Purchases and Sales Made in Q4 2024 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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 15, 2025 Q4 2024
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
931
+ 56.87%
$184K - $202K
2.57K $527K
Feb 04, 2025 Q4 2024
Whipplewood Advisors, LLC

Littleton, CO
BUY
 -
914
New
$180K - $199K
914 $187K
Feb 03, 2025 Q4 2024
Marshall Investment Management, LLC

Littleton, CO
BUY
 -
912
New
$180K - $198K
912 $187K
Jan 30, 2025 Q4 2024
Sierra Ocean, LLC

Ripon, CA
BUY
 -
906
New
$179K - $197K
906 $186K
Jan 13, 2025 Q4 2024
Gpwm LLC

BUY
 -
876
+ 2.83%
$173K - $190K
31.8K $6.52M
Feb 05, 2025 Q4 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
852
+ 3.54%
$168K - $185K
24.9K $5.1M
Jan 29, 2025 Q4 2024
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
851
+ 24.31%
$168K - $185K
4.35K $893K
Jan 14, 2025 Q4 2024
Stephens Group Asset Management, LLC

BUY
 -
809
+ 0.21%
$160K - $176K
383K $78.5M
Jan 28, 2025 Q4 2024
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
805
+ 3.31%
$159K - $175K
25.2K $5.16M
Jan 13, 2025 Q4 2024
Fiduciary Financial Group, LLC

San Rafael, CA
BUY
 -
798
+ 5.07%
$157K - $173K
16.5K $3.39M
Jan 17, 2025 Q4 2024
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
783
+ 10.23%
$155K - $170K
8.44K $1.73M
Jan 13, 2025 Q4 2024
Tsfg, LLC

BUY
 -
778
+ 46.75%
$154K - $169K
2.44K $501K
Jan 22, 2025 Q4 2024
Center For Asset Management LLC

BUY
 -
747
+ 5.58%
$147K - $162K
14.1K $2.9M
Jan 22, 2025 Q4 2024
Steel Peak Wealth Management LLC

BUY
 -
739
+ 38.92%
$146K - $161K
2.64K $541K
Feb 04, 2025 Q4 2024
White Lighthouse Investment Management Inc.

BUY
 -
734
+ 2.27%
$145K - $159K
33K $6.77M
Jan 27, 2025 Q4 2024
Brandywine Oak Private Wealth LLC

BUY
 -
733
+ 2.55%
$145K - $159K
29.5K $6.05M
Feb 05, 2025 Q4 2024
Halbert Hargrove Global Advisors, LLC

BUY
 -
718
New
$142K - $156K
718 $147K
Jan 27, 2025 Q4 2024
Bleakley Financial Group, LLC

Fairfield, NJ
BUY
 -
716
+ 25.85%
$141K - $156K
3.49K $715K
Jan 31, 2025 Q4 2024
Evergreen Wealth Management, LLC

Williamston, MI
BUY
 -
708
+ 3.5%
$140K - $154K
20.9K $4.29M
Jan 13, 2025 Q4 2024
Sharper & Granite LLC

El Segundo, CA
BUY
 -
704
+ 2.63%
$139K - $153K
27.5K $5.64M
Jan 30, 2025 Q4 2024
Mainsail Asset Management, LLC

Birmingham, AL
BUY
 -
698
+ 2.78%
$138K - $152K
25.8K $5.29M
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
685
New
$135K - $149K
685 $141K
Feb 05, 2025 Q4 2024
Qrg Capital Management, Inc.

Berwyn, PA
BUY
 -
669
+ 25.73%
$132K - $145K
3.27K $671K
Jan 28, 2025 Q4 2024
Spectrum Investment Advisors, Inc.

