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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
1.42KNew |
$252K - $271K
|
1.42K
$284K
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.41K+ 2.76% |
$250K - $269K
|
52.4K
$10.5M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.41KNew |
$250K - $269K
|
1.41K
$282K
|
|
Aug 14, 2024
Q2 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.4KNew |
$248K - $267K
|
1.4K
$280K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.39K+ 0.82% |
$247K - $265K
|
171K
$34.1M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.38KNew |
$245K - $264K
|
1.38K
$276K
|
|
Aug 14, 2024
Q2 2024
|
Ellevest, Inc.
|
BUY
|
- |
1.37K+ 2.09% |
$243K - $262K
|
66.8K
$13.4M
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.35K+ 11.59% |
$241K - $259K
|
13K
$2.61M
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.33KNew |
$237K - $255K
|
1.33K
$267K
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.33KNew |
$236K - $254K
|
1.33K
$266K
|
|
Jul 22, 2024
Q2 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.29K+ 2.84% |
$230K - $247K
|
46.8K
$9.38M
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.29K+ 1.65% |
$230K - $247K
|
79.7K
$16M
|
|
Jul 29, 2024
Q2 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
1.28KNew |
$228K - $245K
|
1.28K
$257K
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.27KNew |
$226K - $243K
|
1.27K
$254K
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.26K+ 0.44% |
$224K - $241K
|
287K
$57.5M
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
1.2KNew |
$212K - $229K
|
1.2K
$239K
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.19KNew |
$211K - $227K
|
1.19K
$238K
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.19K+ 1.57% |
$211K - $227K
|
76.5K
$15.3M
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.18KNew |
$210K - $226K
|
1.18K
$237K
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.16K+ 4.65% |
$207K - $222K
|
26.2K
$5.25M
|
|
Aug 05, 2024
Q2 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
1.16KNew |
$207K - $222K
|
1.16K
$233K
|
|
Aug 12, 2024
Q2 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
1.16KNew |
$206K - $222K
|
1.16K
$232K
|
|
Jul 15, 2024
Q2 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.15K+ 3.63% |
$205K - $220K
|
32.8K
$6.58M
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.13K+ 1.82% |
$201K - $217K
|
63.5K
$12.7M
|
|
Aug 08, 2024
Q2 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.13KNew |
$200K - $215K
|
1.13K
$226K
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.12KNew |
$198K - $213K
|
1.12K
$223K
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.11K+ 5.14% |
$198K - $213K
|
22.8K
$4.56M
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.11KNew |
$198K - $213K
|
1.11K
$223K
|
|
Aug 02, 2024
Q2 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.11KNew |
$198K - $213K
|
1.11K
$223K
|
|
Aug 14, 2024
Q2 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
1.11KNew |
$197K - $212K
|
1.11K
$222K
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
1.11K+ 35.96% |
$197K - $212K
|
4.19K
$840K
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.09K+ 11.96% |
$194K - $209K
|
10.2K
$2.05M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.05K+ 20.7% |
$187K - $201K
|
6.14K
$1.23M
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.04K+ 0.55% |
$185K - $199K
|
189K
$37.9M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 2.24% |
$184K - $197K
|
47.1K
$9.43M
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.03K+ 13.35% |
$184K - $197K
|
8.77K
$1.76M
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.03K+ 0.98% |
$183K - $197K
|
107K
$21.3M
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
982+ 40.61% |
$174K - $188K
|
3.4K
$681K
|
|
Jul 18, 2024
Q2 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
967+ 11.0% |
$172K - $185K
|
9.76K
$1.95M
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
962+ 8.33% |
$171K - $184K
|
12.5K
$2.51M
|
|
Jul 10, 2024
Q2 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
960+ 7.91% |
$171K - $183K
|
13.1K
$2.62M
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
950+ 16.31% |
$169K - $182K
|
6.77K
$1.36M
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
935+ 3.9% |
$166K - $179K
|
24.9K
$4.99M
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
914+ 13.81% |
$162K - $175K
|
7.53K
$1.51M
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
858New |
$152K - $164K
|
858
$172K
|
|
Jul 10, 2024
Q2 2024
|
Gpwm LLC
|
BUY
|
- |
837+ 2.89% |
$149K - $160K
|
29.8K
$5.97M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
831+ 14.41% |
$148K - $159K
|
6.6K
$1.32M
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
815+ 2.0% |
$145K - $156K
|
41.5K
$8.31M
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
808+ 5.56% |
$144K - $154K
|
15.3K
$3.07M
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
BUY
|
- |
804+ 3.61% |
$143K - $154K
|
23.1K
$4.62M
|