Purchases and Sales Made in Q3 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 Q3 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
Oct 29, 2024 Q3 2024
Golden State Equity Partners

South Coast Metro, CA
BUY
 -
115
New
$20.7K - $23.2K
115 $23.6K
Oct 24, 2024 Q3 2024
Cascade Financial Partners, LLC

San Diego, CA
BUY
 -
110
+ 6.39%
$19.8K - $22.2K
1.83K $376K
Nov 06, 2024 Q3 2024
Meadow Brook Investment Advisors LLC

Livonia, MI
BUY
 -
110
+ 95.65%
$19.8K - $22.2K
225 $46.2K
Oct 30, 2024 Q3 2024
Tobias Financial Advisors, Inc.

Plantation, FL
BUY
 -
107
+ 1.15%
$19.3K - $21.6K
9.38K $1.93M
Oct 18, 2024 Q3 2024
Rothschild Investment LLC

Chicago, IL
BUY
 -
105
+ 12.24%
$18.9K - $21.2K
963 $198K
Oct 21, 2024 Q3 2024
Flagship Harbor Advisors, LLC

BUY
 -
104
+ 3.38%
$18.7K - $21K
3.18K $653K
Oct 29, 2024 Q3 2024
My Purposeful Wealth Corp.

Omaha, NE
BUY
 -
103
+ 1.15%
$18.5K - $20.8K
9.03K $1.85M
Oct 04, 2024 Q3 2024
Eclectic Associates Inc

BUY
 -
102
+ 0.71%
$18.4K - $20.6K
14.5K $2.98M
Oct 31, 2024 Q3 2024
Wood Trust Financial Corp

BUY
 -
102
+ 5.19%
$18.4K - $20.6K
2.07K $424K
Nov 13, 2024 Q3 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
102
+ 0.94%
$18.4K - $20.6K
10.9K $2.25M
Nov 15, 2024 Q3 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
96
+ 3.04%
$17.3K - $19.4K
3.25K $668K
Oct 11, 2024 Q3 2024
Kathleen S. Wright Associates Inc.

BUY
 -
95
+ 0.43%
$17.1K - $19.2K
22.4K $4.61M
Oct 29, 2024 Q3 2024
Bsw Wealth Partners

Boulder, CO
BUY
 -
94
+ 1.72%
$16.9K - $19K
5.57K $1.14M
Nov 12, 2024 Q3 2024
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
93
+ 2.47%
$16.7K - $18.7K
3.86K $791K
Oct 15, 2024 Q3 2024
Olio Financial Planning

BUY
 -
92
+ 0.23%
$16.6K - $18.5K
39.9K $8.19M
Oct 30, 2024 Q3 2024
Guidance Point Advisors, LLC

BUY
 -
92
+ 1.06%
$16.6K - $18.5K
8.75K $1.8M
Oct 25, 2024 Q3 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
91
New
$16.4K - $18.3K
91 $18.7K
Oct 10, 2024 Q3 2024
Paragon Capital Management LTD

BUY
 -
88
+ 1.04%
$15.8K - $17.7K
8.51K $1.75M
Nov 08, 2024 Q3 2024
Creekside Partners

Petaluma, CA
BUY
 -
87
+ 0.31%
$15.7K - $17.5K
28.5K $5.85M
Oct 21, 2024 Q3 2024
Northwest Investment Counselors, LLC

BUY
 -
84
New
$15.1K - $16.9K
84 $17.2K
Oct 04, 2024 Q3 2024
Breakwater Capital Group

Paramus, NJ
BUY
 -
82
+ 1.01%
$14.8K - $16.5K
8.21K $1.69M
Oct 15, 2024 Q3 2024
Accel Wealth Management

BUY
 -
82
+ 7.38%
$14.8K - $16.5K
1.19K $245K
Nov 01, 2024 Q3 2024
Esl Trust Services, LLC

BUY
 -
80
New
$14.4K - $16.1K
80 $16.4K
Oct 15, 2024 Q3 2024
Apexium Financial, LP

BUY
 -
79
+ 2.66%
$14.2K - $15.9K
3.05K $626K
Oct 08, 2024 Q3 2024
Sugarloaf Wealth Management, LLC

BUY
 -
77
New
$13.9K - $15.5K
77 $15.8K
Oct 22, 2024 Q3 2024
Blb&B Advisors, LLC

BUY
 -
77
+ 4.04%
$13.9K - $15.5K
1.99K $408K
Nov 04, 2024 Q3 2024
Abound Wealth Management

Franklin, TN
BUY
 -
76
+ 26.95%
$13.7K - $15.3K
358 $73.5K
Oct 31, 2024 Q3 2024
Windward Private Wealth Management Inc.

