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 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-906- 6.41% |
$163K - $183K
|
13.2K
$2.69M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-979- 21.44% |
$176K - $197K
|
3.59K
$730K
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-1K- 4.41% |
$180K - $202K
|
21.7K
$4.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.02K- 5.16% |
$183K - $205K
|
18.7K
$3.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
SELL
|
- |
-1.02K- 12.06% |
$183K - $205K
|
7.43K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.04K- 35.36% |
$186K - $209K
|
1.89K
$385K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-1.05K- 5.77% |
$188K - $211K
|
17.1K
$3.48M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-1.1K- 17.04% |
$199K - $223K
|
5.37K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.11K- 10.8% |
$199K - $223K
|
9.14K
$1.86M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.12K- 8.07% |
$201K - $225K
|
12.7K
$2.59M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-1.12K- 2.3% |
$202K - $226K
|
47.6K
$9.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.12K- 91.09% |
$202K - $227K
|
110
$22.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.14K- 17.47% |
$205K - $229K
|
5.37K
$1.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.16K- 1.28% |
$209K - $234K
|
89.8K
$18.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.17K- 0.23% |
$211K - $236K
|
513K
$104M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.19K- 3.37% |
$215K - $241K
|
34.2K
$6.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1.2K- 2.96% |
$216K - $242K
|
39.4K
$8.01M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.21K- 4.09% |
$217K - $243K
|
28.3K
$5.76M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-1.23K- 32.34% |
$222K - $249K
|
2.58K
$525K
|
|
|
Nov 13, 2024
Q3 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.24K- 9.66% |
$224K - $250K
|
11.6K
$2.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.25K- 3.08% |
$225K - $252K
|
39.2K
$7.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.26K- 2.26% |
$227K - $254K
|
54.4K
$11.1M
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.27K- 1.99% |
$228K - $256K
|
62.5K
$12.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.31K- 10.92% |
$235K - $263K
|
10.7K
$2.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.31K- 4.25% |
$236K - $265K
|
29.6K
$6.01M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.33K- 19.09% |
$240K - $269K
|
5.65K
$1.15M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.33K- 3.29% |
$240K - $269K
|
39.2K
$7.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.37K- 3.54% |
$247K - $277K
|
37.4K
$7.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.38K- 4.0% |
$247K - $277K
|
33K
$6.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-1.42K- 4.58% |
$255K - $285K
|
29.5K
$5.99M
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1.43K- 14.05% |
$256K - $287K
|
8.71K
$1.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-1.45K- 6.0% |
$262K - $293K
|
22.8K
$4.64M
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.46K- 3.54% |
$262K - $294K
|
39.7K
$8.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.47K- 7.1% |
$264K - $295K
|
19.2K
$3.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.47K- 6.78% |
$265K - $297K
|
20.2K
$4.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.48K- 0.47% |
$266K - $298K
|
316K
$64.2M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-1.5K- 2.49% |
$269K - $302K
|
58.5K
$11.9M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.52K- 5.2% |
$274K - $307K
|
27.8K
$5.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.56K- 26.23% |
$280K - $314K
|
4.38K
$891K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.57K- 4.57% |
$282K - $316K
|
32.7K
$6.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.58K- 11.51% |
$285K - $319K
|
12.2K
$2.47M
|
|
|
Oct 18, 2024
Q3 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-1.6K- 16.0% |
$288K - $323K
|
8.41K
$1.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.61K- 2.3% |
$289K - $324K
|
68.4K
$13.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.64K- 6.1% |
$295K - $330K
|
25.2K
$5.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.68K- 1.41% |
$302K - $338K
|
118K
$23.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.69K- 3.38% |
$305K - $341K
|
48.4K
$9.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.7K- 92.25% |
$306K - $343K
|
143
$29.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-1.78K- 3.79% |
$319K - $358K
|
45K
$9.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.79K- 11.76% |
$322K - $360K
|
13.4K
$2.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-1.8K- 3.02% |
$323K - $362K
|
57.7K
$11.7M
|