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
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-14.6K- 50.28% |
$2.88M - $3.17M
|
14.4K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-15.2K- 18.56% |
$2.99M - $3.3M
|
66.6K
$12.5M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-16.2K- 38.11% |
$3.19M - $3.51M
|
26.3K
$4.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-16.5K- 5.57% |
$3.25M - $3.58M
|
279K
$52.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-17.7K- 54.4% |
$3.48M - $3.84M
|
14.8K
$2.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-18.7K- 4.6% |
$3.68M - $4.05M
|
387K
$72.4M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-19.4K- 6.43% |
$3.84M - $4.23M
|
283K
$53M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.7K- 12.25% |
$3.88M - $4.27M
|
141K
$26.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-20.4K- 36.54% |
$4.04M - $4.44M
|
35.5K
$6.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Olio Financial Planning
|
SELL
|
- |
-23K- 57.56% |
$4.53M - $4.99M
|
16.9K
$3.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-25.3K- 2.99% |
$5M - $5.51M
|
822K
$154M
|
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-25.6K- 24.6% |
$5.05M - $5.56M
|
78.3K
$14.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
SELL
|
- |
-27.1K- 52.34% |
$5.35M - $5.89M
|
24.7K
$4.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-27.7K- 4.77% |
$5.47M - $6.02M
|
553K
$103M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30K- 3.82% |
$5.92M - $6.52M
|
757K
$142M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-35.8K- 20.28% |
$7.07M - $7.79M
|
141K
$26.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
SELL
|
- |
-37.3K- 99.73% |
$7.36M - $8.1M
|
100
$18.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-42K- 2.19% |
$8.29M - $9.13M
|
1.88M
$352M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-46.1K- 12.49% |
$9.09M - $10M
|
323K
$60.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-140K- 43.16% |
$27.6M - $30.4M
|
184K
$34.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-141K- 89.19% |
$27.9M - $30.7M
|
17.1K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-151K- 4.08% |
$29.8M - $32.8M
|
3.55M
$664M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-203K- 19.12% |
$40M - $44.1M
|
858K
$161M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-588K- 99.44% |
$116M - $128M
|
3.31K
$620K
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-710K- 99.5% |
$140M - $154M
|
3.6K
$674K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.03M- 99.49% |
$203M - $224M
|
5.24K
$982K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.2M- 98.58% |
$238M - $262M
|
17.4K
$3.25M
|
|
|
Feb 27, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
SELL
|
- |
-4.33M- 98.45% |
$855M - $941M
|
68.3K
$12.8M
|