Purchases and Sales Made in Q4 2024 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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 30, 2025 Q4 2024
Compass Financial Group, Inc/Sd

Sioux Falls, SD
BUY
 -
110
+ 2.06%
$21.7K - $23.9K
5.45K $1.03M
Jan 23, 2025 Q4 2024
Btc Capital Management, Inc.

BUY
 -
108
+ 1.09%
$21.3K - $23.5K
10K $1.9M
Feb 10, 2025 Q4 2024
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
108
+ 1.15%
$21.3K - $23.5K
9.53K $1.81M
Jan 15, 2025 Q4 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
106
New
$20.9K - $23K
106 $20.1K
Jan 29, 2025 Q4 2024
Sapient Capital LLC

Indianapolis, IN
BUY
 -
105
+ 5.43%
$20.7K - $22.8K
2.04K $386K
Feb 13, 2025 Q4 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
104
+ 8.11%
$20.5K - $22.6K
1.39K $263K
Jan 16, 2025 Q4 2024
City Holding CO

BUY
 -
103
+ 2.39%
$20.3K - $22.4K
4.41K $837K
Feb 14, 2025 Q4 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
103
+ 2.8%
$20.3K - $22.4K
3.78K $716K
Jan 28, 2025 Q4 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
101
+ 1.52%
$19.9K - $21.9K
6.73K $1.28M
Jan 15, 2025 Q4 2024
Selective Wealth Management, Inc.

BUY
 -
100
+ 4.14%
$19.7K - $21.7K
2.52K $477K
Jan 13, 2025 Q4 2024
Mendota Financial Group, LLC

Madison, WI
BUY
 -
98
New
$19.3K - $21.3K
98 $18.6K
Jan 24, 2025 Q4 2024
Newton One Investments LLC

BUY
 -
98
+ 0.96%
$19.3K - $21.3K
10.3K $1.95M
Feb 12, 2025 Q4 2024
Guidance Point Advisors, LLC

BUY
 -
98
+ 1.12%
$19.3K - $21.3K
8.85K $1.68M
Jan 30, 2025 Q4 2024
Pure Portfolios Holdings LLC

Lake Oswego, OR
BUY
 -
96
+ 5.13%
$18.9K - $20.9K
1.97K $373K
Feb 04, 2025 Q4 2024
Wrapmanager Inc

BUY
 -
94
+ 2.34%
$18.6K - $20.4K
4.11K $779K
Feb 14, 2025 Q4 2024
Marshall & Sterling Wealth Advisors Inc.

Poughkeepsie, NY
BUY
 -
94
New
$18.6K - $20.4K
94 $17.8K
Jan 17, 2025 Q4 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
92
+ 1.33%
$18.2K - $20K
7.03K $1.33M
Feb 14, 2025 Q4 2024
Jefferies Financial Group Inc.

New York, NY
BUY
 -
91
+ 1.27%
$18K - $19.8K
7.25K $1.37M
Jan 16, 2025 Q4 2024
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
88
+ 0.58%
$17.4K - $19.1K
15.3K $2.9M
Jan 16, 2025 Q4 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
84
+ 840.0%
$16.6K - $18.3K
94 $17.8K
Feb 14, 2025 Q4 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
81
+ 5.04%
$16K - $17.6K
1.69K $320K
Jan 06, 2025 Q4 2024
Cwa Asset Management Group, LLC

BUY
 -
80
+ 0.46%
$15.8K - $17.4K
17.6K $3.35M
Jan 16, 2025 Q4 2024
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
80
+ 0.59%
$15.8K - $17.4K
13.6K $2.58M
Jan 30, 2025 Q4 2024
Pathway Financial Advisors LLC

BUY
 -
79
+ 0.52%
$15.6K - $17.2K
15.2K $2.87M
Feb 11, 2025 Q4 2024
Zions Bancorporation, N.A.

BUY
 -
78
New
$15.4K - $16.9K
78 $14.8K
Feb 14, 2025 Q4 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
77
+ 5.24%
$15.2K - $16.7K
1.55K $293K
Feb 14, 2025 Q4 2024
Firestone Capital Management

BUY
 -
76
+ 0.16%
$15K - $16.5K
47.1K $8.92M
Feb 14, 2025 Q4 2024
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
74
+ 2.69%
$14.6K - $16.1K
2.83K $536K
Feb 14, 2025 Q4 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
72
+ 0.22%
$14.2K - $15.6K
32.8K $6.23M
Jan 24, 2025 Q4 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
70
+ 0.94%
$13.8K - $15.2K
7.55K $1.43M
Jan 24, 2025 Q4 2024
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
70
+ 1.38%
$13.8K - $15.2K
5.13K $973K
Jan 27, 2025 Q4 2024
Yankcom Partnership

Yankton, SD
BUY
 -
70
New
$13.8K - $15.2K
70 $13.3K
Jan 28, 2025 Q4 2024
Newbridge Financial Services Group, Inc.

BUY
 -
70
New
$13.8K - $15.2K
70 $13.3K
Feb 03, 2025 Q4 2024
Wp Advisors, LLC

BUY
 -
69
+ 0.54%
$13.6K - $15K
12.9K $2.44M
Mar 12, 2025 Q4 2024
Centaurus Financial, Inc.

BUY
 -
69
+ 2.4%
$13.6K - $15K
2.94K $558K
Feb 12, 2025 Q4 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
67
+ 134.0%
$13.2K - $14.6K
117 $22.2K
Feb 10, 2025 Q4 2024
Carlson Capital Management

BUY
 -
66
+ 1.25%
$13K - $14.3K
5.33K $1.01M
Jan 17, 2025 Q4 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
65
+ 3.72%
$12.8K - $14.1K
1.81K $343K
Feb 06, 2025 Q4 2024
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
65
+ 1.49%
$12.8K - $14.1K
4.43K $841K
Feb 07, 2025 Q4 2024
Citizens Financial Group Inc

BUY
 -
65
+ 1.95%
$12.8K - $14.1K
3.39K $643K
Feb 11, 2025 Q4 2024
Hardin Capital Partners, LLC

Greenville, SC
BUY
 -
64
+ 3.14%
$12.6K - $13.9K
2.1K $398K
Jan 16, 2025 Q4 2024
Grove Bank & Trust

BUY
 -
64
+ 0.77%
$12.6K - $13.9K
8.42K $1.6M
Feb 04, 2025 Q4 2024
Ackerman Capital Advisors, LLC

BUY
 -
64
+ 0.25%
$12.6K - $13.9K
26.1K $4.96M
Jan 31, 2025 Q4 2024
Signature Securities Group Corporation

BUY
 -
63
+ 1.33%
$12.4K - $13.7K
4.78K $907K
Feb 05, 2025 Q4 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
63
New
$12.4K - $13.7K
63 $11.9K
Jan 28, 2025 Q4 2024
Comprehensive Financial Planning, Inc./Pa

East Petersburg, PA
BUY
 -
62
New
$12.2K - $13.5K
62 $11.8K
Feb 13, 2025 Q4 2024
Rmb Capital Management, LLC

BUY
 -
61
+ 3.22%
$12K - $13.3K
1.96K $371K
Feb 14, 2025 Q4 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
61
+ 508.33%
$12K - $13.3K
73 $13.8K
Jan 21, 2025 Q4 2024
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
60
+ 0.54%
$11.8K - $13K
11.2K $2.12M

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