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 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-249- 7.03% |
$49.1K - $54.1K
|
3.29K
$695K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-250- 4.24% |
$49.3K - $54.3K
|
5.65K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-255- 0.38% |
$50.3K - $55.4K
|
66.7K
$14.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-265- 6.03% |
$52.3K - $57.6K
|
4.13K
$871K
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-265- 1.29% |
$52.3K - $57.6K
|
20.3K
$4.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-267- 4.01% |
$52.7K - $58K
|
6.39K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-272- 18.98% |
$53.7K - $59.1K
|
1.16K
$245K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-275- 1.49% |
$54.3K - $59.8K
|
18.1K
$3.82M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-277- 1.99% |
$54.7K - $60.2K
|
13.6K
$2.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-292- 5.48% |
$57.6K - $63.5K
|
5.04K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-297- 0.43% |
$58.6K - $64.5K
|
68.3K
$14.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-298- 1.84% |
$58.8K - $64.8K
|
15.9K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-298- 4.85% |
$58.8K - $64.8K
|
5.85K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-302- 1.66% |
$59.6K - $65.6K
|
17.8K
$3.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-303- 0.44% |
$59.8K - $65.8K
|
68.4K
$14.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-310- 3.35% |
$61.2K - $67.4K
|
8.95K
$1.89M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-312- 3.8% |
$61.6K - $67.8K
|
7.9K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-313- 12.8% |
$61.8K - $68K
|
2.13K
$450K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-315- 2.37% |
$62.2K - $68.4K
|
13K
$2.73M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-316- 0.13% |
$62.4K - $68.7K
|
243K
$51.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-317- 6.83% |
$62.6K - $68.9K
|
4.33K
$913K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-320- 10.18% |
$63.2K - $69.5K
|
2.82K
$596K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-321- 0.97% |
$63.4K - $69.8K
|
32.9K
$6.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-331- 1.74% |
$65.3K - $71.9K
|
18.6K
$3.93M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-348- 3.49% |
$68.7K - $75.6K
|
9.63K
$2.03M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-349- 22.8% |
$68.9K - $75.8K
|
1.18K
$249K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-354- 0.61% |
$69.9K - $76.9K
|
57.3K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-358- 11.45% |
$70.7K - $77.8K
|
2.77K
$584K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-370- 2.76% |
$73K - $80.4K
|
13.1K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-376- 0.5% |
$74.2K - $81.7K
|
75.2K
$15.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-377- 0.55% |
$74.4K - $81.9K
|
67.6K
$14.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-379- 4.51% |
$74.8K - $82.4K
|
8.02K
$1.69M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-380- 2.09% |
$75K - $82.6K
|
17.8K
$3.76M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-380- 25.96% |
$75K - $82.6K
|
1.08K
$229K
|
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-386- 2.13% |
$76.2K - $83.9K
|
17.8K
$3.74M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-400- 14.56% |
$78.9K - $86.9K
|
2.35K
$495K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
SELL
|
- |
-419- 2.89% |
$82.7K - $91K
|
14.1K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-422- 16.36% |
$83.3K - $91.7K
|
2.16K
$455K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-432- 5.12% |
$85.3K - $93.9K
|
8K
$1.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-433- 20.76% |
$85.5K - $94.1K
|
1.65K
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-433- 1.26% |
$85.5K - $94.1K
|
33.8K
$7.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-443- 8.24% |
$87.4K - $96.3K
|
4.93K
$1.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-445- 9.28% |
$87.8K - $96.7K
|
4.35K
$918K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-446- 2.95% |
$88K - $96.9K
|
14.6K
$3.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-453- 16.15% |
$89.4K - $98.4K
|
2.35K
$496K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-460- 24.36% |
$90.8K - $100K
|
1.43K
$301K
|
|
|
Jan 15, 2025
Q4 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-461- 7.45% |
$91K - $100K
|
5.73K
$1.21M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-467- 3.52% |
$92.2K - $101K
|
12.8K
$2.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-484- 3.96% |
$95.5K - $105K
|
11.7K
$2.47M
|
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
SELL
|
- |
-486- 1.34% |
$95.9K - $106K
|
35.7K
$7.53M
|