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
Feb 11, 2025 Q4 2024
Clune & Associates, Ltd.

Chicago, IL
BUY
 -
9.37K
New
$1.85M - $2.04M
9.37K $1.98M
Jan 23, 2025 Q4 2024
Ofc Financial Planning, LLC

Short Hills, NJ
BUY
 -
9.18K
New
$1.81M - $1.99M
9.18K $1.94M
Mar 21, 2025 Q4 2024
Mascagni Wealth Management, Inc.

Clinton, MS
BUY
 -
9.15K
New
$1.81M - $1.99M
9.15K $1.93M
Feb 14, 2025 Q4 2024
Topsail Wealth Management, LLC

Charlotte, NC
BUY
 -
9.07K
New
$1.79M - $1.97M
9.07K $1.91M
Jan 28, 2025 Q4 2024
Summit Wealth & Retirement Planning, Inc.

BUY
 -
9.05K
+ 92.48%
$1.79M - $1.97M
18.8K $3.97M
Apr 01, 2025 Q4 2024
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
8.91K
New
$1.76M - $1.94M
8.91K $1.88M
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
8.89K
New
$1.75M - $1.93M
8.89K $1.87M
Jan 15, 2025 Q4 2024
Aaron Wealth Advisors LLC

BUY
 -
8.63K
+ 9.87%
$1.7M - $1.88M
96.1K $20.3M
Jan 16, 2025 Q4 2024
Koshinski Asset Management, Inc.

BUY
 -
8.58K
+ 25.44%
$1.69M - $1.86M
42.3K $8.92M
Feb 13, 2025 Q4 2024
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
8.4K
+ 240.0%
$1.66M - $1.83M
11.9K $2.51M
Jan 14, 2025 Q4 2024
Safeguard Financial, LLC

BUY
 -
8.29K
+ 7.03%
$1.64M - $1.8M
126K $26.6M
Jan 08, 2025 Q4 2024
Inves Trust

Oklahoma City, OK
BUY
 -
8.17K
New
$1.61M - $1.78M
8.17K $1.72M
Jan 15, 2025 Q4 2024
Veery Capital, LLC

BUY
 -
8.05K
+ 20.75%
$1.59M - $1.75M
46.8K $9.88M
Feb 11, 2025 Q4 2024
Victory Financial Group, LLC

Austin, TX
BUY
 -
7.94K
+ 18.03%
$1.57M - $1.72M
52K $11M
Jan 23, 2025 Q4 2024
Total Clarity Wealth Management, Inc.

BUY
 -
7.91K
+ 82.44%
$1.56M - $1.72M
17.5K $3.69M
Feb 04, 2025 Q4 2024
Y Intercept (Hong Kong) LTD

BUY
 -
7.76K
New
$1.53M - $1.69M
7.76K $1.64M
Feb 13, 2025 Q4 2024
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
7.68K
+ 4.88%
$1.52M - $1.67M
165K $34.8M
Feb 14, 2025 Q4 2024
Texas Bank & Trust CO

Longview, TX
BUY
 -
7.61K
New
$1.5M - $1.65M
7.61K $1.61M
Jan 21, 2025 Q4 2024
Grange Capital, LLC

Beaverton, OR
BUY
 -
7.46K
New
$1.47M - $1.62M
7.46K $1.57M
Feb 14, 2025 Q4 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
7.43K
+ 108.04%
$1.47M - $1.62M
14.3K $3.02M
Mar 03, 2025 Q4 2024
Fluent Financial, LLC

BUY
 -
7.39K
New
$1.46M - $1.61M
7.39K $1.56M
Jan 23, 2025 Q4 2024
Gfs Advisors, LLC

BUY
 -
7.34K
New
$1.45M - $1.59M
7.34K $1.55M
Feb 14, 2025 Q4 2024
Royal Bank Of Canada

Toronto, A6
BUY
 -
7.25K
+ 1.55%
$1.43M - $1.58M
474K $99.9M
Jan 29, 2025 Q4 2024
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
7.21K
+ 1.49%
$1.42M - $1.57M
491K $103M
May 12, 2025 Q4 2024
Infinity Wealth Counsel, LLC

Loveland, OH
BUY
 -
7K
New
$1.38M - $1.52M
7K $1.48M
Feb 06, 2025 Q4 2024
M&T Bank Corp

