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
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.99KNew |
$392K - $432K
|
1.99K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
1.96K+ 4.71% |
$386K - $425K
|
43.5K
$9.18M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.96K+ 6.58% |
$386K - $425K
|
31.7K
$6.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1.95K+ 1.34% |
$385K - $424K
|
147K
$31.1M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
1.95KNew |
$385K - $424K
|
1.95K
$412K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.93K+ 63.94% |
$380K - $419K
|
4.94K
$1.04M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.87KNew |
$370K - $407K
|
1.87K
$395K
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
1.86KNew |
$367K - $404K
|
1.86K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.85K+ 5.09% |
$365K - $402K
|
38.1K
$8.05M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.84KNew |
$364K - $400K
|
1.84K
$389K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.84KNew |
$363K - $399K
|
1.84K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.82K+ 115.49% |
$359K - $395K
|
3.39K
$716K
|
|
|
Mar 13, 2025
Q4 2024
|
Silver Oak Wealth Advisors Services, LLC
Los Angeles, CA |
BUY
|
- |
1.82KNew |
$358K - $394K
|
1.82K
$383K
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.81K+ 0.77% |
$357K - $393K
|
238K
$50.3M
|
|
|
Apr 29, 2025
Q4 2024
|
Uptown Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.79KNew |
$353K - $389K
|
1.79K
$377K
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
1.76KNew |
$348K - $383K
|
1.76K
$372K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.76K+ 64.86% |
$347K - $382K
|
4.47K
$943K
|
|
|
Feb 10, 2025
Q4 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
1.76K+ 3.05% |
$347K - $382K
|
59.4K
$12.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
1.75KNew |
$346K - $381K
|
1.75K
$370K
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.75KNew |
$344K - $379K
|
1.75K
$368K
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.74KNew |
$344K - $379K
|
1.74K
$368K
|
|
|
Jan 24, 2025
Q4 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.74K+ 7.09% |
$343K - $378K
|
26.3K
$5.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
1.74K+ 2.79% |
$343K - $378K
|
64K
$13.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
1.73KNew |
$342K - $376K
|
1.73K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.71K+ 3.84% |
$338K - $372K
|
46.2K
$9.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.71K+ 86.5% |
$338K - $372K
|
3.69K
$778K
|
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.7K+ 66.0% |
$336K - $370K
|
4.29K
$904K
|
|
|
Aug 13, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
1.69K+ 106.21% |
$334K - $368K
|
3.29K
$694K
|
|
|
Feb 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.69K+ 66.97% |
$334K - $368K
|
4.22K
$890K
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
1.68KNew |
$331K - $365K
|
1.68K
$354K
|
|
|
Mar 11, 2025
Q4 2024
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
BUY
|
- |
1.67KNew |
$330K - $363K
|
1.67K
$353K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.66K+ 2.61% |
$328K - $361K
|
65.3K
$13.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.66K+ 6.43% |
$328K - $361K
|
27.5K
$5.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.65K+ 1.55% |
$325K - $358K
|
108K
$22.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.64K+ 2.69% |
$324K - $357K
|
62.6K
$13.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.64K+ 2.96% |
$323K - $356K
|
57K
$12M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
1.64KNew |
$323K - $356K
|
1.64K
$346K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.62K+ 19.04% |
$320K - $352K
|
10.1K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.62K+ 1.33% |
$320K - $352K
|
123K
$25.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.6K+ 16.05% |
$315K - $347K
|
11.5K
$2.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.57KNew |
$310K - $342K
|
1.57K
$332K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.57KNew |
$309K - $341K
|
1.57K
$331K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.57KNew |
$309K - $340K
|
1.57K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
1.56KNew |
$309K - $340K
|
1.56K
$330K
|
|
|
Jul 16, 2025
Q4 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
1.52KNew |
$300K - $331K
|
1.52K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.51K+ 4.38% |
$298K - $328K
|
36K
$7.59M
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.5KNew |
$296K - $326K
|
1.5K
$316K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.49K+ 4.61% |
$293K - $323K
|
33.7K
$7.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.47KNew |
$291K - $320K
|
1.47K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.46K+ 0.71% |
$288K - $317K
|
206K
$43.5M
|