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 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
8.05K+ 20.75% |
$1.59M - $1.75M
|
46.8K
$9.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
7.94K+ 18.03% |
$1.57M - $1.72M
|
52K
$10.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
7.91K+ 82.44% |
$1.56M - $1.72M
|
17.5K
$3.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.76KNew |
$1.53M - $1.69M
|
7.76K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
7.68K+ 4.88% |
$1.52M - $1.67M
|
165K
$32.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
7.61KNew |
$1.5M - $1.65M
|
7.61K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Grange Capital, LLC
Beaverton, OR |
BUY
|
- |
7.46KNew |
$1.47M - $1.62M
|
7.46K
$1.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.43K+ 108.04% |
$1.47M - $1.62M
|
14.3K
$2.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
7.34KNew |
$1.45M - $1.59M
|
7.34K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.25K+ 1.55% |
$1.43M - $1.58M
|
474K
$93.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
7.21K+ 1.49% |
$1.42M - $1.57M
|
491K
$97.1M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
6.99K+ 13.26% |
$1.38M - $1.52M
|
59.7K
$11.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
6.85K+ 0.04% |
$1.35M - $1.49M
|
18.5M
$3.65B
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
6.78K+ 3.02% |
$1.34M - $1.47M
|
231K
$45.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
6.71KNew |
$1.32M - $1.46M
|
6.71K
$1.33M
|
|
|
Feb 20, 2025
Q4 2024
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
6.67KNew |
$1.32M - $1.45M
|
6.67K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
6.35KNew |
$1.25M - $1.38M
|
6.35K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Zeit Capital LLC
|
BUY
|
- |
6.28K+ 38.36% |
$1.24M - $1.37M
|
22.7K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Systematic Financial Management LP
Teaneck, NJ |
BUY
|
- |
6.08K+ 16877.78% |
$1.2M - $1.32M
|
6.11K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Brickley Wealth Management
|
BUY
|
- |
5.94K+ 5.05% |
$1.17M - $1.29M
|
123K
$24.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.94K+ 15.83% |
$1.17M - $1.29M
|
43.4K
$8.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Martin Worley Group
Cottonwood Heights, UT |
BUY
|
- |
5.75KNew |
$1.13M - $1.25M
|
5.75K
$1.14M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
5.72K+ 4.67% |
$1.13M - $1.24M
|
128K
$25.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.7K+ 8.33% |
$1.12M - $1.24M
|
74.1K
$14.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
5.6K+ 30.43% |
$1.11M - $1.22M
|
24K
$4.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Prime Buchholz LLC
Portsmouth, NH |
BUY
|
- |
5.55KNew |
$1.09M - $1.21M
|
5.55K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
5.54KNew |
$1.09M - $1.2M
|
5.54K
$1.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Investment Group, LLC
Pensacola, FL |
BUY
|
- |
5.47KNew |
$1.08M - $1.19M
|
5.47K
$1.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
5.45K+ 24.69% |
$1.08M - $1.18M
|
27.5K
$5.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5.34KNew |
$1.05M - $1.16M
|
5.34K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
5.29K+ 2.44% |
$1.04M - $1.15M
|
222K
$44M
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
5.27K+ 13.03% |
$1.04M - $1.15M
|
45.7K
$9.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
5.2KNew |
$1.03M - $1.13M
|
5.2K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
5.16KNew |
$1.02M - $1.12M
|
5.16K
$1.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
5.16KNew |
$1.02M - $1.12M
|
5.16K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
5.14K+ 2.28% |
$1.01M - $1.12M
|
231K
$45.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.06K+ 774.58% |
$998K - $1.1M
|
5.71K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4.88K+ 54.71% |
$963K - $1.06M
|
13.8K
$2.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.87K+ 14.24% |
$961K - $1.06M
|
39K
$7.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
4.83K+ 291.43% |
$952K - $1.05M
|
6.48K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.81K+ 1.15% |
$949K - $1.04M
|
422K
$83.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.67K+ 3.98% |
$922K - $1.02M
|
122K
$24.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
4.62K+ 28.8% |
$912K - $1M
|
20.7K
$4.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
4.58K+ 7.1% |
$904K - $995K
|
69.1K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Verisail Partners, LLC
Chamblee, GA |
BUY
|
- |
4.56KNew |
$900K - $991K
|
4.56K
$903K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.52K+ 216.46% |
$893K - $983K
|
6.61K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
4.28KNew |
$844K - $929K
|
4.28K
$847K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.27K+ 12.42% |
$843K - $928K
|
38.7K
$7.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
4.25KNew |
$839K - $924K
|
4.25K
$842K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.15K+ 6.02% |
$819K - $902K
|
73.2K
$14.5M
|