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 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
269+ 21.18% |
$47.8K - $51.4K
|
1.54K
$305K
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
267+ 14.65% |
$47.4K - $51K
|
2.09K
$414K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
266+ 16.66% |
$47.3K - $50.8K
|
1.86K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
265+ 72.4% |
$47.1K - $50.6K
|
631
$125K
|
|
|
Jul 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
260+ 0.7% |
$46.2K - $49.7K
|
37.4K
$7.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
259+ 8.69% |
$46K - $49.5K
|
3.24K
$642K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
256+ 2.01% |
$45.5K - $48.9K
|
13K
$2.57M
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
255+ 4.85% |
$45.3K - $48.7K
|
5.51K
$1.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
252+ 20.31% |
$44.8K - $48.2K
|
1.49K
$296K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
252New |
$44.8K - $48.2K
|
252
$49.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
BUY
|
- |
251+ 4.89% |
$44.6K - $48K
|
5.38K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
243+ 2.07% |
$43.2K - $46.4K
|
12K
$2.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
243+ 4.74% |
$43.2K - $46.4K
|
5.37K
$1.06M
|
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
241+ 0.91% |
$42.8K - $46.1K
|
26.7K
$5.28M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
235+ 4.66% |
$41.7K - $44.9K
|
5.28K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
234+ 2.69% |
$41.6K - $44.7K
|
8.93K
$1.77M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
233+ 11.21% |
$41.4K - $44.5K
|
2.31K
$458K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
233+ 1.49% |
$41.4K - $44.5K
|
15.9K
$3.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
232+ 2.56% |
$41.2K - $44.3K
|
9.29K
$1.84M
|
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
230+ 4.77% |
$40.9K - $44K
|
5.06K
$1M
|
|
|
Jul 22, 2024
Q2 2024
|
Bay Rivers Group
|
BUY
|
- |
229+ 1.01% |
$40.7K - $43.8K
|
22.9K
$4.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
228+ 0.58% |
$40.5K - $43.6K
|
39.4K
$7.81M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
227+ 553.66% |
$40.3K - $43.4K
|
268
$53.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
222+ 0.47% |
$39.4K - $42.4K
|
47.2K
$9.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
221+ 0.72% |
$39.3K - $42.2K
|
30.9K
$6.11M
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
220+ 13.48% |
$39.1K - $42K
|
1.85K
$367K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
219+ 6.12% |
$38.9K - $41.9K
|
3.8K
$752K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
219+ 0.49% |
$38.9K - $41.9K
|
45K
$8.92M
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
211+ 2.66% |
$37.5K - $40.3K
|
8.13K
$1.61M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
209+ 2.65% |
$37.1K - $39.9K
|
8.1K
$1.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
206+ 2.79% |
$36.6K - $39.4K
|
7.58K
$1.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
200+ 11.94% |
$35.5K - $38.2K
|
1.88K
$371K
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
197+ 3.63% |
$35K - $37.6K
|
5.63K
$1.12M
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
196+ 2.92% |
$34.8K - $37.5K
|
6.92K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
196+ 10.1% |
$34.8K - $37.5K
|
2.14K
$423K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
194+ 346.43% |
$34.5K - $37.1K
|
250
$49.5K
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
186+ 10.43% |
$33K - $35.5K
|
1.97K
$390K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
184+ 1.18% |
$32.7K - $35.2K
|
15.7K
$3.11M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
182+ 1.23% |
$32.3K - $34.8K
|
15K
$2.98M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
180+ 1.57% |
$32K - $34.4K
|
11.7K
$2.31M
|
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
179+ 6.31% |
$31.8K - $34.2K
|
3.02K
$597K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
178+ 1.4% |
$31.6K - $34K
|
12.9K
$2.56M
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
176+ 11.77% |
$31.3K - $33.6K
|
1.67K
$331K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
176+ 9.73% |
$31.3K - $33.6K
|
1.99K
$393K
|
|
|
Aug 12, 2024
Q2 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
171+ 0.39% |
$30.4K - $32.7K
|
44.5K
$8.8M
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
163+ 2.64% |
$29K - $31.2K
|
6.33K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
162+ 15.11% |
$28.8K - $31K
|
1.23K
$244K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
161+ 2.69% |
$28.6K - $30.8K
|
6.15K
$1.22M
|
|
|
Aug 02, 2024
Q2 2024
|
Beaumont Asset Management, L.L.C.
|
BUY
|
- |
158+ 0.75% |
$28.1K - $30.2K
|
21.1K
$4.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
153+ 5.14% |
$27.2K - $29.2K
|
3.13K
$620K
|