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 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
376+ 5.55% |
$74.2K - $81.7K
|
7.15K
$1.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
375+ 34.09% |
$74K - $81.5K
|
1.48K
$292K
|
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
368+ 7.06% |
$72.6K - $80K
|
5.58K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
360+ 1.32% |
$71K - $78.2K
|
27.6K
$5.47M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
359+ 2.64% |
$70.9K - $78K
|
14K
$2.77M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
357+ 2.04% |
$70.5K - $77.6K
|
17.9K
$3.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
356+ 4.92% |
$70.3K - $77.4K
|
7.59K
$1.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
350New |
$69.1K - $76.1K
|
350
$69.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
350+ 2.57% |
$69.1K - $76.1K
|
14K
$2.77M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
347+ 120.49% |
$68.5K - $75.4K
|
635
$126K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
346+ 823.81% |
$68.3K - $75.2K
|
388
$76.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
346+ 8.93% |
$68.3K - $75.2K
|
4.22K
$835K
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
346+ 264.12% |
$68.3K - $75.2K
|
477
$94.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
331+ 0.28% |
$65.3K - $71.9K
|
118K
$23.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
330+ 15.83% |
$65.1K - $71.7K
|
2.42K
$478K
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
330+ 0.12% |
$65.1K - $71.7K
|
283K
$56M
|
|
|
Jan 31, 2025
Q4 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
327+ 2.71% |
$64.5K - $71.1K
|
12.4K
$2.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
327+ 2.44% |
$64.5K - $71.1K
|
13.7K
$2.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
325+ 1.83% |
$64.1K - $70.6K
|
18.1K
$3.58M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
325New |
$64.1K - $70.6K
|
325
$64.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Dopkins Wealth Management, LLC
|
BUY
|
- |
325+ 12.17% |
$64.1K - $70.6K
|
3K
$593K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
324New |
$63.9K - $70.4K
|
324
$64.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
324New |
$63.9K - $70.4K
|
324
$64.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
322+ 26.99% |
$63.5K - $70K
|
1.52K
$300K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
322+ 2.74% |
$63.5K - $70K
|
12.1K
$2.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
320+ 20.86% |
$63.2K - $69.5K
|
1.85K
$367K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
316+ 1.11% |
$62.4K - $68.7K
|
28.8K
$5.71M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
308+ 4.34% |
$60.8K - $66.9K
|
7.4K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
307+ 1.33% |
$60.6K - $66.7K
|
23.4K
$4.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
304+ 2.92% |
$60K - $66.1K
|
10.7K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
303+ 1.49% |
$59.8K - $65.8K
|
20.6K
$4.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
297+ 13.85% |
$58.6K - $64.5K
|
2.44K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
295+ 6.23% |
$58.2K - $64.1K
|
5.03K
$996K
|
|
|
Jan 15, 2025
Q4 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
BUY
|
- |
291+ 1.41% |
$57.4K - $63.2K
|
20.9K
$4.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
291+ 6.79% |
$57.4K - $63.2K
|
4.58K
$906K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
289+ 2.84% |
$57K - $62.8K
|
10.5K
$2.08M
|
|
|
Jan 17, 2025
Q4 2024
|
North Landing Financial Partners, LLC
Rochester, NY |
BUY
|
- |
286+ 2.43% |
$56.4K - $62.1K
|
12K
$2.39M
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
284+ 3.15% |
$56.1K - $61.7K
|
9.31K
$1.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
283+ 20.55% |
$55.9K - $61.5K
|
1.66K
$329K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
282+ 1.27% |
$55.7K - $61.3K
|
22.5K
$4.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
279+ 3.06% |
$55.1K - $60.6K
|
9.38K
$1.86M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
278+ 16.5% |
$54.9K - $60.4K
|
1.96K
$389K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
276+ 14.23% |
$54.5K - $60K
|
2.22K
$439K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
275+ 19.83% |
$54.3K - $59.8K
|
1.66K
$329K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
273+ 5.37% |
$53.9K - $59.3K
|
5.36K
$1.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
273+ 0.4% |
$53.9K - $59.3K
|
67.8K
$13.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
270+ 3.15% |
$53.3K - $58.7K
|
8.84K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
269+ 4.39% |
$53.1K - $58.5K
|
6.4K
$1.27M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
265New |
$52.3K - $57.6K
|
265
$52.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
259+ 8.91% |
$51.1K - $56.3K
|
3.17K
$627K
|