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
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-4.21K- 19.0% |
$747K - $804K
|
17.9K
$3.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.23K- 2.63% |
$751K - $808K
|
157K
$31.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4.23K- 7.52% |
$751K - $808K
|
52K
$10.4M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-4.36K- 22.71% |
$774K - $833K
|
14.8K
$2.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.37K- 20.67% |
$777K - $836K
|
16.8K
$3.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.39K- 1.08% |
$780K - $840K
|
403K
$80.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-4.41K- 67.26% |
$784K - $843K
|
2.15K
$430K
|
|
|
Aug 06, 2024
Q2 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-4.43K- 3.3% |
$786K - $846K
|
130K
$25.9M
|
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
SELL
|
- |
-4.6K- 8.76% |
$817K - $879K
|
47.9K
$9.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.73K- 0.3% |
$841K - $905K
|
1.57M
$314M
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-4.84K- 36.72% |
$860K - $925K
|
8.34K
$1.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.02K- 52.97% |
$892K - $959K
|
4.46K
$892K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-5.32K- 30.42% |
$944K - $1.02M
|
12.2K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.35K- 5.92% |
$950K - $1.02M
|
85K
$17M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5.55K- 13.56% |
$986K - $1.06M
|
35.4K
$7.08M
|
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-5.56K- 41.98% |
$988K - $1.06M
|
7.69K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.58K- 0.77% |
$991K - $1.07M
|
718K
$144M
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-5.69K- 7.97% |
$1.01M - $1.09M
|
65.7K
$13.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-5.73K- 30.23% |
$1.02M - $1.09M
|
13.2K
$2.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.79K- 77.12% |
$1.03M - $1.11M
|
1.72K
$344K
|
|
|
Jul 30, 2024
Q2 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-5.89K- 2.93% |
$1.05M - $1.13M
|
195K
$39M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-5.92K- 2.53% |
$1.05M - $1.13M
|
227K
$45.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.15K- 5.71% |
$1.09M - $1.18M
|
102K
$20.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-6.22K- 9.24% |
$1.1M - $1.19M
|
61.1K
$12.2M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-6.28K- 16.34% |
$1.12M - $1.2M
|
32.2K
$6.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.46K- 3.02% |
$1.15M - $1.23M
|
207K
$41.5M
|
|
|
Aug 16, 2024
Q2 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-6.49K- 15.15% |
$1.15M - $1.24M
|
36.4K
$7.28M
|
|
|
Aug 01, 2024
Q2 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-6.75K- 79.68% |
$1.2M - $1.29M
|
1.72K
$345K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-6.85K- 7.65% |
$1.22M - $1.31M
|
82.7K
$16.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.07K- 20.84% |
$1.26M - $1.35M
|
26.9K
$5.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-7.14K- 6.71% |
$1.27M - $1.36M
|
99.2K
$19.9M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.29K- 9.73% |
$1.29M - $1.39M
|
67.6K
$13.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Sageworth Trust CO
|
SELL
|
- |
-8.35K- 37.27% |
$1.48M - $1.6M
|
14.1K
$2.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-8.42K- 84.52% |
$1.5M - $1.61M
|
1.54K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.83K- 0.58% |
$1.57M - $1.69M
|
1.52M
$304M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-8.91K- 18.83% |
$1.58M - $1.7M
|
38.4K
$7.69M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10K- 1.91% |
$1.78M - $1.92M
|
514K
$103M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-10.2K- 42.25% |
$1.82M - $1.96M
|
14K
$2.8M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-10.5K- 2.39% |
$1.87M - $2.01M
|
429K
$86M
|
|
|
Aug 13, 2024
Q2 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-11.1K- 87.09% |
$1.98M - $2.13M
|
1.65K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-11.2K- 55.64% |
$2M - $2.15M
|
8.96K
$1.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-11.4K- 9.81% |
$2.02M - $2.17M
|
105K
$20.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11.4K- 24.93% |
$2.03M - $2.18M
|
34.3K
$6.88M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12K- 30.02% |
$2.13M - $2.29M
|
27.9K
$5.59M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-12.2K- 2.04% |
$2.17M - $2.33M
|
585K
$117M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.3K- 6.29% |
$2.19M - $2.35M
|
183K
$36.7M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-12.4K- 29.91% |
$2.2M - $2.36M
|
29K
$5.8M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-12.7K- 70.64% |
$2.26M - $2.43M
|
5.28K
$1.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.8K- 2.64% |
$2.28M - $2.45M
|
473K
$94.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-12.9K- 18.29% |
$2.29M - $2.46M
|
57.5K
$11.5M
|