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 19, 2025
Q4 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.69K+ 66.97% |
$334K - $368K
|
4.22K
$836K
|
|
|
Feb 12, 2025
Q4 2024
|
Hippocratic Financial Advisors, LLC
Westlake Village, CA |
BUY
|
- |
1.68KNew |
$331K - $365K
|
1.68K
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.66K+ 2.61% |
$328K - $361K
|
65.3K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.66K+ 6.43% |
$328K - $361K
|
27.5K
$5.45M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.65K+ 1.55% |
$325K - $358K
|
108K
$21.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.64K+ 2.69% |
$324K - $357K
|
62.6K
$12.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1.64K+ 2.96% |
$323K - $356K
|
57K
$11.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
1.64KNew |
$323K - $356K
|
1.64K
$324K
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.62K+ 19.04% |
$320K - $352K
|
10.1K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.62K+ 1.33% |
$320K - $352K
|
123K
$24.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.6K+ 16.05% |
$315K - $347K
|
11.5K
$2.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.57KNew |
$310K - $342K
|
1.57K
$312K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.57KNew |
$309K - $341K
|
1.57K
$311K
|
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
1.57KNew |
$309K - $340K
|
1.57K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
1.56KNew |
$309K - $340K
|
1.56K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
1.51K+ 4.38% |
$298K - $328K
|
36K
$7.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
1.5KNew |
$296K - $326K
|
1.5K
$297K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.49K+ 4.61% |
$293K - $323K
|
33.7K
$6.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.47KNew |
$291K - $320K
|
1.47K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.46K+ 0.71% |
$288K - $317K
|
206K
$40.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
1.45K+ 36.96% |
$285K - $314K
|
5.36K
$1.06M
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.44K+ 11.25% |
$284K - $313K
|
14.2K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.44KNew |
$284K - $312K
|
1.44K
$285K
|
|
|
Feb 14, 2025
Q4 2024
|
Kdt Advisors, LLC
New York, NY |
BUY
|
- |
1.43KNew |
$281K - $310K
|
1.43K
$282K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.41K+ 18.03% |
$278K - $306K
|
9.23K
$1.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.4KNew |
$276K - $304K
|
1.4K
$277K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.38K+ 8.62% |
$273K - $301K
|
17.4K
$3.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.38KNew |
$272K - $300K
|
1.38K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.38KNew |
$272K - $299K
|
1.38K
$272K
|
|
|
Jan 16, 2025
Q4 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
1.37K+ 8.11% |
$270K - $298K
|
18.3K
$3.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.37K+ 77.26% |
$270K - $297K
|
3.13K
$621K
|
|
|
Feb 13, 2025
Q4 2024
|
True Wealth Financial Partners
|
BUY
|
- |
1.35K+ 1.61% |
$267K - $294K
|
85.3K
$16.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.34KNew |
$265K - $292K
|
1.34K
$266K
|
|
|
Jan 27, 2025
Q4 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.33K+ 2.74% |
$263K - $290K
|
49.9K
$9.88M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.31KNew |
$259K - $286K
|
1.31K
$260K
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
1.31KNew |
$259K - $285K
|
1.31K
$260K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.31KNew |
$258K - $284K
|
1.31K
$259K
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
1.3KNew |
$257K - $283K
|
1.3K
$258K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.3K+ 15.91% |
$256K - $282K
|
9.45K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.3K+ 23.87% |
$256K - $282K
|
6.73K
$1.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.29KNew |
$254K - $279K
|
1.29K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
1.29K+ 8.75% |
$254K - $279K
|
16K
$3.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.29K+ 5.67% |
$254K - $279K
|
24K
$4.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.28K+ 29.44% |
$253K - $278K
|
5.63K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
1.27K+ 6.78% |
$250K - $276K
|
20K
$3.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.26K+ 4.04% |
$249K - $274K
|
32.5K
$6.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
1.26KNew |
$249K - $274K
|
1.26K
$250K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
1.26K+ 7.21% |
$248K - $274K
|
18.7K
$3.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.26K+ 9.58% |
$248K - $273K
|
14.4K
$2.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.25K+ 11.36% |
$246K - $271K
|
12.2K
$2.42M
|