Copia Wealth Management Vanguard Small Cap Value ETF Transaction History

Copia Wealth Management

  • $135 Billion
  • Q3 2025

A detailed history of Copia Wealth Management transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Copia Wealth Management holds 2,658 shares of VBR stock, worth $546,112. This represents 0.41% of its overall portfolio holdings.

Number of Shares
2,658
Previous 2,510 5.9%
Holding current value
$546,112
Previous $489 Million 13.34%
% of portfolio
0.41%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$195.41 - $212.37 $28,920 - $31,430
148 Added 5.9%
2,658 $555 Million
Q2 2025

Jul 28, 2025
BUY
$162.76 - $195.77 $36,946 - $44,439
227 Added 9.94%
2,510 $489 Million
Q1 2025

Apr 17, 2025
BUY
$183.02 - $207.75 $38,983 - $44,250
213 Added 10.29%
2,283 $425 Million
Q4 2024

Mar 06, 2025
BUY
$197.36 - $217.3 $408,535 - $449,811
2,070 New
2,070 $410 Million

Others Institutions Holding VBR

# of Institutions
1,793
Shares Held
91.3M
Call Options Held
70.1K
Put Options Held
8.2K
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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