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 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.08K+ 5.71% |
$607K - $668K
|
56.9K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.06K+ 21.98% |
$603K - $664K
|
17K
$3.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.05K+ 4.09% |
$601K - $662K
|
77.5K
$16.3M
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
3.02KNew |
$596K - $656K
|
3.02K
$637K
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
2.91K+ 14.76% |
$575K - $633K
|
22.7K
$4.78M
|
|
|
May 14, 2025
Q4 2024
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
2.91KNew |
$574K - $631K
|
2.91K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.9K+ 35.05% |
$573K - $631K
|
11.2K
$2.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
2.89KNew |
$570K - $628K
|
2.89K
$609K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.88KNew |
$569K - $627K
|
2.88K
$608K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
2.87KNew |
$566K - $623K
|
2.87K
$605K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.8KNew |
$553K - $609K
|
2.8K
$591K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.8K+ 2.52% |
$553K - $609K
|
114K
$24.1M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
2.74KNew |
$541K - $595K
|
2.74K
$578K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.73K+ 14.24% |
$539K - $593K
|
21.9K
$4.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.71K+ 101.5% |
$535K - $589K
|
5.38K
$1.14M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
2.71KNew |
$535K - $589K
|
2.71K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.7K+ 66.27% |
$534K - $588K
|
6.78K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.7KNew |
$533K - $587K
|
2.7K
$570K
|
|
|
May 08, 2025
Q4 2024
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.68KNew |
$528K - $581K
|
2.68K
$564K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.6KNew |
$512K - $564K
|
2.6K
$547K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.58K+ 4.93% |
$509K - $560K
|
54.9K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
2.57KNew |
$508K - $559K
|
2.57K
$543K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.49K+ 20.05% |
$491K - $540K
|
14.9K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.48K+ 36.5% |
$490K - $540K
|
9.29K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
2.48KNew |
$489K - $539K
|
2.48K
$523K
|
|
|
Jan 14, 2025
Q4 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
2.48K+ 5.21% |
$489K - $538K
|
50K
$10.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.43KNew |
$480K - $529K
|
2.43K
$513K
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
2.39K+ 7.65% |
$472K - $520K
|
33.7K
$7.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.35K+ 2.96% |
$464K - $510K
|
81.6K
$17.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.29K+ 4.61% |
$453K - $498K
|
52K
$11M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.29K+ 4.43% |
$451K - $497K
|
53.9K
$11.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
2.29KNew |
$451K - $497K
|
2.29K
$482K
|
|
|
Jan 21, 2025
Q4 2024
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
2.27KNew |
$448K - $493K
|
2.27K
$479K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
2.24K+ 141.78% |
$443K - $487K
|
3.83K
$807K
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
2.23K+ 2.18% |
$441K - $485K
|
105K
$22.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
2.21KNew |
$437K - $481K
|
2.21K
$467K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.16K+ 18.15% |
$426K - $469K
|
14K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.14K+ 3.19% |
$422K - $465K
|
69.2K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
2.13KNew |
$420K - $463K
|
2.13K
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.12K+ 6.08% |
$419K - $461K
|
37.1K
$7.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
2.12K+ 5.39% |
$418K - $460K
|
41.4K
$8.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.1K+ 4.01% |
$414K - $456K
|
54.3K
$11.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.08KNew |
$411K - $452K
|
2.08K
$439K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
2.07KNew |
$409K - $450K
|
2.07K
$437K
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
2.05K+ 2.14% |
$404K - $445K
|
97.9K
$20.6M
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.04K+ 179.04% |
$403K - $444K
|
3.18K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
2.02KNew |
$398K - $438K
|
2.02K
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.01KNew |
$397K - $438K
|
2.01K
$425K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2KNew |
$394K - $434K
|
2K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
1.99KNew |
$393K - $432K
|
1.99K
$420K
|