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 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-3.55K- 24.78% |
$612K - $680K
|
10.8K
$2.21M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-3.55K- 6.83% |
$612K - $681K
|
48.4K
$9.93M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.98K- 3.61% |
$687K - $764K
|
106K
$21.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-4K- 1.63% |
$690K - $767K
|
241K
$49.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Weitzel Financial Services, Inc.
|
SELL
|
- |
-4.11K- 47.76% |
$709K - $789K
|
4.5K
$923K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-4.21K- 21.2% |
$726K - $808K
|
15.7K
$3.21M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-4.33K- 41.86% |
$747K - $831K
|
6.02K
$1.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-4.47K- 3.06% |
$771K - $858K
|
142K
$29.1M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-4.49K- 1.73% |
$775K - $862K
|
256K
$52.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-4.58K- 23.79% |
$789K - $878K
|
14.7K
$3.01M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-4.68K- 57.21% |
$807K - $898K
|
3.5K
$718K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.72K- 64.46% |
$814K - $906K
|
2.6K
$534K
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.85K- 0.8% |
$836K - $930K
|
598K
$123M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.06K- 1.23% |
$873K - $971K
|
407K
$83.6M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.38K- 6.22% |
$928K - $1.03M
|
81.2K
$16.7M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.73K- 27.6% |
$989K - $1.1M
|
15K
$3.09M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.76K- 2.64% |
$993K - $1.1M
|
212K
$43.6M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-6.17K- 10.98% |
$1.06M - $1.18M
|
50K
$10.3M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.48K- 25.38% |
$1.12M - $1.24M
|
19.1K
$3.91M
|
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-6.6K- 45.11% |
$1.14M - $1.27M
|
8.03K
$1.65M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-6.64K- 29.92% |
$1.15M - $1.27M
|
15.6K
$3.19M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-6.67K- 21.75% |
$1.15M - $1.28M
|
24K
$4.93M
|
|
|
Apr 16, 2024
Q1 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-6.69K- 8.14% |
$1.15M - $1.28M
|
75.5K
$15.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-7.09K- 63.5% |
$1.22M - $1.36M
|
4.07K
$836K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-7.43K- 35.93% |
$1.28M - $1.43M
|
13.3K
$2.72M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-7.69K- 5.29% |
$1.33M - $1.47M
|
138K
$28.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
SELL
|
- |
-7.86K- 56.27% |
$1.36M - $1.51M
|
6.11K
$1.25M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-7.88K- 9.78% |
$1.36M - $1.51M
|
72.7K
$14.9M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.94K- 1.82% |
$1.37M - $1.52M
|
428K
$88M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-8.07K- 2.52% |
$1.39M - $1.55M
|
312K
$64.1M
|
|
|
May 15, 2024
Q1 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-8.1K- 84.36% |
$1.4M - $1.55M
|
1.5K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8.54K- 15.72% |
$1.47M - $1.64M
|
45.8K
$9.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-8.86K- 35.31% |
$1.53M - $1.7M
|
16.2K
$3.33M
|
|
|
May 15, 2024
Q1 2024
|
Silver Coast Investments LLC
San Diego, X1 |
SELL
|
- |
-8.92K- 12.14% |
$1.54M - $1.71M
|
64.6K
$13.3M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-8.95K- 2.62% |
$1.54M - $1.72M
|
332K
$68.3M
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-8.98K- 26.93% |
$1.55M - $1.72M
|
24.4K
$5M
|
|
|
May 15, 2024
Q1 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
SELL
|
- |
-9.01K- 69.41% |
$1.55M - $1.73M
|
3.97K
$815K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-9.15K- 49.59% |
$1.58M - $1.76M
|
9.3K
$1.91M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.54K- 3.63% |
$1.65M - $1.83M
|
253K
$51.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
SELL
|
- |
-9.72K- 9.79% |
$1.68M - $1.86M
|
89.5K
$18.4M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-9.92K- 10.67% |
$1.71M - $1.9M
|
83K
$17M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-10.1K- 2.99% |
$1.74M - $1.94M
|
328K
$67.3M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-11.3K- 4.89% |
$1.94M - $2.16M
|
219K
$45M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
SELL
|
- |
-11.6K- 2.85% |
$2M - $2.23M
|
396K
$81.2M
|
|
|
Apr 17, 2024
Q1 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-11.7K- 57.96% |
$2.01M - $2.24M
|
8.47K
$1.74M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.1K- 21.3% |
$2.09M - $2.33M
|
44.8K
$9.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-12.2K- 9.64% |
$2.11M - $2.35M
|
115K
$23.5M
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-12.3K- 39.72% |
$2.13M - $2.37M
|
18.7K
$3.84M
|
|
|
May 03, 2024
Q1 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-12.4K- 13.81% |
$2.14M - $2.38M
|
77.3K
$15.9M
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-14.6K- 12.13% |
$2.51M - $2.79M
|
105K
$21.7M
|