Purchases and Sales Made in Q4 2024 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-5- 0.41% |
$987 - $1.09K
|
1.2K
$223K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5- 0.09% |
$987 - $1.09K
|
5.86K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5- 0.29% |
$987 - $1.09K
|
1.7K
$315K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-6- 0.5% |
$1.18K - $1.3K
|
1.19K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
SELL
|
- |
-7- 0.19% |
$1.38K - $1.52K
|
3.76K
$698K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7- 0.22% |
$1.38K - $1.52K
|
3.12K
$578K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-8- 0.63% |
$1.58K - $1.74K
|
1.25K
$233K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-9- 0.16% |
$1.78K - $1.96K
|
5.54K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-10- 0.77% |
$1.97K - $2.17K
|
1.29K
$239K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-10- 0.04% |
$1.97K - $2.17K
|
25.5K
$4.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-10- 1.73% |
$1.97K - $2.17K
|
569
$106K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-10- 3.92% |
$1.97K - $2.17K
|
245
$45.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-11- 0.22% |
$2.17K - $2.39K
|
4.93K
$915K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-11- 0.61% |
$2.17K - $2.39K
|
1.81K
$335K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-11- 0.87% |
$2.17K - $2.39K
|
1.25K
$232K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-11- 2.7% |
$2.17K - $2.39K
|
396
$73.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-11- 0.9% |
$2.17K - $2.39K
|
1.21K
$224K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-11- 0.68% |
$2.17K - $2.39K
|
1.62K
$300K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-13- 0.66% |
$2.57K - $2.82K
|
1.94K
$361K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-13- 2.94% |
$2.57K - $2.82K
|
429
$79.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-13- 0.21% |
$2.57K - $2.82K
|
6.11K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-13- 0.95% |
$2.57K - $2.82K
|
1.36K
$252K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-15- 4.52% |
$2.96K - $3.26K
|
317
$58.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Plancorp, LLC
|
SELL
|
- |
-15- 0.12% |
$2.96K - $3.26K
|
12.6K
$2.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-16- 0.27% |
$3.16K - $3.48K
|
6K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-16- 0.11% |
$3.16K - $3.48K
|
14.1K
$2.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-17- 0.37% |
$3.36K - $3.69K
|
4.52K
$839K
|
|
|
Jan 17, 2025
Q4 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
SELL
|
- |
-17- 0.16% |
$3.36K - $3.69K
|
10.6K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-19- 0.92% |
$3.75K - $4.13K
|
2.04K
$379K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 0.13% |
$3.95K - $4.35K
|
15.2K
$2.81M
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-20- 0.72% |
$3.95K - $4.35K
|
2.75K
$510K
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-20- 1.57% |
$3.95K - $4.35K
|
1.25K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-20- 1.54% |
$3.95K - $4.35K
|
1.28K
$238K
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-20- 0.31% |
$3.95K - $4.35K
|
6.37K
$1.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-21- 0.06% |
$4.14K - $4.56K
|
32.8K
$6.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-21- 0.39% |
$4.14K - $4.56K
|
5.38K
$999K
|
|
|
Feb 12, 2025
Q4 2024
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-21- 0.82% |
$4.14K - $4.56K
|
2.55K
$474K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-22- 1.3% |
$4.34K - $4.78K
|
1.67K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-23- 1.39% |
$4.54K - $5K
|
1.64K
$304K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-24- 0.84% |
$4.74K - $5.22K
|
2.83K
$525K
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-25- 0.07% |
$4.93K - $5.43K
|
35.2K
$6.54M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
SELL
|
- |
-25- 0.82% |
$4.93K - $5.43K
|
3.02K
$561K
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
SELL
|
- |
-25- 2.32% |
$4.93K - $5.43K
|
1.05K
$195K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-26- 0.38% |
$5.13K - $5.65K
|
6.85K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-26- 0.16% |
$5.13K - $5.65K
|
15.8K
$2.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-27- 0.28% |
$5.33K - $5.87K
|
9.5K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-27- 1.02% |
$5.33K - $5.87K
|
2.62K
$485K
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-27- 2.5% |
$5.33K - $5.87K
|
1.05K
$195K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-28- 0.63% |
$5.53K - $6.08K
|
4.43K
$822K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-29- 0.28% |
$5.72K - $6.3K
|
10.2K
$1.9M
|