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 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.9K- 19.11% |
$3.22M - $3.6M
|
75.6K
$14M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18K- 44.19% |
$3.23M - $3.62M
|
22.7K
$4.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-19K- 72.44% |
$3.42M - $3.83M
|
7.24K
$1.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.7K- 2.74% |
$3.54M - $3.96M
|
698K
$130M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-22.9K- 7.62% |
$4.13M - $4.62M
|
278K
$51.6M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-24.4K- 3.51% |
$4.39M - $4.91M
|
669K
$124M
|
|
|
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
$13.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.2K- 43.15% |
$5.25M - $5.88M
|
38.4K
$7.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.5K- 81.11% |
$5.32M - $5.96M
|
6.88K
$1.28M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-32.9K- 25.71% |
$5.93M - $6.64M
|
95.2K
$17.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-48.3K- 3.62% |
$8.7M - $9.74M
|
1.29M
$239M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-59.8K- 36.98% |
$10.8M - $12M
|
102K
$18.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-66.1K- 37.28% |
$11.9M - $13.3M
|
111K
$20.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-122K- 3.14% |
$21.9M - $24.6M
|
3.76M
$697M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-136K- 3.54% |
$24.5M - $27.4M
|
3.7M
$686M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-243K- 98.04% |
$43.7M - $49M
|
4.86K
$901K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-268K- 12.26% |
$48.3M - $54.1M
|
1.92M
$356M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-275K- 74.06% |
$49.5M - $55.4M
|
96.2K
$17.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-391K- 26.92% |
$70.4M - $78.8M
|
1.06M
$197M
|
|
|
Oct 29, 2024
Q3 2024
|
Symmetry Partners, LLC
|
SELL
|
- |
-400K- 80.68% |
$72M - $80.7M
|
95.8K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.08M- 74.49% |
$194M - $217M
|
369K
$68.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.22M- 88.46% |
$219M - $245M
|
159K
$29.4M
|