Valmark Advisers, Inc. Vanguard Small Cap Value ETF Transaction History

Valmark Advisers, Inc.

  • $6.54 Billion
  • Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Valmark Advisers, Inc. holds 2,585 shares of VBR stock, worth $490,969. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,585
Previous 5,886 56.08%
Holding current value
$490,969
Previous $1.17 Million 58.75%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Apr 22, 2025
SELL
$183.02 - $207.75 $604,149 - $685,782
-3,301 Reduced 56.08%
2,585 $481,000
Q4 2024

Jan 30, 2025
SELL
$197.36 - $217.3 $1.03 Million - $1.13 Million
-5,205 Reduced 46.93%
5,886 $1.17 Million
Q3 2024

Oct 25, 2024
BUY
$179.99 - $201.6 $1.61 Million - $1.81 Million
8,955 Added 419.24%
11,091 $2.23 Million
Q2 2024

Jul 31, 2024
BUY
$177.65 - $191.11 $34,819 - $37,457
196 Added 10.1%
2,136 $389,000
Q1 2024

May 03, 2024
BUY
$172.45 - $191.88 $11,899 - $13,239
69 Added 3.69%
1,940 $372,000
Q4 2023

Feb 02, 2024
SELL
$149.18 - $181.94 $100,845 - $122,991
-676 Reduced 26.54%
1,871 $336,000
Q3 2023

Nov 07, 2023
SELL
$157.33 - $174.39 $112,018 - $124,165
-712 Reduced 21.85%
2,547 $406,000
Q2 2023

Aug 02, 2023
SELL
$150.74 - $165.4 $946,948 - $1.04 Million
-6,282 Reduced 65.84%
3,259 $539,000
Q1 2023

May 01, 2023
SELL
$150.22 - $177.69 $1.03 Million - $1.22 Million
-6,857 Reduced 41.82%
9,541 $1.51 Million
Q4 2022

Feb 06, 2023
SELL
$147.25 - $169.54 $531,867 - $612,378
-3,612 Reduced 18.05%
16,398 $2.6 Million
Q3 2022

Nov 02, 2022
BUY
$143.4 - $172.87 $2.87 Million - $3.46 Million
20,010 New
20,010 $2.87 Million
Q2 2022

Aug 01, 2022
SELL
$146.67 - $178.24 $204,457 - $248,466
-1,394 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$165.62 - $182.58 $39,251 - $43,271
237 Added 20.48%
1,394 $245,000
Q4 2021

Feb 02, 2022
BUY
$168.72 - $185.72 $195,209 - $214,878
1,157 New
1,157 $207,000
Q2 2021

Aug 06, 2021
SELL
$166.46 - $180.76 $4.12 Million - $4.48 Million
-24,763 Closed
0 $0
Q1 2021

May 04, 2021
BUY
$139.89 - $172.72 $2.87 Million - $3.55 Million
20,536 Added 485.83%
24,763 $4.1 Million
Q4 2020

Feb 03, 2021
BUY
$111.89 - $142.79 $472,959 - $603,573
4,227 New
4,227 $601,000
Q2 2018

Aug 07, 2018
SELL
N/A
-3,507 Closed
0 $0
Q1 2018

May 07, 2018
SELL
N/A
-3,467 Reduced 49.71%
3,507 $454,000
Q4 2017

Feb 09, 2018
BUY
N/A
6,974
6,974 $926,000

Others Institutions Holding VBR

# of Institutions
1,703
Shares Held
92.8M
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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