Purchases and Sales Made in Q1 2024 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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 09, 2024 Q1 2024
King Wealth

Saratoga Springs, NY
BUY
 -
424
+ 8.06%
$73.1K - $81.4K
5.68K $1.17M
Apr 10, 2024 Q1 2024
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
422
+ 1004.76%
$72.8K - $81K
464 $95.3K
Apr 15, 2024 Q1 2024
Capital Investment Advisors, LLC

BUY
 -
411
+ 34.74%
$70.9K - $78.9K
1.59K $327K
May 13, 2024 Q1 2024
Ellevest, Inc.

BUY
 -
411
+ 0.63%
$70.9K - $78.9K
65.4K $13.4M
May 14, 2024 Q1 2024
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
411
+ 24.97%
$70.9K - $78.9K
2.06K $422K
Apr 19, 2024 Q1 2024
Kovack Advisors, Inc.

BUY
 -
396
+ 11.25%
$68.3K - $76K
3.92K $804K
May 10, 2024 Q1 2024
Trustmark National Bank Trust Department

Jackson, MS
BUY
 -
387
+ 1.95%
$66.7K - $74.3K
20.2K $4.15M
May 14, 2024 Q1 2024
Edge Capital Group, LLC

BUY
 -
382
+ 4.99%
$65.9K - $73.3K
8.03K $1.65M
Apr 23, 2024 Q1 2024
Essex Financial Services, Inc.

BUY
 -
381
+ 2.21%
$65.7K - $73.1K
17.6K $3.61M
May 14, 2024 Q1 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
377
+ 5.62%
$65K - $72.3K
7.08K $1.45M
Apr 29, 2024 Q1 2024
Aspire Wealth Management Corp

Waltham, MA
BUY
 -
355
+ 1.33%
$61.2K - $68.1K
27.1K $5.56M
Apr 16, 2024 Q1 2024
Long View Wealth Management

Atlanta, GA
BUY
 -
350
+ 6.58%
$60.4K - $67.2K
5.67K $1.16M
Apr 15, 2024 Q1 2024
Brookstone Capital Management

BUY
 -
344
+ 3.02%
$59.3K - $66K
11.7K $2.41M
Apr 30, 2024 Q1 2024
Fortis Capital Management LLC

BUY
 -
344
+ 0.87%
$59.3K - $66K
40.1K $8.23M
May 15, 2024 Q1 2024
Clear Point Advisors Inc.

Melville, NY
BUY
 -
341
+ 6.04%
$58.8K - $65.4K
5.99K $1.23M
Apr 22, 2024 Q1 2024
Main Street Financial Solutions, LLC

BUY
 -
338
+ 7.09%
$58.3K - $64.9K
5.11K $1.05M
Apr 29, 2024 Q1 2024
Wealthspan Partners, LLC

Davenport, IA
BUY
 -
335
+ 3.46%
$57.8K - $64.3K
10K $2.06M
Apr 19, 2024 Q1 2024
Evolution Wealth Advisors, LLC

BUY
 -
332
+ 5.28%
$57.3K - $63.7K
6.63K $1.36M
Jun 05, 2024 Q1 2024
Objective Capital Management, LLC

BUY
 -
329
+ 14.76%
$56.7K - $63.1K
2.56K $525K
May 15, 2024 Q1 2024
Aptus Capital Advisors, LLC

BUY
 -
326
+ 4.54%
$56.2K - $62.6K
7.51K $1.54M
Apr 30, 2024 Q1 2024
Brand Asset Management Group, Inc.

BUY
 -
323
+ 6.73%
$55.7K - $62K
5.12K $1.05M
Apr 24, 2024 Q1 2024
Tenret CO LLC

BUY
 -
302
+ 1.19%
$52.1K - $57.9K
25.7K $5.29M
Apr 18, 2024 Q1 2024
Dixon Mitchell Investment Counsel Inc.

Vancouver, A1
BUY
 -
300
New
$51.7K - $57.6K
300 $61.6K
May 08, 2024 Q1 2024
Crestwood Advisors Group LLC

BUY
 -
300
+ 10.25%
$51.7K - $57.6K
3.23K $663K
May 13, 2024 Q1 2024
Abbot Financial Management, Inc.

