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 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
509+ 11.26% |
$100K - $111K
|
5.03K
$1.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
509+ 1.46% |
$100K - $111K
|
35.4K
$7.27M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
508+ 9.12% |
$100K - $110K
|
6.08K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
503+ 2.4% |
$99.3K - $109K
|
21.5K
$4.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
499+ 33.2% |
$98.5K - $108K
|
2K
$411K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
498+ 3.12% |
$98.3K - $108K
|
16.5K
$3.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
485+ 1.3% |
$95.7K - $105K
|
37.9K
$7.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
476+ 4.26% |
$93.9K - $103K
|
11.7K
$2.39M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
473New |
$93.4K - $103K
|
473
$97.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
464+ 1.82% |
$91.6K - $101K
|
25.9K
$5.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
461+ 3.14% |
$91K - $100K
|
15.1K
$3.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
444+ 1.95% |
$87.6K - $96.5K
|
23.2K
$4.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
433New |
$85.5K - $94.1K
|
433
$88.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
430+ 1.79% |
$84.9K - $93.4K
|
24.5K
$5.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
425+ 21.46% |
$83.9K - $92.4K
|
2.41K
$494K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
420New |
$82.9K - $91.3K
|
420
$86.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
399New |
$78.7K - $86.7K
|
399
$81.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
383+ 0.65% |
$75.6K - $83.2K
|
58.9K
$12.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
380+ 7.54% |
$75K - $82.6K
|
5.42K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
379+ 4.77% |
$74.8K - $82.4K
|
8.32K
$1.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
376+ 5.55% |
$74.2K - $81.7K
|
7.15K
$1.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
347+ 120.49% |
$68.5K - $75.4K
|
635
$130K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
346+ 823.81% |
$68.3K - $75.2K
|
388
$79.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
327+ 2.71% |
$64.5K - $71.1K
|
12.4K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
325+ 1.83% |
$64.1K - $70.6K
|
18.1K
$3.71M
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
322+ 2.74% |
$63.5K - $70K
|
12.1K
$2.48M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
322+ 26.99% |
$63.5K - $70K
|
1.52K
$311K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
316+ 1.11% |
$62.4K - $68.7K
|
28.8K
$5.92M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
308+ 4.34% |
$60.8K - $66.9K
|
7.4K
$1.52M
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
291+ 1.41% |
$57.4K - $63.2K
|
20.9K
$4.29M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
286+ 2.43% |
$56.4K - $62.1K
|
12K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
283+ 20.55% |
$55.9K - $61.5K
|
1.66K
$341K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
282+ 1.27% |
$55.7K - $61.3K
|
22.5K
$4.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
273+ 5.37% |
$53.9K - $59.3K
|
5.36K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
256+ 2.4% |
$50.5K - $55.6K
|
10.9K
$2.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
252+ 1.79% |
$49.7K - $54.8K
|
14.3K
$2.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
248+ 6.35% |
$48.9K - $53.9K
|
4.15K
$852K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
BUY
|
- |
245+ 2.07% |
$48.4K - $53.2K
|
12.1K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Matisse Capital
|
BUY
|
- |
237+ 2.28% |
$46.8K - $51.5K
|
10.7K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
227+ 1.53% |
$44.8K - $49.3K
|
15.1K
$3.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
225+ 24.51% |
$44.4K - $48.9K
|
1.14K
$235K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
222+ 0.07% |
$43.8K - $48.2K
|
315K
$64.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
217+ 1.73% |
$42.8K - $47.2K
|
12.7K
$2.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
215+ 5.54% |
$42.4K - $46.7K
|
4.09K
$840K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
214+ 10.66% |
$42.2K - $46.5K
|
2.22K
$456K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
205+ 2.43% |
$40.5K - $44.5K
|
8.64K
$1.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
205+ 0.79% |
$40.5K - $44.5K
|
26.1K
$5.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
205New |
$40.5K - $44.5K
|
205
$42.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
200+ 7.29% |
$39.5K - $43.5K
|
2.94K
$604K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 1.33% |
$39.5K - $43.5K
|
15.2K
$3.12M
|