Purchases and Sales Made in Q4 2024 in Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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 22, 2025 Q4 2024
Greenup Street Wealth Management LLC

BUY
 -
256
+ 2.4%
$50.5K - $55.6K
10.9K $2.16M
Jan 31, 2025 Q4 2024
Capital Performance Advisors LLP

BUY
 -
252
+ 1.79%
$49.7K - $54.8K
14.3K $2.84M
Feb 03, 2025 Q4 2024
Compass Planning Associates Inc

Greenfield, MA
BUY
 -
251
New
$49.5K - $54.5K
251 $49.7K
Feb 04, 2025 Q4 2024
Pointe Capital Management LLC

BUY
 -
250
+ 9.55%
$49.3K - $54.3K
2.87K $568K
Jan 23, 2025 Q4 2024
Cibc World Market Inc.

Toronto, A6
BUY
 -
248
+ 6.35%
$48.9K - $53.9K
4.15K $822K
Jan 16, 2025 Q4 2024
First United Bank & Trust

BUY
 -
245
+ 2.07%
$48.4K - $53.2K
12.1K $2.39M
Feb 24, 2025 Q4 2024
Hall Capital Management CO Inc

BUY
 -
244
+ 3.85%
$48.2K - $53K
6.58K $1.3M
Feb 03, 2025 Q4 2024
Forvis Wealth Advisors, LLC

BUY
 -
240
+ 17.48%
$47.4K - $52.2K
1.61K $319K
Feb 04, 2025 Q4 2024
Edge Capital Group, LLC

BUY
 -
240
+ 3.13%
$47.4K - $52.2K
7.9K $1.57M
Feb 13, 2025 Q4 2024
Seeds Investor LLC

New York, NY
BUY
 -
239
+ 1.89%
$47.2K - $51.9K
12.9K $2.55M
Feb 05, 2025 Q4 2024
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
237
+ 17.57%
$46.8K - $51.5K
1.59K $314K
Feb 11, 2025 Q4 2024
Horrell Capital Management, Inc.

BUY
 -
232
New
$45.8K - $50.4K
232 $45.9K
Feb 07, 2025 Q4 2024
Marble Harbor Investment Counsel, LLC

Boston, MA
BUY
 -
230
+ 1.4%
$45.4K - $50K
16.7K $3.3M
Feb 10, 2025 Q4 2024
Evoke Wealth, LLC

BUY
 -
228
+ 5.02%
$45K - $49.5K
4.77K $945K
Jan 17, 2025 Q4 2024
Wells Trecaso Financial Group, LLC

BUY
 -
227
+ 1.53%
$44.8K - $49.3K
15.1K $2.99M
Jan 21, 2025 Q4 2024
Insight Inv LLC

El Segundo, CA
BUY
 -
225
+ 24.51%
$44.4K - $48.9K
1.14K $226K
Jan 10, 2025 Q4 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
222
+ 0.07%
$43.8K - $48.2K
315K $62.5M
Jan 29, 2025 Q4 2024
Leavell Investment Management, Inc.

BUY
 -
217
+ 1.73%
$42.8K - $47.2K
12.7K $2.52M
Feb 07, 2025 Q4 2024
Sage Mountain Advisors LLC

BUY
 -
217
+ 1.95%
$42.8K - $47.2K
11.4K $2.25M
Feb 13, 2025 Q4 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
216
+ 4.53%
$42.6K - $46.9K
4.98K $987K
Jan 13, 2025 Q4 2024
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
215
+ 5.54%
$42.4K - $46.7K
4.09K $811K
Feb 12, 2025 Q4 2024
Thoroughbred Financial Services, LLC

BUY
 -
215
+ 2.3%
$42.4K - $46.7K
9.58K $1.9M
Jan 21, 2025 Q4 2024
Dgs Capital Management, LLC

BUY
 -
214
+ 10.66%
$42.2K - $46.5K
2.22K $440K
Feb 13, 2025 Q4 2024
True Private Wealth Advisors

BUY
 -
210
+ 1.73%
$41.4K - $45.6K
12.3K $2.44M
Feb 03, 2025 Q4 2024
Curtis Advisory Group, LLC

