Purchases and Sales Made in Q4 2024 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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 03, 2025 Q4 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
307
+ 1.33%
$60.6K - $66.7K
23.4K $4.34M
Feb 13, 2025 Q4 2024
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
304
+ 2.92%
$60K - $66.1K
10.7K $1.99M
Feb 13, 2025 Q4 2024
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
303
+ 1.49%
$59.8K - $65.8K
20.6K $3.83M
Feb 11, 2025 Q4 2024
Ariadne Wealth Management, LP

Santa Barbara, CA
BUY
 -
297
+ 13.85%
$58.6K - $64.5K
2.44K $453K
Feb 14, 2025 Q4 2024
Weitzel Financial Services, Inc.

BUY
 -
295
+ 6.23%
$58.2K - $64.1K
5.03K $934K
Jan 15, 2025 Q4 2024
Rf&L Wealth Management, LLC

Acton, MA
BUY
 -
291
+ 1.41%
$57.4K - $63.2K
20.9K $3.87M
Feb 12, 2025 Q4 2024
Orion Portfolio Solutions, LLC

BUY
 -
291
+ 6.79%
$57.4K - $63.2K
4.58K $849K
Feb 28, 2025 Q4 2024
Menard Financial Group LLC

Houston, TX
BUY
 -
290
New
$57.2K - $63K
290 $53.8K
Feb 03, 2025 Q4 2024
Moneco Advisors, LLC

Fairfield, CT
BUY
 -
289
+ 2.84%
$57K - $62.8K
10.5K $1.95M
Jan 17, 2025 Q4 2024
North Landing Financial Partners, LLC

Rochester, NY
BUY
 -
286
+ 2.43%
$56.4K - $62.1K
12K $2.24M
Jan 28, 2025 Q4 2024
Golden State Wealth Management, LLC

Santa Ana, CA
BUY
 -
283
+ 20.55%
$55.9K - $61.5K
1.66K $308K
Jan 23, 2025 Q4 2024
Alpha Omega Wealth Management LLC

BUY
 -
282
+ 1.27%
$55.7K - $61.3K
22.5K $4.17M
Feb 04, 2025 Q4 2024
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
279
+ 3.06%
$55.1K - $60.6K
9.38K $1.74M
Feb 06, 2025 Q4 2024
Washington Trust Advisors, Inc.

BUY
 -
278
+ 16.5%
$54.9K - $60.4K
1.96K $364K
Feb 14, 2025 Q4 2024
Aptus Capital Advisors, LLC

BUY
 -
276
+ 14.23%
$54.5K - $60K
2.22K $411K
Feb 21, 2025 Q4 2024
Wny Asset Management, LLC

Williamsville, NY
BUY
 -
275
+ 19.83%
$54.3K - $59.8K
1.66K $308K
Jan 14, 2025 Q4 2024
Kathmere Capital Management, LLC

Wayne, PA
BUY
 -
273
+ 5.37%
$53.9K - $59.3K
5.36K $995K
Feb 13, 2025 Q4 2024
Tradition Wealth Management, LLC

BUY
 -
273
+ 0.4%
$53.9K - $59.3K
67.8K $12.6M
Feb 13, 2025 Q4 2024
Bokf, Na

Tulsa, OK
BUY
 -
270
+ 3.15%
$53.3K - $58.7K
8.84K $1.64M
Feb 14, 2025 Q4 2024
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
269
+ 4.39%
$53.1K - $58.5K
6.4K $1.19M
Feb 21, 2025 Q4 2024
Vermillion Wealth Management, Inc.

Rosemount, MN
BUY
 -
265
New
$52.3K - $57.6K
265 $49.2K
Feb 04, 2025 Q4 2024
Crestwood Advisors Group LLC

BUY
 -
259
+ 8.91%
$51.1K - $56.3K
3.17K $587K
Jan 22, 2025 Q4 2024
Greenup Street Wealth Management LLC

BUY
 -
256
+ 2.4%
$50.5K - $55.6K
10.9K $2.02M
Jan 31, 2025 Q4 2024
Capital Performance Advisors LLP

BUY
 -
252
+ 1.79%
$49.7K - $54.8K
14.3K $2.66M
Feb 03, 2025 Q4 2024
Compass Planning Associates Inc

Greenfield, MA
BUY
 -
251
New
$49.5K - $54.5K
251 $46.6K
Feb 04, 2025 Q4 2024
Pointe Capital Management LLC

BUY
 -
250
+ 9.55%
$49.3K - $54.3K
2.87K $532K
Jan 23, 2025 Q4 2024
Cibc World Market Inc.

