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 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1- 0.08% |
$197 - $217
|
1.26K
$259K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.01% |
$197 - $217
|
13.6K
$2.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
SELL
|
- |
-1- 0.06% |
$197 - $217
|
1.81K
$372K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-1- 0.2% |
$197 - $217
|
503
$103K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-2- 0.09% |
$395 - $435
|
2.15K
$441K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-2- 0.04% |
$395 - $435
|
4.8K
$985K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2- 0.11% |
$395 - $435
|
1.79K
$368K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-3- 0.02% |
$592 - $652
|
12.3K
$2.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-3- 0.14% |
$592 - $652
|
2.16K
$443K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-3- 0.05% |
$592 - $652
|
5.74K
$1.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-3- 3.19% |
$592 - $652
|
91
$18.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-4- 7.14% |
$789 - $869
|
52
$10.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5- 0.09% |
$987 - $1.09K
|
5.86K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-5- 0.41% |
$987 - $1.09K
|
1.2K
$247K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-6- 0.5% |
$1.18K - $1.3K
|
1.19K
$244K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-7- 0.19% |
$1.38K - $1.52K
|
3.76K
$772K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-8- 0.63% |
$1.58K - $1.74K
|
1.25K
$257K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 0.16% |
$1.78K - $1.96K
|
5.54K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-10- 0.77% |
$1.97K - $2.17K
|
1.29K
$265K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-10- 0.04% |
$1.97K - $2.17K
|
25.5K
$5.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-10- 1.73% |
$1.97K - $2.17K
|
569
$117K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-11- 0.61% |
$2.17K - $2.39K
|
1.81K
$371K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-11- 0.22% |
$2.17K - $2.39K
|
4.93K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-11- 0.87% |
$2.17K - $2.39K
|
1.25K
$256K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-13- 2.94% |
$2.57K - $2.82K
|
429
$88.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-13- 0.66% |
$2.57K - $2.82K
|
1.94K
$399K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13- 0.21% |
$2.57K - $2.82K
|
6.11K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 4.52% |
$2.96K - $3.26K
|
317
$65.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-17- 0.16% |
$3.36K - $3.69K
|
10.6K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-17- 0.37% |
$3.36K - $3.69K
|
4.52K
$928K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-19- 0.92% |
$3.75K - $4.13K
|
2.04K
$419K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 0.13% |
$3.95K - $4.35K
|
15.2K
$3.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-20- 0.72% |
$3.95K - $4.35K
|
2.75K
$564K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-20- 1.57% |
$3.95K - $4.35K
|
1.25K
$257K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-20- 1.54% |
$3.95K - $4.35K
|
1.28K
$263K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-22- 1.3% |
$4.34K - $4.78K
|
1.67K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-24- 0.84% |
$4.74K - $5.22K
|
2.83K
$580K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-25- 0.07% |
$4.93K - $5.43K
|
35.2K
$7.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-25- 0.82% |
$4.93K - $5.43K
|
3.02K
$621K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26- 0.38% |
$5.13K - $5.65K
|
6.85K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-26- 0.16% |
$5.13K - $5.65K
|
15.8K
$3.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-27- 0.28% |
$5.33K - $5.87K
|
9.5K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-27- 1.02% |
$5.33K - $5.87K
|
2.62K
$537K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-28- 0.63% |
$5.53K - $6.08K
|
4.43K
$909K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-30- 1.64% |
$5.92K - $6.52K
|
1.8K
$370K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-31- 0.34% |
$6.12K - $6.74K
|
9.06K
$1.86M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-31- 1.35% |
$6.12K - $6.74K
|
2.27K
$466K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-32- 48.48% |
$6.32K - $6.95K
|
34
$6.98K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-33- 0.42% |
$6.51K - $7.17K
|
7.78K
$1.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-33- 2.28% |
$6.51K - $7.17K
|
1.42K
$291K
|