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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$533 - $573
|
1.62K
$323K
|
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
2+ 0.02% |
$355 - $382
|
8.66K
$1.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
2+ 5.71% |
$355 - $382
|
37
$7.36K
|
|
|
Jul 15, 2024
Q2 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.06% |
$178 - $191
|
1.72K
$342K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1+ 0.07% |
$178 - $191
|
1.41K
$280K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$178 - $191
|
4.88K
$971K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 2.86% |
$178 - $191
|
36
$7.16K
|
|
|
Aug 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1+ 0.43% |
$178 - $191
|
234
$46.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.03% |
$178 - $191
|
3.76K
$749K
|
|
|
Jul 11, 2024
Q2 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1- -0.0% |
$178 - $191
|
50K
$9.96M
|
|
|
Jul 18, 2024
Q2 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1- 0.03% |
$178 - $191
|
2.93K
$583K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1- 0.06% |
$178 - $191
|
1.75K
$347K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1- 0.08% |
$178 - $191
|
1.3K
$258K
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1- 0.03% |
$178 - $191
|
3.86K
$768K
|
|
|
Aug 12, 2024
Q2 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1- 0.01% |
$178 - $191
|
7.23K
$1.44M
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1- 0.01% |
$178 - $191
|
8.59K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1- 0.04% |
$178 - $191
|
2.52K
$502K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1- 0.31% |
$178 - $191
|
319
$63.5K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 1.1% |
$178 - $191
|
90
$17.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2- 0.06% |
$355 - $382
|
3.08K
$613K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-2- 0.04% |
$355 - $382
|
5.1K
$1.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2- 0.06% |
$355 - $382
|
3.13K
$623K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-2- 0.01% |
$355 - $382
|
14.7K
$2.93M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3- 0.08% |
$533 - $573
|
3.72K
$741K
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
SELL
|
- |
-3- 0.01% |
$533 - $573
|
36.6K
$7.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-3- 0.26% |
$533 - $573
|
1.15K
$228K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-4- 0.31% |
$711 - $764
|
1.3K
$259K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-4- 0.3% |
$711 - $764
|
1.33K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-4- 0.46% |
$711 - $764
|
873
$174K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-5- 0.34% |
$888 - $956
|
1.45K
$289K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
SELL
|
- |
-5- 2.53% |
$888 - $956
|
193
$38.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-5- 0.52% |
$888 - $956
|
956
$190K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5- 2.53% |
$888 - $956
|
193
$38.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 1.14% |
$1.07K - $1.15K
|
520
$103K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-7- 0.28% |
$1.24K - $1.34K
|
2.54K
$505K
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-7- 0.11% |
$1.24K - $1.34K
|
6.51K
$1.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
SELL
|
- |
-7- 0.31% |
$1.24K - $1.34K
|
2.28K
$453K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-9- 0.18% |
$1.6K - $1.72K
|
5.1K
$1.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-10- 0.72% |
$1.78K - $1.91K
|
1.38K
$274K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-10- 0.11% |
$1.78K - $1.91K
|
8.76K
$1.74M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-10- 13.16% |
$1.78K - $1.91K
|
66
$13.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-11- 0.6% |
$1.95K - $2.1K
|
1.81K
$361K
|
|
|
Jul 31, 2024
Q2 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-11- 0.2% |
$1.95K - $2.1K
|
5.53K
$1.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-11- 0.23% |
$1.95K - $2.1K
|
4.88K
$970K
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-11- 0.57% |
$1.95K - $2.1K
|
1.94K
$385K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-11- 13.58% |
$1.95K - $2.1K
|
70
$13.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-12- 1.08% |
$2.13K - $2.29K
|
1.1K
$219K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-12- 8.57% |
$2.13K - $2.29K
|
128
$25.5K
|
|
|
Jul 16, 2024
Q2 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.12% |
$2.13K - $2.29K
|
9.96K
$1.98M
|