Purchases and Sales Made in Q4 2024 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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 16, 2025 Q4 2024
Koshinski Asset Management, Inc.

BUY
 -
8.58K
+ 25.44%
$1.69M - $1.86M
42.3K $8.61M
Jan 23, 2025 Q4 2024
Us Advisors Wealth Management, LLC

Eden Prairie, MN
BUY
 -
8.31K
New
$1.64M - $1.81M
8.31K $1.69M
Jan 14, 2025 Q4 2024
Safeguard Financial, LLC

BUY
 -
8.29K
+ 7.03%
$1.64M - $1.8M
126K $25.7M
Jan 08, 2025 Q4 2024
Inves Trust

Oklahoma City, OK
BUY
 -
8.17K
New
$1.61M - $1.78M
8.17K $1.66M
Jan 15, 2025 Q4 2024
Veery Capital, LLC

BUY
 -
8.05K
+ 20.75%
$1.59M - $1.75M
46.8K $9.53M
Jan 23, 2025 Q4 2024
Total Clarity Wealth Management, Inc.

BUY
 -
7.91K
+ 82.44%
$1.56M - $1.72M
17.5K $3.56M
Feb 04, 2025 Q4 2024
Y Intercept (Hong Kong) LTD

BUY
 -
7.76K
New
$1.53M - $1.69M
7.76K $1.58M
Jan 21, 2025 Q4 2024
Grange Capital, LLC

Beaverton, OR
BUY
 -
7.46K
New
$1.47M - $1.62M
7.46K $1.52M
Jan 23, 2025 Q4 2024
Gfs Advisors, LLC

BUY
 -
7.34K
New
$1.45M - $1.59M
7.34K $1.49M
Jan 29, 2025 Q4 2024
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
7.21K
+ 1.49%
$1.42M - $1.57M
491K $99.8M
Jan 14, 2025 Q4 2024
Inspirion Wealth Advisors, LLC

BUY
 -
6.78K
+ 3.02%
$1.34M - $1.47M
231K $47M
Feb 05, 2025 Q4 2024
Sage Investment Counsel LLC

Franklin, TN
BUY
 -
6.35K
New
$1.25M - $1.38M
6.35K $1.29M
Feb 07, 2025 Q4 2024
Zeit Capital LLC

BUY
 -
6.28K
+ 38.36%
$1.24M - $1.37M
22.7K $4.61M
Jan 27, 2025 Q4 2024
Brickley Wealth Management

BUY
 -
5.94K
+ 5.05%
$1.17M - $1.29M
123K $25.1M
Jan 28, 2025 Q4 2024
Kestra Private Wealth Services, LLC

BUY
 -
5.94K
+ 15.83%
$1.17M - $1.29M
43.4K $8.84M
Jan 24, 2025 Q4 2024
Mc Adam, LLC

BUY
 -
5.72K
+ 4.67%
$1.13M - $1.24M
128K $26M
Jan 31, 2025 Q4 2024
Prime Buchholz LLC

Portsmouth, NH
BUY
 -
5.55K
New
$1.09M - $1.21M
5.55K $1.13M
Jan 23, 2025 Q4 2024
Fsa Investment Group, LLC

Pensacola, FL
BUY
 -
5.47K
New
$1.08M - $1.19M
5.47K $1.11M
Jan 21, 2025 Q4 2024
Cx Institutional

BUY
 -
5.45K
+ 24.69%
$1.08M - $1.18M
27.5K $5.6M
Jan 31, 2025 Q4 2024
Abacus Planning Group, Inc.

BUY
 -
5.29K
+ 2.44%
$1.04M - $1.15M
222K $45.2M
Jan 13, 2025 Q4 2024
Bcs Wealth Management

BUY
 -
5.2K
New
$1.03M - $1.13M
5.2K $1.06M
Feb 07, 2025 Q4 2024
Coordinated Financial Services, Inc.

Denver, CO
BUY
 -
5.16K
New
$1.02M - $1.12M
5.16K $1.05M
Jan 14, 2025 Q4 2024
Founders Grove Wealth Partners, LLC

Richmond, VA
BUY
 -
5.16K
New
$1.02M - $1.12M
5.16K $1.05M
Jan 31, 2025 Q4 2024
Truist Financial Corp

BUY
 -
5.14K
+ 2.28%
$1.01M - $1.12M
231K $46.9M
Jan 23, 2025 Q4 2024
Fifth Third Securities, Inc.

