Purchases and Sales Made in Q2 2024 in Vanguard Small Cap Value ETF (VBR)
This table provides information about the institutional ownership of Vanguard Small Cap Value ETF (VBR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.59K+ 71.73% |
$815K - $877K
|
11K
$2.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.23K+ 39.63% |
$752K - $809K
|
14.9K
$2.95M
|
|
|
Jul 23, 2024
Q2 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
4.18K+ 69.48% |
$742K - $799K
|
10.2K
$2.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4.13K+ 282.38% |
$734K - $790K
|
5.6K
$1.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.08K+ 308.39% |
$725K - $780K
|
5.4K
$1.07M
|
|
|
Jul 10, 2024
Q2 2024
|
Family Wealth Partners, LLC
Matthews, NC |
BUY
|
- |
4.07K+ 9.11% |
$722K - $777K
|
48.7K
$9.64M
|
|
|
Aug 01, 2024
Q2 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.87K+ 8.11% |
$688K - $740K
|
51.6K
$10.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.82KNew |
$678K - $729K
|
3.82K
$756K
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.79K+ 118.81% |
$673K - $724K
|
6.98K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.77KNew |
$669K - $720K
|
3.77K
$746K
|
|
|
Aug 15, 2024
Q2 2024
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
3.72KNew |
$660K - $710K
|
3.72K
$736K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.68K+ 0.61% |
$654K - $704K
|
606K
$120M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.64K+ 10.12% |
$646K - $695K
|
39.6K
$7.84M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
3.62K+ 39.32% |
$644K - $693K
|
12.8K
$2.54M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
3.59K+ 7.41% |
$637K - $685K
|
52K
$10.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.57K+ 6.82% |
$633K - $681K
|
55.8K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.55K+ 1.76% |
$630K - $678K
|
205K
$40.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
3.51K+ 1.25% |
$624K - $671K
|
285K
$56.5M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.48KNew |
$618K - $664K
|
3.48K
$688K
|
|
|
Jul 16, 2024
Q2 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
3.45K+ 5.88% |
$612K - $659K
|
62K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
3.42K+ 28.51% |
$608K - $654K
|
15.4K
$3.05M
|
|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.39KNew |
$603K - $649K
|
3.39K
$672K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.38K+ 4.54% |
$600K - $645K
|
77.7K
$15.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3.31K+ 2.38% |
$588K - $632K
|
142K
$28.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
3.3K+ 27.52% |
$586K - $630K
|
15.3K
$3.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
3.29K+ 14.37% |
$584K - $629K
|
26.2K
$5.19M
|
|
|
Jul 18, 2024
Q2 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.27K+ 118.46% |
$581K - $625K
|
6.03K
$1.19M
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.27K+ 5.64% |
$581K - $625K
|
61.2K
$12.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
3.25K+ 0.48% |
$578K - $621K
|
683K
$135M
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
3.19K+ 1.08% |
$567K - $610K
|
299K
$59.2M
|
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.17KNew |
$562K - $605K
|
3.17K
$627K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.09K+ 3.42% |
$549K - $591K
|
93.5K
$18.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.08K+ 9.99% |
$546K - $588K
|
33.9K
$6.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.95K+ 10.79% |
$523K - $563K
|
30.3K
$5.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.86K+ 0.83% |
$507K - $546K
|
346K
$68.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.84K+ 33.87% |
$504K - $542K
|
11.2K
$2.22M
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
2.83K+ 9.91% |
$503K - $541K
|
31.4K
$6.21M
|
|
|
Jul 25, 2024
Q2 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
2.82K+ 1.03% |
$500K - $538K
|
275K
$54.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.8K+ 7.45% |
$498K - $536K
|
40.4K
$8.01M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.77KNew |
$491K - $528K
|
2.77K
$548K
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.71K+ 120.78% |
$482K - $519K
|
4.96K
$982K
|
|
|
Sep 10, 2024
Q2 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
2.68KNew |
$476K - $512K
|
2.68K
$530K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
2.66K+ 23.9% |
$472K - $508K
|
13.8K
$2.73M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
2.64KNew |
$469K - $505K
|
2.64K
$523K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.64K+ 0.71% |
$469K - $505K
|
376K
$74.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
2.61KNew |
$464K - $499K
|
2.61K
$517K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.61K+ 36.21% |
$464K - $499K
|
9.82K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.61K+ 13.37% |
$463K - $498K
|
22.1K
$4.38M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.6KNew |
$462K - $497K
|
2.6K
$515K
|
|
|
Jul 19, 2024
Q2 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.58K+ 2.21% |
$459K - $493K
|
119K
$23.6M
|