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 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-46.1K- 12.49% |
$9.09M - $10M
|
323K
$63.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-140K- 43.16% |
$27.6M - $30.4M
|
184K
$36.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-141K- 89.19% |
$27.9M - $30.7M
|
17.1K
$3.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-151K- 4.08% |
$29.8M - $32.8M
|
3.55M
$702M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-203K- 19.12% |
$40M - $44.1M
|
858K
$170M
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-588K- 99.44% |
$116M - $128M
|
3.31K
$655K
|
|
|
Feb 12, 2025
Q4 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-710K- 99.5% |
$140M - $154M
|
3.6K
$713K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.03M- 99.49% |
$203M - $224M
|
5.24K
$1.04M
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.2M- 98.58% |
$238M - $262M
|
17.4K
$3.44M
|