Schneider Downs Wealth Management Advisors, LP Vanguard Small Cap Value ETF Transaction History

Schneider Downs Wealth Management Advisors, LP

$649 Million
Q2 2025

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 12,350 shares of VBR stock, worth $2.61 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

12,350

Previous 1,127 995.83%

Holding current value

$2.61 Million

Previous $209,000 1052.15%

% of portfolio

0.37%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	BUY	$162.76 - $195.77 $1.83 Million - $2.2 Million	11,223 Added 995.83%	12,350 $2.41 Million
Q1 2025 May 13, 2025	BUY	$183.02 - $207.75 $183 - $207	1 Added 0.09%	1,127 $209,000
Q4 2024 Feb 04, 2025	SELL	$197.36 - $217.3 $18,551 - $20,426	-94 Reduced 7.7%	1,126 $223,000
Q3 2024 Nov 06, 2024	BUY	$179.99 - $201.6 $359 - $403	2 Added 0.16%	1,220 $244,000
Q1 2024 May 08, 2024	SELL	$172.45 - $191.88 $17,762 - $19,763	-103 Reduced 7.8%	1,218 $233,000
Q4 2023 Feb 09, 2024	BUY	$149.18 - $181.94 $197,066 - $240,342	1,321 New	1,321 $237,000
Q2 2023 Jul 31, 2023	BUY	$150.74 - $165.4 $183,299 - $201,126	1,216 New	1,216 $201,000

Others Institutions Holding VBR

# of Institutions

1,758

Shares Held

91.2M

Call Options Held

58.1K

Put Options Held

3.1K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Schneider Downs Wealth Management Advisors, LP Vanguard Small Cap Value ETF Transaction History