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 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-937- 1.35% |
$185K - $204K
|
68.5K
$13.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-947- 3.18% |
$187K - $206K
|
28.8K
$5.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-963- 6.18% |
$190K - $209K
|
14.6K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-982- 23.2% |
$194K - $213K
|
3.25K
$661K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1K- 25.91% |
$197K - $217K
|
2.86K
$582K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-1.01K- 4.08% |
$199K - $219K
|
23.8K
$4.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.02K- 0.74% |
$201K - $221K
|
137K
$27.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.04K- 12.16% |
$204K - $225K
|
7.48K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-1.09K- 15.12% |
$215K - $236K
|
6.1K
$1.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.18K- 7.08% |
$233K - $256K
|
15.5K
$3.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 1.6% |
$238K - $262K
|
74.5K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.23K- 3.17% |
$243K - $267K
|
37.6K
$7.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.3K- 1.32% |
$256K - $281K
|
97K
$19.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1.36K- 2.46% |
$268K - $296K
|
54K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 4.85% |
$274K - $301K
|
27.2K
$5.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.4K- 11.71% |
$276K - $304K
|
10.5K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.45K- 12.21% |
$286K - $314K
|
10.4K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.49K- 6.97% |
$293K - $323K
|
19.8K
$4.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.5K- 50.0% |
$297K - $327K
|
1.5K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.53K- 41.33% |
$301K - $332K
|
2.17K
$441K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.62K- 9.24% |
$321K - $353K
|
16K
$3.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.63K- 11.84% |
$322K - $355K
|
12.2K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.66K- 26.57% |
$328K - $361K
|
4.59K
$934K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.68K- 2.37% |
$331K - $365K
|
69.2K
$14.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.72K- 30.43% |
$339K - $373K
|
3.93K
$799K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.73K- 33.28% |
$342K - $377K
|
3.48K
$707K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.77K- 2.23% |
$350K - $385K
|
77.7K
$15.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.88K- 4.74% |
$371K - $408K
|
37.8K
$7.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.97K- 6.96% |
$389K - $428K
|
26.3K
$5.36M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-2.08K- 5.13% |
$410K - $451K
|
38.4K
$7.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.19K- 1.52% |
$433K - $477K
|
142K
$29M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-2.25K- 1.7% |
$443K - $488K
|
130K
$26.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.31K- 3.32% |
$455K - $501K
|
67.2K
$13.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.34K- 0.82% |
$462K - $508K
|
282K
$57.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.49K- 12.32% |
$492K - $542K
|
17.7K
$3.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-2.58K- 35.83% |
$508K - $560K
|
4.61K
$938K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.66K- 5.91% |
$524K - $577K
|
42.3K
$8.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2.85K- 15.28% |
$563K - $620K
|
15.8K
$3.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.88K- 42.04% |
$567K - $625K
|
3.96K
$806K
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-2.94K- 6.46% |
$580K - $638K
|
42.5K
$8.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.94K- 3.27% |
$580K - $638K
|
86.8K
$17.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.95K- 0.42% |
$582K - $641K
|
695K
$141M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.15K- 2.64% |
$621K - $684K
|
116K
$23.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.21K- 9.7% |
$633K - $697K
|
29.8K
$6.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3.31K- 9.28% |
$654K - $720K
|
32.4K
$6.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.36K- 7.68% |
$663K - $729K
|
40.4K
$8.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.41K- 7.55% |
$673K - $741K
|
41.8K
$8.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.5K- 3.15% |
$690K - $760K
|
107K
$21.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.8K- 7.02% |
$749K - $825K
|
50.3K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-3.83K- 3.98% |
$755K - $832K
|
92.4K
$18.8M
|