Essential Planning, Llc. Vanguard Small Cap Value ETF Transaction History

Essential Planning, Llc.

  • $314 Billion
  • Q4 2025

A detailed history of Essential Planning, Llc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Essential Planning, Llc. holds 3,243 shares of VBR stock, worth $666,306. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,243
Previous 1,000 224.3%
Holding current value
$666,306
Previous $209 Million 229.09%
% of portfolio
0.22%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 15, 2026
BUY
$201.42 - $211.15 $451,785 - $473,609
2,243 Added 224.3%
3,243 $687 Million
Q3 2025

Oct 28, 2025
BUY
$195.41 - $212.37 $195,410 - $212,370
1,000 New
1,000 $209 Million
Q4 2024

Feb 07, 2025
BUY
$197.36 - $217.3 $11 Million - $12.2 Million
55,956 New
55,956 $11.1 Million

Others Institutions Holding VBR

# of Institutions
1,798
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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