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 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
11+ 2.2% |
$2.17K - $2.39K
|
511
$88.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.4% |
$2.17K - $2.39K
|
2.8K
$484K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
10+ 0.57% |
$1.97K - $2.17K
|
1.75K
$303K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
10+ 5.26% |
$1.97K - $2.17K
|
200
$34.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10+ 0.17% |
$1.97K - $2.17K
|
5.93K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10+ 0.11% |
$1.97K - $2.17K
|
9.13K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
9New |
$1.78K - $1.96K
|
9
$1.56K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
9+ 0.49% |
$1.78K - $1.96K
|
1.83K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.56% |
$1.78K - $1.96K
|
1.61K
$279K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
8+ 0.58% |
$1.58K - $1.74K
|
1.4K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$1.58K - $1.74K
|
3.19K
$552K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
8New |
$1.58K - $1.74K
|
8
$1.38K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
8+ 0.24% |
$1.58K - $1.74K
|
3.34K
$578K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8+ 0.58% |
$1.58K - $1.74K
|
1.38K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
8+ 0.11% |
$1.58K - $1.74K
|
7.44K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.57% |
$1.58K - $1.74K
|
1.42K
$246K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
7New |
$1.38K - $1.52K
|
7
$1.21K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7+ 0.61% |
$1.38K - $1.52K
|
1.16K
$201K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.54% |
$1.38K - $1.52K
|
1.31K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
7+ 0.59% |
$1.38K - $1.52K
|
1.19K
$205K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
7+ 0.56% |
$1.38K - $1.52K
|
1.25K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
7+ 0.46% |
$1.38K - $1.52K
|
1.53K
$266K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7+ 1.29% |
$1.38K - $1.52K
|
551
$95.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.23% |
$1.38K - $1.52K
|
3.09K
$534K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
7+ 0.44% |
$1.38K - $1.52K
|
1.59K
$275K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
7New |
$1.38K - $1.52K
|
7
$1.21K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
6+ 0.12% |
$1.18K - $1.3K
|
4.93K
$854K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.15% |
$1.18K - $1.3K
|
3.9K
$676K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6+ 2.36% |
$1.18K - $1.3K
|
260
$45K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
6+ 0.52% |
$1.18K - $1.3K
|
1.16K
$201K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
6+ 0.6% |
$1.18K - $1.3K
|
1.01K
$175K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.56% |
$1.18K - $1.3K
|
1.08K
$188K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
6+ 0.32% |
$1.18K - $1.3K
|
1.9K
$329K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
6+ 0.5% |
$1.18K - $1.3K
|
1.2K
$208K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6+ 0.51% |
$1.18K - $1.3K
|
1.18K
$204K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6+ 0.37% |
$1.18K - $1.3K
|
1.65K
$285K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
6New |
$1.18K - $1.3K
|
6
$1.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6+ 0.43% |
$1.18K - $1.3K
|
1.4K
$242K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
6+ 0.22% |
$1.18K - $1.3K
|
2.75K
$475K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5+ 0.27% |
$987 - $1.09K
|
1.83K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
5+ 0.48% |
$987 - $1.09K
|
1.05K
$182K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5+ 0.45% |
$987 - $1.09K
|
1.1K
$191K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
5+ 0.11% |
$987 - $1.09K
|
4.58K
$792K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
5New |
$987 - $1.09K
|
5
$866
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.21% |
$789 - $869
|
1.94K
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4+ 8.0% |
$789 - $869
|
54
$9.35K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
4+ 0.28% |
$789 - $869
|
1.43K
$248K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
3+ 0.04% |
$592 - $652
|
8.22K
$1.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$592 - $652
|
1.01K
$175K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$592 - $652
|
4.96K
$859K
|