Purchases and Sales Made in Q1 2024 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-96- 1.73% |
$16.6K - $18.4K
|
5.45K
$1.12M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-96- 46.38% |
$16.6K - $18.4K
|
111
$22.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-97- 2.54% |
$16.7K - $18.6K
|
3.73K
$765K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
SELL
|
- |
-99- 0.62% |
$17.1K - $19K
|
15.8K
$3.24M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-100- 4.93% |
$17.2K - $19.2K
|
1.93K
$396K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-100- 14.29% |
$17.2K - $19.2K
|
600
$123K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-101- 35.07% |
$17.4K - $19.4K
|
187
$38.4K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-103- 3.48% |
$17.8K - $19.8K
|
2.86K
$587K
|
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-103- 7.8% |
$17.8K - $19.8K
|
1.22K
$250K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-103- 0.42% |
$17.8K - $19.8K
|
24.5K
$5.02M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-106- 3.86% |
$18.3K - $20.3K
|
2.64K
$541K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-109- 1.09% |
$18.8K - $20.9K
|
9.85K
$2.02M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-109- 48.88% |
$18.8K - $20.9K
|
114
$23.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-111- 1.8% |
$19.1K - $21.3K
|
6.05K
$1.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-113- 8.24% |
$19.5K - $21.7K
|
1.26K
$258K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-113- 0.05% |
$19.5K - $21.7K
|
214K
$43.9M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-113- 9.55% |
$19.5K - $21.7K
|
1.07K
$220K
|
|
|
Apr 15, 2024
Q1 2024
|
Olio Financial Planning
|
SELL
|
- |
-114- 0.28% |
$19.7K - $21.9K
|
39.9K
$8.19M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-114- 0.15% |
$19.7K - $21.9K
|
78.4K
$16.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-115- 1.85% |
$19.8K - $22.1K
|
6.1K
$1.25M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-121- 5.18% |
$20.9K - $23.2K
|
2.21K
$455K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-121- 4.19% |
$20.9K - $23.2K
|
2.77K
$568K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-125- 4.35% |
$21.6K - $24K
|
2.75K
$564K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-127- 1.43% |
$21.9K - $24.4K
|
8.77K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Jentner Corp
|
SELL
|
- |
-128- 1.97% |
$22.1K - $24.6K
|
6.37K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-129- 2.76% |
$22.2K - $24.8K
|
4.55K
$933K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-132- 2.48% |
$22.8K - $25.3K
|
5.2K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-132- 3.88% |
$22.8K - $25.3K
|
3.27K
$672K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-133- 6.2% |
$22.9K - $25.5K
|
2.01K
$413K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-133- 29.69% |
$22.9K - $25.5K
|
315
$64.7K
|
|
|
May 07, 2024
Q1 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-135- 1.9% |
$23.3K - $25.9K
|
6.98K
$1.43M
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-137- 1.38% |
$23.6K - $26.3K
|
9.81K
$2.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-137- 1.34% |
$23.6K - $26.3K
|
10.1K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-138- 63.89% |
$23.8K - $26.5K
|
78
$16K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-139- 4.94% |
$24K - $26.7K
|
2.68K
$550K
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-141- 0.04% |
$24.3K - $27.1K
|
373K
$76.5M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-144- 1.01% |
$24.8K - $27.6K
|
14.2K
$2.91M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-145- 0.39% |
$25K - $27.8K
|
36.6K
$7.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-146- 7.34% |
$25.2K - $28K
|
1.84K
$379K
|
|
|
May 06, 2024
Q1 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-148- 3.65% |
$25.5K - $28.4K
|
3.91K
$802K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-152- 3.69% |
$26.2K - $29.2K
|
3.97K
$815K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-155- 2.37% |
$26.7K - $29.7K
|
6.39K
$1.31M
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-156- 12.36% |
$26.9K - $29.9K
|
1.11K
$227K
|
|
|
Apr 30, 2024
Q1 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-163- 4.34% |
$28.1K - $31.3K
|
3.6K
$738K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-164- 1.53% |
$28.3K - $31.5K
|
10.6K
$2.17M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-164- 5.46% |
$28.3K - $31.5K
|
2.84K
$582K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-166- 5.12% |
$28.6K - $31.9K
|
3.08K
$632K
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-166- 8.82% |
$28.6K - $31.9K
|
1.72K
$352K
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
SELL
|
- |
-167- 13.76% |
$28.8K - $32K
|
1.05K
$215K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-167- 14.8% |
$28.8K - $32K
|
961
$197K
|