BUY
 -
75
+ 0.78%
$13.5K - $15.1K
9.71K $1.99M
Oct 10, 2024 Q3 2024
Sound Income Strategies, LLC

BUY
 -
74
+ 27.61%
$13.3K - $14.9K
342 $70.2K
Nov 05, 2024 Q3 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
72
+ 0.78%
$13K - $14.5K
9.36K $1.92M
Oct 10, 2024 Q3 2024
Willner & Heller, LLC

BUY
 -
71
+ 1.67%
$12.8K - $14.3K
4.33K $888K
Oct 18, 2024 Q3 2024
E&G Advisors, LP

BUY
 -
70
+ 0.36%
$12.6K - $14.1K
19.7K $4.05M
Oct 09, 2024 Q3 2024
Arbor Wealth Advisors LLC

Troy, MI
BUY
 -
69
+ 0.2%
$12.4K - $13.9K
34.9K $7.16M
Oct 30, 2024 Q3 2024
Ifg Advisory, LLC

BUY
 -
68
+ 0.45%
$12.2K - $13.7K
15.1K $3.1M
Oct 15, 2024 Q3 2024
Spire Wealth Management

BUY
 -
67
+ 0.39%
$12.1K - $13.5K
17.4K $3.57M
Oct 17, 2024 Q3 2024
Capital Investment Advisors, LLC

BUY
 -
67
+ 4.42%
$12.1K - $13.5K
1.58K $325K
Nov 12, 2024 Q3 2024
Newman Dignan & Sheerar, Inc.

BUY
 -
66
+ 0.87%
$11.9K - $13.3K
7.65K $1.57M
Oct 15, 2024 Q3 2024
Baldwin Brothers LLC

BUY
 -
65
+ 0.41%
$11.7K - $13.1K
15.8K $3.24M
Oct 25, 2024 Q3 2024
Bay Rivers Group

BUY
 -
64
+ 0.28%
$11.5K - $12.9K
23K $4.72M
Nov 13, 2024 Q3 2024
Nemes Rush Group LLC

Novi, MI
BUY
 -
64
+ 1.52%
$11.5K - $12.9K
4.28K $878K
Jan 16, 2025 Q3 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
63
+ 630.0%
$11.3K - $12.7K
73 $15K
Oct 23, 2024 Q3 2024
Consolidated Portfolio Review Corp

Woodbury, NY
BUY
 -
62
+ 1.24%
$11.2K - $12.5K
5.04K $1.04M
Nov 08, 2024 Q3 2024
Becker Capital Management Inc

BUY
 -
61
+ 1.77%
$11K - $12.3K
3.5K $719K
Nov 01, 2024 Q3 2024
Wealth Quarterback LLC

Toms River, NJ
BUY
 -
59
+ 1.46%
$10.6K - $11.9K
4.09K $840K
Oct 24, 2024 Q3 2024
Richardson Financial Services Inc.

Medway, MA
BUY
 -
58
+ 0.88%
$10.4K - $11.7K
6.68K $1.37M
Nov 14, 2024 Q3 2024
Jentner Corp

BUY
 -
57
+ 0.9%
$10.3K - $11.5K
6.41K $1.32M
Nov 14, 2024 Q3 2024
North Star Asset Management Inc

BUY
 -
56
+ 4.69%
$10.1K - $11.3K
1.25K $257K
Oct 16, 2024 Q3 2024
Summit Financial Strategies, Inc.

BUY
 -
55
+ 2.91%
$9.9K - $11.1K
1.94K $399K
Oct 30, 2024 Q3 2024
Fiduciary Family Office, LLC

Boca Raton, FL
BUY
 -
55
+ 0.32%
$9.9K - $11.1K
17.3K $3.56M

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