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 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
930+ 41.5% |
$184K - $202K
|
3.17K
$628K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
BUY
|
- |
917+ 24.14% |
$181K - $199K
|
4.72K
$934K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
914New |
$180K - $199K
|
914
$181K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
912New |
$180K - $198K
|
912
$181K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
906New |
$179K - $197K
|
906
$179K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
904+ 4.44% |
$178K - $196K
|
21.3K
$4.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
876+ 2.83% |
$173K - $190K
|
31.8K
$6.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
873+ 5.14% |
$172K - $190K
|
17.9K
$3.54M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
852+ 3.54% |
$168K - $185K
|
24.9K
$4.93M
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
851+ 24.31% |
$168K - $185K
|
4.35K
$862K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
845+ 1.19% |
$167K - $184K
|
71.9K
$14.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
821+ 11.13% |
$162K - $178K
|
8.2K
$1.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
BUY
|
- |
816+ 4.01% |
$161K - $177K
|
21.1K
$4.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
809+ 0.21% |
$160K - $176K
|
383K
$75.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Mainsail Financial Group, LLC
Bellevue, WA |
BUY
|
- |
805+ 3.31% |
$159K - $175K
|
25.2K
$4.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
800+ 2.5% |
$158K - $174K
|
32.8K
$6.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
798+ 5.07% |
$157K - $173K
|
16.5K
$3.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
794+ 0.29% |
$157K - $173K
|
278K
$55M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
788+ 2.02% |
$156K - $171K
|
39.7K
$7.87M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
783+ 10.23% |
$155K - $170K
|
8.44K
$1.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
778+ 46.75% |
$154K - $169K
|
2.44K
$484K
|
|
|
Jan 22, 2025
Q4 2024
|
Center For Asset Management LLC
|
BUY
|
- |
747+ 5.58% |
$147K - $162K
|
14.1K
$2.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
746+ 2.89% |
$147K - $162K
|
26.6K
$5.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
739+ 38.92% |
$146K - $161K
|
2.64K
$522K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
737+ 7.94% |
$145K - $160K
|
10K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
734+ 2.27% |
$145K - $159K
|
33K
$6.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
733+ 2.55% |
$145K - $159K
|
29.5K
$5.84M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
722New |
$142K - $157K
|
722
$143K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
718New |
$142K - $156K
|
718
$142K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
716+ 25.85% |
$141K - $156K
|
3.49K
$690K
|
|
|
Jan 31, 2025
Q4 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
708+ 3.5% |
$140K - $154K
|
20.9K
$4.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
708+ 5.38% |
$140K - $154K
|
13.9K
$2.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
704+ 2.63% |
$139K - $153K
|
27.5K
$5.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
701+ 41.09% |
$138K - $152K
|
2.41K
$477K
|
|
|
Jan 30, 2025
Q4 2024
|
Mainsail Asset Management, LLC
Birmingham, AL |
BUY
|
- |
698+ 2.78% |
$138K - $152K
|
25.8K
$5.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
685New |
$135K - $149K
|
685
$136K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
680+ 3.14% |
$134K - $148K
|
22.4K
$4.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
669+ 25.73% |
$132K - $145K
|
3.27K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
668+ 153.21% |
$132K - $145K
|
1.1K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
662+ 1.67% |
$131K - $144K
|
40.3K
$7.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
646+ 1.29% |
$127K - $140K
|
50.7K
$10M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
641New |
$127K - $139K
|
641
$127K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
631+ 0.37% |
$125K - $137K
|
173K
$34.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
631+ 0.22% |
$125K - $137K
|
289K
$57.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
626+ 2.12% |
$124K - $136K
|
30.2K
$5.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
623+ 47.92% |
$123K - $135K
|
1.92K
$381K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
620+ 21.23% |
$122K - $135K
|
3.54K
$701K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
612+ 17.06% |
$121K - $133K
|
4.2K
$832K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
609+ 1.27% |
$120K - $132K
|
48.6K
$9.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
609+ 4.26% |
$120K - $132K
|
14.9K
$2.95M
|