Plante Moran Financial Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Plante Moran Financial Advisors, LLC

  • $1.42 Billion
  • Q2 2025

A detailed history of Plante Moran Financial Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 115,003 shares of VBR stock, worth $24 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
115,003
Previous 77,145 49.07%
Holding current value
$24 Million
Previous $14.4 Million 56.05%
% of portfolio
1.58%
Previous 1.24%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 05, 2025
BUY
$162.76 - $195.77 $6.16 Million - $7.41 Million
37,858 Added 49.07%
115,003 $22.4 Million
Q1 2025

May 08, 2025
SELL
$183.02 - $207.75 $109,812 - $124,650
-600 Reduced 0.77%
77,145 $14.4 Million
Q4 2024

Feb 05, 2025
SELL
$197.36 - $217.3 $349,919 - $385,272
-1,773 Reduced 2.23%
77,745 $15.4 Million
Q3 2024

Oct 30, 2024
SELL
$179.99 - $201.6 $535,830 - $600,163
-2,977 Reduced 3.61%
79,518 $16 Million
Q2 2024

Aug 12, 2024
SELL
$177.65 - $191.11 $91,667 - $98,612
-516 Reduced 0.62%
82,495 $15.1 Million
Q1 2024

May 09, 2024
SELL
$172.45 - $191.88 $1.71 Million - $1.9 Million
-9,915 Reduced 10.67%
83,011 $15.9 Million
Q4 2023

Feb 05, 2024
BUY
$149.18 - $181.94 $10.5 Million - $12.8 Million
70,129 Added 307.62%
92,926 $16.7 Million
Q3 2023

Nov 07, 2023
SELL
$157.33 - $174.39 $277,530 - $307,623
-1,764 Reduced 7.18%
22,797 $3.64 Million
Q2 2023

Aug 07, 2023
SELL
$150.74 - $165.4 $2.07 Million - $2.27 Million
-13,720 Reduced 35.84%
24,561 $4.06 Million
Q1 2023

May 08, 2023
SELL
$150.22 - $177.69 $5.26 Million - $6.23 Million
-35,038 Reduced 47.79%
38,281 $6.08 Million
Q4 2022

Feb 09, 2023
BUY
$147.25 - $169.54 $6.67 Million - $7.68 Million
45,314 Added 161.81%
73,319 $11.6 Million
Q3 2022

Nov 02, 2022
BUY
$143.4 - $172.87 $2.2 Million - $2.65 Million
15,318 Added 120.74%
28,005 $4.02 Million
Q2 2022

Aug 02, 2022
SELL
$146.67 - $178.24 $61,014 - $74,147
-416 Reduced 3.17%
12,687 $1.9 Million
Q1 2022

May 06, 2022
SELL
$165.62 - $182.58 $1.01 Million - $1.11 Million
-6,076 Reduced 31.68%
13,103 $2.31 Million
Q4 2021

Feb 09, 2022
BUY
$168.72 - $185.72 $1.18 Million - $1.3 Million
7,015 Added 57.67%
19,179 $3.43 Million
Q3 2021

Nov 08, 2021
SELL
$162.66 - $175.73 $743,193 - $802,910
-4,569 Reduced 27.31%
12,164 $2.06 Million
Q2 2021

Aug 10, 2021
BUY
$166.46 - $180.76 $88,889 - $96,525
534 Added 3.3%
16,733 $2.91 Million
Q1 2021

May 13, 2021
BUY
$139.89 - $172.72 $776,949 - $959,286
5,554 Added 52.17%
16,199 $2.68 Million
Q4 2020

Feb 09, 2021
BUY
$111.89 - $142.79 $513,351 - $655,120
4,588 Added 75.75%
10,645 $1.51 Million
Q3 2020

Nov 12, 2020
SELL
$102.46 - $117.9 $3.79 Million - $4.36 Million
-36,996 Reduced 85.93%
6,057 $670,000
Q2 2020

Aug 10, 2020
BUY
$81.16 - $120.46 $3.32 Million - $4.92 Million
40,850 Added 1854.29%
43,053 $4.6 Million
Q1 2020

May 07, 2020
SELL
$75.8 - $139.04 $57,911 - $106,226
-764 Reduced 25.75%
2,203 $196,000
Q4 2019

Feb 14, 2020
SELL
$123.74 - $138.15 $2,969 - $3,315
-24 Reduced 0.8%
2,967 $407,000
Q3 2019

Nov 13, 2019
SELL
$128.22 - $131.67 $16,540 - $16,985
-129 Reduced 4.13%
2,991 $0
Q2 2019

Aug 13, 2019
BUY
N/A
959 Added 44.38%
3,120 $407,000
Q1 2019

May 13, 2019
BUY
N/A
596 Added 38.08%
2,161 $278,000
Q4 2018

Jan 29, 2019
BUY
N/A
435 Added 38.5%
1,565 $179,000
Q2 2018

Jul 26, 2018
BUY
N/A
103 Added 10.03%
1,130 $153,000
Q1 2018

May 01, 2018
BUY
N/A
26 Added 2.6%
1,027 $133,000
Q4 2017

Feb 01, 2018
SELL
N/A
-14 Reduced 1.38%
1,001 $133,000
Q3 2017

Nov 08, 2017
BUY
N/A
1,015
1,015 $130,000

Others Institutions Holding VBR

# of Institutions
1,770
Shares Held
91.2M
Call Options Held
57.9K
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
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