Choate Investment Advisors Vanguard Small Cap Value ETF Transaction History

Choate Investment Advisors

$4.32 Billion
Q2 2025

A detailed history of Choate Investment Advisors transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Choate Investment Advisors holds 19,847 shares of VBR stock, worth $4.15 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

19,847

Previous 27,525 27.89%

Holding current value

$4.15 Million

Previous $5.13 Million 24.52%

% of portfolio

0.09%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	SELL	$162.76 - $195.77 $1.25 Million - $1.5 Million	-7,678 Reduced 27.89%	19,847 $3.87 Million
Q1 2025 May 14, 2025	BUY	$183.02 - $207.75 $306,192 - $347,565	1,673 Added 6.47%	27,525 $5.13 Million
Q4 2024 Feb 10, 2025	BUY	$197.36 - $217.3 $195,386 - $215,127	990 Added 3.98%	25,852 $5.12 Million
Q3 2024 Nov 13, 2024	BUY	$179.99 - $201.6 $77,395 - $86,688	430 Added 1.76%	24,862 $4.99 Million
Q1 2024 May 07, 2024	BUY	$172.45 - $191.88 $4.21 Million - $4.69 Million	24,432 New	24,432 $4.69 Million
Q2 2022 Aug 11, 2022	SELL	$146.67 - $178.24 $440 - $534	-3 Closed	0 $0
Q4 2020 Feb 08, 2021	BUY	$111.89 - $142.79 $335 - $428	3 New	3 $0

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

More about VBR

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Choate Investment Advisors Vanguard Small Cap Value ETF Transaction History