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 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.37K- 8.53% |
$467K - $514K
|
25.4K
$4.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.49K- 12.32% |
$492K - $542K
|
17.7K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.52K- 7.2% |
$498K - $548K
|
32.5K
$6.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.52K- 7.96% |
$498K - $548K
|
29.2K
$5.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.55K- 8.66% |
$503K - $554K
|
26.9K
$5.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.56K- 23.42% |
$506K - $557K
|
8.38K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.57K- 7.78% |
$506K - $558K
|
30.4K
$5.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-2.58K- 35.83% |
$508K - $560K
|
4.61K
$864K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.66K- 5.91% |
$524K - $577K
|
42.3K
$7.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-2.85K- 2.75% |
$562K - $618K
|
101K
$18.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2.85K- 15.28% |
$563K - $620K
|
15.8K
$2.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.88K- 42.04% |
$567K - $625K
|
3.96K
$742K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.92K- 12.23% |
$577K - $635K
|
21K
$3.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-2.94K- 6.46% |
$580K - $638K
|
42.5K
$7.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.94K- 3.27% |
$580K - $638K
|
86.8K
$16.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.95K- 0.42% |
$582K - $641K
|
695K
$130M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.15K- 2.64% |
$621K - $684K
|
116K
$21.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.21K- 9.7% |
$633K - $697K
|
29.8K
$5.59M
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3.31K- 9.28% |
$654K - $720K
|
32.4K
$6.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-3.34K- 6.5% |
$659K - $726K
|
48K
$8.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-3.36K- 7.68% |
$663K - $729K
|
40.4K
$7.56M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.41K- 7.55% |
$673K - $741K
|
41.8K
$7.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.5K- 3.15% |
$690K - $760K
|
107K
$20.1M
|
|
|
Feb 14, 2025
Q4 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-3.58K- 9.85% |
$707K - $779K
|
32.8K
$6.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.8K- 7.02% |
$749K - $825K
|
50.3K
$9.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-3.82K- 8.0% |
$753K - $829K
|
43.9K
$8.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
SELL
|
- |
-3.83K- 3.98% |
$755K - $832K
|
92.4K
$17.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-4.22K- 10.75% |
$832K - $916K
|
35K
$6.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-4.23K- 18.24% |
$834K - $919K
|
19K
$3.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-4.72K- 2.01% |
$931K - $1.03M
|
230K
$43M
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-4.72K- 15.97% |
$932K - $1.03M
|
24.8K
$4.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.97K- 2.06% |
$982K - $1.08M
|
237K
$44.3M
|
|
|
Feb 25, 2025
Q4 2024
|
Swan Capital LLC
Pensacola, FL |
SELL
|
- |
-5.17K- 19.75% |
$1.02M - $1.12M
|
21K
$3.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5.21K- 46.93% |
$1.03M - $1.13M
|
5.89K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rodgers & Associates, LTD
|
SELL
|
- |
-5.61K- 1.87% |
$1.11M - $1.22M
|
294K
$55M
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-5.87K- 9.46% |
$1.16M - $1.28M
|
56.2K
$10.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-6.87K- 5.02% |
$1.36M - $1.49M
|
130K
$24.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-7.67K- 3.61% |
$1.51M - $1.67M
|
205K
$38.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-8.06K- 10.05% |
$1.59M - $1.75M
|
72.2K
$13.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-8.08K- 13.74% |
$1.6M - $1.76M
|
50.7K
$9.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8.53K- 49.06% |
$1.68M - $1.85M
|
8.86K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-9.59K- 47.15% |
$1.89M - $2.08M
|
10.7K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.3K- 2.4% |
$2.04M - $2.25M
|
421K
$78.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-10.6K- 22.1% |
$2.09M - $2.3M
|
37.2K
$6.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-10.7K- 33.18% |
$2.11M - $2.32M
|
21.5K
$4.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-10.9K- 9.68% |
$2.16M - $2.37M
|
102K
$19.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-12.5K- 12.24% |
$2.46M - $2.71M
|
89.4K
$16.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-12.6K- 5.68% |
$2.49M - $2.74M
|
210K
$39.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.8K- 4.6% |
$2.52M - $2.78M
|
265K
$49.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.4K- 6.99% |
$2.64M - $2.91M
|
178K
$33.4M
|