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 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
20New |
$3.95K - $4.35K
|
20
$4.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
20New |
$3.95K - $4.35K
|
20
$4.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
20+ 0.06% |
$3.95K - $4.35K
|
32.8K
$6.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
18+ 1.23% |
$3.55K - $3.91K
|
1.48K
$303K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
18+ 1.53% |
$3.55K - $3.91K
|
1.2K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
17+ 0.46% |
$3.36K - $3.69K
|
3.73K
$765K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
17+ 0.14% |
$3.36K - $3.69K
|
12.2K
$2.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
17+ 0.11% |
$3.36K - $3.69K
|
14.9K
$3.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 22.86% |
$3.16K - $3.48K
|
86
$17.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
16+ 0.29% |
$3.16K - $3.48K
|
5.45K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
15+ 5.08% |
$2.96K - $3.26K
|
310
$63.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13+ 0.57% |
$2.57K - $2.82K
|
2.31K
$473K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
13+ 0.57% |
$2.57K - $2.82K
|
2.28K
$467K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
13+ 1.07% |
$2.57K - $2.82K
|
1.23K
$252K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12+ 0.45% |
$2.37K - $2.61K
|
2.66K
$546K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
12+ 0.06% |
$2.37K - $2.61K
|
19.5K
$4.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
11+ 2.2% |
$2.17K - $2.39K
|
511
$105K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
10+ 0.57% |
$1.97K - $2.17K
|
1.75K
$359K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10+ 0.17% |
$1.97K - $2.17K
|
5.93K
$1.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
10+ 5.26% |
$1.97K - $2.17K
|
200
$41K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
9New |
$1.78K - $1.96K
|
9
$1.85K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
9+ 0.49% |
$1.78K - $1.96K
|
1.83K
$375K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8+ 0.58% |
$1.58K - $1.74K
|
1.38K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$1.58K - $1.74K
|
3.19K
$654K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
8+ 0.24% |
$1.58K - $1.74K
|
3.34K
$685K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
8New |
$1.58K - $1.74K
|
8
$1.64K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
8+ 0.58% |
$1.58K - $1.74K
|
1.4K
$286K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
8+ 0.11% |
$1.58K - $1.74K
|
7.44K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
7+ 0.59% |
$1.38K - $1.52K
|
1.19K
$243K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
7+ 0.46% |
$1.38K - $1.52K
|
1.53K
$315K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.54% |
$1.38K - $1.52K
|
1.31K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.23% |
$1.38K - $1.52K
|
3.09K
$633K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7+ 1.29% |
$1.38K - $1.52K
|
551
$113K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
7New |
$1.38K - $1.52K
|
7
$1.44K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7+ 0.61% |
$1.38K - $1.52K
|
1.16K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
7+ 0.56% |
$1.38K - $1.52K
|
1.25K
$256K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.15% |
$1.18K - $1.3K
|
3.9K
$801K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6+ 2.36% |
$1.18K - $1.3K
|
260
$53.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.56% |
$1.18K - $1.3K
|
1.08K
$222K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6+ 0.37% |
$1.18K - $1.3K
|
1.65K
$338K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
6+ 0.12% |
$1.18K - $1.3K
|
4.93K
$1.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
6+ 0.52% |
$1.18K - $1.3K
|
1.16K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
6+ 0.5% |
$1.18K - $1.3K
|
1.2K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
6+ 0.6% |
$1.18K - $1.3K
|
1.01K
$207K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6+ 0.51% |
$1.18K - $1.3K
|
1.18K
$242K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
6+ 0.32% |
$1.18K - $1.3K
|
1.9K
$389K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5+ 0.27% |
$987 - $1.09K
|
1.83K
$376K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
5+ 0.48% |
$987 - $1.09K
|
1.05K
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
5+ 0.11% |
$987 - $1.09K
|
4.58K
$938K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5+ 0.45% |
$987 - $1.09K
|
1.1K
$226K
|