Shared Vision Wealth Group LLC Vanguard Small Cap Value ETF Transaction History

Shared Vision Wealth Group LLC

  • $236 Billion
  • Q3 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 5,749 shares of VBR stock, worth $1.2 Million. This represents 0.51% of its overall portfolio holdings.

Number of Shares
5,749
Previous 1,244 362.14%
Holding current value
$1.2 Million
Previous $247 Million 384.11%
% of portfolio
0.51%
Previous 0.12%

Shares

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

Oct 29, 2025
BUY
$195.41 - $212.37 $880,322 - $956,726
4,505 Added 362.14%
5,749 $1.19 Billion
Q4 2023

Feb 07, 2024
BUY
$149.18 - $181.94 $185,579 - $226,333
1,244 New
1,244 $224 Million

Others Institutions Holding VBR

# of Institutions
1,768
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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