Latest Institutional Transactions on Vanguard Small Cap Value ETF (VBR)
This table provides information on the latest institutional transactions involving Vanguard Small Cap Value ETF (VBR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
15.7K+ 68.05% |
$2.83M - $3.17M
|
38.8K
$8.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
755+ 59.92% |
$136K - $152K
|
2.02K
$419K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
5.55K+ 1.16% |
$999K - $1.12M
|
483K
$100M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-9.32K- 27.93% |
$1.68M - $1.88M
|
24K
$4.99M
|
|
|
Nov 06, 2024
Q3 2024
|
Evergreen Wealth Management, LLC
Williamston, MI |
BUY
|
- |
933+ 4.84% |
$168K - $188K
|
20.2K
$4.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
7.1KNew |
$1.28M - $1.43M
|
7.1K
$1.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
38+ 2.66% |
$6.84K - $7.66K
|
1.46K
$304K
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
34+ 2.97% |
$6.12K - $6.85K
|
1.18K
$245K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.09K- 25.87% |
$375K - $420K
|
5.98K
$1.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-32.9K- 25.71% |
$5.93M - $6.64M
|
95.2K
$19.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-28- 1.58% |
$5.04K - $5.64K
|
1.75K
$363K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-268K- 12.26% |
$48.3M - $54.1M
|
1.92M
$399M
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$1.8K - $2.02K
|
10
$2.08K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-14- 0.57% |
$2.52K - $2.82K
|
2.45K
$508K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-29- 1.66% |
$5.22K - $5.85K
|
1.72K
$357K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.38K- 4.0% |
$247K - $277K
|
33K
$6.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-761- 37.23% |
$137K - $153K
|
1.28K
$267K
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
195+ 0.59% |
$35.1K - $39.3K
|
33.3K
$6.92M
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
9+ 0.2% |
$1.62K - $1.81K
|
4.4K
$914K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
55New |
$9.9K - $11.1K
|
55
$11.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-233- 0.61% |
$41.9K - $47K
|
37.8K
$7.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
72+ 0.78% |
$13K - $14.5K
|
9.36K
$1.94M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
6+ 0.12% |
$1.08K - $1.21K
|
4.96K
$1.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
1.7KNew |
$306K - $343K
|
1.7K
$353K
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.5K+ 100.0% |
$271K - $303K
|
3.01K
$625K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-236- 4.14% |
$42.5K - $47.6K
|
5.47K
$1.14M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
120+ 3.08% |
$21.6K - $24.2K
|
4.02K
$834K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-865- 15.7% |
$156K - $174K
|
4.64K
$965K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-254- 0.76% |
$45.7K - $51.2K
|
33.3K
$6.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
467New |
$84.1K - $94.1K
|
467
$97K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.35% |
$720 - $806
|
1.14K
$236K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-482- 3.35% |
$86.8K - $97.2K
|
13.9K
$2.89M
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
271+ 0.44% |
$48.8K - $54.6K
|
62.3K
$12.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-192- 2.36% |
$34.6K - $38.7K
|
7.93K
$1.65M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-2.75K- 22.48% |
$496K - $555K
|
9.5K
$1.97M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
220+ 12.8% |
$39.6K - $44.4K
|
1.94K
$403K
|
|
|
Nov 05, 2024
Q3 2024
|
Rmr Capital Management, LLC
Tustin, CA |
BUY
|
- |
121+ 0.85% |
$21.8K - $24.4K
|
14.3K
$2.98M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10- 0.53% |
$1.8K - $2.02K
|
1.88K
$391K
|
|
|
Nov 05, 2024
Q3 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
300+ 0.75% |
$54K - $60.5K
|
40.3K
$8.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.4K+ 101.59% |
$253K - $283K
|
2.78K
$578K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
28+ 0.65% |
$5.04K - $5.64K
|
4.37K
$908K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-35- 1.12% |
$6.3K - $7.06K
|
3.1K
$643K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7+ 0.18% |
$1.26K - $1.41K
|
3.92K
$814K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
17+ 0.17% |
$3.06K - $3.43K
|
9.98K
$2.07M
|
|
|
Nov 04, 2024
Q3 2024
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2.28K- 23.63% |
$411K - $460K
|
7.37K
$1.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-44- 0.13% |
$7.92K - $8.87K
|
32.8K
$6.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
395+ 7.49% |
$71.1K - $79.6K
|
5.67K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.2K+ 89.17% |
$2.73M - $3.06M
|
32.2K
$6.69M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
76+ 26.95% |
$13.7K - $15.3K
|
358
$74.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-175- 4.17% |
$31.5K - $35.3K
|
4.02K
$836K
|