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
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.12K+ 1.32% |
$813K - $895K
|
316K
$62.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
4.1K+ 13.62% |
$808K - $890K
|
34.2K
$6.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Friday Financial
Dubuque, IA |
BUY
|
- |
4.05KNew |
$799K - $880K
|
4.05K
$802K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.03K+ 65.6% |
$795K - $875K
|
10.2K
$2.01M
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
3.98K+ 82.02% |
$786K - $866K
|
8.84K
$1.75M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
3.82K+ 11.74% |
$754K - $830K
|
36.3K
$7.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Bestgate Wealth Advisors, LLC
Frederick, MD |
BUY
|
- |
3.81KNew |
$753K - $829K
|
3.81K
$755K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
3.77K+ 25.53% |
$745K - $820K
|
18.5K
$3.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.7K+ 32.09% |
$731K - $805K
|
15.2K
$3.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
3.69KNew |
$727K - $801K
|
3.69K
$730K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.67K+ 7.19% |
$723K - $796K
|
54.6K
$10.8M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
3.52K+ 30.36% |
$694K - $764K
|
15.1K
$2.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3.5K+ 2.68% |
$690K - $759K
|
134K
$26.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.49KNew |
$690K - $759K
|
3.49K
$692K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.43K+ 4.35% |
$678K - $746K
|
82.4K
$16.3M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
3.37K+ 1.9% |
$665K - $732K
|
180K
$35.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Financial Harvest, LLC
Winter Park, FL |
BUY
|
- |
3.33KNew |
$656K - $723K
|
3.33K
$658K
|
|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
3.32KNew |
$656K - $722K
|
3.32K
$658K
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3.31K+ 125.29% |
$653K - $719K
|
5.95K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
3.27K+ 119.33% |
$646K - $711K
|
6.01K
$1.19M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
BUY
|
- |
3.27K+ 12.44% |
$645K - $710K
|
29.5K
$5.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.26K+ 30.68% |
$643K - $708K
|
13.9K
$2.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
3.25KNew |
$641K - $705K
|
3.25K
$643K
|
|
|
Feb 10, 2025
Q4 2024
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
3.23KNew |
$637K - $702K
|
3.23K
$640K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
3.2KNew |
$632K - $696K
|
3.2K
$634K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.17K+ 9.5% |
$625K - $688K
|
36.5K
$7.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
BUY
|
- |
3.16K+ 2.53% |
$623K - $686K
|
128K
$25.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
3.12K+ 5.95% |
$615K - $677K
|
55.5K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
3.1KNew |
$611K - $673K
|
3.1K
$613K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.09K+ 4.37% |
$610K - $672K
|
73.9K
$14.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.08K+ 8.14% |
$607K - $669K
|
40.9K
$8.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
3.08K+ 5.71% |
$607K - $668K
|
56.9K
$11.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.06K+ 21.98% |
$603K - $664K
|
17K
$3.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
3.05K+ 4.09% |
$601K - $662K
|
77.5K
$15.3M
|
|
|
Jan 24, 2025
Q4 2024
|
E&G Advisors, LP
|
BUY
|
- |
2.91K+ 14.76% |
$575K - $633K
|
22.7K
$4.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.9K+ 35.05% |
$573K - $631K
|
11.2K
$2.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Manuka Financial, LLC
Richmond, VA |
BUY
|
- |
2.89KNew |
$570K - $628K
|
2.89K
$572K
|
|
|
Feb 20, 2025
Q4 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
2.88KNew |
$569K - $627K
|
2.88K
$571K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.8KNew |
$553K - $609K
|
2.8K
$555K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.8K+ 2.52% |
$553K - $609K
|
114K
$22.6M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
2.74KNew |
$541K - $595K
|
2.74K
$543K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.73K+ 14.24% |
$539K - $593K
|
21.9K
$4.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
2.71K+ 101.5% |
$535K - $589K
|
5.38K
$1.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
2.71KNew |
$535K - $589K
|
2.71K
$536K
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.7K+ 66.27% |
$534K - $588K
|
6.78K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
2.7KNew |
$533K - $587K
|
2.7K
$535K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.6KNew |
$512K - $564K
|
2.6K
$514K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.58K+ 4.93% |
$509K - $560K
|
54.9K
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
2.57KNew |
$508K - $559K
|
2.57K
$509K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
2.49K+ 20.05% |
$491K - $540K
|
14.9K
$2.95M
|