Mequon, WI
BUY
 -
662
+ 1.67%
$131K - $144K
40.3K $8.26M
Jan 14, 2025 Q4 2024
Capital Advisors Wealth Management, LLC

BUY
 -
646
+ 1.29%
$127K - $140K
50.7K $10.4M
Jan 23, 2025 Q4 2024
Waldron Private Wealth LLC

BUY
 -
631
+ 0.37%
$125K - $137K
173K $35.5M
Jan 24, 2025 Q4 2024
Mokosak Advisory Group, LLC

BUY
 -
631
+ 0.22%
$125K - $137K
289K $59.3M
Feb 04, 2025 Q4 2024
Apriem Advisors

Irvine, CA
BUY
 -
623
+ 47.92%
$123K - $135K
1.92K $394K
Jan 23, 2025 Q4 2024
Westhampton Capital, LLC

BUY
 -
620
+ 21.23%
$122K - $135K
3.54K $726K
Jan 24, 2025 Q4 2024
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
612
+ 17.06%
$121K - $133K
4.2K $861K
Jan 15, 2025 Q4 2024
Hb Wealth Management, LLC

BUY
 -
609
+ 1.27%
$120K - $132K
48.6K $9.97M
Jan 23, 2025 Q4 2024
Sage Financial Group Inc

BUY
 -
590
+ 1.4%
$116K - $128K
42.9K $8.79M
Jan 24, 2025 Q4 2024
Financial Life Planners

Tempe, AZ
BUY
 -
590
New
$116K - $128K
590 $121K
Jan 31, 2025 Q4 2024
Hudson Value Partners, LLC

BUY
 -
569
+ 6.92%
$112K - $124K
8.79K $1.8M
Jan 14, 2025 Q4 2024
Silvia Mccoll Wealth Management, LLC

San Diego, CA
BUY
 -
539
+ 1.31%
$106K - $117K
41.8K $8.58M
Jan 14, 2025 Q4 2024
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
536
+ 0.88%
$106K - $116K
61.7K $12.7M
Feb 03, 2025 Q4 2024
Centricity Wealth Management, LLC

Westerville, OH
BUY
 -
517
New
$102K - $112K
517 $106K
Jan 13, 2025 Q4 2024
Arbor Wealth Advisors LLC

Troy, MI
BUY
 -
509
+ 1.46%
$100K - $111K
35.4K $7.26M
Jan 21, 2025 Q4 2024
High Net Worth Advisory Group LLC

Naples, FL
BUY
 -
509
+ 11.26%
$100K - $111K
5.03K $1.03M
Jan 22, 2025 Q4 2024
Bsw Wealth Partners

Boulder, CO
BUY
 -
508
+ 9.12%
$100K - $110K
6.08K $1.25M
Jan 21, 2025 Q4 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
503
+ 2.4%
$99.3K - $109K
21.5K $4.4M
Jan 23, 2025 Q4 2024
Clear Creek Financial Management, LLC

BUY
 -
499
+ 33.2%
$98.5K - $108K
2K $411K
Jan 28, 2025 Q4 2024
Soa Wealth Advisors, Llc.

BUY
 -
498
+ 3.12%
$98.3K - $108K
16.5K $3.38M
Feb 05, 2025 Q4 2024
Ifg Advisors, LLC

BUY
 -
492
+ 13.07%
$97.1K - $107K
4.26K $873K
Jan 31, 2025 Q4 2024
Nicholas Hoffman & Company, Llc.

Atlanta, GA
BUY
 -
485
+ 1.3%
$95.7K - $105K
37.9K $7.77M
Feb 04, 2025 Q4 2024
Weinberger Asset Management, Inc

Los Angeles, CA
BUY
 -
476
+ 0.86%
$93.9K - $103K
55.7K $11.4M
Jan 14, 2025 Q4 2024
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
476
+ 4.26%
$93.9K - $103K
11.7K $2.39M
Jan 02, 2025 Q4 2024
Gamma Investing LLC

Foster City, CA
BUY
 -
473
New
$93.4K - $103K
473 $97K
Jan 30, 2025 Q4 2024
Everhart Financial Group, Inc.

BUY
 -
464
+ 1.82%
$91.6K - $101K
25.9K $5.32M

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