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 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
208New |
$41.1K - $45.2K
|
208
$38.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
205+ 2.43% |
$40.5K - $44.5K
|
8.64K
$1.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
205+ 0.79% |
$40.5K - $44.5K
|
26.1K
$4.85M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
205New |
$40.5K - $44.5K
|
205
$38K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
201+ 143.57% |
$39.7K - $43.7K
|
341
$63.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 1.33% |
$39.5K - $43.5K
|
15.2K
$2.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
200+ 7.29% |
$39.5K - $43.5K
|
2.94K
$546K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
200New |
$39.5K - $43.5K
|
200
$37.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
196New |
$38.7K - $42.6K
|
196
$36.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
193+ 9.38% |
$38.1K - $41.9K
|
2.25K
$418K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
192New |
$37.9K - $41.7K
|
192
$35.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
191+ 9.24% |
$37.7K - $41.5K
|
2.26K
$419K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
190+ 2.07% |
$37.5K - $41.3K
|
9.38K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
190+ 11.16% |
$37.5K - $41.3K
|
1.89K
$351K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
190New |
$37.5K - $41.3K
|
190
$35.3K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
188+ 9.57% |
$37.1K - $40.9K
|
2.15K
$400K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
187+ 3.3% |
$36.9K - $40.6K
|
5.86K
$1.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
186+ 12.29% |
$36.7K - $40.4K
|
1.7K
$315K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
185New |
$36.5K - $40.2K
|
185
$34.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
183+ 16.94% |
$36.1K - $39.8K
|
1.26K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
182+ 1.06% |
$35.9K - $39.5K
|
17.4K
$3.23M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
178New |
$35.1K - $38.7K
|
178
$33K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
177+ 0.92% |
$34.9K - $38.5K
|
19.5K
$3.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
177+ 4.12% |
$34.9K - $38.5K
|
4.48K
$831K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
176+ 1.98% |
$34.7K - $38.2K
|
9.05K
$1.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
176+ 5.71% |
$34.7K - $38.2K
|
3.26K
$605K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
173+ 1.36% |
$34.1K - $37.6K
|
12.9K
$2.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
173+ 2.66% |
$34.1K - $37.6K
|
6.67K
$1.24M
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
173+ 15.47% |
$34.1K - $37.6K
|
1.29K
$240K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
172+ 4.9% |
$33.9K - $37.4K
|
3.68K
$683K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
172+ 8.66% |
$33.9K - $37.4K
|
2.16K
$400K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
170+ 4.8% |
$33.6K - $36.9K
|
3.71K
$689K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
169+ 6.91% |
$33.4K - $36.7K
|
2.62K
$485K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
168+ 8.67% |
$33.2K - $36.5K
|
2.11K
$391K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
167New |
$33K - $36.3K
|
167
$31K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
167+ 0.41% |
$33K - $36.3K
|
40.4K
$7.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
165+ 1.25% |
$32.6K - $35.9K
|
13.4K
$2.48M
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
162+ 0.57% |
$32K - $35.2K
|
28.6K
$5.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
162New |
$32K - $35.2K
|
162
$30.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
161+ 1.6% |
$31.8K - $35K
|
10.3K
$1.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
159+ 5.14% |
$31.4K - $34.6K
|
3.26K
$604K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
157+ 1.13% |
$31K - $34.1K
|
14K
$2.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
151+ 1.97% |
$29.8K - $32.8K
|
7.82K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
151+ 12.69% |
$29.8K - $32.8K
|
1.34K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
150+ 16.48% |
$29.6K - $32.6K
|
1.06K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
147+ 10.22% |
$29K - $31.9K
|
1.59K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
142+ 1.7% |
$28K - $30.9K
|
8.47K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
138+ 1.19% |
$27.2K - $30K
|
11.8K
$2.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
136+ 2.68% |
$26.8K - $29.6K
|
5.21K
$967K
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
136+ 0.28% |
$26.8K - $29.6K
|
48.1K
$8.93M
|