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 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.29KNew |
$254K - $279K
|
1.29K
$242K
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
1.29K+ 8.75% |
$254K - $279K
|
16K
$3.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 5.67% |
$254K - $279K
|
24K
$4.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.28K+ 29.44% |
$253K - $278K
|
5.63K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.27K+ 6.78% |
$250K - $276K
|
20K
$3.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.26K+ 4.04% |
$249K - $274K
|
32.5K
$6.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.26KNew |
$249K - $274K
|
1.26K
$237K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 7.21% |
$248K - $274K
|
18.7K
$3.52M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.26K+ 9.58% |
$248K - $273K
|
14.4K
$2.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.25K+ 11.36% |
$246K - $271K
|
12.2K
$2.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.24K+ 6.86% |
$244K - $269K
|
19.3K
$3.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
1.23K+ 58.22% |
$243K - $268K
|
3.35K
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.23K+ 7.28% |
$242K - $267K
|
18.1K
$3.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
1.2KNew |
$237K - $261K
|
1.2K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.2K+ 9.24% |
$237K - $261K
|
14.2K
$2.67M
|
|
|
Feb 26, 2025
Q4 2024
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
1.19KNew |
$234K - $258K
|
1.19K
$223K
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.18KNew |
$233K - $256K
|
1.18K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
1.17KNew |
$231K - $255K
|
1.17K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1.17K+ 48.58% |
$230K - $253K
|
3.57K
$671K
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
1.16KNew |
$229K - $253K
|
1.16K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.15K+ 29.26% |
$228K - $251K
|
5.09K
$959K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.15KNew |
$228K - $251K
|
1.15K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
1.14K+ 6.8% |
$226K - $249K
|
18K
$3.38M
|
|
|
Feb 14, 2025
Q4 2024
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
BUY
|
- |
1.13KNew |
$223K - $246K
|
1.13K
$213K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
1.12KNew |
$222K - $244K
|
1.12K
$211K
|
|
|
Jan 27, 2025
Q4 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
1.12KNew |
$220K - $242K
|
1.12K
$210K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.11KNew |
$220K - $242K
|
1.11K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
1.11KNew |
$218K - $240K
|
1.11K
$208K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.1KNew |
$217K - $239K
|
1.1K
$207K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.1K+ 1.85% |
$217K - $239K
|
60.3K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
1.09KNew |
$215K - $237K
|
1.09K
$205K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1.08KNew |
$212K - $234K
|
1.08K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.07KNew |
$212K - $233K
|
1.07K
$202K
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.07K+ 38.75% |
$211K - $232K
|
3.83K
$721K
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.06KNew |
$209K - $231K
|
1.06K
$200K
|
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
BUY
|
- |
1.06K+ 4.62% |
$209K - $231K
|
24K
$4.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 5.52% |
$209K - $230K
|
20.2K
$3.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
1.06KNew |
$208K - $229K
|
1.06K
$199K
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
1.05K+ 500.0% |
$207K - $228K
|
1.26K
$237K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.05K+ 58.46% |
$207K - $228K
|
2.84K
$534K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 20.7% |
$205K - $226K
|
6.05K
$1.14M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.04KNew |
$204K - $225K
|
1.04K
$195K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1.03KNew |
$203K - $224K
|
1.03K
$194K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
1.03KNew |
$203K - $224K
|
1.03K
$194K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
1.03KNew |
$203K - $224K
|
1.03K
$194K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
1.02KNew |
$201K - $221K
|
1.02K
$192K
|
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1.02K+ 6.04% |
$200K - $221K
|
17.8K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.01K+ 7.66% |
$200K - $220K
|
14.2K
$2.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.01KNew |
$200K - $220K
|
1.01K
$191K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.01K+ 8.8% |
$199K - $219K
|
12.4K
$2.34M
|