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 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
60+ 1.56% |
$11.8K - $13K
|
3.9K
$740K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
58+ 0.16% |
$11.4K - $12.6K
|
37.2K
$7.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
54+ 6.29% |
$10.7K - $11.7K
|
913
$173K
|
|
|
Feb 06, 2025
Q4 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
53+ 1.32% |
$10.5K - $11.5K
|
4.08K
$773K
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
53+ 0.1% |
$10.5K - $11.5K
|
54.4K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
51+ 2.46% |
$10.1K - $11.1K
|
2.13K
$403K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
50+ 1.87% |
$9.87K - $10.9K
|
2.72K
$516K
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
50+ 1.14% |
$9.87K - $10.9K
|
4.45K
$844K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
50+ 1.42% |
$9.87K - $10.9K
|
3.57K
$676K
|
|
|
Jan 22, 2025
Q4 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
49+ 1.25% |
$9.67K - $10.6K
|
3.97K
$752K
|
|
|
Feb 14, 2025
Q4 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
49+ 1.84% |
$9.67K - $10.6K
|
2.71K
$514K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
49+ 1.51% |
$9.67K - $10.6K
|
3.3K
$626K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
48New |
$9.47K - $10.4K
|
48
$9.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
48+ 0.11% |
$9.47K - $10.4K
|
45.1K
$8.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
47+ 2.25% |
$9.28K - $10.2K
|
2.14K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
47New |
$9.28K - $10.2K
|
47
$8.91K
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
46+ 1.24% |
$9.08K - $10K
|
3.75K
$711K
|
|
|
Jan 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
46+ 0.21% |
$9.08K - $10K
|
22.5K
$4.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
46+ 0.46% |
$9.08K - $10K
|
10.1K
$1.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
45+ 0.79% |
$8.88K - $9.78K
|
5.73K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
45+ 0.42% |
$8.88K - $9.78K
|
10.9K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
43+ 3.04% |
$8.49K - $9.34K
|
1.46K
$277K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
41+ 0.48% |
$8.09K - $8.91K
|
8.55K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
40New |
$7.89K - $8.69K
|
40
$7.58K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
40+ 1.4% |
$7.89K - $8.69K
|
2.89K
$548K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
39+ 0.12% |
$7.7K - $8.47K
|
33.8K
$6.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
38+ 0.72% |
$7.5K - $8.26K
|
5.33K
$1.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
38+ 3.8% |
$7.5K - $8.26K
|
1.04K
$197K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
37+ 0.28% |
$7.3K - $8.04K
|
13.1K
$2.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
37New |
$7.3K - $8.04K
|
37
$7.01K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
37New |
$7.3K - $8.04K
|
37
$7.01K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
36+ 0.47% |
$7.1K - $7.82K
|
7.69K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
35+ 3.39% |
$6.91K - $7.61K
|
1.07K
$202K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
35+ 2.17% |
$6.91K - $7.61K
|
1.65K
$313K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
35New |
$6.91K - $7.61K
|
35
$6.64K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
35New |
$6.91K - $7.61K
|
35
$6.64K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
35+ 0.12% |
$6.91K - $7.61K
|
28.5K
$5.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
35+ 0.6% |
$6.91K - $7.61K
|
5.88K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
34New |
$6.71K - $7.39K
|
34
$6.45K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
34+ 0.56% |
$6.71K - $7.39K
|
6.11K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
34New |
$6.71K - $7.39K
|
34
$6.45K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
32+ 9.36% |
$6.32K - $6.95K
|
374
$70.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
32+ 0.86% |
$6.32K - $6.95K
|
3.75K
$711K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
32New |
$6.32K - $6.95K
|
32
$6.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32+ 100.0% |
$6.32K - $6.95K
|
64
$12.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31+ 0.25% |
$6.12K - $6.74K
|
12.4K
$2.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
30+ 0.75% |
$5.92K - $6.52K
|
4.05K
$767K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
29+ 2.62% |
$5.72K - $6.3K
|
1.14K
$215K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
28+ 0.08% |
$5.53K - $6.08K
|
34.3K
$6.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
28New |
$5.53K - $6.08K
|
28
$5.31K
|