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 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
11.1K+ 1.62% |
$1.97M - $2.12M
|
697K
$140M
|
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
11.1K+ 15.68% |
$1.97M - $2.12M
|
81.9K
$16.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
11.1K+ 13.04% |
$1.97M - $2.11M
|
95.9K
$19.2M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.4K+ 7.09% |
$1.84M - $1.98M
|
157K
$31.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
BUY
|
- |
10.1K+ 11.68% |
$1.8M - $1.93M
|
96.6K
$19.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
10.1K+ 43.33% |
$1.79M - $1.93M
|
33.4K
$6.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
9.26KNew |
$1.64M - $1.77M
|
9.26K
$1.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
9.25K+ 39.77% |
$1.64M - $1.77M
|
32.5K
$6.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
8.99K+ 220.73% |
$1.6M - $1.72M
|
13.1K
$2.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.96K+ 42.3% |
$1.59M - $1.71M
|
30.2K
$6.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.89K+ 14.78% |
$1.58M - $1.7M
|
69K
$13.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
8.72K+ 27.84% |
$1.55M - $1.67M
|
40.1K
$8.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
8.71K+ 2.4% |
$1.55M - $1.66M
|
371K
$74.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
8.67KNew |
$1.54M - $1.66M
|
8.67K
$1.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8.45K+ 8.14% |
$1.5M - $1.62M
|
112K
$22.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.36K+ 482.9% |
$1.48M - $1.6M
|
10.1K
$2.02M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
8.23K+ 3.16% |
$1.46M - $1.57M
|
268K
$53.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.18KNew |
$1.45M - $1.56M
|
8.18K
$1.64M
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
8.1K+ 12.89% |
$1.44M - $1.55M
|
70.9K
$14.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
7.84K+ 19.21% |
$1.39M - $1.5M
|
48.6K
$9.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
7.55K+ 123.54% |
$1.34M - $1.44M
|
13.7K
$2.73M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.25K+ 154.14% |
$1.29M - $1.39M
|
12K
$2.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
7.03K+ 59.8% |
$1.25M - $1.34M
|
18.8K
$3.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
6.79KNew |
$1.21M - $1.3M
|
6.79K
$1.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
6.77K+ 1.84% |
$1.2M - $1.29M
|
375K
$75M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
6.7KNew |
$1.19M - $1.28M
|
6.7K
$1.34M
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
6.62KNew |
$1.18M - $1.26M
|
6.62K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.52K+ 1.06% |
$1.16M - $1.25M
|
624K
$125M
|
|
|
Aug 09, 2024
Q2 2024
|
True Wealth Financial Partners
|
BUY
|
- |
6.22K+ 7.48% |
$1.1M - $1.19M
|
89.3K
$17.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6.07KNew |
$1.08M - $1.16M
|
6.07K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
6K+ 2.81% |
$1.07M - $1.15M
|
220K
$44M
|
|
|
Aug 12, 2024
Q2 2024
|
Performa LTD (Us), LLC
|
BUY
|
- |
5.72K+ 13.91% |
$1.02M - $1.09M
|
46.9K
$9.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.7KNew |
$1.01M - $1.09M
|
5.7K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.54K+ 24.98% |
$984K - $1.06M
|
27.7K
$5.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.5K+ 8.53% |
$978K - $1.05M
|
70K
$14M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
5.44K+ 32.14% |
$966K - $1.04M
|
22.4K
$4.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.3K+ 0.98% |
$941K - $1.01M
|
544K
$109M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.27KNew |
$936K - $1.01M
|
5.27K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
5.24K+ 58.92% |
$931K - $1M
|
14.1K
$2.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
5.16KNew |
$917K - $987K
|
5.16K
$1.03M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
5.07K+ 21.65% |
$900K - $968K
|
28.5K
$5.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
4.92K+ 1.32% |
$873K - $939K
|
378K
$75.6M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.85K+ 4.15% |
$861K - $927K
|
122K
$24.4M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.83K+ 1.51% |
$858K - $923K
|
324K
$64.9M
|
|
|
Jul 16, 2024
Q2 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
4.73K+ 21.11% |
$840K - $904K
|
27.1K
$5.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.69K+ 11.94% |
$834K - $897K
|
44K
$8.81M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
4.66K+ 63.23% |
$827K - $890K
|
12K
$2.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.65K+ 5.88% |
$826K - $889K
|
83.8K
$16.8M
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
BUY
|
- |
4.63K+ 4.01% |
$823K - $885K
|
120K
$24M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.61K+ 94.39% |
$819K - $881K
|
9.49K
$1.9M
|