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 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
31+ 0.03% |
$5.58K - $6.25K
|
122K
$26.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
SELL
|
- |
-4- 0.01% |
$720 - $806
|
36.7K
$7.85M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
17+ 1.36% |
$3.06K - $3.43K
|
1.27K
$271K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-8.77K- 4.84% |
$1.58M - $1.77M
|
172K
$36.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-168- 7.46% |
$30.2K - $33.9K
|
2.08K
$446K
|
|
|
Oct 21, 2024
Q3 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
253+ 6.94% |
$45.5K - $51K
|
3.9K
$834K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-83- 0.25% |
$14.9K - $16.7K
|
32.6K
$6.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-61- 0.61% |
$11K - $12.3K
|
9.92K
$2.12M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-3.47K- 26.55% |
$624K - $699K
|
9.59K
$2.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.5KNew |
$810K - $907K
|
4.5K
$963K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-713- 31.83% |
$128K - $144K
|
1.53K
$327K
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.08KNew |
$194K - $218K
|
1.08K
$231K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-90- 5.54% |
$16.2K - $18.1K
|
1.53K
$328K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
468+ 2.86% |
$84.2K - $94.3K
|
16.8K
$3.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
3.11K+ 5.07% |
$560K - $627K
|
64.5K
$13.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
645+ 6.22% |
$116K - $130K
|
11K
$2.36M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
84New |
$15.1K - $16.9K
|
84
$18K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
104+ 3.38% |
$18.7K - $21K
|
3.18K
$681K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
618+ 0.21% |
$111K - $125K
|
299K
$64.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
120New |
$21.6K - $24.2K
|
120
$25.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
251+ 9.52% |
$45.2K - $50.6K
|
2.89K
$618K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
399+ 11.74% |
$71.8K - $80.4K
|
3.8K
$813K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-1.02K- 5.16% |
$183K - $205K
|
18.7K
$4M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Wealth Solutions LLC
Denver, CO |
SELL
|
- |
-361- 1.87% |
$65K - $72.8K
|
19K
$4.06M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.16KNew |
$208K - $233K
|
1.16K
$247K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
SELL
|
- |
-58- 0.34% |
$10.4K - $11.7K
|
17.2K
$3.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-218- 2.12% |
$39.2K - $43.9K
|
10.1K
$2.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
2.92KNew |
$526K - $589K
|
2.92K
$625K
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
BUY
|
- |
14+ 1.02% |
$2.52K - $2.82K
|
1.39K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
105+ 12.24% |
$18.9K - $21.2K
|
963
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.8K+ 2.53% |
$2.84M - $3.18M
|
640K
$137M
|
|
|
Oct 18, 2024
Q3 2024
|
Vannoy Advisory Group, Inc.
Round Rock, TX |
SELL
|
- |
-309- 5.89% |
$55.6K - $62.3K
|
4.94K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
36+ 600.0% |
$6.48K - $7.26K
|
42
$8.99K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-12K- 3.08% |
$2.16M - $2.41M
|
377K
$80.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Monument Group Wealth Advisors, LLC
Concord, MA |
SELL
|
- |
-66- 1.06% |
$11.9K - $13.3K
|
6.19K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-1.16K- 1.28% |
$209K - $234K
|
89.8K
$19.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-20- 0.98% |
$3.6K - $4.03K
|
2.03K
$434K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.5K+ 3.44% |
$3.15M - $3.52M
|
526K
$113M
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
275+ 0.92% |
$49.5K - $55.4K
|
30.1K
$6.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-123- 7.22% |
$22.1K - $24.8K
|
1.58K
$338K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.08KNew |
$375K - $420K
|
2.08K
$446K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.23% |
$180 - $202
|
82
$17.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1- 0.03% |
$180 - $202
|
3.71K
$795K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.46K- 3.54% |
$262K - $294K
|
39.7K
$8.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Satovsky Asset Management LLC
|
BUY
|
- |
14+ 1.26% |
$2.52K - $2.82K
|
1.13K
$241K
|
|
|
Oct 18, 2024
Q3 2024
|
One Degree Advisors Inc
San Diego, CA |
BUY
|
- |
302+ 0.71% |
$54.4K - $60.9K
|
42.9K
$9.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-130- 2.64% |
$23.4K - $26.2K
|
4.8K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-15- 0.63% |
$2.7K - $3.02K
|
2.37K
$508K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-87- 0.87% |
$15.7K - $17.5K
|
9.97K
$2.13M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
SELL
|
- |
-413- 4.47% |
$74.3K - $83.3K
|
8.82K
$1.89M
|