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
Feb 04, 2025 Q4 2024
Wrapmanager Inc

BUY
 -
94
+ 2.34%
$18.6K - $20.4K
4.11K $814K
Feb 14, 2025 Q4 2024
Marshall & Sterling Wealth Advisors Inc.

Poughkeepsie, NY
BUY
 -
94
New
$18.6K - $20.4K
94 $18.6K
Jan 17, 2025 Q4 2024
Mutual Advisors, LLC

Casper, WY
BUY
 -
92
+ 1.33%
$18.2K - $20K
7.03K $1.39M
Feb 14, 2025 Q4 2024
Jefferies Financial Group Inc.

New York, NY
BUY
 -
91
+ 1.27%
$18K - $19.8K
7.25K $1.44M
Jan 16, 2025 Q4 2024
Diversify Wealth Management, LLC

Sandy, UT
BUY
 -
88
+ 0.58%
$17.4K - $19.1K
15.3K $3.03M
Jan 16, 2025 Q4 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
84
+ 840.0%
$16.6K - $18.3K
94 $18.6K
Feb 14, 2025 Q4 2024
Gerber Kawasaki Wealth & Investment Management

BUY
 -
81
+ 5.04%
$16K - $17.6K
1.69K $334K
Jan 06, 2025 Q4 2024
Cwa Asset Management Group, LLC

BUY
 -
80
+ 0.46%
$15.8K - $17.4K
17.6K $3.49M
Jan 16, 2025 Q4 2024
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
80
+ 0.59%
$15.8K - $17.4K
13.6K $2.7M
Jan 30, 2025 Q4 2024
Pathway Financial Advisors LLC

BUY
 -
79
+ 0.52%
$15.6K - $17.2K
15.2K $3M
Feb 14, 2025 Q4 2024
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
77
+ 5.24%
$15.2K - $16.7K
1.55K $306K
Feb 14, 2025 Q4 2024
Firestone Capital Management

BUY
 -
76
+ 0.16%
$15K - $16.5K
47.1K $9.32M
Feb 14, 2025 Q4 2024
Vivaldi Capital Management LP

Chicago, IL
BUY
 -
74
+ 2.69%
$14.6K - $16.1K
2.83K $559K
Feb 14, 2025 Q4 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
72
+ 0.22%
$14.2K - $15.6K
32.8K $6.5M
Jan 24, 2025 Q4 2024
Red Tortoise LLC

Atlanta, GA
BUY
 -
70
+ 0.94%
$13.8K - $15.2K
7.55K $1.5M
Jan 24, 2025 Q4 2024
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
70
+ 1.38%
$13.8K - $15.2K
5.13K $1.02M
Jan 27, 2025 Q4 2024
Yankcom Partnership

Yankton, SD
BUY
 -
70
New
$13.8K - $15.2K
70 $13.9K
Jan 28, 2025 Q4 2024
Newbridge Financial Services Group, Inc.

BUY
 -
70
New
$13.8K - $15.2K
70 $13.9K
Feb 03, 2025 Q4 2024
Wp Advisors, LLC

BUY
 -
69
+ 0.54%
$13.6K - $15K
12.9K $2.55M
Feb 12, 2025 Q4 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
67
+ 134.0%
$13.2K - $14.6K
117 $23.2K
Feb 10, 2025 Q4 2024
Carlson Capital Management

BUY
 -
66
+ 1.25%
$13K - $14.3K
5.33K $1.06M
Jan 17, 2025 Q4 2024
Daymark Wealth Partners, LLC

Cincinnati, OH
BUY
 -
65
+ 3.72%
$12.8K - $14.1K
1.81K $358K
Feb 06, 2025 Q4 2024
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
65
+ 1.49%
$12.8K - $14.1K
4.43K $878K
Feb 07, 2025 Q4 2024
Citizens Financial Group Inc

BUY
 -
65
+ 1.95%
$12.8K - $14.1K
3.39K $671K
Feb 11, 2025 Q4 2024
Hardin Capital Partners, LLC

Greenville, SC
BUY
 -
64
+ 3.14%
$12.6K - $13.9K
2.1K $416K
Jan 16, 2025 Q4 2024
Grove Bank & Trust

