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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
173+ 15.47% |
$34.1K - $37.6K
|
1.29K
$272K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
172+ 4.9% |
$33.9K - $37.4K
|
3.68K
$777K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
172+ 8.66% |
$33.9K - $37.4K
|
2.16K
$455K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
170+ 4.8% |
$33.6K - $36.9K
|
3.71K
$783K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
169+ 6.91% |
$33.4K - $36.7K
|
2.62K
$552K
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
168+ 8.67% |
$33.2K - $36.5K
|
2.11K
$444K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
167New |
$33K - $36.3K
|
167
$35.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
167+ 0.41% |
$33K - $36.3K
|
40.4K
$8.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
165+ 1.25% |
$32.6K - $35.9K
|
13.4K
$2.82M
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
162+ 0.57% |
$32K - $35.2K
|
28.6K
$6.04M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
162New |
$32K - $35.2K
|
162
$34.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
161+ 1.6% |
$31.8K - $35K
|
10.3K
$2.16M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
159+ 5.14% |
$31.4K - $34.6K
|
3.26K
$687K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
157+ 1.13% |
$31K - $34.1K
|
14K
$2.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
151+ 1.97% |
$29.8K - $32.8K
|
7.82K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
151+ 12.69% |
$29.8K - $32.8K
|
1.34K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
150+ 16.48% |
$29.6K - $32.6K
|
1.06K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
147+ 10.22% |
$29K - $31.9K
|
1.59K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
142+ 1.7% |
$28K - $30.9K
|
8.47K
$1.79M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
138+ 1.19% |
$27.2K - $30K
|
11.8K
$2.48M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
136+ 2.68% |
$26.8K - $29.6K
|
5.21K
$1.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
136+ 0.28% |
$26.8K - $29.6K
|
48.1K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
130+ 0.13% |
$25.7K - $28.2K
|
98K
$20.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
129+ 0.35% |
$25.5K - $28K
|
36.8K
$7.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
128+ 6.99% |
$25.3K - $27.8K
|
1.96K
$413K
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
127+ 32.48% |
$25.1K - $27.6K
|
518
$109K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
125+ 4.46% |
$24.7K - $27.2K
|
2.93K
$617K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
121+ 5.11% |
$23.9K - $26.3K
|
2.49K
$525K
|
|
|
Feb 21, 2025
Q4 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
121+ 2.43% |
$23.9K - $26.3K
|
5.1K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
114+ 4.4% |
$22.5K - $24.8K
|
2.7K
$570K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
113+ 4.0% |
$22.3K - $24.6K
|
2.94K
$619K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
112+ 1.46% |
$22.1K - $24.3K
|
7.77K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
111New |
$21.9K - $24.1K
|
111
$23.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
110+ 2.06% |
$21.7K - $23.9K
|
5.45K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
108+ 1.09% |
$21.3K - $23.5K
|
10K
$2.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
108+ 1.15% |
$21.3K - $23.5K
|
9.53K
$2.01M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
106New |
$20.9K - $23K
|
106
$22.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
105+ 5.43% |
$20.7K - $22.8K
|
2.04K
$430K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
104+ 8.11% |
$20.5K - $22.6K
|
1.39K
$293K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
103+ 2.39% |
$20.3K - $22.4K
|
4.41K
$931K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
103+ 2.8% |
$20.3K - $22.4K
|
3.78K
$797K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
101+ 1.52% |
$19.9K - $21.9K
|
6.73K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
100+ 4.14% |
$19.7K - $21.7K
|
2.52K
$531K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
98+ 1.17% |
$19.3K - $21.3K
|
8.51K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
98New |
$19.3K - $21.3K
|
98
$20.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
98+ 0.96% |
$19.3K - $21.3K
|
10.3K
$2.16M
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
98+ 1.12% |
$19.3K - $21.3K
|
8.85K
$1.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
96+ 5.13% |
$18.9K - $20.9K
|
1.97K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
94+ 2.34% |
$18.6K - $20.4K
|
4.11K
$867K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
94New |
$18.6K - $20.4K
|
94
$19.8K
|