Purchases and Sales Made in Q4 2024 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
536+ 0.88% |
$106K - $116K
|
61.7K
$13M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
534+ 1.69% |
$105K - $116K
|
32.2K
$6.79M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
517New |
$102K - $112K
|
517
$109K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
509+ 1.46% |
$100K - $111K
|
35.4K
$7.47M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
509+ 11.26% |
$100K - $111K
|
5.03K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
508+ 9.12% |
$100K - $110K
|
6.08K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
504+ 2.75% |
$99.5K - $110K
|
18.8K
$3.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
503+ 2.4% |
$99.3K - $109K
|
21.5K
$4.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
500+ 50.0% |
$98.7K - $109K
|
1.5K
$316K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
499+ 33.2% |
$98.5K - $108K
|
2K
$422K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
498+ 3.12% |
$98.3K - $108K
|
16.5K
$3.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
492+ 13.07% |
$97.1K - $107K
|
4.26K
$898K
|
|
|
Aug 15, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
492+ 4.92% |
$97.1K - $107K
|
10.5K
$2.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
485+ 1.3% |
$95.7K - $105K
|
37.9K
$8M
|
|
|
Jun 23, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
485+ 1.3% |
$95.7K - $105K
|
37.9K
$8M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
480+ 15.08% |
$94.7K - $104K
|
3.66K
$773K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
476+ 4.26% |
$93.9K - $103K
|
11.7K
$2.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
476+ 0.86% |
$93.9K - $103K
|
55.7K
$11.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
473New |
$93.4K - $103K
|
473
$99.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
464+ 1.82% |
$91.6K - $101K
|
25.9K
$5.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
461+ 3.14% |
$91K - $100K
|
15.1K
$3.2M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
452+ 16.46% |
$89.2K - $98.2K
|
3.2K
$675K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
444+ 1.95% |
$87.6K - $96.5K
|
23.2K
$4.9M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
444+ 1.95% |
$87.6K - $96.5K
|
23.2K
$4.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
440+ 1.32% |
$86.8K - $95.6K
|
33.8K
$7.12M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
434New |
$85.7K - $94.3K
|
434
$91.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
433New |
$85.5K - $94.1K
|
433
$91.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
430+ 1.79% |
$84.9K - $93.4K
|
24.5K
$5.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
426+ 3.02% |
$84.1K - $92.6K
|
14.5K
$3.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
425+ 21.46% |
$83.9K - $92.4K
|
2.41K
$507K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
420New |
$82.9K - $91.3K
|
420
$88.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
418+ 100.97% |
$82.5K - $90.8K
|
832
$176K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
406+ 2.68% |
$80.1K - $88.2K
|
15.5K
$3.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
404New |
$79.7K - $87.8K
|
404
$85.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
400New |
$78.9K - $86.9K
|
400
$84.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
399New |
$78.7K - $86.7K
|
399
$84.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
399+ 1.74% |
$78.7K - $86.7K
|
23.4K
$4.93M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
383+ 0.65% |
$75.6K - $83.2K
|
58.9K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
380+ 7.54% |
$75K - $82.6K
|
5.42K
$1.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
379+ 4.77% |
$74.8K - $82.4K
|
8.32K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
376+ 5.55% |
$74.2K - $81.7K
|
7.15K
$1.51M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
375+ 34.09% |
$74K - $81.5K
|
1.48K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
368+ 7.06% |
$72.6K - $80K
|
5.58K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
360+ 1.32% |
$71K - $78.2K
|
27.6K
$5.82M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
359+ 2.64% |
$70.9K - $78K
|
14K
$2.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
357+ 2.04% |
$70.5K - $77.6K
|
17.9K
$3.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
356+ 4.92% |
$70.3K - $77.4K
|
7.59K
$1.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
350New |
$69.1K - $76.1K
|
350
$73.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
350+ 2.57% |
$69.1K - $76.1K
|
14K
$2.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
347+ 120.49% |
$68.5K - $75.4K
|
635
$134K
|