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 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.26K+ 9.58% |
$248K - $273K
|
14.4K
$2.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.25K+ 11.36% |
$246K - $271K
|
12.2K
$2.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.23K+ 58.22% |
$243K - $268K
|
3.35K
$688K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
1.17KNew |
$231K - $255K
|
1.17K
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.14K+ 6.8% |
$226K - $249K
|
18K
$3.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.12KNew |
$220K - $242K
|
1.12K
$229K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.11KNew |
$218K - $240K
|
1.11K
$227K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
1.06K+ 4.62% |
$209K - $231K
|
24K
$4.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.06KNew |
$209K - $231K
|
1.06K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.06KNew |
$208K - $229K
|
1.06K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.05K+ 500.0% |
$207K - $228K
|
1.26K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.05K+ 58.46% |
$207K - $228K
|
2.84K
$583K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.04KNew |
$204K - $225K
|
1.04K
$212K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1.03KNew |
$203K - $224K
|
1.03K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
1.03KNew |
$203K - $224K
|
1.03K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.02KNew |
$201K - $221K
|
1.02K
$209K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.01K+ 8.8% |
$199K - $219K
|
12.4K
$2.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
980+ 7.43% |
$193K - $213K
|
14.2K
$2.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
954+ 0.52% |
$188K - $207K
|
183K
$37.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
949+ 7.5% |
$187K - $206K
|
13.6K
$2.79M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
939+ 11.84% |
$185K - $204K
|
8.87K
$1.82M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
931+ 56.87% |
$184K - $202K
|
2.57K
$527K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
906New |
$179K - $197K
|
906
$186K
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
876+ 2.83% |
$173K - $190K
|
31.8K
$6.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
851+ 24.31% |
$168K - $185K
|
4.35K
$893K
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
809+ 0.21% |
$160K - $176K
|
383K
$78.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
805+ 3.31% |
$159K - $175K
|
25.2K
$5.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
798+ 5.07% |
$157K - $173K
|
16.5K
$3.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
788+ 2.02% |
$156K - $171K
|
39.7K
$8.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
783+ 10.23% |
$155K - $170K
|
8.44K
$1.73M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
778+ 46.75% |
$154K - $169K
|
2.44K
$501K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
747+ 5.58% |
$147K - $162K
|
14.1K
$2.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
739+ 38.92% |
$146K - $161K
|
2.64K
$542K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
733+ 2.55% |
$145K - $159K
|
29.5K
$6.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
716+ 25.85% |
$141K - $156K
|
3.49K
$716K
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
708+ 3.5% |
$140K - $154K
|
20.9K
$4.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
704+ 2.63% |
$139K - $153K
|
27.5K
$5.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
698+ 2.78% |
$138K - $152K
|
25.8K
$5.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
685New |
$135K - $149K
|
685
$141K
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
662+ 1.67% |
$131K - $144K
|
40.3K
$8.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
646+ 1.29% |
$127K - $140K
|
50.7K
$10.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
631+ 0.22% |
$125K - $137K
|
289K
$59.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
631+ 0.37% |
$125K - $137K
|
173K
$35.5M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
620+ 21.23% |
$122K - $135K
|
3.54K
$727K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
612+ 17.06% |
$121K - $133K
|
4.2K
$862K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
609+ 1.27% |
$120K - $132K
|
48.6K
$9.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
590+ 1.4% |
$116K - $128K
|
42.9K
$8.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
590New |
$116K - $128K
|
590
$121K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
539+ 1.31% |
$106K - $117K
|
41.8K
$8.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
536+ 0.88% |
$106K - $116K
|
61.7K
$12.7M
|