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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-71- 3.48% |
$14K - $15.4K
|
1.97K
$365K
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-71- 5.53% |
$14K - $15.4K
|
1.21K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-71- 0.74% |
$14K - $15.4K
|
9.51K
$1.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-73- 0.72% |
$14.4K - $15.9K
|
10K
$1.86M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-73- 1.82% |
$14.4K - $15.9K
|
3.93K
$729K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-74- 4.68% |
$14.6K - $16.1K
|
1.51K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-75- 1.8% |
$14.8K - $16.3K
|
4.09K
$758K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-76- 2.16% |
$15K - $16.5K
|
3.45K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-76- 2.03% |
$15K - $16.5K
|
3.68K
$682K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-78- 1.42% |
$15.4K - $16.9K
|
5.43K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-78- 0.45% |
$15.4K - $16.9K
|
17.1K
$3.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-79- 5.86% |
$15.6K - $17.2K
|
1.27K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-80- 2.77% |
$15.8K - $17.4K
|
2.8K
$520K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-80- 0.81% |
$15.8K - $17.4K
|
9.82K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-80- 1.8% |
$15.8K - $17.4K
|
4.37K
$810K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-81- 4.54% |
$16K - $17.6K
|
1.7K
$316K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-81- 0.25% |
$16K - $17.6K
|
32.5K
$6.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-81- 0.86% |
$16K - $17.6K
|
9.3K
$1.73M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-83- 7.55% |
$16.4K - $18K
|
1.02K
$189K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-84- 0.95% |
$16.6K - $18.3K
|
8.74K
$1.62M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-85- 10.95% |
$16.8K - $18.5K
|
691
$128K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-85- 2.92% |
$16.8K - $18.5K
|
2.83K
$525K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-88- 0.15% |
$17.4K - $19.1K
|
60.5K
$11.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-90- 2.53% |
$17.8K - $19.6K
|
3.47K
$643K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-92- 0.51% |
$18.2K - $20K
|
17.9K
$3.32M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-94- 7.7% |
$18.6K - $20.4K
|
1.13K
$209K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-95- 1.09% |
$18.7K - $20.6K
|
8.62K
$1.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-96- 1.77% |
$18.9K - $20.9K
|
5.33K
$990K
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-96- 2.28% |
$18.9K - $20.9K
|
4.11K
$763K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-96- 0.4% |
$18.9K - $20.9K
|
23.7K
$4.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-98- 2.84% |
$19.3K - $21.3K
|
3.36K
$623K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-99- 4.76% |
$19.5K - $21.5K
|
1.98K
$367K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-99- 1.03% |
$19.5K - $21.5K
|
9.54K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-99- 0.78% |
$19.5K - $21.5K
|
12.5K
$2.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-103- 3.79% |
$20.3K - $22.4K
|
2.62K
$485K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-106- 4.03% |
$20.9K - $23K
|
2.53K
$469K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-107- 9.36% |
$21.1K - $23.3K
|
1.04K
$192K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-108- 4.21% |
$21.3K - $23.5K
|
2.46K
$456K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-108- 5.63% |
$21.3K - $23.5K
|
1.81K
$336K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-108- 1.71% |
$21.3K - $23.5K
|
6.22K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-108- 7.58% |
$21.3K - $23.5K
|
1.32K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-108- 0.33% |
$21.3K - $23.5K
|
32.6K
$6.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-109- 2.23% |
$21.5K - $23.7K
|
4.78K
$886K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-109- 7.46% |
$21.5K - $23.7K
|
1.35K
$251K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-110- 0.93% |
$21.7K - $23.9K
|
11.8K
$2.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-113- 0.65% |
$22.3K - $24.6K
|
17.3K
$3.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-113- 0.81% |
$22.3K - $24.6K
|
13.9K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-113- 5.77% |
$22.3K - $24.6K
|
1.85K
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-114- 0.95% |
$22.5K - $24.8K
|
11.9K
$2.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-115- 0.69% |
$22.7K - $25K
|
16.7K
$3.09M
|