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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-554- 5.74% |
$99.7K - $112K
|
9.09K
$1.87M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-560- 3.95% |
$101K - $113K
|
13.6K
$2.79M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-563- 3.58% |
$101K - $114K
|
15.2K
$3.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-565- 43.56% |
$102K - $114K
|
732
$150K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-570- 46.61% |
$103K - $115K
|
653
$134K
|
|
|
Nov 14, 2024
Q3 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-572- 1.58% |
$103K - $115K
|
35.7K
$7.33M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-579- 26.02% |
$104K - $117K
|
1.65K
$338K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-583- 2.19% |
$105K - $118K
|
26.1K
$5.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-592- 6.56% |
$107K - $119K
|
8.44K
$1.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-602- 12.45% |
$108K - $121K
|
4.23K
$869K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-603- 9.25% |
$109K - $122K
|
5.92K
$1.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-610- 2.3% |
$110K - $123K
|
25.9K
$5.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-614- 0.59% |
$111K - $124K
|
104K
$21.3M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-616- 2.23% |
$111K - $124K
|
27K
$5.55M
|
|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-633- 5.2% |
$114K - $128K
|
11.5K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-635- 8.15% |
$114K - $128K
|
7.16K
$1.47M
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-638- 23.83% |
$115K - $129K
|
2.04K
$419K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-648- 15.49% |
$117K - $131K
|
3.54K
$726K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-649- 0.85% |
$117K - $131K
|
75.7K
$15.5M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-652- 1.65% |
$117K - $131K
|
38.9K
$8M
|
|
|
Oct 29, 2024
Q3 2024
|
James Investment Research Inc
|
SELL
|
- |
-652- 2.72% |
$117K - $131K
|
23.3K
$4.78M
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-657- 0.51% |
$118K - $132K
|
129K
$26.5M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-663- 3.02% |
$119K - $134K
|
21.3K
$4.38M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-671- 0.97% |
$121K - $135K
|
68.6K
$14.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-683- 2.77% |
$123K - $138K
|
24K
$4.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-706- 12.95% |
$127K - $142K
|
4.75K
$974K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-713- 31.83% |
$128K - $144K
|
1.53K
$313K
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-749- 4.18% |
$135K - $151K
|
17.2K
$3.53M
|
|
|
Oct 18, 2024
Q3 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-755- 2.92% |
$136K - $152K
|
25.1K
$5.15M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-755- 37.47% |
$136K - $152K
|
1.26K
$259K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-761- 37.23% |
$137K - $153K
|
1.28K
$263K
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-784- 11.95% |
$141K - $158K
|
5.77K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-799- 37.21% |
$144K - $161K
|
1.35K
$277K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-802- 22.6% |
$144K - $162K
|
2.75K
$564K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-810- 14.44% |
$146K - $163K
|
4.8K
$986K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-812- 15.74% |
$146K - $164K
|
4.35K
$893K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-832- 4.83% |
$150K - $168K
|
16.4K
$3.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-840- 4.53% |
$151K - $169K
|
17.7K
$3.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-845- 9.52% |
$152K - $170K
|
8.03K
$1.65M
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-849- 42.92% |
$153K - $171K
|
1.13K
$232K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-865- 15.7% |
$156K - $174K
|
4.64K
$953K
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-867- 9.4% |
$156K - $175K
|
8.35K
$1.71M
|
|
|
Oct 31, 2024
Q3 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-870- 5.54% |
$157K - $175K
|
14.8K
$3.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-875- 4.74% |
$157K - $176K
|
17.6K
$3.61M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-893- 5.32% |
$161K - $180K
|
15.9K
$3.26M
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-900- 25.48% |
$162K - $181K
|
2.63K
$540K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-901- 9.57% |
$162K - $182K
|
8.51K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-906- 6.41% |
$163K - $183K
|
13.2K
$2.72M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-979- 21.44% |
$176K - $197K
|
3.59K
$736K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1K- 4.41% |
$180K - $202K
|
21.7K
$4.45M
|