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 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-11- 0.61% |
$2.17K - $2.39K
|
1.81K
$363K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-11- 2.7% |
$2.17K - $2.39K
|
396
$79.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-11- 0.22% |
$2.17K - $2.39K
|
4.93K
$991K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-13- 0.66% |
$2.57K - $2.82K
|
1.94K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-13- 2.94% |
$2.57K - $2.82K
|
429
$86.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-13- 0.95% |
$2.57K - $2.82K
|
1.36K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13- 0.21% |
$2.57K - $2.82K
|
6.11K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-15- 0.12% |
$2.96K - $3.26K
|
12.6K
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 4.52% |
$2.96K - $3.26K
|
317
$63.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-16- 0.11% |
$3.16K - $3.48K
|
14.1K
$2.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-16- 0.27% |
$3.16K - $3.48K
|
6K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-17- 0.37% |
$3.36K - $3.69K
|
4.52K
$908K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-17- 0.16% |
$3.36K - $3.69K
|
10.6K
$2.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-19- 0.92% |
$3.75K - $4.13K
|
2.04K
$411K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-20- 1.54% |
$3.95K - $4.35K
|
1.28K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-20- 0.72% |
$3.95K - $4.35K
|
2.75K
$552K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.31% |
$3.95K - $4.35K
|
6.37K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-20- 1.57% |
$3.95K - $4.35K
|
1.25K
$251K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 0.13% |
$3.95K - $4.35K
|
15.2K
$3.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-21- 0.06% |
$4.14K - $4.56K
|
32.8K
$6.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-21- 0.39% |
$4.14K - $4.56K
|
5.38K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-21- 0.82% |
$4.14K - $4.56K
|
2.55K
$513K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-22- 1.3% |
$4.34K - $4.78K
|
1.67K
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-23- 1.39% |
$4.54K - $5K
|
1.64K
$329K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-24- 0.84% |
$4.74K - $5.22K
|
2.83K
$568K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-25- 0.07% |
$4.93K - $5.43K
|
35.2K
$7.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-25- 0.82% |
$4.93K - $5.43K
|
3.02K
$608K
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-26- 0.16% |
$5.13K - $5.65K
|
15.8K
$3.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26- 0.38% |
$5.13K - $5.65K
|
6.85K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-27- 2.5% |
$5.33K - $5.87K
|
1.05K
$212K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-27- 0.28% |
$5.33K - $5.87K
|
9.5K
$1.91M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-27- 1.02% |
$5.33K - $5.87K
|
2.62K
$526K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-28- 0.63% |
$5.53K - $6.08K
|
4.43K
$890K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-29- 0.28% |
$5.72K - $6.3K
|
10.2K
$2.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-30- 1.1% |
$5.92K - $6.52K
|
2.69K
$540K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-30- 1.64% |
$5.92K - $6.52K
|
1.8K
$363K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-30- 2.17% |
$5.92K - $6.52K
|
1.35K
$272K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-31- 0.34% |
$6.12K - $6.74K
|
9.06K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-31- 1.35% |
$6.12K - $6.74K
|
2.27K
$457K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-32- 1.41% |
$6.32K - $6.95K
|
2.24K
$451K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-32- 48.48% |
$6.32K - $6.95K
|
34
$6.83K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-33- 0.42% |
$6.51K - $7.17K
|
7.78K
$1.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-33- 0.26% |
$6.51K - $7.17K
|
12.7K
$2.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-33- 2.28% |
$6.51K - $7.17K
|
1.42K
$285K
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-35- 0.48% |
$6.91K - $7.61K
|
7.19K
$1.45M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-36- 1.53% |
$7.1K - $7.82K
|
2.32K
$466K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.36% |
$7.1K - $7.82K
|
9.92K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-37- 0.26% |
$7.3K - $8.04K
|
14.1K
$2.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-40- 0.39% |
$7.89K - $8.69K
|
10.1K
$2.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-42- 0.26% |
$8.29K - $9.13K
|
16K
$3.22M
|