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 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
34New |
$6.71K - $7.39K
|
34
$5.89K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
32+ 9.36% |
$6.32K - $6.95K
|
374
$64.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
32+ 0.86% |
$6.32K - $6.95K
|
3.75K
$649K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
32New |
$6.32K - $6.95K
|
32
$5.54K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32+ 100.0% |
$6.32K - $6.95K
|
64
$11.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31+ 0.25% |
$6.12K - $6.74K
|
12.4K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
30+ 0.75% |
$5.92K - $6.52K
|
4.05K
$700K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
29+ 2.62% |
$5.72K - $6.3K
|
1.14K
$196K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
28+ 0.08% |
$5.53K - $6.08K
|
34.3K
$5.94M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
28New |
$5.53K - $6.08K
|
28
$4.85K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28+ 0.06% |
$5.53K - $6.08K
|
50.7K
$8.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
28+ 0.3% |
$5.53K - $6.08K
|
9.27K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
28+ 0.07% |
$5.53K - $6.08K
|
39.4K
$6.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
28+ 1.44% |
$5.53K - $6.08K
|
1.98K
$342K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
27+ 0.17% |
$5.33K - $5.87K
|
15.8K
$2.73M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
27+ 0.4% |
$5.33K - $5.87K
|
6.7K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
27New |
$5.33K - $5.87K
|
27
$4.67K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
26+ 1.34% |
$5.13K - $5.65K
|
1.97K
$341K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
26+ 0.41% |
$5.13K - $5.65K
|
6.32K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
23+ 0.52% |
$4.54K - $5K
|
4.42K
$764K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21+ 25.3% |
$4.14K - $4.56K
|
104
$18K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
20New |
$3.95K - $4.35K
|
20
$3.46K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
20New |
$3.95K - $4.35K
|
20
$3.46K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
20+ 0.06% |
$3.95K - $4.35K
|
32.8K
$5.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
20+ 1.65% |
$3.95K - $4.35K
|
1.23K
$213K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
18+ 1.53% |
$3.55K - $3.91K
|
1.2K
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
18+ 1.23% |
$3.55K - $3.91K
|
1.48K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
18+ 0.57% |
$3.55K - $3.91K
|
3.16K
$548K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
18+ 0.27% |
$3.55K - $3.91K
|
6.62K
$1.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
17+ 0.46% |
$3.36K - $3.69K
|
3.73K
$646K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
17+ 0.14% |
$3.36K - $3.69K
|
12.2K
$2.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
17+ 0.11% |
$3.36K - $3.69K
|
14.9K
$2.57M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17+ 0.44% |
$3.36K - $3.69K
|
3.87K
$670K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 22.86% |
$3.16K - $3.48K
|
86
$14.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
16+ 0.29% |
$3.16K - $3.48K
|
5.45K
$944K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
16+ 0.37% |
$3.16K - $3.48K
|
4.29K
$743K
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
16+ 0.53% |
$3.16K - $3.48K
|
3.06K
$530K
|
|
|
Feb 18, 2025
Q4 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
16+ 0.53% |
$3.16K - $3.48K
|
3.05K
$528K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
15+ 5.08% |
$2.96K - $3.26K
|
310
$53.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15+ 0.85% |
$2.96K - $3.26K
|
1.78K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
15+ 0.54% |
$2.96K - $3.26K
|
2.79K
$483K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
14+ 0.55% |
$2.76K - $3.04K
|
2.54K
$440K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
13+ 0.57% |
$2.57K - $2.82K
|
2.28K
$394K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13+ 0.57% |
$2.57K - $2.82K
|
2.31K
$400K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
13+ 1.07% |
$2.57K - $2.82K
|
1.23K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.55% |
$2.57K - $2.82K
|
2.37K
$411K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
13+ 1.18% |
$2.57K - $2.82K
|
1.12K
$194K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13+ 0.24% |
$2.57K - $2.82K
|
5.48K
$948K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12+ 0.45% |
$2.37K - $2.61K
|
2.66K
$461K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
12+ 0.06% |
$2.37K - $2.61K
|
19.5K
$3.38M
|