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 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-636- 1.62% |
$126K - $138K
|
38.6K
$7.84M
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-679- 2.69% |
$134K - $148K
|
24.5K
$4.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-683- 2.72% |
$135K - $148K
|
24.5K
$4.97M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-698- 2.58% |
$138K - $152K
|
26.3K
$5.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-719- 1.85% |
$142K - $156K
|
38.1K
$7.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-719- 3.59% |
$142K - $156K
|
19.3K
$3.92M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-719- 64.37% |
$142K - $156K
|
398
$81K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-724- 1.16% |
$143K - $157K
|
61.9K
$12.6M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-735- 5.35% |
$145K - $160K
|
13K
$2.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-750- 5.69% |
$148K - $163K
|
12.4K
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-771- 4.1% |
$152K - $168K
|
18K
$3.67M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-779- 9.88% |
$154K - $169K
|
7.11K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-780- 22.54% |
$154K - $169K
|
2.68K
$545K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-782- 4.57% |
$154K - $170K
|
16.3K
$3.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-810- 15.08% |
$160K - $176K
|
4.56K
$928K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-816- 1.28% |
$161K - $177K
|
62.8K
$12.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-831- 31.56% |
$164K - $181K
|
1.8K
$367K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-837- 0.29% |
$165K - $182K
|
292K
$59.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-868- 76.48% |
$171K - $189K
|
267
$54.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-869- 1.53% |
$172K - $189K
|
56K
$11.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-884- 19.64% |
$174K - $192K
|
3.62K
$736K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-896- 21.89% |
$177K - $195K
|
3.2K
$650K
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-937- 1.35% |
$185K - $204K
|
68.5K
$13.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-947- 3.18% |
$187K - $206K
|
28.8K
$5.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-963- 6.18% |
$190K - $209K
|
14.6K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-982- 23.2% |
$194K - $213K
|
3.25K
$661K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1K- 25.91% |
$197K - $217K
|
2.86K
$582K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-1.01K- 4.08% |
$199K - $219K
|
23.8K
$4.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.02K- 0.74% |
$201K - $221K
|
137K
$27.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.04K- 12.16% |
$204K - $225K
|
7.48K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-1.09K- 15.12% |
$215K - $236K
|
6.1K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 1.6% |
$238K - $262K
|
74.5K
$15.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.23K- 3.17% |
$243K - $267K
|
37.6K
$7.65M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.3K- 1.32% |
$256K - $281K
|
97K
$19.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1.36K- 2.46% |
$268K - $296K
|
54K
$11M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 4.85% |
$274K - $301K
|
27.2K
$5.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.4K- 11.71% |
$276K - $304K
|
10.5K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.45K- 12.21% |
$286K - $314K
|
10.4K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.49K- 6.97% |
$293K - $323K
|
19.8K
$4.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.5K- 50.0% |
$297K - $327K
|
1.5K
$306K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.53K- 41.33% |
$301K - $332K
|
2.17K
$441K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.62K- 9.24% |
$321K - $353K
|
16K
$3.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.63K- 11.84% |
$322K - $355K
|
12.2K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.66K- 26.57% |
$328K - $361K
|
4.59K
$934K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.73K- 33.28% |
$342K - $377K
|
3.48K
$707K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.77K- 2.23% |
$350K - $385K
|
77.7K
$15.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.88K- 4.74% |
$371K - $408K
|
37.8K
$7.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.97K- 6.96% |
$389K - $428K
|
26.3K
$5.36M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-2.08K- 5.13% |
$410K - $451K
|
38.4K
$7.81M
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.19K- 1.52% |
$433K - $477K
|
142K
$29M
|