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 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
7New |
$1.38K - $1.52K
|
7
$1.46K
|
|
|
Jan 03, 2025
Q4 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
6+ 0.12% |
$1.18K - $1.3K
|
4.93K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.15% |
$1.18K - $1.3K
|
3.9K
$816K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6+ 2.36% |
$1.18K - $1.3K
|
260
$54.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
6+ 0.52% |
$1.18K - $1.3K
|
1.16K
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
6+ 0.6% |
$1.18K - $1.3K
|
1.01K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.56% |
$1.18K - $1.3K
|
1.08K
$227K
|
|
|
Jan 27, 2025
Q4 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
BUY
|
- |
6+ 0.32% |
$1.18K - $1.3K
|
1.9K
$397K
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
6+ 0.5% |
$1.18K - $1.3K
|
1.2K
$251K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6+ 0.51% |
$1.18K - $1.3K
|
1.18K
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6+ 0.37% |
$1.18K - $1.3K
|
1.65K
$345K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
6New |
$1.18K - $1.3K
|
6
$1.25K
|
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6+ 0.43% |
$1.18K - $1.3K
|
1.4K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
6+ 0.22% |
$1.18K - $1.3K
|
2.75K
$574K
|
|
|
Apr 29, 2025
Q4 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
6+ 0.18% |
$1.18K - $1.3K
|
3.29K
$688K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
5+ 0.27% |
$987 - $1.09K
|
1.83K
$383K
|
|
|
Jan 14, 2025
Q4 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
5+ 0.48% |
$987 - $1.09K
|
1.05K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5+ 0.45% |
$987 - $1.09K
|
1.1K
$231K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
5+ 0.11% |
$987 - $1.09K
|
4.58K
$956K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
5New |
$987 - $1.09K
|
5
$1.05K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4+ 0.21% |
$789 - $869
|
1.94K
$405K
|
|
|
Jan 16, 2025
Q4 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4+ 8.0% |
$789 - $869
|
54
$11.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
BUY
|
- |
4+ 0.28% |
$789 - $869
|
1.43K
$299K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
3+ 0.04% |
$592 - $652
|
8.22K
$1.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
BUY
|
- |
3+ 0.3% |
$592 - $652
|
1.01K
$212K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
3+ 0.06% |
$592 - $652
|
4.96K
$1.04M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
3+ 0.09% |
$592 - $652
|
3.17K
$662K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$592 - $652
|
6.06K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
3+ 0.26% |
$592 - $652
|
1.15K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.02% |
$592 - $652
|
13.7K
$2.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
3New |
$592 - $652
|
3
$627
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
3+ 20.0% |
$592 - $652
|
18
$3.76K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2+ 0.18% |
$395 - $435
|
1.12K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
2+ 0.06% |
$395 - $435
|
3.26K
$681K
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2+ 0.11% |
$395 - $435
|
1.86K
$389K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
2+ 0.14% |
$395 - $435
|
1.4K
$293K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 0.63% |
$395 - $435
|
317
$66.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2+ 1.82% |
$395 - $435
|
112
$23.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2+ 0.38% |
$395 - $435
|
533
$111K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
2New |
$395 - $435
|
2
$418
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 1.1% |
$197 - $217
|
92
$19.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.07% |
$197 - $217
|
1.38K
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
BUY
|
- |
1+ 0.02% |
$197 - $217
|
5.48K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1+ 0.08% |
$197 - $217
|
1.23K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
1+ 0.03% |
$197 - $217
|
3.93K
$821K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
1+ 0.2% |
$197 - $217
|
490
$102K
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.1% |
$197 - $217
|
1.04K
$218K
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
1+ 0.07% |
$197 - $217
|
1.39K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.93% |
$197 - $217
|
109
$22.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 2.94% |
$197 - $217
|
35
$7.32K
|