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 20, 2025
Q4 2024
|
Peak Retirement Planning, Inc.
Columbus, OH |
BUY
|
- |
17.3KNew |
$3.41M - $3.75M
|
17.3K
$3.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.9KNew |
$3.34M - $3.67M
|
16.9K
$3.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16.5K+ 4.44% |
$3.25M - $3.57M
|
387K
$76.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
16.4K+ 9.94% |
$3.24M - $3.56M
|
181K
$35.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Envision Financial LLC
Brookfield, WI |
BUY
|
- |
16.3KNew |
$3.22M - $3.55M
|
16.3K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.1K+ 3.13% |
$3.17M - $3.49M
|
529K
$105M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.4K+ 5.12% |
$3.04M - $3.34M
|
316K
$62.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
15.3K+ 42.13% |
$3.02M - $3.33M
|
51.7K
$10.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15.2K+ 8.34% |
$3M - $3.3M
|
198K
$39.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1K+ 2.37% |
$2.97M - $3.27M
|
650K
$129M
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
14.4KNew |
$2.85M - $3.14M
|
14.4K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
14.1KNew |
$2.77M - $3.06M
|
14.1K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Tme Financial, Inc.
Huntington Beach, CA |
BUY
|
- |
13.8KNew |
$2.72M - $2.99M
|
13.8K
$2.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Pillar Financial Advisors, LLC
Louisville, KY |
BUY
|
- |
13.6KNew |
$2.68M - $2.95M
|
13.6K
$2.69M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
13.5K+ 9.97% |
$2.67M - $2.93M
|
149K
$29.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
13.3K+ 19.13% |
$2.63M - $2.9M
|
83K
$16.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
12.9KNew |
$2.54M - $2.8M
|
12.9K
$2.55M
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
12.6KNew |
$2.49M - $2.74M
|
12.6K
$2.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.1K+ 31.54% |
$2.39M - $2.63M
|
50.6K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
12KNew |
$2.37M - $2.6M
|
12K
$2.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
11.9K+ 9.19% |
$2.34M - $2.58M
|
141K
$27.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.6KNew |
$2.3M - $2.53M
|
11.6K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
11.6K+ 99.49% |
$2.28M - $2.51M
|
23.2K
$4.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
11.6KNew |
$2.28M - $2.51M
|
11.6K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
11.5K+ 132.45% |
$2.27M - $2.5M
|
20.2K
$4M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
11.1KNew |
$2.19M - $2.41M
|
11.1K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
11K+ 21.71% |
$2.18M - $2.4M
|
61.8K
$12.2M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
11KNew |
$2.17M - $2.39M
|
11K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.9K+ 14.48% |
$2.16M - $2.38M
|
86.6K
$17.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
10.8K+ 218.03% |
$2.13M - $2.34M
|
15.7K
$3.11M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
10.7KNew |
$2.11M - $2.32M
|
10.7K
$2.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.7K+ 32.12% |
$2.1M - $2.32M
|
43.9K
$8.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.4K+ 3.66% |
$2.05M - $2.26M
|
295K
$58.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.2K+ 7.16% |
$2.02M - $2.22M
|
153K
$30.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
9.91KNew |
$1.95M - $2.15M
|
9.91K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
9.8KNew |
$1.93M - $2.13M
|
9.8K
$1.94M
|
|
|
Jan 15, 2025
Q4 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
9.71K+ 31.36% |
$1.92M - $2.11M
|
40.7K
$8.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
9.52KNew |
$1.88M - $2.07M
|
9.52K
$1.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
9.5K+ 2.92% |
$1.88M - $2.06M
|
335K
$66.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
9.37KNew |
$1.85M - $2.04M
|
9.37K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
9.18KNew |
$1.81M - $1.99M
|
9.18K
$1.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
9.07KNew |
$1.79M - $1.97M
|
9.07K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
9.05K+ 92.48% |
$1.79M - $1.97M
|
18.8K
$3.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
8.89KNew |
$1.75M - $1.93M
|
8.89K
$1.76M
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
8.63K+ 9.87% |
$1.7M - $1.88M
|
96.1K
$19M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.58K+ 25.44% |
$1.69M - $1.86M
|
42.3K
$8.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
8.4K+ 240.0% |
$1.66M - $1.83M
|
11.9K
$2.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
8.31KNew |
$1.64M - $1.81M
|
8.31K
$1.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
8.29K+ 7.03% |
$1.64M - $1.8M
|
126K
$25M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
8.17KNew |
$1.61M - $1.78M
|
8.17K
$1.62M
|