Purchases and Sales Made in Q4 2024 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.33M+ 6384.82% |
$855M - $942M
|
4.4M
$895M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.03M+ 21217.49% |
$203M - $224M
|
1.03M
$211M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
983KNew |
$194M - $214M
|
983K
$200M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
710K+ 19718.01% |
$140M - $154M
|
713K
$145M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
588K+ 17752.15% |
$116M - $128M
|
591K
$120M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
406K+ 1432.4% |
$80M - $88.1M
|
434K
$88.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
363K+ 42.14% |
$71.6M - $78.9M
|
1.22M
$249M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
181K+ 4.73% |
$35.7M - $39.3M
|
4M
$813M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
170K+ 1545.51% |
$33.6M - $37M
|
181K
$36.9M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
131KNew |
$25.8M - $28.4M
|
131K
$26.6M
|
|
|
Feb 05, 2025
Q4 2024
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
94.6K+ 83.3% |
$18.7M - $20.6M
|
208K
$42.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
80.2KNew |
$15.8M - $17.4M
|
80.2K
$16.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
75.1K+ 11.74% |
$14.8M - $16.3M
|
715K
$145M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
66.4K+ 69.77% |
$13.1M - $14.4M
|
162K
$32.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
56KNew |
$11M - $12.2M
|
56K
$11.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
50.4K+ 573.54% |
$9.94M - $10.9M
|
59.2K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
46.8KNew |
$9.24M - $10.2M
|
46.8K
$9.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
38.6K+ 12.22% |
$7.62M - $8.39M
|
354K
$72.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
36.3KNew |
$7.16M - $7.88M
|
36.3K
$7.38M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
33K+ 4.64% |
$6.5M - $7.16M
|
743K
$151M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
32.7KNew |
$6.46M - $7.11M
|
32.7K
$6.66M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
29.7K+ 34.73% |
$5.87M - $6.46M
|
115K
$23.5M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.5K+ 4.11% |
$5.43M - $5.98M
|
697K
$142M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
24K+ 7.79% |
$4.73M - $5.21M
|
331K
$67.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22.5K+ 30.49% |
$4.44M - $4.89M
|
96.3K
$19.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
20.8KNew |
$4.1M - $4.52M
|
20.8K
$4.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
19.9KNew |
$3.93M - $4.32M
|
19.9K
$4.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
19.6KNew |
$3.88M - $4.27M
|
19.6K
$4M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
18.4K+ 12.03% |
$3.64M - $4.01M
|
172K
$35M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.1K+ 0.76% |
$3.57M - $3.93M
|
2.4M
$488M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
17.8KNew |
$3.52M - $3.88M
|
17.8K
$3.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
17.5K+ 175.74% |
$3.46M - $3.81M
|
27.5K
$5.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.9KNew |
$3.34M - $3.67M
|
16.9K
$3.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
16.3KNew |
$3.22M - $3.55M
|
16.3K
$3.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
15.3K+ 42.13% |
$3.02M - $3.33M
|
51.7K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
13.6KNew |
$2.68M - $2.95M
|
13.6K
$2.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.5K+ 9.97% |
$2.67M - $2.93M
|
149K
$30.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
13.3K+ 19.13% |
$2.63M - $2.9M
|
83K
$16.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
12.9KNew |
$2.54M - $2.8M
|
12.9K
$2.62M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
12.6KNew |
$2.49M - $2.74M
|
12.6K
$2.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.1K+ 31.54% |
$2.39M - $2.63M
|
50.6K
$10.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.6KNew |
$2.3M - $2.53M
|
11.6K
$2.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
11.6KNew |
$2.28M - $2.51M
|
11.6K
$2.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
11.5K+ 132.45% |
$2.27M - $2.5M
|
20.2K
$4.11M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11KNew |
$2.17M - $2.39M
|
11K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.9K+ 14.48% |
$2.16M - $2.38M
|
86.6K
$17.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.8K+ 218.03% |
$2.13M - $2.34M
|
15.7K
$3.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
10.7KNew |
$2.11M - $2.32M
|
10.7K
$2.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 32.12% |
$2.1M - $2.32M
|
43.9K
$8.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
9.91KNew |
$1.95M - $2.15M
|
9.91K
$2.01M
|