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 25, 2024
Q3 2024
|
Bay Rivers Group
|
BUY
|
- |
64+ 0.28% |
$11.5K - $12.9K
|
23K
$4.96M
|
|
|
Oct 25, 2024
Q3 2024
|
Gpwm LLC
|
BUY
|
- |
1.11K+ 3.73% |
$200K - $224K
|
30.9K
$6.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
8.96K+ 419.24% |
$1.61M - $1.81M
|
11.1K
$2.39M
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-346- 0.5% |
$62.3K - $69.8K
|
68.7K
$14.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.01K+ 5.86% |
$362K - $405K
|
36.3K
$7.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
210+ 11.2% |
$37.8K - $42.3K
|
2.09K
$450K
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.02% |
$180 - $202
|
4.29K
$925K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1.04KNew |
$188K - $210K
|
1.04K
$225K
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
616+ 4.38% |
$111K - $124K
|
14.7K
$3.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.8K- 41.26% |
$865K - $968K
|
6.84K
$1.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1+ 1.79% |
$180 - $202
|
57
$12.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
12+ 0.87% |
$2.16K - $2.42K
|
1.39K
$300K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
16.4K+ 4108.77% |
$2.95M - $3.31M
|
16.8K
$3.62M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
595+ 29.97% |
$107K - $120K
|
2.58K
$557K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13+ 0.69% |
$2.34K - $2.62K
|
1.9K
$410K
|
|
|
Oct 25, 2024
Q3 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
55.3K+ 825.1% |
$9.96M - $11.2M
|
62K
$13.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
14.1K+ 1249.87% |
$2.54M - $2.84M
|
15.2K
$3.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
179+ 2.72% |
$32.2K - $36.1K
|
6.77K
$1.46M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Corp
|
SELL
|
- |
-34- 49.28% |
$6.12K - $6.85K
|
35
$7.55K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.53KNew |
$635K - $711K
|
3.53K
$761K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-10- 0.33% |
$1.8K - $2.02K
|
3.04K
$657K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-652- 1.65% |
$117K - $131K
|
38.9K
$8.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
16.8KNew |
$3.02M - $3.38M
|
16.8K
$3.62M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
544New |
$97.9K - $110K
|
544
$117K
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.48K- 0.47% |
$266K - $298K
|
316K
$68.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-107- 1.89% |
$19.3K - $21.6K
|
5.55K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.39K+ 0.11% |
$250K - $280K
|
1.22M
$264M
|
|
|
Oct 24, 2024
Q3 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-11- 0.6% |
$1.98K - $2.22K
|
1.82K
$393K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
SELL
|
- |
-11- 0.35% |
$1.98K - $2.22K
|
3.16K
$683K
|
|
|
Oct 24, 2024
Q3 2024
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-583- 2.19% |
$105K - $118K
|
26.1K
$5.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
169+ 52.81% |
$30.4K - $34.1K
|
489
$106K
|
|
|
Oct 24, 2024
Q3 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-394- 1.31% |
$70.9K - $79.4K
|
29.7K
$6.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$720 - $806
|
6.05K
$1.31M
|
|
|
Oct 24, 2024
Q3 2024
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-363- 13.07% |
$65.3K - $73.2K
|
2.41K
$521K
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-178- 5.39% |
$32K - $35.9K
|
3.13K
$675K
|
|
|
Oct 24, 2024
Q3 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-50- 4.13% |
$9K - $10.1K
|
1.16K
$250K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11+ 0.17% |
$1.98K - $2.22K
|
6.49K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-61- 4.61% |
$11K - $12.3K
|
1.26K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.12K- 8.07% |
$201K - $225K
|
12.7K
$2.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.16% |
$540 - $605
|
1.85K
$399K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
58+ 0.88% |
$10.4K - $11.7K
|
6.68K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Hedges Asset Management LLC
|
BUY
|
- |
1KNew |
$180K - $202K
|
1K
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
12+ 1.02% |
$2.16K - $2.42K
|
1.19K
$258K
|
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
16+ 0.59% |
$2.88K - $3.23K
|
2.72K
$587K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.22KNew |
$400K - $448K
|
2.22K
$480K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.14KNew |
$205K - $229K
|
1.14K
$246K
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
3.51K+ 9.23% |
$632K - $708K
|
41.6K
$8.97M
|
|
|
Oct 24, 2024
Q3 2024
|
Beaumont Asset Management, L.L.C.
|
SELL
|
- |
-514- 2.44% |
$92.5K - $104K
|
20.6K
$4.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.95K+ 8.84% |
$352K - $394K
|
24.1K
$5.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
157+ 1.07% |
$28.3K - $31.7K
|
14.9K
$3.21M
|