Purchases and Sales Made in Q1 2024 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
SELL
|
- |
-167- 13.76% |
$28.8K - $32K
|
1.05K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-167- 14.8% |
$28.8K - $32K
|
961
$190K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-169- 14.59% |
$29.1K - $32.4K
|
989
$196K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-175- 0.89% |
$30.2K - $33.6K
|
19.5K
$3.86M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-175- 2.41% |
$30.2K - $33.6K
|
7.09K
$1.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-185- 3.57% |
$31.9K - $35.5K
|
5K
$990K
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-185- 3.45% |
$31.9K - $35.5K
|
5.17K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-190- 1.23% |
$32.8K - $36.5K
|
15.3K
$3.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-191- 12.29% |
$32.9K - $36.6K
|
1.36K
$270K
|
|
|
May 02, 2024
Q1 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-197- 2.62% |
$34K - $37.8K
|
7.33K
$1.45M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-199- 2.43% |
$34.3K - $38.2K
|
8K
$1.58M
|
|
|
Apr 15, 2024
Q1 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
SELL
|
- |
-200- 5.3% |
$34.5K - $38.4K
|
3.58K
$708K
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-202- 1.64% |
$34.8K - $38.8K
|
12.1K
$2.4M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-206- 7.57% |
$35.5K - $39.5K
|
2.52K
$498K
|
|
|
Apr 11, 2024
Q1 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-207- 2.26% |
$35.7K - $39.7K
|
8.95K
$1.77M
|
|
|
May 03, 2024
Q1 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-209- 6.66% |
$36K - $40.1K
|
2.93K
$580K
|
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-212- 2.29% |
$36.6K - $40.7K
|
9.06K
$1.79M
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-214- 0.64% |
$36.9K - $41.1K
|
33.3K
$6.58M
|
|
|
Apr 22, 2024
Q1 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-215- 1.32% |
$37.1K - $41.3K
|
16.1K
$3.18M
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-215- 6.58% |
$37.1K - $41.3K
|
3.05K
$604K
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-216- 1.65% |
$37.2K - $41.4K
|
12.8K
$2.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-218- 0.79% |
$37.6K - $41.8K
|
27.6K
$5.46M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-218- 0.6% |
$37.6K - $41.8K
|
36.2K
$7.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-224- 1.15% |
$38.6K - $43K
|
19.2K
$3.8M
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-224- 0.64% |
$38.6K - $43K
|
35K
$6.93M
|
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-226- 1.09% |
$39K - $43.4K
|
20.5K
$4.06M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-226- 32.66% |
$39K - $43.4K
|
466
$92.3K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-227- 5.18% |
$39.1K - $43.6K
|
4.16K
$823K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-228- 3.89% |
$39.3K - $43.7K
|
5.63K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-236- 14.6% |
$40.7K - $45.3K
|
1.38K
$273K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-238- 1.34% |
$41K - $45.7K
|
17.6K
$3.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-247- 3.65% |
$42.6K - $47.4K
|
6.53K
$1.29M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-247- 0.32% |
$42.6K - $47.4K
|
76.9K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-247- 11.17% |
$42.6K - $47.4K
|
1.96K
$389K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-248- 5.62% |
$42.8K - $47.6K
|
4.17K
$825K
|
|
|
May 10, 2024
Q1 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-249- 1.11% |
$42.9K - $47.8K
|
22.1K
$4.37M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-250- 2.3% |
$43.1K - $48K
|
10.6K
$2.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-251- 0.52% |
$43.3K - $48.2K
|
48.4K
$9.59M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-254- 10.2% |
$43.8K - $48.7K
|
2.24K
$443K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-260- 2.17% |
$44.8K - $49.9K
|
11.7K
$2.33M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-266- 1.13% |
$45.9K - $51K
|
23.3K
$4.61M
|
|
|
May 15, 2024
Q1 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-271- 0.07% |
$46.7K - $52K
|
377K
$74.6M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-272- 6.66% |
$46.9K - $52.2K
|
3.82K
$755K
|
|
|
May 01, 2024
Q1 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-275- 20.75% |
$47.4K - $52.8K
|
1.05K
$208K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-280- 0.8% |
$48.3K - $53.7K
|
34.5K
$6.84M
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-281- 5.58% |
$48.5K - $53.9K
|
4.75K
$941K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-285- 8.18% |
$49.1K - $54.7K
|
3.2K
$634K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-285- 2.21% |
$49.1K - $54.7K
|
12.6K
$2.5M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-289- 0.78% |
$49.8K - $55.5K
|
36.7K
$7.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-292- 15.3% |
$50.4K - $56K
|
1.62K
$320K
|