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 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
190+ 2.07% |
$37.5K - $41.3K
|
9.38K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
190+ 11.16% |
$37.5K - $41.3K
|
1.89K
$389K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
186+ 12.29% |
$36.7K - $40.4K
|
1.7K
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
183+ 16.94% |
$36.1K - $39.8K
|
1.26K
$259K
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
177+ 0.92% |
$34.9K - $38.5K
|
19.5K
$4M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
177+ 4.12% |
$34.9K - $38.5K
|
4.48K
$919K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
176+ 1.98% |
$34.7K - $38.2K
|
9.05K
$1.86M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
173+ 1.36% |
$34.1K - $37.6K
|
12.9K
$2.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
172+ 4.9% |
$33.9K - $37.4K
|
3.68K
$756K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
172+ 8.66% |
$33.9K - $37.4K
|
2.16K
$443K
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
165+ 1.25% |
$32.6K - $35.9K
|
13.4K
$2.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
162New |
$32K - $35.2K
|
162
$33.3K
|
|
|
Jan 03, 2025
Q4 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
162+ 0.57% |
$32K - $35.2K
|
28.6K
$5.88M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
161+ 1.6% |
$31.8K - $35K
|
10.3K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
159+ 5.14% |
$31.4K - $34.6K
|
3.26K
$668K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
157+ 1.13% |
$31K - $34.1K
|
14K
$2.87M
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
151+ 1.97% |
$29.8K - $32.8K
|
7.82K
$1.61M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
151+ 12.69% |
$29.8K - $32.8K
|
1.34K
$275K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
BUY
|
- |
150+ 16.48% |
$29.6K - $32.6K
|
1.06K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
142+ 1.7% |
$28K - $30.9K
|
8.47K
$1.74M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
136+ 2.68% |
$26.8K - $29.6K
|
5.21K
$1.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
130+ 0.13% |
$25.7K - $28.2K
|
98K
$20.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
129+ 0.35% |
$25.5K - $28K
|
36.8K
$7.56M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
121+ 5.11% |
$23.9K - $26.3K
|
2.49K
$511K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
113+ 4.0% |
$22.3K - $24.6K
|
2.94K
$603K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
112+ 1.46% |
$22.1K - $24.3K
|
7.77K
$1.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
110+ 2.06% |
$21.7K - $23.9K
|
5.45K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
108+ 1.09% |
$21.3K - $23.5K
|
10K
$2.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
106New |
$20.9K - $23K
|
106
$21.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
105+ 5.43% |
$20.7K - $22.8K
|
2.04K
$418K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
103+ 2.39% |
$20.3K - $22.4K
|
4.41K
$906K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
101+ 1.52% |
$19.9K - $21.9K
|
6.73K
$1.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
100+ 4.14% |
$19.7K - $21.7K
|
2.52K
$517K
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
98+ 1.17% |
$19.3K - $21.3K
|
8.51K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
98New |
$19.3K - $21.3K
|
98
$20.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Newton One Investments LLC
|
BUY
|
- |
98+ 0.96% |
$19.3K - $21.3K
|
10.3K
$2.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
BUY
|
- |
96+ 5.13% |
$18.9K - $20.9K
|
1.97K
$404K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
92+ 1.33% |
$18.2K - $20K
|
7.03K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
88+ 0.58% |
$17.4K - $19.1K
|
15.3K
$3.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
84+ 840.0% |
$16.6K - $18.3K
|
94
$19.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
80+ 0.59% |
$15.8K - $17.4K
|
13.6K
$2.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
80+ 0.46% |
$15.8K - $17.4K
|
17.6K
$3.62M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
79+ 0.52% |
$15.6K - $17.2K
|
15.2K
$3.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
70New |
$13.8K - $15.2K
|
70
$14.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
70New |
$13.8K - $15.2K
|
70
$14.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
70+ 1.38% |
$13.8K - $15.2K
|
5.13K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
70+ 0.94% |
$13.8K - $15.2K
|
7.55K
$1.55M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
65+ 3.72% |
$12.8K - $14.1K
|
1.81K
$372K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
64+ 0.77% |
$12.6K - $13.9K
|
8.42K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
62New |
$12.2K - $13.5K
|
62
$12.7K
|