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 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.02K- 0.74% |
$201K - $221K
|
137K
$25.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.1KNew |
$217K - $239K
|
1.1K
$207K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
111New |
$21.9K - $24.1K
|
111
$20.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
37New |
$7.3K - $8.04K
|
37
$6.96K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-246- 5.18% |
$48.6K - $53.5K
|
4.5K
$847K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-178- 1.93% |
$35.1K - $38.7K
|
9.06K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-4.97K- 2.06% |
$982K - $1.08M
|
237K
$44.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
492+ 13.07% |
$97.1K - $107K
|
4.26K
$801K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.77K- 2.23% |
$350K - $385K
|
77.7K
$14.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
852+ 3.54% |
$168K - $185K
|
24.9K
$4.68M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.31% |
$197 - $217
|
321
$60.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
237+ 17.57% |
$46.8K - $51.5K
|
1.59K
$299K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-3.41K- 7.55% |
$673K - $741K
|
41.8K
$7.86M
|
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.07K+ 38.75% |
$211K - $232K
|
3.83K
$721K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
718New |
$142K - $156K
|
718
$135K
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
38.6K+ 12.22% |
$7.62M - $8.39M
|
354K
$66.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
18.1K+ 0.76% |
$3.57M - $3.93M
|
2.4M
$452M
|
|
|
Feb 05, 2025
Q4 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
SELL
|
- |
-780- 22.54% |
$154K - $169K
|
2.68K
$504K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.43KNew |
$480K - $529K
|
2.43K
$458K
|
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.57KNew |
$310K - $342K
|
1.57K
$296K
|
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
2.58K+ 4.93% |
$509K - $560K
|
54.9K
$10.3M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2KNew |
$394K - $434K
|
2K
$376K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-96- 1.77% |
$18.9K - $20.9K
|
5.33K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.76KNew |
$1.53M - $1.69M
|
7.76K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-354- 0.61% |
$69.9K - $76.9K
|
57.3K
$10.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.38K+ 8.62% |
$273K - $301K
|
17.4K
$3.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.62K- 9.24% |
$321K - $353K
|
16K
$3M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
259+ 8.91% |
$51.1K - $56.3K
|
3.17K
$596K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
734+ 2.27% |
$145K - $159K
|
33K
$6.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.29K+ 4.61% |
$453K - $498K
|
52K
$9.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.23% |
$1.38K - $1.52K
|
3.09K
$581K
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-724- 1.16% |
$143K - $157K
|
61.9K
$11.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Roffman Miller Associates Inc
Philadelphia, PA |
SELL
|
- |
-156- 5.3% |
$30.8K - $33.9K
|
2.79K
$524K
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
11.6KNew |
$2.28M - $2.51M
|
11.6K
$2.17M
|
|
|
Feb 04, 2025
Q4 2024
|
Tenret CO LLC
|
BUY
|
- |
360+ 1.32% |
$71K - $78.2K
|
27.6K
$5.19M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
240+ 3.13% |
$47.4K - $52.2K
|
7.9K
$1.49M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
279+ 3.06% |
$55.1K - $60.6K
|
9.38K
$1.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-595- 0.46% |
$117K - $129K
|
128K
$24.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
2.08KNew |
$411K - $452K
|
2.08K
$392K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
94+ 2.34% |
$18.6K - $20.4K
|
4.11K
$774K
|
|
|
Feb 04, 2025
Q4 2024
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-21- 0.06% |
$4.14K - $4.56K
|
32.8K
$6.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Weinberger Asset Management, Inc
Los Angeles, CA |
BUY
|
- |
476+ 0.86% |
$93.9K - $103K
|
55.7K
$10.5M
|
|
|
Feb 04, 2025
Q4 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
64+ 0.25% |
$12.6K - $13.9K
|
26.1K
$4.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
SELL
|
- |
-21- 0.39% |
$4.14K - $4.56K
|
5.38K
$1.01M
|
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-94- 7.7% |
$18.6K - $20.4K
|
1.13K
$212K
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
45+ 0.42% |
$8.88K - $9.78K
|
10.9K
$2.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-277- 1.99% |
$54.7K - $60.2K
|
13.6K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
250+ 9.55% |
$49.3K - $54.3K
|
2.87K
$540K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
30+ 0.75% |
$5.92K - $6.52K
|
4.05K
$762K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.03K+ 65.6% |
$795K - $875K
|
10.2K
$1.91M
|