BUY
 -
64
+ 0.77%
$12.6K - $13.9K
8.42K $1.67M
Feb 04, 2025 Q4 2024
Ackerman Capital Advisors, LLC

BUY
 -
64
+ 0.25%
$12.6K - $13.9K
26.1K $5.18M
Jan 31, 2025 Q4 2024
Signature Securities Group Corporation

BUY
 -
63
+ 1.33%
$12.4K - $13.7K
4.78K $947K
Feb 05, 2025 Q4 2024
Anfield Capital Management, LLC

Newport Beach, CA
BUY
 -
63
New
$12.4K - $13.7K
63 $12.5K
Jan 28, 2025 Q4 2024
Comprehensive Financial Planning, Inc./Pa

East Petersburg, PA
BUY
 -
62
New
$12.2K - $13.5K
62 $12.3K
Feb 13, 2025 Q4 2024
Rmb Capital Management, LLC

BUY
 -
61
+ 3.22%
$12K - $13.3K
1.96K $387K
Feb 14, 2025 Q4 2024
Epg Wealth Management LLC

Atlanta, GA
BUY
 -
61
+ 508.33%
$12K - $13.3K
73 $14.5K
Jan 21, 2025 Q4 2024
Midwest Financial Group LLC

Overland Park, KS
BUY
 -
60
+ 0.54%
$11.8K - $13K
11.2K $2.21M
Feb 13, 2025 Q4 2024
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
60
+ 1.56%
$11.8K - $13K
3.9K $773K
Jan 30, 2025 Q4 2024
Spinnaker Trust

BUY
 -
58
+ 0.16%
$11.4K - $12.6K
37.2K $7.37M
Feb 11, 2025 Q4 2024
Sandy Spring Bank

BUY
 -
54
+ 6.29%
$10.7K - $11.7K
913 $181K
Feb 06, 2025 Q4 2024
Jackson Creek Investment Advisors LLC

BUY
 -
53
+ 1.32%
$10.5K - $11.5K
4.08K $807K
Jan 23, 2025 Q4 2024
Highland Capital Management, LLC

BUY
 -
53
+ 0.1%
$10.5K - $11.5K
54.4K $10.8M
Jan 14, 2025 Q4 2024
Pinnacle Bancorp, Inc.

BUY
 -
51
+ 2.46%
$10.1K - $11.1K
2.13K $421K
Jan 28, 2025 Q4 2024
Apollon Financial, LLC

Mount Pleasant, SC
BUY
 -
50
+ 1.87%
$9.87K - $10.9K
2.72K $539K
Feb 03, 2025 Q4 2024
One Day In July LLC

BUY
 -
50
+ 1.14%
$9.87K - $10.9K
4.45K $881K
Feb 12, 2025 Q4 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
50
+ 1.42%
$9.87K - $10.9K
3.57K $706K
Jan 22, 2025 Q4 2024
Armbruster Capital Management, Inc.

BUY
 -
49
+ 1.25%
$9.67K - $10.6K
3.97K $785K
Feb 14, 2025 Q4 2024
Greenline Partners, LLC

New York, NY
BUY
 -
49
+ 1.84%
$9.67K - $10.6K
2.71K $536K
Feb 14, 2025 Q4 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
49
+ 1.51%
$9.67K - $10.6K
3.3K $654K
Jan 23, 2025 Q4 2024
Hamilton Point Investment Advisors, LLC

BUY
 -
48
New
$9.47K - $10.4K
48 $9.51K
Feb 10, 2025 Q4 2024
Parallel Advisors, LLC

BUY
 -
48
+ 0.11%
$9.47K - $10.4K
45.1K $8.93M
Jan 17, 2025 Q4 2024
Key Client Fiduciary Advisors, LLC

BUY
 -
47
+ 2.25%
$9.28K - $10.2K
2.14K $423K
Feb 13, 2025 Q4 2024
Bernard Wealth Management Corp.

Royal Oak, MI
BUY
 -
47
New
$9.28K - $10.2K
47 $9.31K

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