Retirement Planning Group, LLC / Ny Vanguard Small Cap Value ETF Transaction History

Retirement Planning Group, LLC / Ny

  • $114 Billion
  • Q2 2025

A detailed history of Retirement Planning Group, LLC / Ny transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Retirement Planning Group, LLC / Ny holds 2,036 shares of VBR stock, worth $404,064. This represents 0.35% of its overall portfolio holdings.

Number of Shares
2,036
Previous 1,295 57.22%
Holding current value
$404,064
Previous $241 Million 65.32%
% of portfolio
0.35%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$162.76 - $195.77 $120,605 - $145,065
741 Added 57.22%
2,036 $399 Million
Q1 2025

Apr 22, 2025
BUY
$183.02 - $207.75 $237,010 - $269,036
1,295 New
1,295 $241 Million

Others Institutions Holding VBR

# of Institutions
1,733
Shares Held
93M
Call Options Held
44.4K
Put Options Held
7K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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