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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
363+ 14.86% |
$65.3K - $73.2K
|
2.81K
$575K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
362+ 29.12% |
$65.2K - $73K
|
1.61K
$329K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
359+ 4.73% |
$64.6K - $72.4K
|
7.94K
$1.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
351+ 0.51% |
$63.2K - $70.8K
|
69.7K
$14.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
336+ 5.57% |
$60.5K - $67.7K
|
6.37K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
336+ 10.07% |
$60.5K - $67.7K
|
3.67K
$753K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
329+ 0.78% |
$59.2K - $66.3K
|
42.4K
$8.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
321+ 1.19% |
$57.8K - $64.7K
|
27.4K
$5.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
319+ 0.72% |
$57.4K - $64.3K
|
44.8K
$9.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
315+ 14.79% |
$56.7K - $63.5K
|
2.45K
$501K
|
|
|
Oct 22, 2024
Q3 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
315+ 28.18% |
$56.7K - $63.5K
|
1.43K
$294K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
310+ 6.78% |
$55.8K - $62.5K
|
4.89K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
310+ 6.96% |
$55.8K - $62.5K
|
4.77K
$978K
|
|
|
Oct 23, 2024
Q3 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
308+ 7.44% |
$55.4K - $62.1K
|
4.45K
$912K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
302+ 0.71% |
$54.4K - $60.9K
|
42.9K
$8.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
301+ 10.59% |
$54.2K - $60.7K
|
3.14K
$645K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
300+ 0.75% |
$54K - $60.5K
|
40.3K
$8.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
291+ 19.37% |
$52.4K - $58.7K
|
1.79K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
290New |
$52.2K - $58.5K
|
290
$59.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
285New |
$51.3K - $57.5K
|
285
$58.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
280+ 18.88% |
$50.4K - $56.4K
|
1.76K
$362K
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
276+ 3.83% |
$49.7K - $55.6K
|
7.48K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
276+ 0.88% |
$49.7K - $55.6K
|
31.7K
$6.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
275+ 0.92% |
$49.5K - $55.4K
|
30.1K
$6.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
271+ 0.44% |
$48.8K - $54.6K
|
62.3K
$12.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
269+ 0.82% |
$48.4K - $54.2K
|
33.2K
$6.81M
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
267+ 11.5% |
$48.1K - $53.8K
|
2.59K
$531K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
265+ 38.57% |
$47.7K - $53.4K
|
952
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
265+ 3.19% |
$47.7K - $53.4K
|
8.57K
$1.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
260+ 1.28% |
$46.8K - $52.4K
|
20.6K
$4.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
259+ 8.45% |
$46.6K - $52.2K
|
3.33K
$682K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
255+ 1.43% |
$45.9K - $51.4K
|
18.1K
$3.72M
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
253+ 6.94% |
$45.5K - $51K
|
3.9K
$799K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
252+ 12.67% |
$45.4K - $50.8K
|
2.24K
$460K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
251+ 9.52% |
$45.2K - $50.6K
|
2.89K
$592K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
250+ 17.78% |
$45K - $50.4K
|
1.66K
$340K
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
248+ 149.4% |
$44.6K - $50K
|
414
$84.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
245+ 5.47% |
$44.1K - $49.4K
|
4.72K
$968K
|
|
|
Nov 14, 2024
Q3 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
243+ 20.32% |
$43.7K - $49K
|
1.44K
$295K
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
240+ 4.07% |
$43.2K - $48.4K
|
6.14K
$1.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
238+ 7.89% |
$42.8K - $48K
|
3.26K
$668K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
232+ 9.63% |
$41.8K - $46.8K
|
2.64K
$542K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
231+ 4.08% |
$41.6K - $46.6K
|
5.9K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
231New |
$41.6K - $46.6K
|
231
$47.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
231New |
$41.6K - $46.6K
|
231
$47.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
230+ 13.82% |
$41.4K - $46.4K
|
1.89K
$388K
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
225+ 7.87% |
$40.5K - $45.4K
|
3.09K
$633K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
220+ 12.8% |
$39.6K - $44.4K
|
1.94K
$398K
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
217+ 2.68% |
$39.1K - $43.7K
|
8.32K
$1.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
210New |
$37.8K - $42.3K
|
210
$43.1K
|