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 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-145- 7.77% |
$28.6K - $31.5K
|
1.72K
$363K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-146- 0.59% |
$28.8K - $31.7K
|
24.6K
$5.19M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-147- 0.58% |
$29K - $31.9K
|
25.1K
$5.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-148- 64.07% |
$29.2K - $32.2K
|
83
$17.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-148- 64.07% |
$29.2K - $32.2K
|
83
$17.5K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-155- 19.0% |
$30.6K - $33.7K
|
661
$139K
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-156- 5.3% |
$30.8K - $33.9K
|
2.79K
$587K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-158- 2.0% |
$31.2K - $34.3K
|
7.73K
$1.63M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-167- 1.05% |
$33K - $36.3K
|
15.7K
$3.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-167- 3.56% |
$33K - $36.3K
|
4.53K
$955K
|
|
|
Jan 23, 2025
Q4 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-170- 5.37% |
$33.6K - $36.9K
|
2.99K
$632K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-170- 63.43% |
$33.6K - $36.9K
|
98
$20.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-173- 9.18% |
$34.1K - $37.6K
|
1.71K
$361K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-178- 1.93% |
$35.1K - $38.7K
|
9.06K
$1.91M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-180- 0.71% |
$35.5K - $39.1K
|
25.2K
$5.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-183- 1.87% |
$36.1K - $39.8K
|
9.61K
$2.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
SELL
|
- |
-184- 2.49% |
$36.3K - $40K
|
7.22K
$1.52M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-188- 5.32% |
$37.1K - $40.9K
|
3.35K
$706K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-191- 1.14% |
$37.7K - $41.5K
|
16.6K
$3.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-191- 3.77% |
$37.7K - $41.5K
|
4.88K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-195- 3.23% |
$38.5K - $42.4K
|
5.85K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-195- 4.22% |
$38.5K - $42.4K
|
4.43K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Jentner Corp
|
SELL
|
- |
-199- 3.11% |
$39.3K - $43.2K
|
6.21K
$1.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-202- 1.14% |
$39.9K - $43.9K
|
17.5K
$3.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-207- 8.72% |
$40.9K - $45K
|
2.17K
$457K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-209- 0.7% |
$41.2K - $45.4K
|
29.6K
$6.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-215- 10.03% |
$42.4K - $46.7K
|
1.93K
$407K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-217- 5.02% |
$42.8K - $47.2K
|
4.11K
$867K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-217- 6.59% |
$42.8K - $47.2K
|
3.08K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-219- 11.62% |
$43.2K - $47.6K
|
1.67K
$351K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-220- 1.03% |
$43.4K - $47.8K
|
21.2K
$4.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-222- 6.14% |
$43.8K - $48.2K
|
3.39K
$716K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-224- 2.57% |
$44.2K - $48.7K
|
8.49K
$1.79M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-224- 2.31% |
$44.2K - $48.7K
|
9.48K
$2M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-224- 6.11% |
$44.2K - $48.7K
|
3.44K
$726K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-226- 3.17% |
$44.6K - $49.1K
|
6.9K
$1.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-228- 4.06% |
$45K - $49.5K
|
5.38K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-228- 16.17% |
$45K - $49.5K
|
1.18K
$249K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-234- 8.21% |
$46.2K - $50.8K
|
2.62K
$552K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-234- 8.21% |
$46.2K - $50.8K
|
2.62K
$552K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-237- 6.22% |
$46.8K - $51.5K
|
3.57K
$753K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-237- 1.3% |
$46.8K - $51.5K
|
17.9K
$3.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-244- 2.22% |
$48.2K - $53K
|
10.8K
$2.27M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-244- 0.31% |
$48.2K - $53K
|
79.6K
$16.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-245- 4.98% |
$48.4K - $53.2K
|
4.68K
$987K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-245- 6.91% |
$48.4K - $53.2K
|
3.3K
$697K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-246- 4.26% |
$48.6K - $53.5K
|
5.53K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-246- 5.18% |
$48.6K - $53.5K
|
4.5K
$949K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-248- 3.89% |
$48.9K - $53.9K
|
6.12K
$1.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-249- 0.59% |
$49.1K - $54.1K
|
42.3K
$8.92M
|