
|
31.2K
$6.39M
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-5.25K- 0.9% |
$944K - $1.06M
|
580K
$119M
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Financial Partners
|
SELL
|
- |
-5.32K- 5.96% |
$958K - $1.07M
|
84K
$17.2M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-5.35K- 7.76% |
$963K - $1.08M
|
63.7K
$13.1M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-5.75K- 2.63% |
$1.04M - $1.16M
|
213K
$43.6M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.1K- 1.29% |
$1.1M - $1.23M
|
467K
$95.7M
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-6.36K- 2.78% |
$1.14M - $1.28M
|
222K
$45.6M
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.5K- 15.66% |
$1.17M - $1.31M
|
35K
$7.18M
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-6.87K- 10.45% |
$1.24M - $1.38M
|
58.8K
$12.1M
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-7.04K- 3.72% |
$1.27M - $1.42M
|
182K
$37.3M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-8.56K- 48.09% |
$1.54M - $1.73M
|
9.24K
$1.9M
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8.77K- 4.84% |
$1.58M - $1.77M
|
172K
$35.3M
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.88K- 88.04% |
$1.6M - $1.79M
|
1.21K
$248K
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-8.94K- 2.87% |
$1.61M - $1.8M
|
302K
$62M
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.94K- 35.53% |
$1.61M - $1.8M
|
16.2K
$3.33M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.97K- 2.77% |
$1.61M - $1.81M
|
315K
$64.6M
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-9.13K- 16.06% |
$1.64M - $1.84M
|
47.7K
$9.78M
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9.32K- 27.93% |
$1.68M - $1.88M
|
24K
$4.93M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-10.7K- 5.55% |
$1.93M - $2.16M
|
182K
$37.4M
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-10.7K- 29.1% |
$1.93M - $2.17M
|
26.2K
$5.37M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12K- 3.08% |
$2.16M - $2.41M
|
377K
$77.4M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.2K- 4.07% |
$2.38M - $2.67M
|
312K
$63.9M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.9K- 11.11% |
$2.49M - $2.79M
|
111K
$22.7M
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-13.9K- 11.97% |
$2.51M - $2.81M
|
102K
$21M
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-14.9K- 4.78% |
$2.67M - $3M
|
296K
$60.7M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.7K- 88.49% |
$3.01M - $3.37M
|
2.18K
$447K
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17.7K- 22.54% |
$3.19M - $3.57M
|
60.9K
$12.5M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.9K- 19.11% |
$3.22M - $3.6M
|
75.6K
$15.5M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18K- 44.19% |
$3.23M - $3.62M
|
22.7K
$4.65M
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-19K- 72.44% |
$3.42M - $3.83M
|
7.24K
$1.48M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.7K- 2.74% |
$3.54M - $3.96M
|
698K
$143M
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-22.9K- 7.62% |
$4.13M - $4.62M
|
278K
$57M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.4K- 3.51% |
$4.39M - $4.91M
|
669K
$137M
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-27.7K- 27.27% |
$4.98M - $5.58M
|
73.8K
$15.1M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.2K- 43.15% |
$5.25M - $5.88M
|
38.4K
$7.88M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.5K- 81.11% |
$5.32M - $5.96M
|
6.88K
$1.41M
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-32.9K- 25.71% |
$5.93M - $6.64M
|
95.2K
$19.5M
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-48.3K- 3.62% |
$8.7M - $9.74M
|
1.29M
$264M
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-59.8K- 36.98% |
$10.8M - $12M
|
102K
$20.9M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-66.1K- 37.28% |
$11.9M - $13.3M
|
111K
$22.8M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 3.14% |
$21.9M - $24.6M
|
3.76M
$770M
|