Life Plan Investment Advisors, Inc. Vanguard Small Cap Value ETF Transaction History

Life Plan Investment Advisors, Inc.

  • $174 Billion
  • Q1 2025

A detailed history of Life Plan Investment Advisors, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 25,719 shares of VBR stock, worth $4.86 Million. This represents 2.76% of its overall portfolio holdings.

Number of Shares
25,719
Previous 24,878 3.38%
Holding current value
$4.86 Million
Previous $4.93 Billion 2.82%
% of portfolio
2.76%
Previous 3.05%

Shares

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

May 13, 2025
BUY
$183.02 - $207.75 $153,919 - $174,717
841 Added 3.38%
25,719 $4.79 Billion
Q4 2024

Feb 14, 2025
SELL
$197.36 - $217.3 $170,519 - $187,747
-864 Reduced 3.36%
24,878 $4.93 Billion
Q3 2024

Jan 21, 2025
BUY
$179.99 - $201.6 $83,875 - $93,945
466 Added 1.84%
25,742 $5.17 Billion
Q2 2024

Jan 21, 2025
BUY
$177.65 - $191.11 $162,549 - $174,865
915 Added 3.76%
25,276 $4.61 Billion
Q1 2024

Jan 21, 2025
SELL
$172.45 - $191.88 $1.55 Million - $1.72 Million
-8,980 Reduced 26.93%
24,361 $4.67 Billion
Q4 2023

Jan 21, 2025
BUY
$149.18 - $181.94 $131,278 - $160,107
880 Added 2.71%
33,341 $6 Billion
Q3 2023

Jan 21, 2025
BUY
$157.33 - $174.39 $117,053 - $129,746
744 Added 2.35%
32,461 $5.18 Billion
Q2 2023

Jan 21, 2025
BUY
$150.74 - $165.4 $4.78 Million - $5.25 Million
31,717 New
31,717 $5.25 Billion

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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