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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-16- 0.27% |
$3.16K - $3.48K
|
6K
$1.13M
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
125+ 4.46% |
$24.7K - $27.2K
|
2.93K
$551K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-16.5K- 5.57% |
$3.25M - $3.58M
|
279K
$52.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-27- 2.5% |
$5.33K - $5.87K
|
1.05K
$198K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.01KNew |
$198K - $218K
|
1.01K
$189K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-12.8K- 4.6% |
$2.52M - $2.78M
|
265K
$49.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
2.39K+ 7.65% |
$472K - $520K
|
33.7K
$6.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-1.45K- 12.21% |
$286K - $314K
|
10.4K
$1.96M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
65+ 1.49% |
$12.8K - $14.1K
|
4.43K
$835K
|
|
|
Feb 06, 2025
Q4 2024
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
821+ 11.13% |
$162K - $178K
|
8.2K
$1.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
330+ 0.12% |
$65.1K - $71.7K
|
283K
$53.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
176+ 5.71% |
$34.7K - $38.2K
|
3.26K
$614K
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
1.47KNew |
$291K - $320K
|
1.47K
$277K
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
191+ 9.24% |
$37.7K - $41.5K
|
2.26K
$425K
|
|
|
Feb 06, 2025
Q4 2024
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
SELL
|
- |
-33- 0.26% |
$6.51K - $7.17K
|
12.7K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
181K+ 4.73% |
$35.7M - $39.3M
|
4M
$753M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.8K+ 2.52% |
$553K - $609K
|
114K
$21.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-50- 1.13% |
$9.87K - $10.9K
|
4.38K
$825K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
547+ 18.94% |
$108K - $119K
|
3.44K
$647K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-55- 2.02% |
$10.9K - $12K
|
2.66K
$501K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-982- 23.2% |
$194K - $213K
|
3.25K
$612K
|
|
|
Feb 06, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-588K- 99.44% |
$116M - $128M
|
3.31K
$623K
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-1.09K- 15.12% |
$215K - $236K
|
6.1K
$1.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
278+ 16.5% |
$54.9K - $60.4K
|
1.96K
$369K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.3K+ 15.91% |
$256K - $282K
|
9.45K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
983KNew |
$194M - $214M
|
983K
$185M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-110- 0.93% |
$21.7K - $23.9K
|
11.8K
$2.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7- 0.22% |
$1.38K - $1.52K
|
3.12K
$587K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
12.9KNew |
$2.54M - $2.8M
|
12.9K
$2.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-8.53K- 49.06% |
$1.68M - $1.85M
|
8.86K
$1.67M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.5K- 50.0% |
$297K - $327K
|
1.5K
$283K
|
|
|
Feb 06, 2025
Q4 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-120- 2.1% |
$23.7K - $26.1K
|
5.6K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-370- 2.76% |
$73K - $80.4K
|
13.1K
$2.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
173+ 2.66% |
$34.1K - $37.6K
|
6.67K
$1.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.49KNew |
$690K - $759K
|
3.49K
$658K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-42- 0.26% |
$8.29K - $9.13K
|
16K
$3.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.17K+ 9.5% |
$625K - $688K
|
36.5K
$6.87M
|
|
|
Feb 06, 2025
Q4 2024
|
K2 Financial Inc.
Glendora, CA |
BUY
|
- |
2.74KNew |
$541K - $595K
|
2.74K
$516K
|
|
|
Feb 05, 2025
Q4 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.8K- 7.02% |
$749K - $825K
|
50.3K
$9.47M
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-70- 12.77% |
$13.8K - $15.2K
|
478
$90K
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-113- 0.81% |
$22.3K - $24.6K
|
13.9K
$2.62M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
669+ 25.73% |
$132K - $145K
|
3.27K
$615K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.15K+ 29.26% |
$228K - $251K
|
5.09K
$959K
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
20+ 0.06% |
$3.95K - $4.35K
|
32.8K
$6.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-85- 2.92% |
$16.8K - $18.5K
|
2.83K
$532K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.8KNew |
$553K - $609K
|
2.8K
$527K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-298- 1.84% |
$58.8K - $64.8K
|
15.9K
$3M
|
|
|
Feb 05, 2025
Q4 2024
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
94.6K+ 83.3% |
$18.7M - $20.6M
|
208K
$39.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
63New |
$12.4K - $13.7K
|
63
$11.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
6.35KNew |
$1.25M - $1.38M
|
6.35K
$1.19M
|