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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
94+ 1.72% |
$16.9K - $19K
|
5.57K
$1.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-17.9K- 19.11% |
$3.22M - $3.6M
|
75.6K
$16.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
613+ 2.11% |
$110K - $124K
|
29.7K
$6.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
265+ 38.57% |
$47.7K - $53.4K
|
952
$204K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-24- 0.33% |
$4.32K - $4.84K
|
7.19K
$1.54M
|
|
|
Oct 29, 2024
Q3 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-215- 8.47% |
$38.7K - $43.3K
|
2.32K
$497K
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
SELL
|
- |
-275K- 74.06% |
$49.5M - $55.4M
|
96.2K
$20.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
585+ 1.73% |
$105K - $118K
|
34.5K
$7.37M
|
|
|
Oct 29, 2024
Q3 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-93- 0.37% |
$16.7K - $18.7K
|
24.8K
$5.3M
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
203+ 0.25% |
$36.5K - $40.9K
|
79.9K
$17.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
785+ 43.25% |
$141K - $158K
|
2.6K
$556K
|
|
|
Oct 28, 2024
Q3 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
37.3K+ 37291.0% |
$6.71M - $7.52M
|
37.4K
$8M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-199- 1.42% |
$35.8K - $40.1K
|
13.8K
$2.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-26- 1.45% |
$4.68K - $5.24K
|
1.77K
$378K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.11K+ 4.42% |
$1.46M - $1.64M
|
192K
$41M
|
|
|
Oct 28, 2024
Q3 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
276+ 3.83% |
$49.7K - $55.6K
|
7.48K
$1.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.01% |
$180 - $202
|
16K
$3.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-1.58K- 11.51% |
$285K - $319K
|
12.2K
$2.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.11K+ 2.3% |
$559K - $626K
|
138K
$29.6M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
381+ 2.92% |
$68.6K - $76.8K
|
13.4K
$2.87M
|
|
|
Oct 28, 2024
Q3 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
148+ 2.6% |
$26.6K - $29.8K
|
5.84K
$1.25M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
3.38KNew |
$608K - $681K
|
3.38K
$723K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
503+ 13.24% |
$90.5K - $101K
|
4.3K
$921K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-7.04K- 3.72% |
$1.27M - $1.42M
|
182K
$39M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2+ 0.14% |
$360 - $403
|
1.39K
$297K
|
|
|
Oct 28, 2024
Q3 2024
|
Silver Coast Investments LLC
San Diego, X1 |
BUY
|
- |
1.48K+ 1.84% |
$265K - $297K
|
81.7K
$17.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
1.32KNew |
$238K - $267K
|
1.32K
$283K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-311- 2.6% |
$56K - $62.7K
|
11.6K
$2.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-3K- 1.26% |
$540K - $605K
|
234K
$50.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.82K- 12.8% |
$327K - $366K
|
12.4K
$2.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
52+ 2.43% |
$9.36K - $10.5K
|
2.19K
$468K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
359+ 4.73% |
$64.6K - $72.4K
|
7.94K
$1.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
392+ 1.33% |
$70.6K - $79K
|
29.8K
$6.38M
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-35- 0.26% |
$6.3K - $7.06K
|
13.5K
$2.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.12K- 5.99% |
$381K - $426K
|
33.2K
$7.11M
|
|
|
Oct 28, 2024
Q3 2024
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-473- 2.91% |
$85.1K - $95.4K
|
15.8K
$3.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
425+ 3.28% |
$76.5K - $85.7K
|
13.4K
$2.87M
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
173+ 46.13% |
$31.1K - $34.9K
|
548
$117K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-9- 0.11% |
$1.62K - $1.81K
|
8.33K
$1.78M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
53+ 0.56% |
$9.54K - $10.7K
|
9.53K
$2.04M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.96K- 50.9% |
$352K - $395K
|
1.89K
$404K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
200+ 1.61% |
$36K - $40.3K
|
12.7K
$2.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21+ 0.3% |
$3.78K - $4.23K
|
6.94K
$1.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
20+ 0.75% |
$3.6K - $4.03K
|
2.67K
$572K
|
|
|
Oct 25, 2024
Q3 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-1.37K- 3.54% |
$247K - $277K
|
37.4K
$8.01M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-8- 0.43% |
$1.44K - $1.61K
|
1.83K
$393K
|
|
|
Oct 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
64+ 0.28% |
$11.5K - $12.9K
|
23K
$4.92M
|
|
|
Oct 25, 2024
Q3 2024
|
Gpwm LLC
|
BUY
|
- |
1.11K+ 3.73% |
$200K - $224K
|
30.9K
$6.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.96K+ 419.24% |
$1.61M - $1.81M
|
11.1K
$2.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-346- 0.5% |
$62.3K - $69.8K
|
68.7K
$14.7M
|