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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
4.33M+ 6384.82% |
$855M - $942M
|
4.4M
$870M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.03M+ 21217.49% |
$203M - $224M
|
1.03M
$205M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
983KNew |
$194M - $214M
|
983K
$194M
|
|
|
Jan 29, 2025
Q4 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
710K+ 19718.01% |
$140M - $154M
|
713K
$141M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
588K+ 17752.15% |
$116M - $128M
|
591K
$117M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
406K+ 1432.4% |
$80M - $88.1M
|
434K
$85.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
363K+ 42.14% |
$71.6M - $78.9M
|
1.22M
$242M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
181K+ 4.73% |
$35.7M - $39.3M
|
4M
$790M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
173K+ 10.78% |
$34.2M - $37.7M
|
1.78M
$352M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
170K+ 1545.51% |
$33.6M - $37M
|
181K
$35.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
146K+ 9.4% |
$28.7M - $31.6M
|
1.69M
$335M
|
|
|
Jan 14, 2025
Q4 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
131KNew |
$25.8M - $28.4M
|
131K
$25.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
100K+ 2.67% |
$19.8M - $21.8M
|
3.86M
$763M
|
|
|
Feb 05, 2025
Q4 2024
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
94.6K+ 83.3% |
$18.7M - $20.6M
|
208K
$41.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
94.2K+ 5.78% |
$18.6M - $20.5M
|
1.72M
$341M
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
93.7KNew |
$18.5M - $20.4M
|
93.7K
$18.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Jb Global.Com LLC
New York, NY |
BUY
|
- |
80.2KNew |
$15.8M - $17.4M
|
80.2K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
76.9K+ 30.61% |
$15.2M - $16.7M
|
328K
$64.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
75.1K+ 11.74% |
$14.8M - $16.3M
|
715K
$141M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
66.4K+ 69.77% |
$13.1M - $14.4M
|
162K
$32M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.2K+ 4.65% |
$11.3M - $12.4M
|
1.29M
$255M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
56KNew |
$11M - $12.2M
|
56K
$11.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Brandes Investment Partners, LP
La Jolla, CA |
BUY
|
- |
50.4K+ 573.54% |
$9.94M - $10.9M
|
59.2K
$11.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
46.8KNew |
$9.24M - $10.2M
|
46.8K
$9.25M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
46.5K+ 6.5% |
$9.17M - $10.1M
|
762K
$151M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
45.2K+ 129.04% |
$8.92M - $9.82M
|
80.2K
$15.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
38.6K+ 12.22% |
$7.62M - $8.39M
|
354K
$70.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Aurelius Family Office LLC
Bedford, NH |
BUY
|
- |
36.3KNew |
$7.16M - $7.88M
|
36.3K
$7.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
34.8K+ 15.08% |
$6.86M - $7.56M
|
265K
$52.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
33.9K+ 8.98% |
$6.69M - $7.36M
|
411K
$81.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33.2K+ 8.57% |
$6.55M - $7.21M
|
420K
$83.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
33K+ 4.64% |
$6.5M - $7.16M
|
743K
$147M
|
|
|
Feb 03, 2025
Q4 2024
|
Fairway Financial, LLC
Casselberry, FL |
BUY
|
- |
32.7KNew |
$6.46M - $7.11M
|
32.7K
$6.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
31K+ 30.31% |
$6.13M - $6.75M
|
133K
$26.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
30.7K+ 127.91% |
$6.06M - $6.67M
|
54.7K
$10.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
29.7K+ 34.73% |
$5.87M - $6.46M
|
115K
$22.8M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.5K+ 4.11% |
$5.43M - $5.98M
|
697K
$138M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
27.2K+ 2.11% |
$5.37M - $5.92M
|
1.31M
$260M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25.9K+ 4.4% |
$5.12M - $5.63M
|
614K
$121M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
24K+ 7.79% |
$4.73M - $5.21M
|
331K
$65.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22.5K+ 30.49% |
$4.44M - $4.89M
|
96.3K
$19M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
20.8KNew |
$4.1M - $4.52M
|
20.8K
$4.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.2K+ 926.81% |
$3.98M - $4.39M
|
22.4K
$4.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
BUY
|
- |
19.9KNew |
$3.93M - $4.32M
|
19.9K
$3.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
19.6KNew |
$3.88M - $4.27M
|
19.6K
$3.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
18.4K+ 12.03% |
$3.64M - $4.01M
|
172K
$34M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
18.2K+ 87.88% |
$3.6M - $3.97M
|
39K
$7.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.1K+ 0.76% |
$3.57M - $3.93M
|
2.4M
$475M
|
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
17.8KNew |
$3.52M - $3.88M
|
17.8K
$3.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Columbus Macro, LLC
|
BUY
|
- |
17.5K+ 175.74% |
$3.46M - $3.81M
|
27.5K
$5.43M
|