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 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-63- 2.41% |
$11.3K - $12.7K
|
2.55K
$523K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-65- 3.51% |
$11.7K - $13.1K
|
1.79K
$367K
|
|
|
Oct 17, 2024
Q3 2024
|
Newton One Investments LLC
|
SELL
|
- |
-66- 0.65% |
$11.9K - $13.3K
|
10.2K
$2.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-66- 1.06% |
$11.9K - $13.3K
|
6.19K
$1.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-66- 0.19% |
$11.9K - $13.3K
|
34.3K
$7.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-70- 0.89% |
$12.6K - $14.1K
|
7.82K
$1.61M
|
|
|
Oct 17, 2024
Q3 2024
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-70- 1.3% |
$12.6K - $14.1K
|
5.3K
$1.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-70- 0.36% |
$12.6K - $14.1K
|
19.5K
$4.01M
|
|
|
Oct 31, 2024
Q3 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-70- 0.16% |
$12.6K - $14.1K
|
42.6K
$8.74M
|
|
|
Nov 15, 2024
Q3 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-71- 2.36% |
$12.8K - $14.3K
|
2.94K
$604K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-72- 2.22% |
$13K - $14.5K
|
3.17K
$651K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-72- 0.84% |
$13K - $14.5K
|
8.52K
$1.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-74- 4.31% |
$13.3K - $14.9K
|
1.64K
$337K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-75- 1.1% |
$13.5K - $15.1K
|
6.72K
$1.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-77- 2.12% |
$13.9K - $15.5K
|
3.55K
$729K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-83- 0.25% |
$14.9K - $16.7K
|
32.6K
$6.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-84- 0.7% |
$15.1K - $16.9K
|
11.9K
$2.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-84- 1.52% |
$15.1K - $16.9K
|
5.44K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-84- 1.55% |
$15.1K - $16.9K
|
5.33K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-87- 0.87% |
$15.7K - $17.5K
|
9.97K
$2.05M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-88- 4.05% |
$15.8K - $17.7K
|
2.09K
$428K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-88- 4.7% |
$15.8K - $17.7K
|
1.78K
$366K
|
|
|
Oct 31, 2024
Q3 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-89- 6.94% |
$16K - $17.9K
|
1.19K
$245K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-90- 5.54% |
$16.2K - $18.1K
|
1.53K
$315K
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-90- 0.5% |
$16.2K - $18.1K
|
18.1K
$3.71M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-93- 0.37% |
$16.7K - $18.7K
|
24.8K
$5.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-94- 4.26% |
$16.9K - $19K
|
2.11K
$433K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
SELL
|
- |
-94- 2.85% |
$16.9K - $19K
|
3.2K
$658K
|
|
|
Nov 14, 2024
Q3 2024
|
Systematic Financial Management LP
Teaneck, NJ |
SELL
|
- |
-95- 72.52% |
$17.1K - $19.2K
|
36
$7.39K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-95- 0.75% |
$17.1K - $19.2K
|
12.6K
$2.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-96- 11.01% |
$17.3K - $19.4K
|
776
$159K
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-96- 0.11% |
$17.3K - $19.4K
|
84.9K
$17.4M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-98- 66.22% |
$17.6K - $19.8K
|
50
$10.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-98- 0.42% |
$17.6K - $19.8K
|
23.1K
$4.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-100- 2.48% |
$18K - $20.2K
|
3.93K
$806K
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-100- 2.72% |
$18K - $20.2K
|
3.58K
$734K
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-101- 0.71% |
$18.2K - $20.4K
|
14K
$2.88M
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-102- 4.41% |
$18.4K - $20.6K
|
2.21K
$454K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-102- 7.61% |
$18.4K - $20.6K
|
1.24K
$254K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-103- 2.39% |
$18.5K - $20.8K
|
4.2K
$862K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-103- 6.28% |
$18.5K - $20.8K
|
1.54K
$316K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-104- 1.88% |
$18.7K - $21K
|
5.43K
$1.11M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-107- 1.89% |
$19.3K - $21.6K
|
5.55K
$1.14M
|
|
|
Oct 29, 2024
Q3 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-110- 2.97% |
$19.8K - $22.2K
|
3.6K
$739K
|
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-110- 0.66% |
$19.8K - $22.2K
|
16.7K
$3.42M
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-112- 7.28% |
$20.2K - $22.6K
|
1.43K
$293K
|
|
|
Oct 23, 2024
Q3 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-112- 0.94% |
$20.2K - $22.6K
|
11.8K
$2.41M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-114- 2.4% |
$20.5K - $23K
|
4.63K
$951K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-115- 8.65% |
$20.7K - $23.2K
|
1.22K
$249K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-116- 9.89% |
$20.9K - $23.4K
|
1.06K
$217K
|