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 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-94- 7.7% |
$18.6K - $20.4K
|
1.13K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-95- 1.09% |
$18.7K - $20.6K
|
8.62K
$1.71M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-96- 1.77% |
$18.9K - $20.9K
|
5.33K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-96- 2.28% |
$18.9K - $20.9K
|
4.11K
$814K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-96- 0.4% |
$18.9K - $20.9K
|
23.7K
$4.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-98- 2.84% |
$19.3K - $21.3K
|
3.36K
$664K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-99- 4.76% |
$19.5K - $21.5K
|
1.98K
$392K
|
|
|
Jan 17, 2025
Q4 2024
|
Kraft Asset Management, LLC
|
SELL
|
- |
-99- 1.03% |
$19.5K - $21.5K
|
9.54K
$1.89M
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-99- 0.78% |
$19.5K - $21.5K
|
12.5K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
SELL
|
- |
-103- 3.79% |
$20.3K - $22.4K
|
2.62K
$518K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-106- 4.03% |
$20.9K - $23K
|
2.53K
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-107- 9.36% |
$21.1K - $23.3K
|
1.04K
$205K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-108- 4.21% |
$21.3K - $23.5K
|
2.46K
$486K
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-108- 5.63% |
$21.3K - $23.5K
|
1.81K
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-108- 1.71% |
$21.3K - $23.5K
|
6.22K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-108- 7.58% |
$21.3K - $23.5K
|
1.32K
$261K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-108- 0.33% |
$21.3K - $23.5K
|
32.6K
$6.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-109- 2.23% |
$21.5K - $23.7K
|
4.78K
$946K
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-109- 7.46% |
$21.5K - $23.7K
|
1.35K
$268K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-110- 0.93% |
$21.7K - $23.9K
|
11.8K
$2.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-113- 0.65% |
$22.3K - $24.6K
|
17.3K
$3.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-113- 0.81% |
$22.3K - $24.6K
|
13.9K
$2.76M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-113- 5.77% |
$22.3K - $24.6K
|
1.85K
$366K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-114- 0.95% |
$22.5K - $24.8K
|
11.9K
$2.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-115- 0.69% |
$22.7K - $25K
|
16.7K
$3.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-119- 2.13% |
$23.5K - $25.9K
|
5.47K
$1.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-119- 4.96% |
$23.5K - $25.9K
|
2.28K
$452K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-120- 2.1% |
$23.7K - $26.1K
|
5.6K
$1.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-121- 1.92% |
$23.9K - $26.3K
|
6.19K
$1.23M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-124- 0.49% |
$24.5K - $26.9K
|
25.1K
$4.97M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-124- 6.71% |
$24.5K - $26.9K
|
1.73K
$342K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-127- 6.26% |
$25.1K - $27.6K
|
1.9K
$377K
|
|
|
Jan 23, 2025
Q4 2024
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-127- 0.89% |
$25.1K - $27.6K
|
14.2K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-128- 0.95% |
$25.3K - $27.8K
|
13.4K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-129- 4.53% |
$25.5K - $28K
|
2.72K
$538K
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-130- 10.5% |
$25.7K - $28.2K
|
1.11K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-135- 7.1% |
$26.6K - $29.3K
|
1.77K
$350K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-136- 9.83% |
$26.8K - $29.6K
|
1.25K
$247K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-137- 11.29% |
$27K - $29.8K
|
1.08K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-138- 1.12% |
$27.2K - $30K
|
12.2K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-144- 10.47% |
$28.4K - $31.3K
|
1.23K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-145- 3.13% |
$28.6K - $31.5K
|
4.49K
$889K
|
|
|
Feb 03, 2025
Q4 2024
|
Camelot Portfolios, LLC
|
SELL
|
- |
-145- 7.77% |
$28.6K - $31.5K
|
1.72K
$341K
|
|
|
Feb 03, 2025
Q4 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-146- 0.59% |
$28.8K - $31.7K
|
24.6K
$4.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-147- 0.58% |
$29K - $31.9K
|
25.1K
$4.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-148- 64.07% |
$29.2K - $32.2K
|
83
$16.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-148- 64.07% |
$29.2K - $32.2K
|
83
$16.4K
|
|
|
Feb 14, 2025
Q4 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-155- 19.0% |
$30.6K - $33.7K
|
661
$131K
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-156- 5.3% |
$30.8K - $33.9K
|
2.79K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-158- 2.0% |
$31.2K - $34.3K
|
7.73K
$1.53M
|