White Lighthouse Investment Management Inc. Vanguard Small Cap Value ETF Transaction History

White Lighthouse Investment Management Inc.

  • $613 Million
  • Q2 2025

A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 34,440 shares of VBR stock, worth $6.83 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
34,440
Previous 34,313 0.37%
Holding current value
$6.83 Million
Previous $6.39 Million 5.07%
% of portfolio
1.1%
Previous 1.14%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$162.76 - $195.77 $20,670 - $24,862
127 Added 0.37%
34,440 $6.72 Million
Q1 2025

May 12, 2025
BUY
$183.02 - $207.75 $238,658 - $270,906
1,304 Added 3.95%
34,313 $6.39 Million
Q4 2024

Feb 04, 2025
BUY
$197.36 - $217.3 $144,862 - $159,498
734 Added 2.27%
33,009 $6.54 Million
Q3 2024

Oct 30, 2024
SELL
$179.99 - $201.6 $32,938 - $36,892
-183 Reduced 0.56%
32,275 $6.48 Million
Q2 2024

Jul 15, 2024
BUY
$177.65 - $191.11 $139,277 - $149,830
784 Added 2.48%
32,458 $5.92 Million
Q1 2024

May 07, 2024
SELL
$172.45 - $191.88 $344 - $383
-2 Reduced 0.01%
31,674 $6.08 Million
Q4 2023

Jan 23, 2024
BUY
$149.18 - $181.94 $17,603 - $21,468
118 Added 0.37%
31,676 $5.7 Million
Q3 2023

Oct 18, 2023
BUY
$157.33 - $174.39 $49,401 - $54,758
314 Added 1.0%
31,558 $5.03 Million
Q2 2023

Aug 07, 2023
SELL
$150.74 - $165.4 $9,496 - $10,420
-63 Reduced 0.2%
31,244 $5.17 Million
Q1 2023

Apr 20, 2023
BUY
$150.22 - $177.69 $23,284 - $27,541
155 Added 0.5%
31,307 $4.97 Million
Q4 2022

Jan 24, 2023
SELL
$147.25 - $169.54 $99,393 - $114,439
-675 Reduced 2.12%
31,152 $0
Q3 2022

Oct 18, 2022
BUY
$143.4 - $172.87 $89,338 - $107,698
623 Added 2.0%
31,827 $4.56 Million
Q2 2022

Jul 20, 2022
BUY
$146.67 - $178.24 $138,163 - $167,902
942 Added 3.11%
31,204 $4.68 Million
Q1 2022

Apr 20, 2022
BUY
$165.62 - $182.58 $484,769 - $534,411
2,927 Added 10.71%
30,262 $5.32 Million
Q4 2021

Jan 12, 2022
BUY
$168.72 - $185.72 $175,974 - $193,705
1,043 Added 3.97%
27,335 $4.89 Million
Q3 2021

Oct 20, 2021
BUY
$162.66 - $175.73 $266,599 - $288,021
1,639 Added 6.65%
26,292 $4.45 Million
Q2 2021

Jul 26, 2021
BUY
$166.46 - $180.76 $364,380 - $395,683
2,189 Added 9.74%
24,653 $4.28 Million
Q1 2021

May 07, 2021
BUY
$139.89 - $172.72 $434,358 - $536,295
3,105 Added 16.04%
22,464 $3.72 Million
Q4 2020

Feb 03, 2021
BUY
$111.89 - $142.79 $81,232 - $103,665
726 Added 3.9%
19,359 $2.75 Million
Q3 2020

Oct 15, 2020
BUY
$102.46 - $117.9 $118,136 - $135,938
1,153 Added 6.6%
18,633 $2.06 Million
Q2 2020

Jul 23, 2020
SELL
$81.16 - $120.46 $475,029 - $705,052
-5,853 Reduced 25.08%
17,480 $1.87 Million
Q1 2020

Apr 07, 2020
BUY
$75.8 - $139.04 $29,562 - $54,225
390 Added 1.7%
23,333 $2.07 Million
Q4 2019

Jan 24, 2020
BUY
$123.74 - $138.15 $133,020 - $148,511
1,075 Added 4.92%
22,943 $3.15 Million
Q3 2019

Nov 13, 2019
BUY
$128.22 - $131.67 $190,406 - $195,529
1,485 Added 7.29%
21,868 $2.82 Million
Q2 2019

Jul 31, 2019
BUY
N/A
1,435 Added 7.57%
20,383 $2.66 Million
Q1 2019

May 08, 2019
BUY
N/A
3,591 Added 23.38%
18,948 $2.44 Million
Q4 2018

Jan 23, 2019
SELL
N/A
-1,520 Reduced 9.01%
15,357 $1.75 Million
Q3 2018

Oct 24, 2018
BUY
N/A
910 Added 5.7%
16,877 $2.35 Million
Q2 2018

Aug 09, 2018
BUY
N/A
2,145 Added 15.52%
15,967 $2.17 Million
Q1 2018

Apr 12, 2018
BUY
N/A
790 Added 6.06%
13,822 $1.79 Million
Q4 2017

Jan 10, 2018
BUY
N/A
13,032
13,032 $1.73 Million

Others Institutions Holding VBR

# of Institutions
1,733
Shares Held
93M
Call Options Held
44.4K
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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