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 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-48- 2.14% |
$9.47K - $10.4K
|
2.19K
$434K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-48- 72.73% |
$9.47K - $10.4K
|
18
$3.56K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-50- 3.48% |
$9.87K - $10.9K
|
1.39K
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-50- 1.13% |
$9.87K - $10.9K
|
4.38K
$868K
|
|
|
Jan 15, 2025
Q4 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-53- 0.3% |
$10.5K - $11.5K
|
17.6K
$3.48M
|
|
|
Feb 03, 2025
Q4 2024
|
Satovsky Asset Management LLC
|
SELL
|
- |
-53- 4.71% |
$10.5K - $11.5K
|
1.07K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
SELL
|
- |
-54- 3.45% |
$10.7K - $11.7K
|
1.51K
$299K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-55- 4.83% |
$10.9K - $12K
|
1.08K
$214K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-55- 2.02% |
$10.9K - $12K
|
2.66K
$527K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-55- 1.1% |
$10.9K - $12K
|
4.93K
$977K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-55- 0.08% |
$10.9K - $12K
|
65K
$12.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-56- 2.8% |
$11.1K - $12.2K
|
1.94K
$385K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-56- 0.72% |
$11.1K - $12.2K
|
7.75K
$1.53M
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-57- 3.46% |
$11.2K - $12.4K
|
1.59K
$315K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-57- 0.26% |
$11.2K - $12.4K
|
21.6K
$4.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-59- 3.59% |
$11.6K - $12.8K
|
1.58K
$314K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-59- 0.27% |
$11.6K - $12.8K
|
22K
$4.35M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-60- 2.72% |
$11.8K - $13K
|
2.15K
$426K
|
|
|
Jan 31, 2025
Q4 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-60- 0.12% |
$11.8K - $13K
|
48.3K
$9.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
SELL
|
- |
-63- 0.24% |
$12.4K - $13.7K
|
26.1K
$5.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Rs Crum Inc.
|
SELL
|
- |
-64- 1.44% |
$12.6K - $13.9K
|
4.37K
$865K
|
|
|
Jan 15, 2025
Q4 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-69- 2.86% |
$13.6K - $15K
|
2.35K
$464K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-69- 1.26% |
$13.6K - $15K
|
5.4K
$1.07M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-70- 12.77% |
$13.8K - $15.2K
|
478
$94.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-71- 1.48% |
$14K - $15.4K
|
4.73K
$936K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-71- 3.48% |
$14K - $15.4K
|
1.97K
$390K
|
|
|
Feb 14, 2025
Q4 2024
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-71- 5.53% |
$14K - $15.4K
|
1.21K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-71- 0.74% |
$14K - $15.4K
|
9.51K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-73- 0.72% |
$14.4K - $15.9K
|
10K
$1.98M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
SELL
|
- |
-73- 1.82% |
$14.4K - $15.9K
|
3.93K
$778K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-74- 4.68% |
$14.6K - $16.1K
|
1.51K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-75- 1.8% |
$14.8K - $16.3K
|
4.09K
$809K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-76- 2.16% |
$15K - $16.5K
|
3.45K
$683K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-76- 2.03% |
$15K - $16.5K
|
3.68K
$728K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-78- 1.42% |
$15.4K - $16.9K
|
5.43K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-78- 0.45% |
$15.4K - $16.9K
|
17.1K
$3.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-79- 5.86% |
$15.6K - $17.2K
|
1.27K
$251K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-80- 2.77% |
$15.8K - $17.4K
|
2.8K
$555K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-80- 0.81% |
$15.8K - $17.4K
|
9.82K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-80- 1.8% |
$15.8K - $17.4K
|
4.37K
$865K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-81- 4.54% |
$16K - $17.6K
|
1.7K
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-81- 0.25% |
$16K - $17.6K
|
32.5K
$6.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-81- 0.86% |
$16K - $17.6K
|
9.3K
$1.84M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-83- 7.55% |
$16.4K - $18K
|
1.02K
$201K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-84- 0.95% |
$16.6K - $18.3K
|
8.74K
$1.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-85- 10.95% |
$16.8K - $18.5K
|
691
$137K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-85- 2.92% |
$16.8K - $18.5K
|
2.83K
$560K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-88- 0.15% |
$17.4K - $19.1K
|
60.5K
$12M
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-90- 2.53% |
$17.8K - $19.6K
|
3.47K
$686K
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-92- 0.51% |
$18.2K - $20K
|
17.9K
$3.54M
|