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
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-873- 42.32% |
$155K - $167K
|
1.19K
$239K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-877- 9.43% |
$156K - $168K
|
8.42K
$1.69M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-885- 16.24% |
$157K - $169K
|
4.57K
$918K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-894- 1.58% |
$159K - $171K
|
55.6K
$11.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-894- 23.43% |
$159K - $171K
|
2.92K
$587K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-906- 3.3% |
$161K - $173K
|
26.5K
$5.33M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-908- 12.22% |
$161K - $174K
|
6.52K
$1.31M
|
|
|
Jul 29, 2024
Q2 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-908- 3.52% |
$161K - $174K
|
24.9K
$4.99M
|
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-914- 40.86% |
$162K - $175K
|
1.32K
$266K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-924- 12.35% |
$164K - $177K
|
6.56K
$1.32M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-926- 6.31% |
$165K - $177K
|
13.7K
$2.76M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-930- 4.35% |
$165K - $178K
|
20.5K
$4.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-953- 5.24% |
$169K - $182K
|
17.2K
$3.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
SELL
|
- |
-956- 2.64% |
$170K - $183K
|
35.2K
$7.08M
|
|
|
Jul 08, 2024
Q2 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-965- 6.46% |
$171K - $184K
|
14K
$2.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-984- 3.97% |
$175K - $188K
|
23.8K
$4.79M
|
|
|
Oct 03, 2024
Q2 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-1.02K- 19.18% |
$181K - $195K
|
4.3K
$864K
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.03K- 2.17% |
$182K - $196K
|
46.4K
$9.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.04K- 2.37% |
$184K - $198K
|
42.6K
$8.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.04K- 5.75% |
$185K - $199K
|
17K
$3.42M
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.07K- 5.8% |
$190K - $204K
|
17.3K
$3.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-1.07K- 0.8% |
$190K - $204K
|
132K
$26.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 6.55% |
$195K - $210K
|
15.7K
$3.16M
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.13K- 15.25% |
$201K - $216K
|
6.29K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.14K- 24.72% |
$203K - $218K
|
3.48K
$698K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-1.15K- 17.03% |
$205K - $220K
|
5.61K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.15K- 1.45% |
$205K - $221K
|
78.6K
$15.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.18K- 19.97% |
$209K - $225K
|
4.71K
$946K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-1.23K- 9.43% |
$219K - $235K
|
11.8K
$2.38M
|
|
|
Aug 01, 2024
Q2 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-1.27K- 1.64% |
$225K - $242K
|
76K
$15.3M
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.29K- 21.62% |
$230K - $247K
|
4.68K
$941K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1.3K- 65.37% |
$230K - $248K
|
687
$138K
|
|
|
Aug 14, 2024
Q2 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-1.3K- 3.64% |
$231K - $248K
|
34.3K
$6.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.3KClosed |
$231K - $248K
|
0
$0
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.32K- 12.55% |
$234K - $252K
|
9.18K
$1.85M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.33K- 3.67% |
$236K - $253K
|
34.8K
$7M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.38K- 6.77% |
$244K - $263K
|
19K
$3.81M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.45K- 5.12% |
$257K - $277K
|
26.8K
$5.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.47K- 2.99% |
$261K - $281K
|
47.8K
$9.6M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.5K- 36.14% |
$266K - $287K
|
2.65K
$533K
|
|
|
Jul 26, 2024
Q2 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-1.54K- 9.85% |
$273K - $294K
|
14.1K
$2.83M
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-1.55K- 11.88% |
$276K - $297K
|
11.5K
$2.32M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.6K- 1.13% |
$284K - $306K
|
140K
$28.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.6K- 24.9% |
$285K - $306K
|
4.83K
$972K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-1.65K- 15.17% |
$293K - $315K
|
9.22K
$1.85M
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-1.7K- 18.1% |
$301K - $324K
|
7.67K
$1.54M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.72K- 11.05% |
$305K - $329K
|
13.8K
$2.78M
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-1.74K- 16.13% |
$308K - $332K
|
9.03K
$1.81M
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.78K- 2.61% |
$317K - $341K
|
66.5K
$13.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.84K- 60.03% |
$326K - $351K
|
1.22K
$246K
|