BUY
 -
6.99K
+ 13.26%
$1.38M - $1.52M
59.7K $12.6M
Feb 14, 2025 Q4 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
6.85K
+ 0.04%
$1.35M - $1.49M
18.5M $3.89B
Jan 14, 2025 Q4 2024
Inspirion Wealth Advisors, LLC

BUY
 -
6.78K
+ 3.02%
$1.34M - $1.47M
231K $48.8M
Feb 14, 2025 Q4 2024
Alteri Wealth LLC

Westlake Village, CA
BUY
 -
6.71K
New
$1.32M - $1.46M
6.71K $1.42M
Feb 20, 2025 Q4 2024
Michels Family Financial, LLC

Fort Worth, TX
BUY
 -
6.67K
New
$1.32M - $1.45M
6.67K $1.41M
Feb 05, 2025 Q4 2024
Sage Investment Counsel LLC

Franklin, TN
BUY
 -
6.35K
New
$1.25M - $1.38M
6.35K $1.34M
Feb 07, 2025 Q4 2024
Zeit Capital LLC

BUY
 -
6.28K
+ 38.36%
$1.24M - $1.37M
22.7K $4.78M
Feb 14, 2025 Q4 2024
Systematic Financial Management LP

Teaneck, NJ
BUY
 -
6.08K
+ 16877.78%
$1.2M - $1.32M
6.11K $1.29M
Apr 09, 2025 Q4 2024
Dynamic Financial Group

Cedar Falls, IA
BUY
 -
6.02K
New
$1.19M - $1.31M
6.02K $1.27M
Jan 27, 2025 Q4 2024
Brickley Wealth Management

BUY
 -
5.94K
+ 5.05%
$1.17M - $1.29M
123K $26M
Jan 28, 2025 Q4 2024
Kestra Private Wealth Services, LLC

BUY
 -
5.94K
+ 15.83%
$1.17M - $1.29M
43.4K $9.16M
Feb 12, 2025 Q4 2024
Martin Worley Group

Cottonwood Heights, UT
BUY
 -
5.75K
New
$1.13M - $1.25M
5.75K $1.21M
Jan 24, 2025 Q4 2024
Mc Adam, LLC

BUY
 -
5.72K
+ 4.67%
$1.13M - $1.24M
128K $27M
Feb 07, 2025 Q4 2024
Avantax Advisory Services, Inc.

BUY
 -
5.7K
+ 8.33%
$1.12M - $1.24M
74.1K $15.6M
Feb 14, 2025 Q4 2024
Csm Advisors, LLC

Pittsburgh, PA
BUY
 -
5.6K
+ 30.43%
$1.11M - $1.22M
24K $5.06M
Jan 31, 2025 Q4 2024
Prime Buchholz LLC

Portsmouth, NH
BUY
 -
5.55K
New
$1.09M - $1.21M
5.55K $1.17M
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
5.54K
New
$1.09M - $1.2M
5.54K $1.17M
Jan 23, 2025 Q4 2024
Fsa Investment Group, LLC

Pensacola, FL
BUY
 -
5.47K
New
$1.08M - $1.19M
5.47K $1.15M
Jan 21, 2025 Q4 2024
Cx Institutional

BUY
 -
5.45K
+ 24.69%
$1.08M - $1.18M
27.5K $5.81M
Feb 10, 2025 Q4 2024
Vsm Wealth Advisory, LLC

Hunt Valley, MD
BUY
 -
5.34K
New
$1.05M - $1.16M
5.34K $1.13M
Jan 31, 2025 Q4 2024
Abacus Planning Group, Inc.

BUY
 -
5.29K
+ 2.44%
$1.04M - $1.15M
222K $46.9M
Feb 25, 2025 Q4 2024
Shufro Rose & CO LLC

BUY
 -
5.27K
+ 13.03%
$1.04M - $1.15M
45.7K $9.64M
Jan 13, 2025 Q4 2024
Bcs Wealth Management

BUY
 -
5.2K
New
$1.03M - $1.13M
5.2K $1.1M
Feb 07, 2025 Q4 2024
Coordinated Financial Services, Inc.

Denver, CO
BUY
 -
5.16K
New
$1.02M - $1.12M
5.16K $1.09M

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