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 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.23K+ 459.18% |
$401K - $449K
|
2.71K
$556K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.22KNew |
$400K - $448K
|
2.22K
$456K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
2.2K+ 4.26% |
$396K - $444K
|
53.8K
$11M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
2.19K+ 36.27% |
$394K - $441K
|
8.23K
$1.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.13K+ 4.1% |
$383K - $429K
|
54.1K
$11.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
2.09KNew |
$376K - $421K
|
2.09K
$429K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.08KNew |
$375K - $420K
|
2.08K
$427K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.08K+ 0.84% |
$374K - $419K
|
248K
$50.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.01K+ 5.86% |
$362K - $405K
|
36.3K
$7.44M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2KNew |
$360K - $403K
|
2K
$410K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2K+ 14.2% |
$359K - $402K
|
16.1K
$3.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.98KNew |
$356K - $399K
|
1.98K
$406K
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.95K+ 8.84% |
$352K - $394K
|
24.1K
$4.93M
|
|
|
Oct 29, 2024
Q3 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
1.95K+ 4.24% |
$351K - $393K
|
48K
$9.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
1.94K+ 6.63% |
$350K - $392K
|
31.3K
$6.42M
|
|
|
Nov 14, 2024
Q3 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.94K+ 5.62% |
$348K - $390K
|
36.4K
$7.46M
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.92K+ 2.0% |
$345K - $387K
|
97.9K
$20.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.91K+ 1.36% |
$345K - $386K
|
143K
$29.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.9KNew |
$342K - $383K
|
1.9K
$390K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.88KNew |
$339K - $379K
|
1.88K
$386K
|
|
|
Oct 18, 2024
Q3 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
1.87KNew |
$337K - $378K
|
1.87K
$384K
|
|
|
Oct 10, 2024
Q3 2024
|
Total Wealth Planning, LLC
|
BUY
|
- |
1.87K+ 1.94% |
$336K - $376K
|
98.3K
$20.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.85K+ 11.6% |
$332K - $372K
|
17.7K
$3.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.77K+ 18.01% |
$318K - $356K
|
11.6K
$2.38M
|
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.76K+ 3.75% |
$316K - $354K
|
48.6K
$9.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.75K+ 28.51% |
$315K - $353K
|
7.89K
$1.62M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
1.73K+ 1.28% |
$312K - $349K
|
137K
$28.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1.73K+ 5.87% |
$311K - $349K
|
31.2K
$6.4M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.71K+ 34.43% |
$307K - $344K
|
6.67K
$1.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.71KNew |
$307K - $344K
|
1.71K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.7KNew |
$307K - $344K
|
1.7K
$349K
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.7KNew |
$306K - $343K
|
1.7K
$349K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.67K+ 843.94% |
$301K - $337K
|
1.87K
$383K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.63K+ 2.09% |
$293K - $328K
|
79.3K
$16.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1.62KNew |
$291K - $326K
|
1.62K
$331K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.61KNew |
$289K - $324K
|
1.61K
$330K
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.6K+ 6.98% |
$288K - $323K
|
24.5K
$5.03M
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.59K+ 5.9% |
$287K - $321K
|
28.6K
$5.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.58K+ 12.61% |
$284K - $318K
|
14.1K
$2.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.5K+ 100.0% |
$271K - $303K
|
3.01K
$617K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.48K+ 1.84% |
$265K - $297K
|
81.7K
$16.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.47KNew |
$264K - $295K
|
1.47K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1.46KNew |
$263K - $295K
|
1.46K
$300K
|
|
|
Oct 10, 2024
Q3 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
1.46KNew |
$263K - $294K
|
1.46K
$299K
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.43K+ 46.45% |
$258K - $289K
|
4.52K
$927K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.42KNew |
$256K - $287K
|
1.42K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.41K+ 27.35% |
$254K - $285K
|
6.58K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
1.4K+ 20.62% |
$253K - $283K
|
8.21K
$1.68M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.4K+ 101.59% |
$253K - $283K
|
2.78K
$571K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.39K+ 0.11% |
$250K - $280K
|
1.22M
$251M
|