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 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.07% |
$197 - $217
|
1.39K
$291K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1+ 0.06% |
$197 - $217
|
1.72K
$359K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.46% |
$197 - $217
|
217
$45.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.31% |
$197 - $217
|
321
$67.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.19% |
$197 - $217
|
534
$112K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.15% |
$197 - $217
|
673
$141K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.42% |
$197 - $217
|
237
$49.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
1+ 0.23% |
$197 - $217
|
432
$90.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1+ 0.34% |
$197 - $217
|
291
$60.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.85% |
$197 - $217
|
118
$24.7K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1+ 0.82% |
$197 - $217
|
123
$25.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$197 - $217
|
13.6K
$2.85M
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 0.2% |
$197 - $217
|
503
$105K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1- 0.06% |
$197 - $217
|
1.81K
$378K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1- 0.08% |
$197 - $217
|
1.26K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-1- 0.52% |
$197 - $217
|
193
$40.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2- 0.09% |
$395 - $435
|
2.15K
$449K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2- 0.11% |
$395 - $435
|
1.79K
$374K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2- 0.04% |
$395 - $435
|
4.8K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2- 0.07% |
$395 - $435
|
2.9K
$606K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2- 6.9% |
$395 - $435
|
27
$5.64K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-3- 0.05% |
$592 - $652
|
5.74K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 3.19% |
$592 - $652
|
91
$19K
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-3- 0.14% |
$592 - $652
|
2.16K
$451K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-3- 0.02% |
$592 - $652
|
12.3K
$2.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-3- 0.02% |
$592 - $652
|
12.2K
$2.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-3- 0.1% |
$592 - $652
|
2.92K
$611K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4- 7.14% |
$789 - $869
|
52
$10.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-5- 0.41% |
$987 - $1.09K
|
1.2K
$252K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5- 0.09% |
$987 - $1.09K
|
5.86K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5- 0.29% |
$987 - $1.09K
|
1.7K
$355K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-6- 0.5% |
$1.18K - $1.3K
|
1.19K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-7- 0.19% |
$1.38K - $1.52K
|
3.76K
$786K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7- 0.22% |
$1.38K - $1.52K
|
3.12K
$652K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-8- 0.63% |
$1.58K - $1.74K
|
1.25K
$262K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 0.16% |
$1.78K - $1.96K
|
5.54K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-10- 0.77% |
$1.97K - $2.17K
|
1.29K
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-10- 0.04% |
$1.97K - $2.17K
|
25.5K
$5.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-10- 1.73% |
$1.97K - $2.17K
|
569
$119K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-10- 3.92% |
$1.97K - $2.17K
|
245
$51.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-11- 0.22% |
$2.17K - $2.39K
|
4.93K
$1.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-11- 0.61% |
$2.17K - $2.39K
|
1.81K
$377K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-11- 0.87% |
$2.17K - $2.39K
|
1.25K
$261K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-11- 2.7% |
$2.17K - $2.39K
|
396
$82.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-11- 0.9% |
$2.17K - $2.39K
|
1.21K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11- 0.68% |
$2.17K - $2.39K
|
1.62K
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-13- 0.66% |
$2.57K - $2.82K
|
1.94K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-13- 2.94% |
$2.57K - $2.82K
|
429
$89.7K
|