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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.23K- 3.17% |
$243K - $267K
|
37.6K
$7.44M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.29K- 5.15% |
$255K - $281K
|
23.8K
$4.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.3K- 1.32% |
$256K - $281K
|
97K
$19.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Fee Only Financial Planning, L.C.
Okatie, SC |
SELL
|
- |
-1.36K- 2.46% |
$268K - $296K
|
54K
$10.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 4.85% |
$274K - $301K
|
27.2K
$5.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.4K- 11.71% |
$276K - $304K
|
10.5K
$2.09M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.42K- 2.28% |
$281K - $309K
|
61.1K
$12.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.45K- 12.21% |
$286K - $314K
|
10.4K
$2.06M
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.49K- 6.97% |
$293K - $323K
|
19.8K
$3.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.5K- 50.0% |
$297K - $327K
|
1.5K
$298K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-1.53K- 41.33% |
$301K - $332K
|
2.17K
$429K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.62K- 9.24% |
$321K - $353K
|
16K
$3.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.63K- 11.84% |
$322K - $355K
|
12.2K
$2.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.66K- 26.57% |
$328K - $361K
|
4.59K
$909K
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.68K- 2.37% |
$331K - $365K
|
69.2K
$13.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.72K- 30.43% |
$339K - $373K
|
3.93K
$778K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.73K- 33.28% |
$342K - $377K
|
3.48K
$688K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.74K- 1.81% |
$344K - $379K
|
94.6K
$18.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-1.77K- 63.11% |
$350K - $385K
|
1.04K
$205K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.77K- 2.23% |
$350K - $385K
|
77.7K
$15.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.88K- 4.74% |
$371K - $408K
|
37.8K
$7.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-1.9K- 1.83% |
$375K - $413K
|
102K
$20.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.97K- 6.96% |
$389K - $428K
|
26.3K
$5.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.05K- 21.63% |
$405K - $446K
|
7.44K
$1.47M
|
|
|
Jan 08, 2025
Q4 2024
|
Collective Family Office LLC
|
SELL
|
- |
-2.08K- 5.13% |
$410K - $451K
|
38.4K
$7.6M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.08K- 32.02% |
$411K - $452K
|
4.42K
$875K
|
|
|
Jan 16, 2025
Q4 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.19K- 1.52% |
$433K - $477K
|
142K
$28.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-2.25K- 1.7% |
$443K - $488K
|
130K
$25.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-2.3K- 29.32% |
$454K - $500K
|
5.54K
$1.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.31K- 3.32% |
$455K - $501K
|
67.2K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.33K- 0.9% |
$459K - $505K
|
256K
$50.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-2.34K- 0.82% |
$462K - $508K
|
282K
$55.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-2.37K- 8.53% |
$467K - $514K
|
25.4K
$5.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.49K- 12.32% |
$492K - $542K
|
17.7K
$3.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.52K- 7.2% |
$498K - $548K
|
32.5K
$6.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.52K- 7.96% |
$498K - $548K
|
29.2K
$5.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-2.55K- 8.66% |
$503K - $554K
|
26.9K
$5.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.56K- 23.42% |
$506K - $557K
|
8.38K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.57K- 7.78% |
$506K - $558K
|
30.4K
$6.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
SELL
|
- |
-2.58K- 35.83% |
$508K - $560K
|
4.61K
$914K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.66K- 5.91% |
$524K - $577K
|
42.3K
$8.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Shakespeare Wealth Management, Inc.
Pewaukee, WI |
SELL
|
- |
-2.85K- 2.75% |
$562K - $618K
|
101K
$19.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-2.85K- 15.28% |
$563K - $620K
|
15.8K
$3.13M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-2.88K- 42.04% |
$567K - $625K
|
3.96K
$785K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.92K- 12.23% |
$577K - $635K
|
21K
$4.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-2.94K- 6.46% |
$580K - $638K
|
42.5K
$8.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.94K- 3.27% |
$580K - $638K
|
86.8K
$17.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.95K- 0.42% |
$582K - $641K
|
695K
$138M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.15K- 2.64% |
$621K - $684K
|
116K
$23M
|
|
|
Jan 28, 2025
Q4 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-3.21K- 9.7% |
$633K - $697K
|
29.8K
$5.91M
|