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 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-206- 11.09% |
$36.6K - $39.4K
|
1.65K
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-206- 12.64% |
$36.6K - $39.4K
|
1.42K
$286K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-209- 5.27% |
$37.1K - $39.9K
|
3.76K
$756K
|
|
|
Aug 14, 2024
Q2 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-218- 14.5% |
$38.7K - $41.7K
|
1.29K
$258K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-219- 3.16% |
$38.9K - $41.9K
|
6.7K
$1.35M
|
|
|
Jul 24, 2024
Q2 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-222- 4.47% |
$39.4K - $42.4K
|
4.75K
$954K
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-223- 2.98% |
$39.6K - $42.6K
|
7.26K
$1.46M
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-224- 67.07% |
$39.8K - $42.8K
|
110
$22.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-224- 0.55% |
$39.8K - $42.8K
|
40.5K
$8.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
SELL
|
- |
-224- 0.92% |
$39.8K - $42.8K
|
24.2K
$4.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-225- 0.44% |
$40K - $43K
|
51.3K
$10.3M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-226- 4.24% |
$40.1K - $43.2K
|
5.1K
$1.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-228- 4.18% |
$40.5K - $43.6K
|
5.23K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-236- 50.64% |
$41.9K - $45.1K
|
230
$46.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-238- 22.73% |
$42.3K - $45.5K
|
809
$163K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-244- 1.93% |
$43.3K - $46.6K
|
12.4K
$2.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-244- 40.13% |
$43.3K - $46.6K
|
364
$73.2K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-245- 2.32% |
$43.5K - $46.8K
|
10.3K
$2.07M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-248- 1.91% |
$44.1K - $47.4K
|
12.7K
$2.55M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-249- 12.96% |
$44.2K - $47.6K
|
1.67K
$336K
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-250- 5.85% |
$44.4K - $47.8K
|
4.03K
$809K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-250- 3.75% |
$44.4K - $47.8K
|
6.42K
$1.29M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-250- 0.73% |
$44.4K - $47.8K
|
33.9K
$6.8M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-252- 0.75% |
$44.8K - $48.2K
|
33.1K
$6.66M
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-255- 3.25% |
$45.3K - $48.7K
|
7.59K
$1.52M
|
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-255- 1.79% |
$45.3K - $48.7K
|
14K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-258- 8.43% |
$45.8K - $49.3K
|
2.8K
$563K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-264- 6.33% |
$46.9K - $50.5K
|
3.91K
$786K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-269- 58.61% |
$47.8K - $51.4K
|
190
$38.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-269- 0.91% |
$47.8K - $51.4K
|
29.3K
$5.89M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-271- 1.32% |
$48.1K - $51.8K
|
20.3K
$4.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-277- 10.04% |
$49.2K - $52.9K
|
2.48K
$499K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-278- 2.15% |
$49.4K - $53.1K
|
12.7K
$2.55M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-280- 2.22% |
$49.7K - $53.5K
|
12.4K
$2.48M
|
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-280- 1.67% |
$49.7K - $53.5K
|
16.5K
$3.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-282- 1.6% |
$50.1K - $53.9K
|
17.3K
$3.48M
|
|
|
Aug 01, 2024
Q2 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-285- 2.55% |
$50.6K - $54.5K
|
10.9K
$2.19M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-288- 10.76% |
$51.2K - $55K
|
2.39K
$480K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-292- 6.03% |
$51.9K - $55.8K
|
4.55K
$915K
|
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-293- 3.39% |
$52.1K - $56K
|
8.35K
$1.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-295- 2.36% |
$52.4K - $56.4K
|
12.2K
$2.45M
|
|
|
Jul 16, 2024
Q2 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-297- 9.66% |
$52.8K - $56.8K
|
2.78K
$558K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-299- 2.24% |
$53.1K - $57.1K
|
13K
$2.62M
|
|
|
Jul 17, 2024
Q2 2024
|
Marotta Asset Management
|
SELL
|
- |
-301- 0.22% |
$53.5K - $57.5K
|
135K
$27.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-303- 11.98% |
$53.8K - $57.9K
|
2.23K
$447K
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-307- 6.36% |
$54.5K - $58.7K
|
4.52K
$908K
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-309- 1.81% |
$54.9K - $59.1K
|
16.8K
$3.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-312- 13.24% |
$55.4K - $59.6K
|
2.04K
$411K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-313- 12.74% |
$55.6K - $59.8K
|
2.14K
$431K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-314- 0.91% |
$55.8K - $60K
|
34.2K
$6.88M
|