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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-11- 0.87% |
$2.17K - $2.39K
|
1.25K
$256K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-11- 0.22% |
$2.17K - $2.39K
|
4.93K
$1.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-11- 0.61% |
$2.17K - $2.39K
|
1.81K
$370K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-13- 2.94% |
$2.57K - $2.82K
|
429
$88K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13- 0.21% |
$2.57K - $2.82K
|
6.11K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-13- 0.66% |
$2.57K - $2.82K
|
1.94K
$399K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 4.52% |
$2.96K - $3.26K
|
317
$65K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-17- 0.37% |
$3.36K - $3.69K
|
4.52K
$927K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-17- 0.16% |
$3.36K - $3.69K
|
10.6K
$2.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-19- 0.92% |
$3.75K - $4.13K
|
2.04K
$419K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-20- 1.57% |
$3.95K - $4.35K
|
1.25K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-20- 0.72% |
$3.95K - $4.35K
|
2.75K
$564K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 0.13% |
$3.95K - $4.35K
|
15.2K
$3.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.31% |
$3.95K - $4.35K
|
6.37K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-20- 1.54% |
$3.95K - $4.35K
|
1.28K
$263K
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-21- 0.39% |
$4.14K - $4.56K
|
5.38K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-21- 0.06% |
$4.14K - $4.56K
|
32.8K
$6.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-22- 1.3% |
$4.34K - $4.78K
|
1.67K
$343K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-24- 0.84% |
$4.74K - $5.22K
|
2.83K
$580K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-25- 0.82% |
$4.93K - $5.43K
|
3.02K
$620K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-25- 0.07% |
$4.93K - $5.43K
|
35.2K
$7.23M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-26- 0.16% |
$5.13K - $5.65K
|
15.8K
$3.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26- 0.38% |
$5.13K - $5.65K
|
6.85K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-27- 0.28% |
$5.33K - $5.87K
|
9.5K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-27- 1.02% |
$5.33K - $5.87K
|
2.62K
$536K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-28- 0.63% |
$5.53K - $6.08K
|
4.43K
$908K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-30- 1.64% |
$5.92K - $6.52K
|
1.8K
$370K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-31- 1.35% |
$6.12K - $6.74K
|
2.27K
$466K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-31- 0.34% |
$6.12K - $6.74K
|
9.06K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-32- 48.48% |
$6.32K - $6.95K
|
34
$6.97K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-33- 0.42% |
$6.51K - $7.17K
|
7.78K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-33- 2.28% |
$6.51K - $7.17K
|
1.42K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.36% |
$7.1K - $7.82K
|
9.92K
$2.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-36- 1.53% |
$7.1K - $7.82K
|
2.32K
$475K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-37- 0.26% |
$7.3K - $8.04K
|
14.1K
$2.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-40- 0.39% |
$7.89K - $8.69K
|
10.1K
$2.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-44- 2.12% |
$8.68K - $9.56K
|
2.03K
$416K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-45- 2.73% |
$8.88K - $9.78K
|
1.61K
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-46- 1.73% |
$9.08K - $10K
|
2.61K
$535K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-50- 3.48% |
$9.87K - $10.9K
|
1.39K
$284K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-53- 0.3% |
$10.5K - $11.5K
|
17.6K
$3.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-53- 4.71% |
$10.5K - $11.5K
|
1.07K
$220K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-55- 4.83% |
$10.9K - $12K
|
1.08K
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-57- 0.26% |
$11.2K - $12.4K
|
21.6K
$4.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-57- 3.46% |
$11.2K - $12.4K
|
1.59K
$326K
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-59- 3.59% |
$11.6K - $12.8K
|
1.58K
$325K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-60- 2.72% |
$11.8K - $13K
|
2.15K
$441K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-60- 0.12% |
$11.8K - $13K
|
48.3K
$9.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-69- 2.86% |
$13.6K - $15K
|
2.35K
$481K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-70- 12.77% |
$13.8K - $15.2K
|
478
$98K
|