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 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-224- 2.57% |
$44.2K - $48.7K
|
8.49K
$1.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-224- 2.31% |
$44.2K - $48.7K
|
9.48K
$1.76M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-224- 6.11% |
$44.2K - $48.7K
|
3.44K
$639K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-226- 3.17% |
$44.6K - $49.1K
|
6.9K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-228- 4.06% |
$45K - $49.5K
|
5.38K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-228- 16.17% |
$45K - $49.5K
|
1.18K
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-237- 6.22% |
$46.8K - $51.5K
|
3.57K
$663K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-237- 1.3% |
$46.8K - $51.5K
|
17.9K
$3.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-244- 2.22% |
$48.2K - $53K
|
10.8K
$1.99M
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-244- 0.31% |
$48.2K - $53K
|
79.6K
$14.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-245- 4.98% |
$48.4K - $53.2K
|
4.68K
$868K
|
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-245- 6.91% |
$48.4K - $53.2K
|
3.3K
$613K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-246- 4.26% |
$48.6K - $53.5K
|
5.53K
$1.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-246- 5.18% |
$48.6K - $53.5K
|
4.5K
$835K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-248- 3.89% |
$48.9K - $53.9K
|
6.12K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-249- 0.59% |
$49.1K - $54.1K
|
42.3K
$7.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-249- 7.03% |
$49.1K - $54.1K
|
3.29K
$611K
|
|
|
Jan 15, 2025
Q4 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-250- 4.24% |
$49.3K - $54.3K
|
5.65K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-255- 0.38% |
$50.3K - $55.4K
|
66.7K
$12.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-265- 6.03% |
$52.3K - $57.6K
|
4.13K
$766K
|
|
|
Jan 28, 2025
Q4 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-265- 1.29% |
$52.3K - $57.6K
|
20.3K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-267- 4.01% |
$52.7K - $58K
|
6.39K
$1.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-272- 18.98% |
$53.7K - $59.1K
|
1.16K
$215K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-275- 1.49% |
$54.3K - $59.8K
|
18.1K
$3.36M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-277- 1.99% |
$54.7K - $60.2K
|
13.6K
$2.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-292- 5.48% |
$57.6K - $63.5K
|
5.04K
$935K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-297- 0.43% |
$58.6K - $64.5K
|
68.3K
$12.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-298- 1.84% |
$58.8K - $64.8K
|
15.9K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
SELL
|
- |
-298- 4.85% |
$58.8K - $64.8K
|
5.85K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-302- 1.66% |
$59.6K - $65.6K
|
17.8K
$3.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-303- 0.44% |
$59.8K - $65.8K
|
68.4K
$12.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-310- 3.35% |
$61.2K - $67.4K
|
8.95K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-312- 3.8% |
$61.6K - $67.8K
|
7.9K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-313- 12.8% |
$61.8K - $68K
|
2.13K
$396K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-315- 2.37% |
$62.2K - $68.4K
|
13K
$2.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-316- 0.13% |
$62.4K - $68.7K
|
243K
$45M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-317- 6.83% |
$62.6K - $68.9K
|
4.33K
$803K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-320- 10.18% |
$63.2K - $69.5K
|
2.82K
$524K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-321- 0.97% |
$63.4K - $69.8K
|
32.9K
$6.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-331- 1.74% |
$65.3K - $71.9K
|
18.6K
$3.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-348- 3.49% |
$68.7K - $75.6K
|
9.63K
$1.79M
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-349- 22.8% |
$68.9K - $75.8K
|
1.18K
$219K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-354- 0.61% |
$69.9K - $76.9K
|
57.3K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-358- 11.45% |
$70.7K - $77.8K
|
2.77K
$514K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-370- 2.76% |
$73K - $80.4K
|
13.1K
$2.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-376- 0.5% |
$74.2K - $81.7K
|
75.2K
$14M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-377- 0.55% |
$74.4K - $81.9K
|
67.6K
$12.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Directions Inc
|
SELL
|
- |
-379- 4.51% |
$74.8K - $82.4K
|
8.02K
$1.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-380- 2.09% |
$75K - $82.6K
|
17.8K
$3.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-380- 25.96% |
$75K - $82.6K
|
1.08K
$201K
|