Purchases and Sales Made in Q2 2024 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-462- 0.21% |
$82.1K - $88.3K
|
219K
$44.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-469- 7.61% |
$83.3K - $89.6K
|
5.69K
$1.15M
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-471- 19.26% |
$83.7K - $90K
|
1.98K
$400K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-477- 0.64% |
$84.7K - $91.2K
|
74.2K
$15M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-481- 2.97% |
$85.4K - $91.9K
|
15.7K
$3.19M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-482- 7.15% |
$85.6K - $92.1K
|
6.26K
$1.27M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-482- 4.6% |
$85.6K - $92.1K
|
10K
$2.03M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-487- 11.34% |
$86.5K - $93.1K
|
3.81K
$771K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-500- 9.45% |
$88.8K - $95.6K
|
4.79K
$971K
|
|
|
Aug 13, 2024
Q2 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-500- 1.59% |
$88.8K - $95.6K
|
30.9K
$6.25M
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-507- 3.77% |
$90.1K - $96.9K
|
13K
$2.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-509- 3.97% |
$90.4K - $97.3K
|
12.3K
$2.5M
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-510- 0.67% |
$90.6K - $97.5K
|
75.9K
$15.4M
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-516- 10.5% |
$91.7K - $98.6K
|
4.4K
$891K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-516- 0.62% |
$91.7K - $98.6K
|
82.5K
$16.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Planning Directions Inc
|
SELL
|
- |
-531- 5.79% |
$94.3K - $101K
|
8.64K
$1.75M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-535- 0.7% |
$95K - $102K
|
76.4K
$15.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-537- 18.33% |
$95.4K - $103K
|
2.39K
$485K
|
|
|
Jul 18, 2024
Q2 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-548- 1.85% |
$97.4K - $105K
|
29.1K
$5.9M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-549- 30.33% |
$97.5K - $105K
|
1.26K
$255K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-550- 5.02% |
$97.7K - $105K
|
10.4K
$2.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-555- 7.39% |
$98.6K - $106K
|
6.96K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-559- 2.99% |
$99.3K - $107K
|
18.1K
$3.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-564- 3.8% |
$100K - $108K
|
14.3K
$2.89M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-568- 1.38% |
$101K - $109K
|
40.6K
$8.23M
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-572- 17.87% |
$102K - $109K
|
2.63K
$533K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-573- 2.08% |
$102K - $110K
|
27K
$5.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-573- 26.38% |
$102K - $110K
|
1.6K
$324K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-580- 10.46% |
$103K - $111K
|
4.96K
$1.01M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-586- 12.67% |
$104K - $112K
|
4.04K
$818K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-590- 3.02% |
$105K - $113K
|
18.9K
$3.83M
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-591- 5.99% |
$105K - $113K
|
9.28K
$1.88M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-603- 4.12% |
$107K - $115K
|
14K
$2.84M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-610- 2.03% |
$108K - $117K
|
29.4K
$5.95M
|
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-626- 49.88% |
$111K - $120K
|
629
$127K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-630- 13.06% |
$112K - $120K
|
4.19K
$849K
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-630- 20.99% |
$112K - $120K
|
2.37K
$480K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-630- 18.72% |
$112K - $120K
|
2.74K
$554K
|
|
|
Aug 05, 2024
Q2 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-631- 0.22% |
$112K - $121K
|
293K
$59.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-632- 22.28% |
$112K - $121K
|
2.21K
$447K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-636- 12.44% |
$113K - $122K
|
4.48K
$907K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-640- 1.78% |
$114K - $122K
|
35.3K
$7.15M
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-641- 0.21% |
$114K - $123K
|
311K
$63.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-652- 14.45% |
$116K - $125K
|
3.86K
$782K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-656- 6.14% |
$117K - $125K
|
10K
$2.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-658- 6.39% |
$117K - $126K
|
9.64K
$1.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-662- 12.64% |
$118K - $127K
|
4.58K
$927K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-664- 3.81% |
$118K - $127K
|
16.8K
$3.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-668- 0.57% |
$119K - $128K
|
116K
$23.5M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-671- 7.03% |
$119K - $128K
|
8.87K
$1.8M
|