Whitaker Myers Wealth Managers, Ltd. Vanguard Small Cap Value ETF Transaction History

Whitaker Myers Wealth Managers, Ltd.

$459 Billion
Q3 2025

A detailed history of Whitaker Myers Wealth Managers, Ltd. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Whitaker Myers Wealth Managers, Ltd. holds 100,778 shares of VBR stock, worth $20.7 Million. This represents 4.59% of its overall portfolio holdings.

Number of Shares

100,778

Previous 93,548 7.73%

Holding current value

$20.7 Million

Previous $18.2 Billion 15.3%

% of portfolio

4.59%

Previous 4.6%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	$195.41 - $212.37 $1.41 Million - $1.54 Million	7,230 Added 7.73%	100,778 $21 Billion
Q2 2025 Jul 07, 2025	BUY	$162.76 - $195.77 $1.4 Million - $1.68 Million	8,594 Added 10.12%	93,548 $18.2 Billion
Q1 2025 Apr 14, 2025	BUY	$183.02 - $207.75 $1.37 Million - $1.56 Million	7,486 Added 9.66%	84,954 $15.8 Billion
Q4 2024 Jan 15, 2025	BUY	$197.36 - $217.3 $601,355 - $662,113	3,047 Added 4.09%	77,468 $15.4 Billion
Q3 2024 Oct 18, 2024	BUY	$179.99 - $201.6 $629,605 - $705,196	3,498 Added 4.93%	74,421 $14.9 Billion
Q2 2024 Jul 26, 2024	BUY	$177.65 - $191.11 $1.44 Million - $1.55 Million	8,098 Added 12.89%	70,923 $12.9 Billion
Q1 2024 Apr 12, 2024	BUY	$172.45 - $191.88 $1.57 Million - $1.74 Million	9,086 Added 16.91%	62,825 $12.1 Billion
Q4 2023 Jan 12, 2024	BUY	$149.18 - $181.94 $778,122 - $948,999	5,216 Added 10.75%	53,739 $9.67 Billion
Q3 2023 Oct 05, 2023	BUY	$157.33 - $174.39 $1.13 Million - $1.25 Million	7,196 Added 17.41%	48,523 $7.74 Billion
Q2 2023 Jul 13, 2023	BUY	$150.74 - $165.4 $877,457 - $962,793	5,821 Added 16.39%	41,327 $6.84 Billion
Q1 2023 Apr 21, 2023	BUY	$150.22 - $177.69 $1.03 Million - $1.22 Million	6,888 Added 24.07%	35,506 $5.64 Billion
Q4 2022 Apr 21, 2023	BUY	$147.25 - $169.54 $4.21 Million - $4.85 Million	28,618 New	28,618 $4.54 Billion

Others Institutions Holding VBR

# of Institutions

1,795

Shares Held

91.7M

Call Options Held

70.1K

Put Options Held

8.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
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Whitaker Myers Wealth Managers, Ltd. Vanguard Small Cap Value ETF Transaction History