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
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.02KNew |
$184K - $206K
|
1.02K
$209K
|
|
|
Nov 12, 2024
Q3 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.02K+ 20.41% |
$183K - $205K
|
6.01K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.01K+ 13.63% |
$182K - $204K
|
8.44K
$1.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.01KNew |
$182K - $204K
|
1.01K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
1.01K+ 8.65% |
$181K - $203K
|
12.6K
$2.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1KNew |
$181K - $202K
|
1K
$206K
|
|
|
Oct 24, 2024
Q3 2024
|
Hedges Asset Management LLC
|
BUY
|
- |
1KNew |
$180K - $202K
|
1K
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
1KNew |
$180K - $202K
|
1K
$205K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
1KNew |
$180K - $202K
|
1K
$205K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
999New |
$180K - $201K
|
999
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
990+ 4.16% |
$178K - $200K
|
24.8K
$5.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
989+ 38.66% |
$178K - $199K
|
3.55K
$727K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
974+ 0.75% |
$175K - $196K
|
130K
$26.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
965+ 37.24% |
$174K - $195K
|
3.56K
$729K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
960+ 60.53% |
$173K - $194K
|
2.55K
$522K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
958+ 10.37% |
$172K - $193K
|
10.2K
$2.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
958+ 7.69% |
$172K - $193K
|
13.4K
$2.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
942+ 4.27% |
$170K - $190K
|
23K
$4.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
940+ 5.3% |
$169K - $190K
|
18.7K
$3.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
933+ 4.84% |
$168K - $188K
|
20.2K
$4.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
906New |
$163K - $183K
|
906
$186K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
900New |
$162K - $181K
|
900
$185K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
890+ 65.88% |
$160K - $179K
|
2.24K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
882+ 11.31% |
$159K - $178K
|
8.68K
$1.78M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
858+ 16.25% |
$154K - $173K
|
6.14K
$1.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
849+ 5.26% |
$153K - $171K
|
17K
$3.48M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
805+ 40.82% |
$145K - $162K
|
2.78K
$569K
|
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
802+ 3.29% |
$144K - $162K
|
25.2K
$5.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
792+ 11.17% |
$143K - $160K
|
7.88K
$1.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
785+ 43.25% |
$141K - $158K
|
2.6K
$533K
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
781+ 2.36% |
$141K - $157K
|
33.8K
$6.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
755+ 59.92% |
$136K - $152K
|
2.02K
$413K
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
746+ 4.02% |
$134K - $150K
|
19.3K
$3.95M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
744New |
$134K - $150K
|
744
$153K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
740+ 0.53% |
$133K - $149K
|
141K
$28.9M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
740New |
$133K - $149K
|
740
$152K
|
|
|
Nov 12, 2024
Q3 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
740+ 1.21% |
$133K - $149K
|
61.7K
$12.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
728+ 0.46% |
$131K - $147K
|
157K
$32.3M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
722+ 1.39% |
$130K - $146K
|
52.7K
$10.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
701+ 28.23% |
$126K - $141K
|
3.18K
$653K
|
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
699+ 1.02% |
$126K - $141K
|
69.4K
$14.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
688+ 4.57% |
$124K - $139K
|
15.7K
$3.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
655+ 1.39% |
$118K - $132K
|
47.8K
$9.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
650+ 2.7% |
$117K - $131K
|
24.8K
$5.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
645+ 6.22% |
$116K - $130K
|
11K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
642+ 22.13% |
$116K - $129K
|
3.54K
$727K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
618+ 0.21% |
$111K - $125K
|
299K
$61.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
618+ 7.06% |
$111K - $125K
|
9.37K
$1.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
616+ 4.38% |
$111K - $124K
|
14.7K
$3.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
613+ 2.11% |
$110K - $124K
|
29.7K
$6.1M
|