Fee Only Financial Planning, L.C. Vanguard Small Cap Value ETF Transaction History

Fee Only Financial Planning, L.C.

  • $171 Billion
  • Q3 2025

A detailed history of Fee Only Financial Planning, L.C. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Fee Only Financial Planning, L.C. holds 52,884 shares of VBR stock, worth $10.9 Million. This represents 6.44% of its overall portfolio holdings.

Number of Shares
52,884
Previous 53,675 1.47%
Holding current value
$10.9 Million
Previous $10.5 Billion 5.45%
% of portfolio
6.44%
Previous 6.48%

Shares

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

Oct 27, 2025
SELL
$195.41 - $212.37 $154,569 - $167,984
-791 Reduced 1.47%
52,884 $11 Billion
Q2 2025

Jul 17, 2025
BUY
$162.76 - $195.77 $3,092 - $3,719
19 Added 0.04%
53,675 $10.5 Billion
Q1 2025

May 02, 2025
SELL
$183.02 - $207.75 $65,155 - $73,959
-356 Reduced 0.66%
53,656 $10 Billion
Q4 2024

Feb 04, 2025
SELL
$197.36 - $217.3 $268,409 - $295,528
-1,360 Reduced 2.46%
54,012 $10.7 Billion
Q3 2024

Nov 01, 2024
SELL
$179.99 - $201.6 $75,415 - $84,470
-419 Reduced 0.75%
55,372 $11.1 Billion
Q2 2024

Aug 05, 2024
SELL
$177.65 - $191.11 $5,507 - $5,924
-31 Reduced 0.06%
55,791 $10.2 Billion
Q1 2024

Apr 25, 2024
SELL
$172.45 - $191.88 $59,150 - $65,814
-343 Reduced 0.61%
55,822 $10.7 Billion
Q4 2023

Feb 05, 2024
BUY
$149.18 - $181.94 $58,627 - $71,502
393 Added 0.7%
56,165 $10.1 Billion
Q3 2023

Apr 22, 2024
BUY
$157.33 - $174.39 $114,064 - $126,432
725 Added 1.32%
55,772 $8.9 Billion
Q3 2023

Oct 26, 2023
BUY
$157.33 - $174.39 $114,064 - $126,432
725 Added 1.32%
55,772 $8.9 Billion
Q2 2023

Apr 22, 2024
SELL
$150.74 - $165.4 $47,030 - $51,604
-312 Reduced 0.56%
55,047 $9.1 Billion
Q2 2023

Aug 07, 2023
SELL
$150.74 - $165.4 $47,030 - $51,604
-312 Reduced 0.56%
55,047 $9.1 Billion
Q1 2023

Apr 22, 2024
SELL
$150.22 - $177.69 $121,077 - $143,218
-806 Reduced 1.44%
55,359 $8.79 Billion
Q1 2023

Apr 28, 2023
SELL
$150.22 - $177.69 $253,421 - $299,763
-1,687 Reduced 2.96%
55,359 $8.79 Billion
Q4 2022

Feb 03, 2023
BUY
$147.25 - $169.54 $8.4 Million - $9.67 Million
57,046 New
57,046 $9.06 Billion

Others Institutions Holding VBR

# of Institutions
1,795
Shares Held
91.7M
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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