North Andover, MA
BUY
 -
300
+ 13.42%
$51.7K - $57.6K
2.54K $520K
Apr 23, 2024 Q1 2024
Capasso Planning Partners LLC

Charleston, SC
BUY
 -
299
+ 10.35%
$51.6K - $57.4K
3.19K $655K
May 02, 2024 Q1 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
296
+ 4.61%
$51K - $56.8K
6.72K $1.38M
May 13, 2024 Q1 2024
Cibc World Market Inc.

Toronto, A6
BUY
 -
295
+ 8.54%
$50.9K - $56.6K
3.75K $770K
May 15, 2024 Q1 2024
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
293
+ 11.12%
$50.5K - $56.2K
2.93K $601K
Apr 15, 2024 Q1 2024
Dgs Capital Management, LLC

BUY
 -
292
+ 17.53%
$50.4K - $56K
1.96K $402K
Apr 10, 2024 Q1 2024
Ridgewood Investments LLC

BUY
 -
291
+ 16.28%
$50.2K - $55.8K
2.08K $427K
Apr 30, 2024 Q1 2024
Vance Wealth, Inc.

Santa Clarita, CA
BUY
 -
291
+ 2.39%
$50.2K - $55.8K
12.5K $2.56M
May 15, 2024 Q1 2024
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
290
+ 22.19%
$50K - $55.6K
1.6K $328K
May 10, 2024 Q1 2024
Black Rock Inc.

New York, NY
BUY
 -
286
+ 37.58%
$49.3K - $54.9K
1.05K $215K
Apr 16, 2024 Q1 2024
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
285
+ 17.08%
$49.1K - $54.7K
1.95K $401K
Apr 19, 2024 Q1 2024
Mainsail Financial Group, LLC

Bellevue, WA
BUY
 -
283
+ 1.28%
$48.8K - $54.3K
22.4K $4.6M
Apr 19, 2024 Q1 2024
Veery Capital, LLC

BUY
 -
280
+ 1.27%
$48.3K - $53.7K
22.3K $4.57M
Apr 16, 2024 Q1 2024
Asset Dedication, LLC

BUY
 -
277
+ 2.7%
$47.8K - $53.2K
10.5K $2.16M
May 08, 2024 Q1 2024
Sandy Spring Bank

BUY
 -
276
+ 42.59%
$47.6K - $53K
924 $190K
Apr 15, 2024 Q1 2024
Cooksen Wealth, LLC

The Woodlands, TX
BUY
 -
273
+ 2.92%
$47.1K - $52.4K
9.64K $1.98M
Apr 23, 2024 Q1 2024
Washington Trust CO

BUY
 -
269
+ 141.58%
$46.4K - $51.6K
459 $94.2K
May 03, 2024 Q1 2024
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
267
+ 6.44%
$46K - $51.2K
4.41K $906K
May 06, 2024 Q1 2024
Stokes Family Office, LLC

BUY
 -
265
+ 1.32%
$45.7K - $50.8K
20.3K $4.18M
Aug 13, 2024 Q1 2024
Meridian Financial, LLC

Holliston, MA
BUY
 -
265
+ 5.31%
$45.7K - $50.8K
5.26K $1.08M
May 06, 2024 Q1 2024
Aveo Capital Partners, LLC

BUY
 -
262
+ 5.39%
$45.2K - $50.3K
5.12K $1.05M
May 03, 2024 Q1 2024
Signaturefd, LLC

Atlanta, GA
BUY
 -
254
+ 19.58%
$43.8K - $48.7K
1.55K $318K
Apr 19, 2024 Q1 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
248
+ 3.53%
$42.8K - $47.6K
7.28K $1.49M
May 13, 2024 Q1 2024
Cbiz Investment Advisory Services, LLC

BUY
 -
248
New
$42.8K - $47.6K
248 $50.9K
Apr 19, 2024 Q1 2024
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
246
+ 10.2%
$42.4K - $47.2K
2.66K $546K

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