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 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
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-71- 1.48% |
$14K - $15.4K
|
4.73K
$970K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-71- 3.48% |
$14K - $15.4K
|
1.97K
$404K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-74- 4.68% |
$14.6K - $16.1K
|
1.51K
$309K
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-78- 0.45% |
$15.4K - $16.9K
|
17.1K
$3.51M
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-78- 1.42% |
$15.4K - $16.9K
|
5.43K
$1.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-79- 5.86% |
$15.6K - $17.2K
|
1.27K
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-80- 1.8% |
$15.8K - $17.4K
|
4.37K
$896K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-80- 0.81% |
$15.8K - $17.4K
|
9.82K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-80- 2.77% |
$15.8K - $17.4K
|
2.8K
$575K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-81- 0.25% |
$16K - $17.6K
|
32.5K
$6.67M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-81- 4.54% |
$16K - $17.6K
|
1.7K
$349K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-83- 7.55% |
$16.4K - $18K
|
1.02K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-84- 0.95% |
$16.6K - $18.3K
|
8.74K
$1.79M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-85- 2.92% |
$16.8K - $18.5K
|
2.83K
$580K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-85- 10.95% |
$16.8K - $18.5K
|
691
$142K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-88- 0.15% |
$17.4K - $19.1K
|
60.5K
$12.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-90- 2.53% |
$17.8K - $19.6K
|
3.47K
$711K
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-94- 7.7% |
$18.6K - $20.4K
|
1.13K
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-95- 1.09% |
$18.7K - $20.6K
|
8.62K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-96- 1.77% |
$18.9K - $20.9K
|
5.33K
$1.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-98- 2.84% |
$19.3K - $21.3K
|
3.36K
$688K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-99- 4.76% |
$19.5K - $21.5K
|
1.98K
$406K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-99- 1.03% |
$19.5K - $21.5K
|
9.54K
$1.96M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-103- 3.79% |
$20.3K - $22.4K
|
2.62K
$537K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-106- 4.03% |
$20.9K - $23K
|
2.53K
$518K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-108- 5.63% |
$21.3K - $23.5K
|
1.81K
$371K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-108- 4.21% |
$21.3K - $23.5K
|
2.46K
$504K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-108- 7.58% |
$21.3K - $23.5K
|
1.32K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-108- 1.71% |
$21.3K - $23.5K
|
6.22K
$1.28M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-109- 2.23% |
$21.5K - $23.7K
|
4.78K
$980K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-113- 0.81% |
$22.3K - $24.6K
|
13.9K
$2.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-113- 0.65% |
$22.3K - $24.6K
|
17.3K
$3.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-114- 0.95% |
$22.5K - $24.8K
|
11.9K
$2.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-115- 0.69% |
$22.7K - $25K
|
16.7K
$3.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-119- 2.13% |
$23.5K - $25.9K
|
5.47K
$1.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-124- 6.71% |
$24.5K - $26.9K
|
1.73K
$354K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-124- 0.49% |
$24.5K - $26.9K
|
25.1K
$5.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-127- 6.26% |
$25.1K - $27.6K
|
1.9K
$390K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-127- 0.89% |
$25.1K - $27.6K
|
14.2K
$2.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-130- 10.5% |
$25.7K - $28.2K
|
1.11K
$227K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-136- 9.83% |
$26.8K - $29.6K
|
1.25K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-137- 11.29% |
$27K - $29.8K
|
1.08K
$221K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-138- 1.12% |
$27.2K - $30K
|
12.2K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-144- 10.47% |
$28.4K - $31.3K
|
1.23K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-145- 3.13% |
$28.6K - $31.5K
|
4.49K
$921K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-145- 7.77% |
$28.6K - $31.5K
|
1.72K
$353K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-146- 0.59% |
$28.8K - $31.7K
|
24.6K
$5.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-156- 5.3% |
$30.8K - $33.9K
|
2.79K
$571K
|