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 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
3.94K+ 42.44% |
$709K - $794K
|
13.2K
$2.71M
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
3.87KNew |
$697K - $781K
|
3.87K
$794K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.87K+ 2.47% |
$697K - $781K
|
160K
$32.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.75K+ 5.65% |
$676K - $757K
|
70.2K
$14.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.75K+ 33.36% |
$676K - $757K
|
15K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
3.72K+ 16.52% |
$670K - $751K
|
26.3K
$5.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.7KNew |
$665K - $745K
|
3.7K
$758K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
3.63K+ 14.27% |
$653K - $731K
|
29K
$5.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.58K+ 75.94% |
$644K - $721K
|
8.29K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.56K+ 2.2% |
$640K - $717K
|
165K
$33.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.53K+ 7.5% |
$636K - $712K
|
50.7K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.53KNew |
$635K - $711K
|
3.53K
$723K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
3.51K+ 9.23% |
$632K - $708K
|
41.6K
$8.52M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
3.51K+ 7.19% |
$632K - $708K
|
52.4K
$10.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.5KNew |
$630K - $706K
|
3.5K
$718K
|
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.5KNew |
$630K - $706K
|
3.5K
$718K
|
|
|
Oct 18, 2024
Q3 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.5K+ 4.93% |
$630K - $705K
|
74.4K
$15.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3.48K+ 2.45% |
$626K - $701K
|
146K
$29.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.47K+ 11.46% |
$624K - $699K
|
33.7K
$6.92M
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
3.45KNew |
$622K - $696K
|
3.45K
$708K
|
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
3.45K+ 1.48% |
$621K - $696K
|
236K
$48.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
3.38K+ 36.55% |
$609K - $682K
|
12.6K
$2.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
3.38KNew |
$608K - $681K
|
3.38K
$693K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.24K+ 3.15% |
$583K - $653K
|
106K
$21.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.22K+ 6.74% |
$579K - $649K
|
51K
$10.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
3.2K+ 44.33% |
$576K - $645K
|
10.4K
$2.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.11K+ 5.07% |
$560K - $627K
|
64.5K
$13.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.11K+ 35.47% |
$560K - $627K
|
11.9K
$2.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.11K+ 2.3% |
$559K - $626K
|
138K
$28.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.02K+ 1.01% |
$543K - $608K
|
301K
$61.6M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
3.02K+ 218.95% |
$543K - $608K
|
4.39K
$901K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
2.97K+ 5.67% |
$534K - $599K
|
55.4K
$11.4M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.94K+ 82.53% |
$529K - $593K
|
6.5K
$1.33M
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
2.92KNew |
$526K - $589K
|
2.92K
$599K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.9K+ 2.5% |
$522K - $585K
|
119K
$24.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
2.8K+ 9.33% |
$503K - $564K
|
32.8K
$6.72M
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.76K+ 19.5% |
$496K - $555K
|
16.9K
$3.46M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.74KNew |
$494K - $553K
|
2.74K
$562K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.69K+ 7.74% |
$485K - $543K
|
37.5K
$7.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.63K+ 31.49% |
$473K - $530K
|
11K
$2.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.59K+ 19.92% |
$466K - $522K
|
15.6K
$3.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.5K+ 6.9% |
$451K - $505K
|
38.8K
$7.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.43K+ 0.65% |
$438K - $490K
|
377K
$77.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2.42K+ 8.25% |
$435K - $487K
|
31.7K
$6.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.41K+ 5.09% |
$433K - $485K
|
49.7K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
2.39K+ 0.56% |
$429K - $481K
|
432K
$88.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.38K+ 14.18% |
$428K - $480K
|
19.2K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
2.27K+ 11.69% |
$408K - $457K
|
21.7K
$4.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.25K+ 14.65% |
$404K - $453K
|
17.6K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.23K+ 2.68% |
$402K - $450K
|
85.7K
$17.6M
|