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 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-215- 10.03% |
$42.4K - $46.7K
|
1.93K
$388K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-217- 5.02% |
$42.8K - $47.2K
|
4.11K
$826K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-217- 6.59% |
$42.8K - $47.2K
|
3.08K
$619K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-220- 1.03% |
$43.4K - $47.8K
|
21.2K
$4.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-222- 6.14% |
$43.8K - $48.2K
|
3.39K
$682K
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-224- 2.31% |
$44.2K - $48.7K
|
9.48K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-224- 6.11% |
$44.2K - $48.7K
|
3.44K
$692K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-224- 2.57% |
$44.2K - $48.7K
|
8.49K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-237- 1.3% |
$46.8K - $51.5K
|
17.9K
$3.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-237- 6.22% |
$46.8K - $51.5K
|
3.57K
$718K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-244- 0.31% |
$48.2K - $53K
|
79.6K
$16M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-244- 2.22% |
$48.2K - $53K
|
10.8K
$2.16M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-245- 4.98% |
$48.4K - $53.2K
|
4.68K
$940K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-246- 4.26% |
$48.6K - $53.5K
|
5.53K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-246- 5.18% |
$48.6K - $53.5K
|
4.5K
$904K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-248- 3.89% |
$48.9K - $53.9K
|
6.12K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-249- 0.59% |
$49.1K - $54.1K
|
42.3K
$8.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-249- 7.03% |
$49.1K - $54.1K
|
3.29K
$662K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-250- 4.24% |
$49.3K - $54.3K
|
5.65K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-265- 1.29% |
$52.3K - $57.6K
|
20.3K
$4.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-265- 6.03% |
$52.3K - $57.6K
|
4.13K
$830K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-272- 18.98% |
$53.7K - $59.1K
|
1.16K
$233K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-275- 1.49% |
$54.3K - $59.8K
|
18.1K
$3.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-277- 1.99% |
$54.7K - $60.2K
|
13.6K
$2.74M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-292- 5.48% |
$57.6K - $63.5K
|
5.04K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-297- 0.43% |
$58.6K - $64.5K
|
68.3K
$13.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-298- 1.84% |
$58.8K - $64.8K
|
15.9K
$3.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-303- 0.44% |
$59.8K - $65.8K
|
68.4K
$13.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-310- 3.35% |
$61.2K - $67.4K
|
8.95K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-312- 3.8% |
$61.6K - $67.8K
|
7.9K
$1.59M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-313- 12.8% |
$61.8K - $68K
|
2.13K
$429K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-315- 2.37% |
$62.2K - $68.4K
|
13K
$2.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-316- 0.13% |
$62.4K - $68.7K
|
243K
$48.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-317- 6.83% |
$62.6K - $68.9K
|
4.33K
$870K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-320- 10.18% |
$63.2K - $69.5K
|
2.82K
$568K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-321- 0.97% |
$63.4K - $69.8K
|
32.9K
$6.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-331- 1.74% |
$65.3K - $71.9K
|
18.6K
$3.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-348- 3.49% |
$68.7K - $75.6K
|
9.63K
$1.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-349- 22.8% |
$68.9K - $75.8K
|
1.18K
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-354- 0.61% |
$69.9K - $76.9K
|
57.3K
$11.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-358- 11.45% |
$70.7K - $77.8K
|
2.77K
$556K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-370- 2.76% |
$73K - $80.4K
|
13.1K
$2.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-376- 0.5% |
$74.2K - $81.7K
|
75.2K
$15.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-379- 4.51% |
$74.8K - $82.4K
|
8.02K
$1.61M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-380- 2.09% |
$75K - $82.6K
|
17.8K
$3.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-380- 25.96% |
$75K - $82.6K
|
1.08K
$218K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-386- 2.13% |
$76.2K - $83.9K
|
17.8K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-400- 14.56% |
$78.9K - $86.9K
|
2.35K
$472K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-419- 2.89% |
$82.7K - $91K
|
14.1K
$2.83M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-432- 5.12% |
$85.3K - $93.9K
|
8K
$1.61M
|