Bell Investment Advisors, Inc Vanguard Small Cap Value ETF Transaction History

Bell Investment Advisors, Inc

$574 Million
Q2 2025

A detailed history of Bell Investment Advisors, Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 2,100 shares of VBR stock, worth $438,858. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,100

Previous 2,327 9.76%

Holding current value

$438,858

Previous $433,000 5.54%

% of portfolio

0.07%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$162.76 - $195.77 $36,946 - $44,439	-227 Reduced 9.76%	2,100 $409,000
Q1 2025 May 15, 2025	BUY	$183.02 - $207.75 $15,556 - $17,658	85 Added 3.79%	2,327 $433,000
Q4 2024 Feb 07, 2025	SELL	$197.36 - $217.3 $6,315 - $6,953	-32 Reduced 1.41%	2,242 $444,000
Q3 2024 Nov 13, 2024	BUY	$179.99 - $201.6 $33,298 - $37,296	185 Added 8.86%	2,274 $456,000
Q2 2024 Aug 07, 2024	BUY	$177.65 - $191.11 $47,432 - $51,026	267 Added 14.65%	2,089 $381,000
Q1 2024 May 08, 2024	BUY	$172.45 - $191.88 $7,932 - $8,826	46 Added 2.59%	1,822 $349,000
Q4 2023 Feb 14, 2024	BUY	$149.18 - $181.94 $8,055 - $9,824	54 Added 3.14%	1,776 $319,000
Q3 2023 Nov 08, 2023	BUY	$157.33 - $174.39 $4,877 - $5,406	31 Added 1.83%	1,722 $274,000
Q2 2023 Aug 09, 2023	BUY	$150.74 - $165.4 $4,974 - $5,458	33 Added 1.99%	1,691 $279,000
Q1 2023 May 10, 2023	BUY	$150.22 - $177.69 $3,154 - $3,731	21 Added 1.28%	1,658 $263,000
Q4 2022 Feb 08, 2023	BUY	$147.25 - $169.54 $147 - $169	1 Added 0.06%	1,637 $259,000
Q3 2022 Nov 09, 2022	SELL	$143.4 - $172.87 $3,441 - $4,148	-24 Reduced 1.45%	1,636 $235,000
Q2 2022 Aug 12, 2022	BUY	$146.67 - $178.24 $4,546 - $5,525	31 Added 1.9%	1,660 $249,000
Q4 2021 Feb 14, 2022	BUY	$168.72 - $185.72 $2,868 - $3,157	17 Added 1.05%	1,629 $291,000
Q3 2021 Nov 12, 2021	BUY	$162.66 - $175.73 $262,207 - $283,276	1,612 New	1,612 $273,000

Others Institutions Holding VBR

# of Institutions

1,770

Shares Held

91.2M

Call Options Held

57.9K

Put Options Held

3.1K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

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Bell Investment Advisors, Inc Vanguard Small Cap Value ETF Transaction History