Purchases and Sales Made in Q2 2024 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
25+ 0.55% |
$4.44K - $4.78K
|
4.57K
$919K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$4.44K - $4.78K
|
25
$5.02K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
25+ 2.95% |
$4.44K - $4.78K
|
872
$175K
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
25+ 0.88% |
$4.44K - $4.78K
|
2.88K
$579K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
23+ 0.84% |
$4.09K - $4.4K
|
2.77K
$557K
|
|
|
Jul 19, 2024
Q2 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
23+ 0.86% |
$4.09K - $4.4K
|
2.7K
$543K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
23+ 5.4% |
$4.09K - $4.4K
|
449
$90.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
23+ 0.76% |
$4.09K - $4.4K
|
3.07K
$616K
|
|
|
Aug 12, 2024
Q2 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
23+ 0.41% |
$4.09K - $4.4K
|
5.59K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
21+ 4.53% |
$3.73K - $4.01K
|
485
$97.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Newton One Investments LLC
|
BUY
|
- |
21+ 0.21% |
$3.73K - $4.01K
|
10.2K
$2.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
21+ 1.12% |
$3.73K - $4.01K
|
1.89K
$379K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
21+ 1.7% |
$3.73K - $4.01K
|
1.26K
$253K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
20+ 0.31% |
$3.55K - $3.82K
|
6.41K
$1.29M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
20+ 1.28% |
$3.55K - $3.82K
|
1.59K
$319K
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
20+ 0.16% |
$3.55K - $3.82K
|
12.5K
$2.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
20+ 0.78% |
$3.55K - $3.82K
|
2.59K
$521K
|
|
|
Oct 09, 2024
Q2 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
19+ 0.09% |
$3.38K - $3.63K
|
20.4K
$4.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
18+ 1.12% |
$3.2K - $3.44K
|
1.63K
$328K
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
17+ 0.46% |
$3.02K - $3.25K
|
3.69K
$742K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
17+ 0.3% |
$3.02K - $3.25K
|
5.66K
$1.14M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
15New |
$2.66K - $2.87K
|
15
$3.01K
|
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
15+ 0.63% |
$2.66K - $2.87K
|
2.41K
$484K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15+ 9.74% |
$2.66K - $2.87K
|
169
$34K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
14+ 1.03% |
$2.49K - $2.68K
|
1.38K
$277K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
14+ 0.57% |
$2.49K - $2.68K
|
2.46K
$494K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
13+ 0.36% |
$2.31K - $2.48K
|
3.61K
$725K
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
13+ 0.85% |
$2.31K - $2.48K
|
1.55K
$311K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
12+ 0.52% |
$2.13K - $2.29K
|
2.32K
$465K
|
|
|
Jul 18, 2024
Q2 2024
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
12+ 0.66% |
$2.13K - $2.29K
|
1.83K
$368K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
12New |
$2.13K - $2.29K
|
12
$2.41K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12+ 0.13% |
$2.13K - $2.29K
|
9.41K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
11+ 0.09% |
$1.95K - $2.1K
|
12.6K
$2.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 500.0% |
$1.78K - $1.91K
|
12
$2.41K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 0.54% |
$1.78K - $1.91K
|
1.87K
$376K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
10+ 0.08% |
$1.78K - $1.91K
|
11.9K
$2.4M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
BUY
|
- |
9+ 0.76% |
$1.6K - $1.72K
|
1.19K
$240K
|
|
|
Aug 05, 2024
Q2 2024
|
Quarry Hill Advisors, LLC
St Paul, MN |
BUY
|
- |
8+ 0.3% |
$1.42K - $1.53K
|
2.66K
$534K
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8+ 0.28% |
$1.42K - $1.53K
|
2.84K
$571K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7+ 0.05% |
$1.24K - $1.34K
|
13K
$2.61M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
7+ 9.72% |
$1.24K - $1.34K
|
79
$15.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
7New |
$1.24K - $1.34K
|
7
$1.41K
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
6+ 0.56% |
$1.07K - $1.15K
|
1.07K
$216K
|
|
|
Aug 02, 2024
Q2 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
6+ 0.37% |
$1.07K - $1.15K
|
1.65K
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 0.53% |
$1.07K - $1.15K
|
1.13K
$227K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5New |
$888 - $956
|
5
$1K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
5+ 0.1% |
$888 - $956
|
5.1K
$1.03M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
5+ 0.23% |
$888 - $956
|
2.17K
$437K
|
|
|
Jul 23, 2024
Q2 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
5+ 0.03% |
$888 - $956
|
16.4K
$3.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4New |
$711 - $764
|
4
$804
|