Kovitz Investment Group Partners, LLC Vanguard Small Cap Value ETF Transaction History

Kovitz Investment Group Partners, LLC

  • $18.2 Billion
  • Q1 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 66,643 shares of VBR stock, worth $12.7 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
66,643
Previous 66,643 -0.0%
Holding current value
$12.7 Million
Previous $12.4 Million -0.0%
% of portfolio
0.07%
Previous 0.07%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$183.02 - $207.75 $881,424 - $1 Million
4,816 Added 7.79%
66,643 $12.4 Million
Q4 2024

Feb 14, 2025
BUY
$197.36 - $217.3 $2.18 Million - $2.4 Million
11,029 Added 21.71%
61,827 $12.3 Million
Q3 2024

Nov 14, 2024
BUY
$179.99 - $201.6 $8.64 Million - $9.68 Million
48,011 Added 1722.68%
50,798 $10.2 Million
Q2 2024

Aug 14, 2024
BUY
$177.65 - $191.11 $14,744 - $15,862
83 Added 3.07%
2,787 $508,000
Q1 2024

May 14, 2024
SELL
$172.45 - $191.88 $2,586 - $2,878
-15 Reduced 0.55%
2,704 $518,000
Q4 2023

Feb 07, 2024
BUY
$149.18 - $181.94 $298 - $363
2 Added 0.07%
2,719 $489,000
Q3 2023

Nov 09, 2023
SELL
$157.33 - $174.39 $314 - $348
-2 Reduced 0.07%
2,717 $433,000
Q2 2023

Aug 08, 2023
SELL
$150.74 - $165.4 $16,279 - $17,863
-108 Reduced 3.82%
2,719 $449,000
Q1 2023

May 11, 2023
BUY
$150.22 - $177.69 $182,817 - $216,248
1,217 Added 75.59%
2,827 $449,000
Q4 2022

Jan 19, 2023
SELL
$147.25 - $169.54 $117,800 - $135,632
-800 Reduced 33.2%
1,610 $256,000
Q3 2022

Nov 09, 2022
SELL
$143.4 - $172.87 $28,966 - $34,919
-202 Reduced 7.73%
2,410 $346,000
Q2 2022

Aug 02, 2022
SELL
$146.67 - $178.24 $90,788 - $110,330
-619 Reduced 19.16%
2,612 $391,000
Q1 2022

Apr 22, 2022
SELL
$165.62 - $182.58 $161,313 - $177,832
-974 Reduced 23.16%
3,231 $568,000
Q4 2021

Feb 04, 2022
BUY
$168.72 - $185.72 $183,061 - $201,506
1,085 Added 34.78%
4,205 $598,000
Q3 2021

Oct 28, 2021
SELL
$162.66 - $175.73 $60,997 - $65,898
-375 Reduced 10.73%
3,120 $528,000
Q2 2021

Aug 04, 2021
SELL
$166.46 - $180.76 $114,025 - $123,820
-685 Reduced 16.39%
3,495 $607,000
Q1 2021

May 06, 2021
SELL
$139.89 - $172.72 $3,497 - $4,318
-25 Reduced 0.59%
4,180 $692,000
Q4 2020

Feb 12, 2021
SELL
$111.89 - $142.79 $27,077 - $34,555
-242 Reduced 5.44%
4,205 $598,000
Q3 2020

Nov 10, 2020
SELL
$102.46 - $117.9 $18,135 - $20,868
-177 Reduced 3.83%
4,447 $492,000
Q2 2020

Aug 12, 2020
SELL
$81.16 - $120.46 $1.68 Million - $2.49 Million
-20,697 Reduced 81.74%
4,624 $495,000
Q1 2020

May 15, 2020
SELL
$75.8 - $139.04 $1.84 Million - $3.38 Million
-24,279 Reduced 48.95%
25,321 $2.25 Million
Q4 2019

Feb 13, 2020
SELL
$123.74 - $138.15 $689,355 - $769,633
-5,571 Reduced 10.1%
49,600 $6.8 Million
Q3 2019

Nov 14, 2019
SELL
$128.22 - $131.67 $330,166 - $339,050
-2,575 Reduced 4.46%
55,171 $7.11 Million
Q2 2019

Aug 14, 2019
BUY
N/A
125 Added 0.22%
57,746 $7.54 Million
Q1 2019

May 15, 2019
BUY
N/A
57,621 New
57,621 $7.42 Million

Others Institutions Holding VBR

# of Institutions
1,704
Shares Held
92.9M
Call Options Held
42.9K
Put Options Held
7K
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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