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 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
210+ 11.2% |
$37.8K - $42.3K
|
2.09K
$428K
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
BUY
|
- |
208+ 0.31% |
$37.4K - $41.9K
|
67K
$13.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
207+ 12.78% |
$37.3K - $41.7K
|
1.83K
$375K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
203+ 0.25% |
$36.5K - $40.9K
|
79.9K
$16.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
203+ 0.51% |
$36.5K - $40.9K
|
39.6K
$8.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
200+ 1.61% |
$36K - $40.3K
|
12.7K
$2.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
200+ 1.55% |
$36K - $40.3K
|
13.1K
$2.69M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
197+ 0.62% |
$35.5K - $39.7K
|
32.2K
$6.61M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
197+ 0.82% |
$35.5K - $39.7K
|
24.1K
$4.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
196+ 6.63% |
$35.3K - $39.5K
|
3.15K
$646K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
195+ 0.59% |
$35.1K - $39.3K
|
33.3K
$6.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
186+ 14.01% |
$33.5K - $37.5K
|
1.51K
$310K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
185+ 8.86% |
$33.3K - $37.3K
|
2.27K
$466K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
184+ 1.32% |
$33.1K - $37.1K
|
14.1K
$2.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
182+ 2.28% |
$32.8K - $36.7K
|
8.16K
$1.67M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
182+ 16.43% |
$32.8K - $36.7K
|
1.29K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
180+ 2.36% |
$32.4K - $36.3K
|
7.8K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
179+ 2.72% |
$32.2K - $36.1K
|
6.77K
$1.39M
|
|
|
Oct 31, 2024
Q3 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
177+ 3.88% |
$31.9K - $35.7K
|
4.74K
$971K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
173+ 46.13% |
$31.1K - $34.9K
|
548
$112K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
169+ 52.81% |
$30.4K - $34.1K
|
489
$100K
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
169+ 1.37% |
$30.4K - $34.1K
|
12.5K
$2.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
168New |
$30.2K - $33.9K
|
168
$34.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
167+ 0.96% |
$30.1K - $33.7K
|
17.6K
$3.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
157+ 1.07% |
$28.3K - $31.7K
|
14.9K
$3.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
157+ 1.75% |
$28.3K - $31.7K
|
9.12K
$1.87M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
155+ 0.6% |
$27.9K - $31.2K
|
25.8K
$5.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
155+ 9.69% |
$27.9K - $31.2K
|
1.75K
$360K
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
153+ 0.23% |
$27.5K - $30.8K
|
67.9K
$13.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
151+ 0.34% |
$27.2K - $30.4K
|
45K
$9.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
150+ 0.94% |
$27K - $30.2K
|
16K
$3.29M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
148+ 2.6% |
$26.6K - $29.8K
|
5.84K
$1.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
147+ 2.11% |
$26.5K - $29.6K
|
7.13K
$1.46M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
145+ 8.68% |
$26.1K - $29.2K
|
1.82K
$372K
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
143+ 1.22% |
$25.7K - $28.8K
|
11.8K
$2.42M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
141+ 1.87% |
$25.4K - $28.4K
|
7.67K
$1.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
141+ 0.25% |
$25.4K - $28.4K
|
56K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
139+ 2.82% |
$25K - $28K
|
5.07K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
136+ 4.97% |
$24.5K - $27.4K
|
2.87K
$589K
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
132+ 0.21% |
$23.8K - $26.6K
|
63.6K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
131+ 2.47% |
$23.6K - $26.4K
|
5.43K
$1.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
128+ 7.09% |
$23K - $25.8K
|
1.93K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
127+ 2.89% |
$22.9K - $25.6K
|
4.53K
$928K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
122New |
$22K - $24.6K
|
122
$25K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
121+ 0.85% |
$21.8K - $24.4K
|
14.3K
$2.94M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
120New |
$21.6K - $24.2K
|
120
$24.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
120+ 3.08% |
$21.6K - $24.2K
|
4.02K
$824K
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
120+ 0.98% |
$21.6K - $24.2K
|
12.4K
$2.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
119+ 0.85% |
$21.4K - $24K
|
14.1K
$2.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
118+ 4.5% |
$21.2K - $23.8K
|
2.74K
$562K
|