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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-302- 8.52% |
$52.1K - $57.9K
|
3.24K
$666K
|
|
|
Apr 15, 2024
Q1 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-303- 8.97% |
$52.3K - $58.1K
|
3.07K
$631K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-304- 16.8% |
$52.4K - $58.3K
|
1.51K
$309K
|
|
|
Apr 03, 2024
Q1 2024
|
Dentgroup LLC
|
SELL
|
- |
-306- 4.34% |
$52.8K - $58.7K
|
6.74K
$1.38M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-308- 17.75% |
$53.1K - $59.1K
|
1.43K
$293K
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-310- 14.03% |
$53.5K - $59.5K
|
1.9K
$390K
|
|
|
Apr 16, 2024
Q1 2024
|
Newton One Investments LLC
|
SELL
|
- |
-313- 2.97% |
$54K - $60.1K
|
10.2K
$2.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-320- 9.09% |
$55.2K - $61.4K
|
3.2K
$657K
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-329- 18.58% |
$56.7K - $63.1K
|
1.44K
$296K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-334- 28.28% |
$57.6K - $64.1K
|
847
$174K
|
|
|
Apr 25, 2024
Q1 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-343- 0.61% |
$59.2K - $65.8K
|
55.8K
$11.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-348- 3.57% |
$60K - $66.8K
|
9.4K
$1.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-350- 6.57% |
$60.4K - $67.2K
|
4.98K
$1.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-353- 23.84% |
$60.9K - $67.7K
|
1.13K
$232K
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-359- 2.61% |
$61.9K - $68.9K
|
13.4K
$2.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-362- 2.41% |
$62.4K - $69.5K
|
14.6K
$3.01M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-362- 3.65% |
$62.4K - $69.5K
|
9.56K
$1.96M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-363- 2.56% |
$62.6K - $69.7K
|
13.8K
$2.83M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-367- 1.55% |
$63.3K - $70.4K
|
23.3K
$4.78M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-368- 1.36% |
$63.5K - $70.6K
|
26.7K
$5.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-370- 4.87% |
$63.8K - $71K
|
7.22K
$1.48M
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-372- 16.38% |
$64.2K - $71.4K
|
1.9K
$390K
|
|
|
Aug 20, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-372- 16.38% |
$64.2K - $71.4K
|
1.9K
$390K
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-375- 3.69% |
$64.7K - $72K
|
9.79K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-376- 9.51% |
$64.8K - $72.1K
|
3.58K
$735K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-380- 8.16% |
$65.5K - $72.9K
|
4.28K
$878K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-380- 0.98% |
$65.5K - $72.9K
|
38.4K
$7.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-388- 7.24% |
$66.9K - $74.4K
|
4.97K
$1.02M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-394- 2.95% |
$67.9K - $75.6K
|
12.9K
$2.66M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-404- 3.51% |
$69.7K - $77.5K
|
11.1K
$2.28M
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-411- 68.39% |
$70.9K - $78.9K
|
190
$39K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-420- 0.41% |
$72.4K - $80.6K
|
103K
$21.1M
|
|
|
May 13, 2024
Q1 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-423- 3.95% |
$72.9K - $81.2K
|
10.3K
$2.11M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-429- 20.61% |
$74K - $82.3K
|
1.65K
$339K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-437- 1.05% |
$75.4K - $83.9K
|
41.2K
$8.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-438- 5.09% |
$75.5K - $84K
|
8.16K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-447- 4.3% |
$77.1K - $85.8K
|
9.96K
$2.04M
|
|
|
May 09, 2024
Q1 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-449- 20.18% |
$77.4K - $86.2K
|
1.78K
$365K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-453- 6.51% |
$78.1K - $86.9K
|
6.51K
$1.34M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-456- 1.03% |
$78.6K - $87.5K
|
43.7K
$8.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-457- 1.08% |
$78.8K - $87.7K
|
41.9K
$8.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-463- 3.67% |
$79.8K - $88.8K
|
12.2K
$2.49M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-471- 10.19% |
$81.2K - $90.4K
|
4.15K
$852K
|
|
|
Oct 09, 2024
Q1 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-478- 2.29% |
$82.4K - $91.7K
|
20.4K
$4.19M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-483- 1.18% |
$83.3K - $92.7K
|
40.5K
$8.31M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-485- 5.98% |
$83.6K - $93.1K
|
7.63K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-486- 8.59% |
$83.8K - $93.3K
|
5.17K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-495- 8.58% |
$85.4K - $95K
|
5.28K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-507- 0.84% |
$87.4K - $97.3K
|
60.1K
$12.3M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-508- 8.42% |
$87.6K - $97.5K
|
5.52K
$1.13M
|