Santa Barbara, CA
BUY
 -
209
+ 2.23%
$41.2K - $45.4K
9.57K $1.9M
Feb 07, 2025 Q4 2024
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
208
New
$41.1K - $45.2K
208 $41.2K
Jan 28, 2025 Q4 2024
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
205
+ 2.43%
$40.5K - $44.5K
8.64K $1.71M
Jan 28, 2025 Q4 2024
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
205
+ 0.79%
$40.5K - $44.5K
26.1K $5.17M
Jan 31, 2025 Q4 2024
Bank Of Jackson Hole Trust

Jackson, WY
BUY
 -
205
New
$40.5K - $44.5K
205 $40.6K
Feb 14, 2025 Q4 2024
Jdm Financial Group LLC

Encino, CA
BUY
 -
201
+ 143.57%
$39.7K - $43.7K
341 $67.5K
Jan 21, 2025 Q4 2024
Geneos Wealth Management Inc.

BUY
 -
200
+ 1.33%
$39.5K - $43.5K
15.2K $3.01M
Jan 29, 2025 Q4 2024
Beckerman Institutional, LLC

Ocean Grove, NJ
BUY
 -
200
+ 7.29%
$39.5K - $43.5K
2.94K $583K
Feb 13, 2025 Q4 2024
Redwood Park Advisors LLC

Redwood City, CA
BUY
 -
200
New
$39.5K - $43.5K
200 $39.6K
Feb 14, 2025 Q4 2024
Orion Capital Management LLC

BUY
 -
196
New
$38.7K - $42.6K
196 $38.8K
Feb 14, 2025 Q4 2024
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
193
+ 9.38%
$38.1K - $41.9K
2.25K $446K
Feb 18, 2025 Q4 2024
Pinney & Scofield, Inc.

Cambridge, MA
BUY
 -
192
New
$37.9K - $41.7K
192 $38K
Feb 06, 2025 Q4 2024
Wood Trust Financial Corp

BUY
 -
191
+ 9.24%
$37.7K - $41.5K
2.26K $447K
Jan 17, 2025 Q4 2024
Wesbanco Bank Inc

BUY
 -
190
+ 2.07%
$37.5K - $41.3K
9.38K $1.86M
Jan 27, 2025 Q4 2024
Guidance Capital, Inc

Lousville, KY
BUY
 -
190
+ 11.16%
$37.5K - $41.3K
1.89K $375K
Feb 12, 2025 Q4 2024
National Bank Of Canada

BUY
 -
188
+ 9.57%
$37.1K - $40.9K
2.15K $426K
Feb 03, 2025 Q4 2024
Wealth Alliance

Mellville, NY
BUY
 -
187
+ 3.3%
$36.9K - $40.6K
5.86K $1.16M
Jan 23, 2025 Q4 2024
Coastwise Capital Group, LLC

La Jolla, CA
BUY
 -
186
+ 12.29%
$36.7K - $40.4K
1.7K $337K
Feb 11, 2025 Q4 2024
Millstone Evans Group, LLC

Boulder, CO
BUY
 -
185
New
$36.5K - $40.2K
185 $36.6K
Jan 21, 2025 Q4 2024
Stewardship Advisors, LLC

BUY
 -
183
+ 16.94%
$36.1K - $39.8K
1.26K $250K
Feb 13, 2025 Q4 2024
Roof Eidam & Maycock

BUY
 -
182
+ 1.06%
$35.9K - $39.5K
17.4K $3.45M
Feb 03, 2025 Q4 2024
Fpc Investment Advisory, Inc.

Petaluma, CA
BUY
 -
178
New
$35.1K - $38.7K
178 $35.2K
Jan 23, 2025 Q4 2024
Tria Gen Wealth Management LLC

BUY
 -
177
+ 0.92%
$34.9K - $38.5K
19.5K $3.85M
Jan 29, 2025 Q4 2024
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
177
+ 4.12%
$34.9K - $38.5K
4.48K $887K
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
176
+ 1.98%
$34.7K - $38.2K
9.05K $1.79M

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