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 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
809+ 0.21% |
$160K - $176K
|
383K
$80.7M
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
805+ 3.31% |
$159K - $175K
|
25.2K
$5.31M
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
800+ 2.5% |
$158K - $174K
|
32.8K
$6.92M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
798+ 5.07% |
$157K - $173K
|
16.5K
$3.49M
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
794+ 0.29% |
$157K - $173K
|
278K
$58.6M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
788+ 2.02% |
$156K - $171K
|
39.7K
$8.38M
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
783+ 10.23% |
$155K - $170K
|
8.44K
$1.78M
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
778+ 46.75% |
$154K - $169K
|
2.44K
$515K
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
747+ 5.58% |
$147K - $162K
|
14.1K
$2.98M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
746+ 2.89% |
$147K - $162K
|
26.6K
$5.6M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
739+ 38.92% |
$146K - $161K
|
2.64K
$556K
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
737+ 7.94% |
$145K - $160K
|
10K
$2.11M
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
734+ 2.27% |
$145K - $159K
|
33K
$6.96M
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
733+ 2.55% |
$145K - $159K
|
29.5K
$6.22M
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
722New |
$142K - $157K
|
722
$152K
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
718New |
$142K - $156K
|
718
$151K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
716+ 25.85% |
$141K - $156K
|
3.49K
$735K
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
708+ 3.5% |
$140K - $154K
|
20.9K
$4.41M
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
708+ 5.38% |
$140K - $154K
|
13.9K
$2.93M
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
704+ 2.63% |
$139K - $153K
|
27.5K
$5.8M
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
701+ 41.09% |
$138K - $152K
|
2.41K
$508K
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
698+ 2.78% |
$138K - $152K
|
25.8K
$5.44M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
685New |
$135K - $149K
|
685
$144K
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
680+ 3.14% |
$134K - $148K
|
22.4K
$4.72M
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
669+ 25.73% |
$132K - $145K
|
3.27K
$690K
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
668+ 153.21% |
$132K - $145K
|
1.1K
$233K
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
662+ 1.67% |
$131K - $144K
|
40.3K
$8.5M
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
646+ 1.29% |
$127K - $140K
|
50.7K
$10.7M
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
641New |
$127K - $139K
|
641
$135K
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
631+ 0.37% |
$125K - $137K
|
173K
$36.5M
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
631+ 0.22% |
$125K - $137K
|
289K
$61M
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
626+ 2.12% |
$124K - $136K
|
30.2K
$6.37M
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
623+ 47.92% |
$123K - $135K
|
1.92K
$406K
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
620+ 21.23% |
$122K - $135K
|
3.54K
$747K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
612+ 17.06% |
$121K - $133K
|
4.2K
$886K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
609+ 1.27% |
$120K - $132K
|
48.6K
$10.3M
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
609+ 4.26% |
$120K - $132K
|
14.9K
$3.15M
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
608+ 4.53% |
$120K - $132K
|
14K
$2.96M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
590+ 1.4% |
$116K - $128K
|
42.9K
$9.04M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
590New |
$116K - $128K
|
590
$124K
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
587+ 28.75% |
$116K - $128K
|
2.63K
$555K
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
583+ 1.87% |
$115K - $127K
|
31.8K
$6.7M
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
578+ 1.35% |
$114K - $126K
|
43.4K
$9.16M
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
569+ 6.92% |
$112K - $124K
|
8.79K
$1.86M
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
565New |
$112K - $123K
|
565
$119K
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
562+ 31.41% |
$111K - $122K
|
2.35K
$496K
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
547+ 18.94% |
$108K - $119K
|
3.44K
$725K
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
547New |
$108K - $119K
|
547
$115K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
547+ 60.38% |
$108K - $119K
|
1.45K
$306K
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
539+ 1.31% |
$106K - $117K
|
41.8K
$8.83M
|