A detailed history of K2 Financial Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, K2 Financial Inc. holds 2,742 shares of VBR stock, worth $573,023. This represents 0.46% of its overall portfolio holdings.

Number of Shares
2,742
Previous 2,432 12.75%
Holding current value
$573,023
Previous $480 Million 99.88%
% of portfolio
0.46%
Previous 0.42%

Shares

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

Oct 16, 2025

BUY
$195.41 - $212.37 $60,577 - $65,834
310 Added 12.75%
2,742 $572,000
Q2 2025

Jul 17, 2025

SELL
$162.76 - $195.77 $30,110 - $36,217
-185 Reduced 7.07%
2,432 $480 Million
Q1 2025

Apr 25, 2025

SELL
$183.02 - $207.75 $22,511 - $25,553
-123 Reduced 4.49%
2,617 $444 Million
Q4 2024

Feb 06, 2025

BUY
$197.36 - $217.3 $540,766 - $595,402
2,740 New
2,740 $540 Million

Others Institutions Holding VBR

About VANGUARD SMALL-CAP VALUE ETF


  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track K2 Financial Inc. Portfolio

Follow K2 Financial Inc. 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 K2 Financial Inc., based on Form 13F filings with the SEC.

News

Stay updated on K2 Financial Inc. with notifications on news.