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 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
80+ 0.46% |
$15.8K - $17.4K
|
17.6K
$3.62M
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
80+ 0.59% |
$15.8K - $17.4K
|
13.6K
$2.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
79+ 0.52% |
$15.6K - $17.2K
|
15.2K
$3.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
70+ 1.38% |
$13.8K - $15.2K
|
5.13K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
70New |
$13.8K - $15.2K
|
70
$14.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
70New |
$13.8K - $15.2K
|
70
$14.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
70+ 0.94% |
$13.8K - $15.2K
|
7.55K
$1.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
69+ 0.54% |
$13.6K - $15K
|
12.9K
$2.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
65+ 3.72% |
$12.8K - $14.1K
|
1.81K
$371K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
64+ 0.77% |
$12.6K - $13.9K
|
8.42K
$1.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
64+ 0.25% |
$12.6K - $13.9K
|
26.1K
$5.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
63+ 1.33% |
$12.4K - $13.7K
|
4.78K
$981K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
63New |
$12.4K - $13.7K
|
63
$12.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
62New |
$12.2K - $13.5K
|
62
$12.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
60+ 0.54% |
$11.8K - $13K
|
11.2K
$2.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
58+ 0.16% |
$11.4K - $12.6K
|
37.2K
$7.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
53+ 0.1% |
$10.5K - $11.5K
|
54.4K
$11.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
51+ 2.46% |
$10.1K - $11.1K
|
2.13K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
50+ 1.87% |
$9.87K - $10.9K
|
2.72K
$559K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
50+ 1.14% |
$9.87K - $10.9K
|
4.45K
$913K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
49+ 1.25% |
$9.67K - $10.6K
|
3.97K
$813K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
48New |
$9.47K - $10.4K
|
48
$9.85K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
47+ 2.25% |
$9.28K - $10.2K
|
2.14K
$438K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
46+ 0.21% |
$9.08K - $10K
|
22.5K
$4.61M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
46+ 1.24% |
$9.08K - $10K
|
3.75K
$769K
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
45+ 0.42% |
$8.88K - $9.78K
|
10.9K
$2.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
45+ 0.79% |
$8.88K - $9.78K
|
5.73K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
43+ 3.04% |
$8.49K - $9.34K
|
1.46K
$299K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
41+ 0.48% |
$8.09K - $8.91K
|
8.55K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
40New |
$7.89K - $8.69K
|
40
$8.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
39+ 0.12% |
$7.7K - $8.47K
|
33.8K
$6.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
38+ 0.72% |
$7.5K - $8.26K
|
5.33K
$1.09M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
37New |
$7.3K - $8.04K
|
37
$7.59K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
37+ 0.28% |
$7.3K - $8.04K
|
13.1K
$2.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
36+ 0.47% |
$7.1K - $7.82K
|
7.69K
$1.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
35+ 2.17% |
$6.91K - $7.61K
|
1.65K
$338K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
35New |
$6.91K - $7.61K
|
35
$7.18K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
35+ 3.39% |
$6.91K - $7.61K
|
1.07K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
34+ 0.56% |
$6.71K - $7.39K
|
6.11K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
34New |
$6.71K - $7.39K
|
34
$6.97K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
32+ 9.36% |
$6.32K - $6.95K
|
374
$76.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31+ 0.25% |
$6.12K - $6.74K
|
12.4K
$2.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
30+ 0.75% |
$5.92K - $6.52K
|
4.05K
$830K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
28New |
$5.53K - $6.08K
|
28
$5.74K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28+ 0.06% |
$5.53K - $6.08K
|
50.7K
$10.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
28+ 0.08% |
$5.53K - $6.08K
|
34.3K
$7.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
27+ 0.17% |
$5.33K - $5.87K
|
15.8K
$3.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
27+ 0.4% |
$5.33K - $5.87K
|
6.7K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
26+ 1.34% |
$5.13K - $5.65K
|
1.97K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
23+ 0.52% |
$4.54K - $5K
|
4.42K
$906K
|