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

Spectrum Investment Advisors, Inc.

$172 Billion
Q2 2025

A detailed history of Spectrum Investment Advisors, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Spectrum Investment Advisors, Inc. holds 44,264 shares of VBR stock, worth $9.25 Million. This represents 5.01% of its overall portfolio holdings.

Number of Shares

44,264

Previous 41,268 7.26%

Holding current value

$9.25 Million

Previous $7.69 Billion 12.28%

% of portfolio

5.01%

Previous 4.96%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	$162.76 - $195.77 $487,628 - $586,526	2,996 Added 7.26%	44,264 $8.63 Billion
Q1 2025 Apr 23, 2025	BUY	$183.02 - $207.75 $179,542 - $203,802	981 Added 2.44%	41,268 $7.69 Billion
Q4 2024 Jan 28, 2025	BUY	$197.36 - $217.3 $130,652 - $143,852	662 Added 1.67%	40,287 $7.98 Billion
Q3 2024 Nov 06, 2024	BUY	$179.99 - $201.6 $36,537 - $40,924	203 Added 0.51%	39,625 $7.96 Billion
Q2 2024 Jul 31, 2024	BUY	$177.65 - $191.11 $40,504 - $43,573	228 Added 0.58%	39,422 $7.2 Billion
Q1 2024 May 06, 2024	BUY	$172.45 - $191.88 $172,105 - $191,496	998 Added 2.61%	39,194 $7.52 Billion
Q4 2023 Feb 07, 2024	BUY	$149.18 - $181.94 $5.7 Million - $6.95 Million	38,196 New	38,196 $6.87 Billion

Others Institutions Holding VBR

# of Institutions

1,768

Shares Held

91.1M

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