Purchases and Sales Made in Q3 2024 in Vanguard Small Cap Value ETF (VBR)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
20+ 1.23% |
$3.6K - $4.03K
|
1.64K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
19+ 0.3% |
$3.42K - $3.83K
|
6.34K
$1.29M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
17+ 1.36% |
$3.06K - $3.43K
|
1.27K
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
17+ 0.17% |
$3.06K - $3.43K
|
9.98K
$2.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
17+ 0.84% |
$3.06K - $3.43K
|
2.04K
$415K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
16+ 0.59% |
$2.88K - $3.23K
|
2.72K
$553K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
16+ 2.99% |
$2.88K - $3.23K
|
551
$112K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
15+ 0.73% |
$2.7K - $3.02K
|
2.08K
$422K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
14+ 0.33% |
$2.52K - $2.82K
|
4.31K
$877K
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
14+ 1.02% |
$2.52K - $2.82K
|
1.39K
$282K
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
14+ 1.26% |
$2.52K - $2.82K
|
1.13K
$229K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
14+ 0.33% |
$2.52K - $2.82K
|
4.21K
$856K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13+ 0.69% |
$2.34K - $2.62K
|
1.9K
$386K
|
|
|
Oct 30, 2024
Q3 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
13+ 0.95% |
$2.34K - $2.62K
|
1.38K
$280K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13+ 0.42% |
$2.34K - $2.62K
|
3.08K
$626K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
13+ 0.42% |
$2.34K - $2.62K
|
3.15K
$640K
|
|
|
Nov 13, 2024
Q3 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.93% |
$2.34K - $2.62K
|
1.41K
$287K
|
|
|
Nov 15, 2024
Q3 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
13+ 0.43% |
$2.34K - $2.62K
|
3.04K
$617K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
12+ 0.83% |
$2.16K - $2.42K
|
1.46K
$298K
|
|
|
Oct 22, 2024
Q3 2024
|
Better Wealth, LLC
|
BUY
|
- |
12+ 0.98% |
$2.16K - $2.42K
|
1.24K
$253K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
12+ 1.02% |
$2.16K - $2.42K
|
1.19K
$243K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
12+ 0.87% |
$2.16K - $2.42K
|
1.39K
$283K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
12New |
$2.16K - $2.42K
|
12
$2.44K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
12+ 1.03% |
$2.16K - $2.42K
|
1.18K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
12+ 0.51% |
$2.16K - $2.42K
|
2.37K
$481K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
12New |
$2.16K - $2.42K
|
12
$2.44K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
12+ 0.74% |
$2.16K - $2.42K
|
1.63K
$331K
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 0.56% |
$1.98K - $2.22K
|
1.98K
$403K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
11+ 0.96% |
$1.98K - $2.22K
|
1.16K
$235K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 0.99% |
$1.98K - $2.22K
|
1.12K
$227K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
11+ 0.3% |
$1.98K - $2.22K
|
3.7K
$754K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11+ 0.17% |
$1.98K - $2.22K
|
6.49K
$1.32M
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
11+ 0.09% |
$1.98K - $2.22K
|
11.8K
$2.41M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
10+ 0.73% |
$1.8K - $2.02K
|
1.39K
$282K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
10+ 0.28% |
$1.8K - $2.02K
|
3.62K
$735K
|
|
|
Oct 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
10+ 0.12% |
$1.8K - $2.02K
|
8.43K
$1.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10+ 0.67% |
$1.8K - $2.02K
|
1.5K
$306K
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
10+ 0.73% |
$1.8K - $2.02K
|
1.38K
$282K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$1.8K - $2.02K
|
10
$2.03K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
9+ 0.82% |
$1.62K - $1.81K
|
1.11K
$226K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
9+ 0.2% |
$1.62K - $1.81K
|
4.4K
$895K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
9New |
$1.62K - $1.81K
|
9
$1.83K
|
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
9+ 1.37% |
$1.62K - $1.81K
|
667
$136K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.3% |
$1.44K - $1.61K
|
2.65K
$539K
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$1.44K - $1.61K
|
13.6K
$2.78M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
7+ 0.08% |
$1.26K - $1.41K
|
9.19K
$1.87M
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7+ 0.87% |
$1.26K - $1.41K
|
816
$166K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7+ 0.18% |
$1.26K - $1.41K
|
3.92K
$797K
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
7+ 0.09% |
$1.26K - $1.41K
|
7.66K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
6+ 0.15% |
$1.08K - $1.21K
|
3.93K
$799K
|