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 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
18+ 1.23% |
$3.55K - $3.91K
|
1.48K
$312K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
18+ 0.57% |
$3.55K - $3.91K
|
3.16K
$667K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
18+ 0.27% |
$3.55K - $3.91K
|
6.62K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
17+ 0.46% |
$3.36K - $3.69K
|
3.73K
$787K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
17+ 0.14% |
$3.36K - $3.69K
|
12.2K
$2.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
17+ 0.11% |
$3.36K - $3.69K
|
14.9K
$3.13M
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
17+ 0.44% |
$3.36K - $3.69K
|
3.87K
$817K
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
17+ 0.53% |
$3.36K - $3.69K
|
3.2K
$675K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 22.86% |
$3.16K - $3.48K
|
86
$18.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
16+ 0.29% |
$3.16K - $3.48K
|
5.45K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
16+ 0.37% |
$3.16K - $3.48K
|
4.29K
$906K
|
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
16+ 0.53% |
$3.16K - $3.48K
|
3.06K
$646K
|
|
|
Feb 18, 2025
Q4 2024
|
Unconventional Investor, LLC
|
BUY
|
- |
16+ 0.53% |
$3.16K - $3.48K
|
3.05K
$644K
|
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
15+ 5.08% |
$2.96K - $3.26K
|
310
$65.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
15+ 0.85% |
$2.96K - $3.26K
|
1.78K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
15+ 0.54% |
$2.96K - $3.26K
|
2.79K
$589K
|
|
|
Feb 18, 2025
Q4 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
14+ 0.55% |
$2.76K - $3.04K
|
2.54K
$536K
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
13+ 0.57% |
$2.57K - $2.82K
|
2.28K
$481K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13+ 0.57% |
$2.57K - $2.82K
|
2.31K
$487K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
13+ 1.07% |
$2.57K - $2.82K
|
1.23K
$259K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.55% |
$2.57K - $2.82K
|
2.37K
$501K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
13+ 1.18% |
$2.57K - $2.82K
|
1.12K
$236K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13+ 0.24% |
$2.57K - $2.82K
|
5.48K
$1.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
12+ 0.45% |
$2.37K - $2.61K
|
2.66K
$562K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
12+ 0.06% |
$2.37K - $2.61K
|
19.5K
$4.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
11+ 2.2% |
$2.17K - $2.39K
|
511
$108K
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
11+ 0.4% |
$2.17K - $2.39K
|
2.8K
$590K
|
|
|
Jan 22, 2025
Q4 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
10+ 0.57% |
$1.97K - $2.17K
|
1.75K
$370K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
10+ 5.26% |
$1.97K - $2.17K
|
200
$42.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10+ 0.17% |
$1.97K - $2.17K
|
5.93K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
10+ 0.11% |
$1.97K - $2.17K
|
9.13K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
9New |
$1.78K - $1.96K
|
9
$1.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
9+ 0.49% |
$1.78K - $1.96K
|
1.83K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
9+ 0.56% |
$1.78K - $1.96K
|
1.61K
$340K
|
|
|
Jan 15, 2025
Q4 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
8+ 0.58% |
$1.58K - $1.74K
|
1.4K
$294K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8+ 0.25% |
$1.58K - $1.74K
|
3.19K
$673K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
8New |
$1.58K - $1.74K
|
8
$1.69K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
8+ 0.24% |
$1.58K - $1.74K
|
3.34K
$705K
|
|
|
Jan 30, 2025
Q4 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
8+ 0.58% |
$1.58K - $1.74K
|
1.38K
$292K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
8+ 0.11% |
$1.58K - $1.74K
|
7.44K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
8+ 0.57% |
$1.58K - $1.74K
|
1.42K
$299K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
7New |
$1.38K - $1.52K
|
7
$1.48K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7+ 0.61% |
$1.38K - $1.52K
|
1.16K
$246K
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
7+ 0.54% |
$1.38K - $1.52K
|
1.31K
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
7+ 0.59% |
$1.38K - $1.52K
|
1.19K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
7+ 0.56% |
$1.38K - $1.52K
|
1.25K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
7+ 0.46% |
$1.38K - $1.52K
|
1.53K
$324K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
7+ 1.29% |
$1.38K - $1.52K
|
551
$116K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.23% |
$1.38K - $1.52K
|
3.09K
$651K
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
7+ 0.44% |
$1.38K - $1.52K
|
1.59K
$335K
|