BUY
 -
4.87K
+ 14.24%
$961K - $1.06M
39K $7.94M
Jan 14, 2025 Q4 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
4.83K
+ 291.43%
$952K - $1.05M
6.48K $1.32M
Jan 31, 2025 Q4 2024
Private Advisor Group, LLC

BUY
 -
4.67K
+ 3.98%
$922K - $1.02M
122K $24.8M
Jan 13, 2025 Q4 2024
Brookstone Capital Management

BUY
 -
4.62K
+ 28.8%
$912K - $1M
20.7K $4.21M
Jan 22, 2025 Q4 2024
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
4.58K
+ 7.1%
$904K - $995K
69.1K $14.1M
Jan 29, 2025 Q4 2024
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
4.52K
+ 216.46%
$893K - $983K
6.61K $1.35M
Feb 03, 2025 Q4 2024
Compass Capital Corp /Ma/ /Adv

Braintree, MA
BUY
 -
4.28K
New
$844K - $929K
4.28K $870K
Jan 28, 2025 Q4 2024
Mezzasalma Advisors, LLC

BUY
 -
4.25K
New
$839K - $924K
4.25K $865K
Jan 13, 2025 Q4 2024
Traveka Wealth, LLC

San Jose, CA
BUY
 -
4.15K
+ 6.02%
$819K - $902K
73.2K $14.9M
Jan 30, 2025 Q4 2024
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
4.1K
+ 13.62%
$808K - $890K
34.2K $6.95M
Feb 04, 2025 Q4 2024
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
4.03K
+ 65.6%
$795K - $875K
10.2K $2.07M
Jan 02, 2025 Q4 2024
Trust CO Of The South

Greensboro, NC
BUY
 -
3.98K
+ 82.02%
$786K - $866K
8.84K $1.8M
Feb 04, 2025 Q4 2024
Magnolia Private Wealth, LLC

Philadelphia, PA
BUY
 -
3.69K
New
$727K - $801K
3.69K $750K
Jan 15, 2025 Q4 2024
Merit Financial Group, LLC

BUY
 -
3.67K
+ 7.19%
$723K - $796K
54.6K $11.1M
Jan 10, 2025 Q4 2024
Hilltop National Bank

Casper, WY
BUY
 -
3.52K
+ 30.36%
$694K - $764K
15.1K $3.07M
Feb 06, 2025 Q4 2024
Oak Hill Wealth Advisors, LLC

Lansdowne, VA
BUY
 -
3.49K
New
$690K - $759K
3.49K $711K
Feb 06, 2025 Q4 2024
Steward Partners Investment Advisory, LLC

BUY
 -
3.43K
+ 4.35%
$678K - $746K
82.4K $16.8M
Jan 15, 2025 Q4 2024
25 LLC

St. Louis, MO
BUY
 -
3.37K
+ 1.9%
$665K - $732K
180K $36.7M
Feb 03, 2025 Q4 2024
Financial Harvest, LLC

Winter Park, FL
BUY
 -
3.33K
New
$656K - $723K
3.33K $676K
Feb 03, 2025 Q4 2024
Winebrenner Capital Management LLC

Louisville, KY
BUY
 -
3.32K
New
$656K - $722K
3.32K $676K
Jan 28, 2025 Q4 2024
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
3.27K
+ 119.33%
$646K - $711K
6.01K $1.22M
Feb 07, 2025 Q4 2024
Nbt Bank N A

BUY
 -
3.27K
+ 12.44%
$645K - $710K
29.5K $6.01M
Jan 17, 2025 Q4 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
3.26K
+ 30.68%
$643K - $708K
13.9K $2.82M
Feb 07, 2025 Q4 2024
Axis Wealth Partners, LLC

East Providence, RI
BUY
 -
3.25K
New
$641K - $705K
3.25K $660K
Feb 06, 2025 Q4 2024
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
3.17K
+ 9.5%
$625K - $688K
36.5K $7.42M

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