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 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-48- 0.48% |
$8.53K - $9.17K
|
9.98K
$2.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-48- 0.07% |
$8.53K - $9.17K
|
69.4K
$13.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-49- 10.94% |
$8.7K - $9.36K
|
399
$80.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-50- 3.7% |
$8.88K - $9.56K
|
1.3K
$261K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.82% |
$8.88K - $9.56K
|
6.04K
$1.21M
|
|
|
Jul 23, 2024
Q2 2024
|
Von Berge Wealth Management Group, LLC
|
SELL
|
- |
-51- 4.15% |
$9.06K - $9.75K
|
1.18K
$237K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-52- 3.64% |
$9.24K - $9.94K
|
1.38K
$276K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-52- 3.2% |
$9.24K - $9.94K
|
1.58K
$317K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
SELL
|
- |
-52- 1.17% |
$9.24K - $9.94K
|
4.39K
$883K
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-53- 7.45% |
$9.42K - $10.1K
|
658
$132K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-56- 23.63% |
$9.95K - $10.7K
|
181
$36.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-56- 1.79% |
$9.95K - $10.7K
|
3.07K
$616K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-58- 36.71% |
$10.3K - $11.1K
|
100
$20.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-58- 1.73% |
$10.3K - $11.1K
|
3.3K
$663K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-60- 3.11% |
$10.7K - $11.5K
|
1.87K
$376K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-60- 3.95% |
$10.7K - $11.5K
|
1.46K
$293K
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-61- 3.41% |
$10.8K - $11.7K
|
1.73K
$348K
|
|
|
Jul 19, 2024
Q2 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-62- 0.62% |
$11K - $11.8K
|
9.96K
$2M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-62- 1.18% |
$11K - $11.8K
|
5.21K
$1.05M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
SELL
|
- |
-62- 0.53% |
$11K - $11.8K
|
11.6K
$2.34M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-65- 7.03% |
$11.5K - $12.4K
|
859
$173K
|
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-65- 1.73% |
$11.5K - $12.4K
|
3.68K
$740K
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-66- 1.53% |
$11.7K - $12.6K
|
4.26K
$855K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
SELL
|
- |
-67- 0.28% |
$11.9K - $12.8K
|
23.9K
$4.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-68- 2.1% |
$12.1K - $13K
|
3.18K
$638K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-70- 1.79% |
$12.4K - $13.4K
|
3.84K
$772K
|
|
|
Aug 13, 2024
Q2 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-70- 0.89% |
$12.4K - $13.4K
|
7.79K
$1.57M
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-72- 4.0% |
$12.8K - $13.8K
|
1.73K
$347K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-72- 56.69% |
$12.8K - $13.8K
|
55
$11.1K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-72- 3.11% |
$12.8K - $13.8K
|
2.24K
$450K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-73- 1.28% |
$13K - $14K
|
5.61K
$1.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-74- 1.02% |
$13.1K - $14.1K
|
7.21K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-75- 3.65% |
$13.3K - $14.3K
|
1.98K
$398K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-75- 12.36% |
$13.3K - $14.3K
|
532
$107K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-75- 3.65% |
$13.3K - $14.3K
|
1.98K
$398K
|
|
|
Jul 11, 2024
Q2 2024
|
Zeit Capital LLC
|
SELL
|
- |
-77- 0.47% |
$13.7K - $14.7K
|
16.4K
$3.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-77- 1.36% |
$13.7K - $14.7K
|
5.6K
$1.13M
|
|
|
Aug 09, 2024
Q2 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-78- 0.42% |
$13.9K - $14.9K
|
18.6K
$3.73M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-79- 4.96% |
$14K - $15.1K
|
1.52K
$304K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-82- 3.61% |
$14.6K - $15.7K
|
2.19K
$440K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-82- 0.42% |
$14.6K - $15.7K
|
19.6K
$3.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-82- 29.5% |
$14.6K - $15.7K
|
196
$39.4K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-83- 2.07% |
$14.7K - $15.9K
|
3.92K
$788K
|
|
|
Jul 29, 2024
Q2 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-84- 3.94% |
$14.9K - $16.1K
|
2.05K
$412K
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-85- 1.08% |
$15.1K - $16.2K
|
7.77K
$1.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-85- 6.21% |
$15.1K - $16.2K
|
1.28K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-86- 13.85% |
$15.3K - $16.4K
|
535
$108K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-88- 0.55% |
$15.6K - $16.8K
|
16K
$3.21M
|
|
|
Jul 30, 2024
Q2 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-89- 1.22% |
$15.8K - $17K
|
7.21K
$1.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-89- 2.28% |
$15.8K - $17K
|
3.82K
$767K
|