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
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
461+ 3.14% |
$91K - $100K
|
15.1K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
444+ 1.95% |
$87.6K - $96.5K
|
23.2K
$4.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
440+ 1.32% |
$86.8K - $95.6K
|
33.8K
$6.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
433New |
$85.5K - $94.1K
|
433
$88.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
430+ 1.79% |
$84.9K - $93.4K
|
24.5K
$5.02M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
425+ 21.46% |
$83.9K - $92.4K
|
2.41K
$493K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
420New |
$82.9K - $91.3K
|
420
$86.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
399New |
$78.7K - $86.7K
|
399
$81.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
383+ 0.65% |
$75.6K - $83.2K
|
58.9K
$12.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
380+ 7.54% |
$75K - $82.6K
|
5.42K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
379+ 4.77% |
$74.8K - $82.4K
|
8.32K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
376+ 5.55% |
$74.2K - $81.7K
|
7.15K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
360+ 1.32% |
$71K - $78.2K
|
27.6K
$5.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
357+ 2.04% |
$70.5K - $77.6K
|
17.9K
$3.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
347+ 120.49% |
$68.5K - $75.4K
|
635
$130K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
346+ 823.81% |
$68.3K - $75.2K
|
388
$79.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
331+ 0.28% |
$65.3K - $71.9K
|
118K
$24.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
327+ 2.71% |
$64.5K - $71.1K
|
12.4K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
325+ 1.83% |
$64.1K - $70.6K
|
18.1K
$3.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
322+ 26.99% |
$63.5K - $70K
|
1.52K
$311K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
322+ 2.74% |
$63.5K - $70K
|
12.1K
$2.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
316+ 1.11% |
$62.4K - $68.7K
|
28.8K
$5.91M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
308+ 4.34% |
$60.8K - $66.9K
|
7.4K
$1.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
307+ 1.33% |
$60.6K - $66.7K
|
23.4K
$4.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
291+ 1.41% |
$57.4K - $63.2K
|
20.9K
$4.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
289+ 2.84% |
$57K - $62.8K
|
10.5K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
286+ 2.43% |
$56.4K - $62.1K
|
12K
$2.47M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
284+ 3.15% |
$56.1K - $61.7K
|
9.31K
$1.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
283+ 20.55% |
$55.9K - $61.5K
|
1.66K
$340K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
282+ 1.27% |
$55.7K - $61.3K
|
22.5K
$4.61M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
279+ 3.06% |
$55.1K - $60.6K
|
9.38K
$1.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
273+ 5.37% |
$53.9K - $59.3K
|
5.36K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
259+ 8.91% |
$51.1K - $56.3K
|
3.17K
$649K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
256+ 2.4% |
$50.5K - $55.6K
|
10.9K
$2.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
252+ 1.79% |
$49.7K - $54.8K
|
14.3K
$2.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
251New |
$49.5K - $54.5K
|
251
$51.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
250+ 9.55% |
$49.3K - $54.3K
|
2.87K
$588K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
248+ 6.35% |
$48.9K - $53.9K
|
4.15K
$851K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
245+ 2.07% |
$48.4K - $53.2K
|
12.1K
$2.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
240+ 3.13% |
$47.4K - $52.2K
|
7.9K
$1.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
240+ 17.48% |
$47.4K - $52.2K
|
1.61K
$331K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
237+ 17.57% |
$46.8K - $51.5K
|
1.59K
$325K
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
237+ 2.28% |
$46.8K - $51.5K
|
10.7K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
227+ 1.53% |
$44.8K - $49.3K
|
15.1K
$3.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
225+ 24.51% |
$44.4K - $48.9K
|
1.14K
$234K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
222+ 0.07% |
$43.8K - $48.2K
|
315K
$64.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
217+ 1.73% |
$42.8K - $47.2K
|
12.7K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
215+ 5.54% |
$42.4K - $46.7K
|
4.09K
$840K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
214+ 10.66% |
$42.2K - $46.5K
|
2.22K
$456K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
209+ 2.23% |
$41.2K - $45.4K
|
9.57K
$1.96M
|