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 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-433- 1.26% |
$85.5K - $94.1K
|
33.8K
$6.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-433- 20.76% |
$85.5K - $94.1K
|
1.65K
$332K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-443- 8.24% |
$87.4K - $96.3K
|
4.93K
$991K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-445- 9.28% |
$87.8K - $96.7K
|
4.35K
$875K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-460- 24.36% |
$90.8K - $100K
|
1.43K
$287K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-461- 7.45% |
$91K - $100K
|
5.73K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-484- 3.96% |
$95.5K - $105K
|
11.7K
$2.36M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-486- 1.34% |
$95.9K - $106K
|
35.7K
$7.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-507- 24.02% |
$100K - $110K
|
1.6K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-514- 11.31% |
$101K - $112K
|
4.03K
$810K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-514- 2.21% |
$101K - $112K
|
22.8K
$4.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-544- 5.95% |
$107K - $118K
|
8.59K
$1.73M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-546- 6.9% |
$108K - $119K
|
7.37K
$1.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Petix & Botte CO
|
SELL
|
- |
-563- 7.79% |
$111K - $122K
|
6.67K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-570- 12.59% |
$112K - $124K
|
3.96K
$795K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-572- 0.07% |
$113K - $124K
|
791K
$159M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-572- 7.34% |
$113K - $124K
|
7.23K
$1.45M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-577- 0.23% |
$114K - $125K
|
247K
$49.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-585- 4.0% |
$115K - $127K
|
14K
$2.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-595- 0.46% |
$117K - $129K
|
128K
$25.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-636- 1.62% |
$126K - $138K
|
38.6K
$7.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-679- 2.69% |
$134K - $148K
|
24.5K
$4.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-683- 2.72% |
$135K - $148K
|
24.5K
$4.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-698- 2.58% |
$138K - $152K
|
26.3K
$5.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-715- 8.91% |
$141K - $155K
|
7.31K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-719- 1.85% |
$142K - $156K
|
38.1K
$7.66M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-719- 64.37% |
$142K - $156K
|
398
$80K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-719- 3.59% |
$142K - $156K
|
19.3K
$3.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-724- 1.16% |
$143K - $157K
|
61.9K
$12.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-735- 5.35% |
$145K - $160K
|
13K
$2.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-750- 5.69% |
$148K - $163K
|
12.4K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-771- 4.1% |
$152K - $168K
|
18K
$3.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-771- 1.71% |
$152K - $168K
|
44.3K
$8.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-779- 9.88% |
$154K - $169K
|
7.11K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-780- 22.54% |
$154K - $169K
|
2.68K
$539K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-782- 4.57% |
$154K - $170K
|
16.3K
$3.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-810- 15.08% |
$160K - $176K
|
4.56K
$917K
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-816- 1.28% |
$161K - $177K
|
62.8K
$12.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-831- 31.56% |
$164K - $181K
|
1.8K
$362K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-837- 0.29% |
$165K - $182K
|
292K
$58.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-868- 76.48% |
$171K - $189K
|
267
$53.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-869- 1.53% |
$172K - $189K
|
56K
$11.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-872- 12.57% |
$172K - $189K
|
6.06K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-884- 19.64% |
$174K - $192K
|
3.62K
$727K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-896- 21.89% |
$177K - $195K
|
3.2K
$643K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-921- 11.07% |
$182K - $200K
|
7.4K
$1.49M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-937- 1.35% |
$185K - $204K
|
68.5K
$13.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-947- 3.18% |
$187K - $206K
|
28.8K
$5.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-963- 6.18% |
$190K - $209K
|
14.6K
$2.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-982- 23.2% |
$194K - $213K
|
3.25K
$653K
|