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 24, 2025
Q4 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
46+ 0.21% |
$9.08K - $10K
|
22.5K
$4.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
46+ 0.46% |
$9.08K - $10K
|
10.1K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
45+ 0.79% |
$8.88K - $9.78K
|
5.73K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
45+ 0.42% |
$8.88K - $9.78K
|
10.9K
$2.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
43+ 3.04% |
$8.49K - $9.34K
|
1.46K
$308K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
41+ 0.48% |
$8.09K - $8.91K
|
8.55K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
40New |
$7.89K - $8.69K
|
40
$8.44K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
40+ 1.4% |
$7.89K - $8.69K
|
2.89K
$610K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
39+ 0.12% |
$7.7K - $8.47K
|
33.8K
$7.14M
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
39+ 0.96% |
$7.7K - $8.47K
|
4.09K
$863K
|
|
|
Jan 15, 2025
Q4 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
38+ 0.72% |
$7.5K - $8.26K
|
5.33K
$1.13M
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
38+ 3.8% |
$7.5K - $8.26K
|
1.04K
$219K
|
|
|
Jan 13, 2025
Q4 2024
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
37+ 0.28% |
$7.3K - $8.04K
|
13.1K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
37New |
$7.3K - $8.04K
|
37
$7.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
37New |
$7.3K - $8.04K
|
37
$7.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
36+ 0.47% |
$7.1K - $7.82K
|
7.69K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
35+ 3.39% |
$6.91K - $7.61K
|
1.07K
$225K
|
|
|
Jan 22, 2025
Q4 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
35+ 2.17% |
$6.91K - $7.61K
|
1.65K
$348K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
35New |
$6.91K - $7.61K
|
35
$7.38K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
35New |
$6.91K - $7.61K
|
35
$7.38K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
35+ 0.12% |
$6.91K - $7.61K
|
28.5K
$6.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
35+ 0.6% |
$6.91K - $7.61K
|
5.88K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
34New |
$6.71K - $7.39K
|
34
$7.17K
|
|
|
Jan 22, 2025
Q4 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
34+ 0.56% |
$6.71K - $7.39K
|
6.11K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
34New |
$6.71K - $7.39K
|
34
$7.17K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
32+ 9.36% |
$6.32K - $6.95K
|
374
$78.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
32+ 0.86% |
$6.32K - $6.95K
|
3.75K
$791K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
32New |
$6.32K - $6.95K
|
32
$6.75K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32+ 100.0% |
$6.32K - $6.95K
|
64
$13.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31+ 0.25% |
$6.12K - $6.74K
|
12.4K
$2.62M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
30+ 0.75% |
$5.92K - $6.52K
|
4.05K
$853K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
29+ 2.62% |
$5.72K - $6.3K
|
1.14K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
28+ 0.08% |
$5.53K - $6.08K
|
34.3K
$7.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
28New |
$5.53K - $6.08K
|
28
$5.91K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28+ 0.06% |
$5.53K - $6.08K
|
50.7K
$10.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
28+ 0.3% |
$5.53K - $6.08K
|
9.27K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
BUY
|
- |
28+ 0.07% |
$5.53K - $6.08K
|
39.4K
$8.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
28+ 1.44% |
$5.53K - $6.08K
|
1.98K
$417K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
27+ 0.17% |
$5.33K - $5.87K
|
15.8K
$3.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
27+ 0.4% |
$5.33K - $5.87K
|
6.7K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
27New |
$5.33K - $5.87K
|
27
$5.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
26+ 1.34% |
$5.13K - $5.65K
|
1.97K
$415K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
26+ 0.41% |
$5.13K - $5.65K
|
6.32K
$1.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
23+ 0.52% |
$4.54K - $5K
|
4.42K
$931K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
21+ 25.3% |
$4.14K - $4.56K
|
104
$21.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
20New |
$3.95K - $4.35K
|
20
$4.22K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
20New |
$3.95K - $4.35K
|
20
$4.22K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
20+ 0.06% |
$3.95K - $4.35K
|
32.8K
$6.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
20+ 1.65% |
$3.95K - $4.35K
|
1.23K
$260K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
18+ 1.53% |
$3.55K - $3.91K
|
1.2K
$253K
|