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 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-30- 1.64% |
$5.92K - $6.52K
|
1.8K
$335K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-30- 1.1% |
$5.92K - $6.52K
|
2.69K
$499K
|
|
|
Feb 11, 2025
Q4 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-30- 2.17% |
$5.92K - $6.52K
|
1.35K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-30- 13.45% |
$5.92K - $6.52K
|
193
$35.8K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-31- 0.34% |
$6.12K - $6.74K
|
9.06K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-31- 1.35% |
$6.12K - $6.74K
|
2.27K
$422K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-31- 1.77% |
$6.12K - $6.74K
|
1.72K
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-32- 48.48% |
$6.32K - $6.95K
|
34
$6.31K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-32- 1.41% |
$6.32K - $6.95K
|
2.24K
$416K
|
|
|
Jan 24, 2025
Q4 2024
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-33- 2.28% |
$6.51K - $7.17K
|
1.42K
$263K
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-33- 0.42% |
$6.51K - $7.17K
|
7.78K
$1.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-33- 0.26% |
$6.51K - $7.17K
|
12.7K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-35- 0.48% |
$6.91K - $7.61K
|
7.19K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-36- 0.36% |
$7.1K - $7.82K
|
9.92K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-36- 1.53% |
$7.1K - $7.82K
|
2.32K
$430K
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-37- 0.26% |
$7.3K - $8.04K
|
14.1K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-39- 48.75% |
$7.7K - $8.47K
|
41
$7.61K
|
|
|
Feb 03, 2025
Q4 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-40- 0.39% |
$7.89K - $8.69K
|
10.1K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-42- 0.26% |
$8.29K - $9.13K
|
16K
$2.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-44- 2.12% |
$8.68K - $9.56K
|
2.03K
$376K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-45- 2.73% |
$8.88K - $9.78K
|
1.61K
$298K
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-45Closed |
$8.88K - $9.78K
|
0
$0
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-45- 1.77% |
$8.88K - $9.78K
|
2.5K
$465K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-46- 1.73% |
$9.08K - $10K
|
2.61K
$484K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-48- 2.14% |
$9.47K - $10.4K
|
2.19K
$407K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-48- 72.73% |
$9.47K - $10.4K
|
18
$3.34K
|
|
|
Mar 05, 2025
Q4 2024
|
Berkeley, Inc
Boise, ID |
SELL
|
- |
-49- 0.86% |
$9.67K - $10.6K
|
5.62K
$1.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-50- 3.48% |
$9.87K - $10.9K
|
1.39K
$257K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-50- 1.13% |
$9.87K - $10.9K
|
4.38K
$813K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-53- 0.3% |
$10.5K - $11.5K
|
17.6K
$3.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-53- 4.71% |
$10.5K - $11.5K
|
1.07K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-54- 3.45% |
$10.7K - $11.7K
|
1.51K
$280K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-55- 4.83% |
$10.9K - $12K
|
1.08K
$201K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-55- 2.02% |
$10.9K - $12K
|
2.66K
$494K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-55- 1.1% |
$10.9K - $12K
|
4.93K
$916K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-55- 0.08% |
$10.9K - $12K
|
65K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-56- 2.8% |
$11.1K - $12.2K
|
1.94K
$360K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-56- 0.72% |
$11.1K - $12.2K
|
7.75K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-57- 3.46% |
$11.2K - $12.4K
|
1.59K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-57- 0.26% |
$11.2K - $12.4K
|
21.6K
$4.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-59- 3.59% |
$11.6K - $12.8K
|
1.58K
$294K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-59- 0.27% |
$11.6K - $12.8K
|
22K
$4.08M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-60- 2.72% |
$11.8K - $13K
|
2.15K
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-60- 0.12% |
$11.8K - $13K
|
48.3K
$8.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-63- 0.24% |
$12.4K - $13.7K
|
26.1K
$4.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-64- 1.44% |
$12.6K - $13.9K
|
4.37K
$811K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-69- 2.86% |
$13.6K - $15K
|
2.35K
$435K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-69- 1.26% |
$13.6K - $15K
|
5.4K
$1M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-70- 12.77% |
$13.8K - $15.2K
|
478
$88.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-71- 1.48% |
$14K - $15.4K
|
4.73K
$878K
|