Purchases and Sales Made in Q3 2024 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
55+ 0.32% |
$9.9K - $11.1K
|
17.3K
$3.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
55New |
$9.9K - $11.1K
|
55
$11.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
54+ 1.95% |
$9.72K - $10.9K
|
2.82K
$567K
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
53+ 0.56% |
$9.54K - $10.7K
|
9.53K
$1.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
53+ 67.95% |
$9.54K - $10.7K
|
131
$26.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
52+ 2.43% |
$9.36K - $10.5K
|
2.19K
$440K
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
51+ 0.36% |
$9.18K - $10.3K
|
14.3K
$2.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
51+ 1.91% |
$9.18K - $10.3K
|
2.72K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
51+ 3.31% |
$9.18K - $10.3K
|
1.59K
$320K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
50+ 1.82% |
$9K - $10.1K
|
2.8K
$563K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
50+ 1.11% |
$9K - $10.1K
|
4.57K
$919K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
49New |
$8.82K - $9.88K
|
49
$9.85K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
48+ 266.67% |
$8.64K - $9.68K
|
66
$13.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
45+ 0.05% |
$8.1K - $9.07K
|
83K
$16.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
43+ 0.13% |
$7.74K - $8.67K
|
34.3K
$6.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
42+ 1.54% |
$7.56K - $8.47K
|
2.77K
$557K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
40+ 125.0% |
$7.2K - $8.06K
|
72
$14.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
38+ 2.66% |
$6.84K - $7.66K
|
1.46K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38+ 0.68% |
$6.84K - $7.66K
|
5.61K
$1.13M
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
37+ 0.97% |
$6.66K - $7.46K
|
3.84K
$772K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
36+ 0.98% |
$6.48K - $7.26K
|
3.72K
$747K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
36+ 600.0% |
$6.48K - $7.26K
|
42
$8.44K
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
35+ 2.76% |
$6.3K - $7.06K
|
1.31K
$262K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
34New |
$6.12K - $6.85K
|
34
$6.83K
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
34+ 2.97% |
$6.12K - $6.85K
|
1.18K
$237K
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
34+ 0.12% |
$6.12K - $6.85K
|
28.8K
$5.78M
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
32+ 1.41% |
$5.76K - $6.45K
|
2.3K
$461K
|
|
|
Nov 14, 2024
Q3 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
32+ 1.67% |
$5.76K - $6.45K
|
1.95K
$392K
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
31+ 1.01% |
$5.58K - $6.25K
|
3.1K
$622K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
31+ 0.03% |
$5.58K - $6.25K
|
122K
$24.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
31+ 0.4% |
$5.58K - $6.25K
|
7.82K
$1.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Resolute Advisors LLC
|
BUY
|
- |
30+ 0.99% |
$5.4K - $6.05K
|
3.05K
$612K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
30+ 15.54% |
$5.4K - $6.05K
|
223
$44.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
29+ 0.78% |
$5.22K - $5.85K
|
3.77K
$757K
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
29+ 0.56% |
$5.22K - $5.85K
|
5.2K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
28+ 0.65% |
$5.04K - $5.64K
|
4.37K
$878K
|
|
|
Nov 14, 2024
Q3 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
28+ 0.05% |
$5.04K - $5.64K
|
51.3K
$10.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
27+ 2.44% |
$4.86K - $5.44K
|
1.13K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
26+ 1.69% |
$4.68K - $5.24K
|
1.57K
$315K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
25+ 0.17% |
$4.5K - $5.04K
|
15.1K
$3.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
25New |
$4.5K - $5.04K
|
25
$5.02K
|
|
|
Oct 30, 2024
Q3 2024
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
24+ 0.18% |
$4.32K - $4.84K
|
13.7K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
24+ 1.03% |
$4.32K - $4.84K
|
2.36K
$474K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
23+ 1.0% |
$4.14K - $4.64K
|
2.33K
$468K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
22+ 0.84% |
$3.96K - $4.44K
|
2.65K
$533K
|
|
|
Oct 23, 2024
Q3 2024
|
Libra Wealth LLC
|
BUY
|
- |
21+ 0.62% |
$3.78K - $4.23K
|
3.41K
$685K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21+ 0.3% |
$3.78K - $4.23K
|
6.94K
$1.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
21+ 0.54% |
$3.78K - $4.23K
|
3.9K
$784K
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
21+ 0.33% |
$3.78K - $4.23K
|
6.31K
$1.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
20+ 0.75% |
$3.6K - $4.03K
|
2.67K
$537K
|