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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1.11KNew |
$219K - $241K
|
1.11K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.11KNew |
$218K - $240K
|
1.11K
$233K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.1KNew |
$217K - $239K
|
1.1K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.1K+ 1.85% |
$217K - $239K
|
60.3K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.09KNew |
$215K - $237K
|
1.09K
$230K
|
|
|
Apr 09, 2025
Q4 2024
|
Compass Investment Advisers LLC
Portland, OR |
BUY
|
- |
1.08KNew |
$213K - $235K
|
1.08K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.08KNew |
$212K - $234K
|
1.08K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.07KNew |
$212K - $233K
|
1.07K
$227K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.07K+ 38.75% |
$211K - $232K
|
3.83K
$807K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.06KNew |
$209K - $231K
|
1.06K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
1.06K+ 4.62% |
$209K - $231K
|
24K
$5.07M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
1.06KNew |
$209K - $231K
|
1.06K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 5.52% |
$209K - $230K
|
20.2K
$4.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.06KNew |
$208K - $229K
|
1.06K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.05K+ 500.0% |
$207K - $228K
|
1.26K
$266K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.05K+ 58.46% |
$207K - $228K
|
2.84K
$599K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 20.7% |
$205K - $226K
|
6.05K
$1.28M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.04KNew |
$204K - $225K
|
1.04K
$218K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1.03KNew |
$203K - $224K
|
1.03K
$217K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.03KNew |
$203K - $224K
|
1.03K
$217K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
1.03KNew |
$203K - $224K
|
1.03K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.02KNew |
$201K - $221K
|
1.02K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.02K+ 6.04% |
$200K - $221K
|
17.8K
$3.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.01K+ 7.66% |
$200K - $220K
|
14.2K
$3.01M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.01KNew |
$200K - $220K
|
1.01K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.01K+ 8.8% |
$199K - $219K
|
12.4K
$2.63M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.01KNew |
$198K - $218K
|
1.01K
$212K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
990+ 3.98% |
$195K - $215K
|
25.9K
$5.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
980+ 7.43% |
$193K - $213K
|
14.2K
$2.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
975+ 4.62% |
$192K - $212K
|
22.1K
$4.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
954+ 0.52% |
$188K - $207K
|
183K
$38.6M
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
950+ 30.11% |
$187K - $206K
|
4.11K
$866K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
949+ 7.5% |
$187K - $206K
|
13.6K
$2.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
943+ 1.53% |
$186K - $205K
|
62.7K
$13.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
939+ 11.84% |
$185K - $204K
|
8.87K
$1.87M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
936+ 19.14% |
$185K - $203K
|
5.83K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
931+ 56.87% |
$184K - $202K
|
2.57K
$542K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
930+ 41.5% |
$184K - $202K
|
3.17K
$669K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
917+ 24.14% |
$181K - $199K
|
4.72K
$995K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
914New |
$180K - $199K
|
914
$193K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
912New |
$180K - $198K
|
912
$192K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
906New |
$179K - $197K
|
906
$191K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
904+ 4.44% |
$178K - $196K
|
21.3K
$4.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
876+ 2.83% |
$173K - $190K
|
31.8K
$6.71M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
873+ 5.14% |
$172K - $190K
|
17.9K
$3.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
852+ 3.54% |
$168K - $185K
|
24.9K
$5.25M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
851+ 24.31% |
$168K - $185K
|
4.35K
$918K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
845+ 1.19% |
$167K - $184K
|
71.9K
$15.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
821+ 11.13% |
$162K - $178K
|
8.2K
$1.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
816+ 4.01% |
$161K - $177K
|
21.1K
$4.46M
|