Ivc Wealth Advisors LLC Vanguard Small Cap Value ETF Transaction History

Ivc Wealth Advisors LLC

  • $221 Million
  • Q3 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 11,476 shares of VBR stock, worth $2.4 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
11,476
Previous 11,108 3.31%
Holding current value
$2.4 Million
Previous $2.17 Million 10.57%
% of portfolio
1.09%
Previous 1.07%

Shares

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

Oct 09, 2025
BUY
$195.41 - $212.37 $71,910 - $78,152
368 Added 3.31%
11,476 $2.4 Million
Q2 2025

Jul 22, 2025
BUY
$162.76 - $195.77 $228,677 - $275,056
1,405 Added 14.48%
11,108 $2.17 Million
Q1 2025

Apr 08, 2025
BUY
$183.02 - $207.75 $1.78 Million - $2.02 Million
9,703 New
9,703 $1.8 Million

Others Institutions Holding VBR

# of Institutions
1,762
Shares Held
91.3M
Call Options Held
58.1K
Put Options Held
3.1K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Ivc Wealth Advisors LLC Portfolio

Follow Ivc Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ivc Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ivc Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email