A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 4,938 shares of VBR stock, worth $976,687. This represents 0.27% of its overall portfolio holdings.

Number of Shares
4,938
Previous 3,012 63.94%
Holding current value
$976,687
Previous $605 Million 61.82%
% of portfolio
0.27%
Previous 0.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025

BUY
$197.36 - $217.3 $380,115 - $418,519
1,926 Added 63.94%
4,938 $979 Million
Q2 2024

Aug 12, 2024

SELL
$177.65 - $191.11 $6,928 - $7,453
-39 Reduced 1.28%
3,012 $553 Million
Q1 2024

May 13, 2024

SELL
$172.45 - $191.88 $37,076 - $41,254
-215 Reduced 6.58%
3,051 $585 Million
Q4 2023

Feb 09, 2024

BUY
$149.18 - $181.94 $37,891 - $46,212
254 Added 8.43%
3,266 $588 Million
Q3 2023

Nov 08, 2023

BUY
$157.33 - $174.39 $473,877 - $525,262
3,012 New
3,012 $480 Million

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Annis Gardner Whiting Capital Advisors, LLC Portfolio

Follow Annis Gardner Whiting Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Annis Gardner Whiting Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annis Gardner Whiting Capital Advisors, LLC with notifications on news.