Toronto, A6
BUY
 -
248
+ 6.35%
$48.9K - $53.9K
4.15K $770K
Jan 16, 2025 Q4 2024
First United Bank & Trust

BUY
 -
245
+ 2.07%
$48.4K - $53.2K
12.1K $2.24M
Feb 24, 2025 Q4 2024
Hall Capital Management CO Inc

BUY
 -
244
+ 3.85%
$48.2K - $53K
6.58K $1.22M
Feb 03, 2025 Q4 2024
Forvis Wealth Advisors, LLC

BUY
 -
240
+ 17.48%
$47.4K - $52.2K
1.61K $299K
Feb 04, 2025 Q4 2024
Edge Capital Group, LLC

BUY
 -
240
+ 3.13%
$47.4K - $52.2K
7.9K $1.47M
Feb 13, 2025 Q4 2024
Seeds Investor LLC

New York, NY
BUY
 -
239
+ 1.89%
$47.2K - $51.9K
12.9K $2.39M
Jan 24, 2025 Q4 2024
Matisse Capital

BUY
 -
237
+ 2.28%
$46.8K - $51.5K
10.7K $1.98M
Feb 05, 2025 Q4 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
237
+ 17.57%
$46.8K - $51.5K
1.59K $294K
Feb 11, 2025 Q4 2024
Horrell Capital Management, Inc.

BUY
 -
232
New
$45.8K - $50.4K
232 $43.1K
Feb 07, 2025 Q4 2024
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
230
+ 1.4%
$45.4K - $50K
16.7K $3.09M
Feb 10, 2025 Q4 2024
Evoke Wealth, LLC

BUY
 -
228
+ 5.02%
$45K - $49.5K
4.77K $886K
Jan 17, 2025 Q4 2024
Wells Trecaso Financial Group, LLC

BUY
 -
227
+ 1.53%
$44.8K - $49.3K
15.1K $2.8M
Jan 21, 2025 Q4 2024
Insight Inv LLC

El Segundo, CA
BUY
 -
225
+ 24.51%
$44.4K - $48.9K
1.14K $212K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
222
+ 0.07%
$43.8K - $48.2K
315K $58.5M
Jan 29, 2025 Q4 2024
Leavell Investment Management, Inc.

BUY
 -
217
+ 1.73%
$42.8K - $47.2K
12.7K $2.36M
Feb 07, 2025 Q4 2024
Sage Mountain Advisors LLC

BUY
 -
217
+ 1.95%
$42.8K - $47.2K
11.4K $2.11M
Feb 13, 2025 Q4 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
216
+ 4.53%
$42.6K - $46.9K
4.98K $925K
Jan 13, 2025 Q4 2024
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
215
+ 5.54%
$42.4K - $46.7K
4.09K $760K
Feb 12, 2025 Q4 2024
Thoroughbred Financial Services, LLC

BUY
 -
215
+ 2.3%
$42.4K - $46.7K
9.58K $1.78M
Jan 21, 2025 Q4 2024
Dgs Capital Management, LLC

BUY
 -
214
+ 10.66%
$42.2K - $46.5K
2.22K $412K
Mar 18, 2025 Q4 2024
Cwc Advisors, Llc.

Lake Oswego, OR
BUY
 -
213
+ 1.21%
$42K - $46.3K
17.8K $3.3M
Feb 13, 2025 Q4 2024
True Private Wealth Advisors

BUY
 -
210
+ 1.73%
$41.4K - $45.6K
12.3K $2.29M
Feb 03, 2025 Q4 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
209
+ 2.23%
$41.2K - $45.4K
9.57K $1.78M

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