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 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-3.83K- 3.98% |
$755K - $832K
|
92.4K
$18.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-4.22K- 10.75% |
$832K - $916K
|
35K
$7.12M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-4.72K- 2.01% |
$931K - $1.03M
|
230K
$46.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-4.72K- 15.97% |
$932K - $1.03M
|
24.8K
$5.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.97K- 2.06% |
$982K - $1.08M
|
237K
$48.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.21K- 46.93% |
$1.03M - $1.13M
|
5.89K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.61K- 1.87% |
$1.11M - $1.22M
|
294K
$59.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-6.87K- 5.02% |
$1.36M - $1.49M
|
130K
$26.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8.06K- 10.05% |
$1.59M - $1.75M
|
72.2K
$14.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8.08K- 13.74% |
$1.6M - $1.76M
|
50.7K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8.53K- 49.06% |
$1.68M - $1.85M
|
8.86K
$1.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10.6K- 22.1% |
$2.09M - $2.3M
|
37.2K
$7.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-10.7K- 33.18% |
$2.11M - $2.32M
|
21.5K
$4.38M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-10.9K- 9.68% |
$2.16M - $2.37M
|
102K
$20.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-12.6K- 5.68% |
$2.49M - $2.74M
|
210K
$42.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.8K- 4.6% |
$2.52M - $2.78M
|
265K
$53.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-14.6K- 50.28% |
$2.88M - $3.17M
|
14.4K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-15.2K- 18.56% |
$2.99M - $3.3M
|
66.6K
$13.5M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16.2K- 38.11% |
$3.19M - $3.51M
|
26.3K
$5.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-16.5K- 5.57% |
$3.25M - $3.58M
|
279K
$56.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-17.7K- 54.4% |
$3.48M - $3.84M
|
14.8K
$3.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-18.7K- 4.6% |
$3.68M - $4.05M
|
387K
$78.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-20.4K- 36.54% |
$4.04M - $4.44M
|
35.5K
$7.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-23K- 57.56% |
$4.53M - $4.99M
|
16.9K
$3.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-25.3K- 2.99% |
$5M - $5.51M
|
822K
$167M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-27.1K- 52.34% |
$5.35M - $5.89M
|
24.7K
$5.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-27.7K- 4.77% |
$5.47M - $6.02M
|
553K
$112M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-35.8K- 20.28% |
$7.07M - $7.79M
|
141K
$28.7M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-37.3K- 99.73% |
$7.36M - $8.1M
|
100
$20.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-203K- 19.12% |
$40M - $44.1M
|
858K
$175M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-588K- 99.44% |
$116M - $128M
|
3.31K
$673K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.03M- 99.49% |
$203M - $224M
|
5.24K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.2M- 98.58% |
$238M - $262M
|
17.4K
$3.54M
|