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 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
459+ 6.27% |
$81.5K - $87.7K
|
7.78K
$1.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
459New |
$81.5K - $87.7K
|
459
$91.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
458+ 31.28% |
$81.4K - $87.5K
|
1.92K
$385K
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
451+ 1.55% |
$80.1K - $86.2K
|
29.5K
$5.91M
|
|
|
Aug 09, 2024
Q2 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
450+ 1.07% |
$79.9K - $86K
|
42.6K
$8.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
447+ 2.97% |
$79.4K - $85.4K
|
15.5K
$3.1M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
443+ 32.62% |
$78.7K - $84.7K
|
1.8K
$361K
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
440+ 5.98% |
$78.2K - $84.1K
|
7.8K
$1.56M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
422+ 1918.18% |
$75K - $80.6K
|
444
$88.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
417+ 11.21% |
$74.1K - $79.7K
|
4.14K
$829K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
416+ 6.23% |
$73.9K - $79.5K
|
7.09K
$1.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
409+ 19.72% |
$72.7K - $78.2K
|
2.48K
$497K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
402+ 37.19% |
$71.4K - $76.8K
|
1.48K
$297K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
386+ 0.82% |
$68.6K - $73.8K
|
47.3K
$9.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
381+ 0.3% |
$67.7K - $72.8K
|
129K
$25.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
380+ 16.95% |
$67.5K - $72.6K
|
2.62K
$525K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
376+ 5.19% |
$66.8K - $71.9K
|
7.62K
$1.53M
|
|
|
Aug 07, 2024
Q2 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
375+ 1.48% |
$66.6K - $71.7K
|
25.8K
$5.16M
|
|
|
Nov 05, 2024
Q2 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
370+ 3.86% |
$65.7K - $70.7K
|
9.95K
$1.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
369+ 12.57% |
$65.6K - $70.5K
|
3.3K
$662K
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
365+ 4.09% |
$64.8K - $69.8K
|
9.28K
$1.86M
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
354+ 5.48% |
$62.9K - $67.7K
|
6.81K
$1.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
353+ 3.49% |
$62.7K - $67.5K
|
10.5K
$2.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
352+ 2.93% |
$62.5K - $67.3K
|
12.4K
$2.47M
|
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
349+ 6.14% |
$62K - $66.7K
|
6.04K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
349+ 7.53% |
$62K - $66.7K
|
4.98K
$997K
|
|
|
Jul 12, 2024
Q2 2024
|
Eclectic Associates Inc
|
BUY
|
- |
347+ 2.47% |
$61.6K - $66.3K
|
14.4K
$2.88M
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
343+ 0.82% |
$60.9K - $65.6K
|
42.3K
$8.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
337+ 4.75% |
$59.9K - $64.4K
|
7.43K
$1.49M
|
|
|
Aug 01, 2024
Q2 2024
|
Jackson Creek Investment Advisors LLC
|
BUY
|
- |
336+ 8.7% |
$59.7K - $64.2K
|
4.2K
$841K
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
336+ 3.43% |
$59.7K - $64.2K
|
10.1K
$2.03M
|
|
|
Aug 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
335+ 11.66% |
$59.5K - $64K
|
3.21K
$642K
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
333+ 16.74% |
$59.2K - $63.6K
|
2.32K
$465K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
330+ 197.6% |
$58.6K - $63.1K
|
497
$99.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
325+ 12.82% |
$57.7K - $62.1K
|
2.86K
$573K
|
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
323+ 23.22% |
$57.4K - $61.7K
|
1.71K
$343K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
315New |
$56K - $60.2K
|
315
$63.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
310+ 20.6% |
$55.1K - $59.2K
|
1.82K
$363K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
310+ 26.61% |
$55.1K - $59.2K
|
1.48K
$295K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
308+ 10.91% |
$54.7K - $58.9K
|
3.13K
$627K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
301+ 154.36% |
$53.5K - $57.5K
|
496
$99.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
300New |
$53.3K - $57.3K
|
300
$60.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
299+ 0.49% |
$53.1K - $57.1K
|
61K
$12.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
291+ 9.4% |
$51.7K - $55.6K
|
3.39K
$678K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
291+ 0.99% |
$51.7K - $55.6K
|
29.8K
$5.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
283+ 12.93% |
$50.3K - $54.1K
|
2.47K
$495K
|
|
|
Jul 29, 2024
Q2 2024
|
Tenret CO LLC
|
BUY
|
- |
281+ 1.09% |
$49.9K - $53.7K
|
26K
$5.21M
|
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
269+ 2.74% |
$47.8K - $51.4K
|
10.1K
$2.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
269+ 21.18% |
$47.8K - $51.4K
|
1.54K
$308K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
267+ 14.65% |
$47.4K - $51K
|
2.09K
$418K
|