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 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-572- 0.07% |
$113K - $124K
|
791K
$157M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-577- 0.23% |
$114K - $125K
|
247K
$49M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-585- 4.0% |
$115K - $127K
|
14K
$2.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-595- 0.46% |
$117K - $129K
|
128K
$25.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
SELL
|
- |
-636- 1.62% |
$126K - $138K
|
38.6K
$7.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-659- 22.23% |
$130K - $143K
|
2.31K
$457K
|
|
|
Jan 16, 2025
Q4 2024
|
Ervin Investment Management, LLC
|
SELL
|
- |
-679- 2.69% |
$134K - $148K
|
24.5K
$4.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-683- 2.72% |
$135K - $148K
|
24.5K
$4.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-698- 2.58% |
$138K - $152K
|
26.3K
$5.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-710- 0.96% |
$140K - $154K
|
73.1K
$14.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-715- 8.91% |
$141K - $155K
|
7.31K
$1.45M
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-719- 64.37% |
$142K - $156K
|
398
$78.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-719- 3.59% |
$142K - $156K
|
19.3K
$3.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-719- 1.85% |
$142K - $156K
|
38.1K
$7.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-724- 1.16% |
$143K - $157K
|
61.9K
$12.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-735- 5.35% |
$145K - $160K
|
13K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-750- 5.69% |
$148K - $163K
|
12.4K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-750- 6.5% |
$148K - $163K
|
10.8K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-771- 4.1% |
$152K - $168K
|
18K
$3.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Compass Ion Advisors, LLC
|
SELL
|
- |
-771- 1.71% |
$152K - $168K
|
44.3K
$8.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-779- 9.88% |
$154K - $169K
|
7.11K
$1.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-780- 22.54% |
$154K - $169K
|
2.68K
$531K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-782- 4.57% |
$154K - $170K
|
16.3K
$3.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-810- 15.08% |
$160K - $176K
|
4.56K
$903K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-812- 1.02% |
$160K - $176K
|
78.9K
$15.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-816- 1.28% |
$161K - $177K
|
62.8K
$12.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-831- 31.56% |
$164K - $181K
|
1.8K
$357K
|
|
|
Jan 23, 2025
Q4 2024
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-837- 0.29% |
$165K - $182K
|
292K
$57.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-864- 3.36% |
$171K - $188K
|
24.9K
$4.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-868- 76.48% |
$171K - $189K
|
267
$52.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-869- 1.53% |
$172K - $189K
|
56K
$11.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-872- 12.57% |
$172K - $189K
|
6.06K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-884- 19.64% |
$174K - $192K
|
3.62K
$716K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-896- 21.89% |
$177K - $195K
|
3.2K
$633K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-921- 11.07% |
$182K - $200K
|
7.4K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-937- 1.35% |
$185K - $204K
|
68.5K
$13.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-947- 3.18% |
$187K - $206K
|
28.8K
$5.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-963- 6.18% |
$190K - $209K
|
14.6K
$2.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-982- 23.2% |
$194K - $213K
|
3.25K
$644K
|
|
|
Feb 07, 2025
Q4 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1K- 25.91% |
$197K - $217K
|
2.86K
$566K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-1.01K- 4.08% |
$199K - $219K
|
23.8K
$4.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.02K- 0.74% |
$201K - $221K
|
137K
$27.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-1.04K- 12.16% |
$204K - $225K
|
7.48K
$1.48M
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-1.09K- 15.12% |
$215K - $236K
|
6.1K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-1.1K- 17.41% |
$217K - $239K
|
5.22K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-1.12K- 7.37% |
$221K - $243K
|
14K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-1.12K- 10.57% |
$221K - $243K
|
9.47K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.13K- 25.86% |
$224K - $246K
|
3.25K
$643K
|
|
|
Feb 10, 2025
Q4 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.18K- 7.08% |
$233K - $256K
|
15.5K
$3.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.21K- 1.6% |
$238K - $262K
|
74.5K
$14.8M
|