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 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
608+ 4.53% |
$120K - $132K
|
14K
$2.78M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
590+ 1.4% |
$116K - $128K
|
42.9K
$8.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
590New |
$116K - $128K
|
590
$117K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
587+ 28.75% |
$116K - $128K
|
2.63K
$521K
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
583+ 1.87% |
$115K - $127K
|
31.8K
$6.29M
|
|
|
Feb 13, 2025
Q4 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
578+ 1.35% |
$114K - $126K
|
43.4K
$8.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Hudson Value Partners, LLC
|
BUY
|
- |
569+ 6.92% |
$112K - $124K
|
8.79K
$1.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
565New |
$112K - $123K
|
565
$112K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
562+ 31.41% |
$111K - $122K
|
2.35K
$466K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
547+ 18.94% |
$108K - $119K
|
3.44K
$680K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
547New |
$108K - $119K
|
547
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
547+ 60.38% |
$108K - $119K
|
1.45K
$288K
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
539+ 1.31% |
$106K - $117K
|
41.8K
$8.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
536+ 0.88% |
$106K - $116K
|
61.7K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
534+ 1.69% |
$105K - $116K
|
32.2K
$6.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
517New |
$102K - $112K
|
517
$102K
|
|
|
Jan 13, 2025
Q4 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
509+ 1.46% |
$100K - $111K
|
35.4K
$7.01M
|
|
|
Jan 21, 2025
Q4 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
509+ 11.26% |
$100K - $111K
|
5.03K
$996K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
508+ 9.12% |
$100K - $110K
|
6.08K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
504+ 2.75% |
$99.5K - $110K
|
18.8K
$3.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
503+ 2.4% |
$99.3K - $109K
|
21.5K
$4.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
500+ 50.0% |
$98.7K - $109K
|
1.5K
$297K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
499+ 33.2% |
$98.5K - $108K
|
2K
$396K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
498+ 3.12% |
$98.3K - $108K
|
16.5K
$3.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
492+ 13.07% |
$97.1K - $107K
|
4.26K
$843K
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
485+ 1.3% |
$95.7K - $105K
|
37.9K
$7.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
480+ 15.08% |
$94.7K - $104K
|
3.66K
$726K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
476+ 4.26% |
$93.9K - $103K
|
11.7K
$2.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
476+ 0.86% |
$93.9K - $103K
|
55.7K
$11M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
473New |
$93.4K - $103K
|
473
$93.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
464+ 1.82% |
$91.6K - $101K
|
25.9K
$5.13M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
461+ 3.14% |
$91K - $100K
|
15.1K
$3M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
452+ 16.46% |
$89.2K - $98.2K
|
3.2K
$633K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
444+ 1.95% |
$87.6K - $96.5K
|
23.2K
$4.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
440+ 1.32% |
$86.8K - $95.6K
|
33.8K
$6.69M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
434New |
$85.7K - $94.3K
|
434
$85.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
433New |
$85.5K - $94.1K
|
433
$85.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
430+ 1.79% |
$84.9K - $93.4K
|
24.5K
$4.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
426+ 3.02% |
$84.1K - $92.6K
|
14.5K
$2.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
425+ 21.46% |
$83.9K - $92.4K
|
2.41K
$476K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
420New |
$82.9K - $91.3K
|
420
$83.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
418+ 100.97% |
$82.5K - $90.8K
|
832
$165K
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
406+ 2.68% |
$80.1K - $88.2K
|
15.5K
$3.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
404New |
$79.7K - $87.8K
|
404
$80K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
BUY
|
- |
400New |
$78.9K - $86.9K
|
400
$79.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
399New |
$78.7K - $86.7K
|
399
$79K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
399+ 1.74% |
$78.7K - $86.7K
|
23.4K
$4.63M
|
|
|
Jan 10, 2025
Q4 2024
|
Praetorian Wealth Management, Inc.
|
BUY
|
- |
383+ 0.65% |
$75.6K - $83.2K
|
58.9K
$11.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
380+ 7.54% |
$75K - $82.6K
|
5.42K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
379+ 4.77% |
$74.8K - $82.4K
|
8.32K
$1.65M
|