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 17, 2024
Q3 2024
|
Aspiriant, LLC
|
BUY
|
- |
40.4K+ 4.92% |
$7.26M - $8.14M
|
861K
$186M
|
|
|
Oct 17, 2024
Q3 2024
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-94- 4.26% |
$16.9K - $19K
|
2.11K
$456K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
601+ 2.08% |
$108K - $121K
|
29.6K
$6.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
11K+ 14.36% |
$1.98M - $2.21M
|
87.5K
$18.9M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-13- 0.96% |
$2.34K - $2.62K
|
1.34K
$289K
|
|
|
Oct 17, 2024
Q3 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-162- 5.63% |
$29.2K - $32.7K
|
2.72K
$586K
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
29+ 0.78% |
$5.22K - $5.85K
|
3.77K
$813K
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-30- 0.27% |
$5.4K - $6.05K
|
11.2K
$2.41M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-188- 36.15% |
$33.8K - $37.9K
|
332
$71.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-23- 0.11% |
$4.14K - $4.64K
|
20.6K
$4.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
590+ 12.09% |
$106K - $119K
|
5.47K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-37- 2.28% |
$6.66K - $7.46K
|
1.58K
$342K
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-116- 9.89% |
$20.9K - $23.4K
|
1.06K
$228K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$180 - $202
|
1
$216
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
2.63K+ 31.49% |
$473K - $530K
|
11K
$2.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
145+ 8.68% |
$26.1K - $29.2K
|
1.82K
$392K
|
|
|
Oct 16, 2024
Q3 2024
|
Culbertson A N & CO Inc
|
BUY
|
- |
2.76K+ 19.5% |
$496K - $555K
|
16.9K
$3.64M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.28K- 4.93% |
$411K - $460K
|
44.1K
$9.51M
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-50- 7.95% |
$9K - $10.1K
|
579
$125K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-273- 3.09% |
$49.1K - $55K
|
8.57K
$1.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
108K+ 291.89% |
$19.4M - $21.7M
|
145K
$31.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-70- 0.89% |
$12.6K - $14.1K
|
7.82K
$1.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.31K- 10.92% |
$235K - $263K
|
10.7K
$2.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
42+ 1.54% |
$7.56K - $8.47K
|
2.77K
$598K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
433+ 3.5% |
$77.9K - $87.3K
|
12.8K
$2.76M
|
|
|
Oct 16, 2024
Q3 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
31+ 1.01% |
$5.58K - $6.25K
|
3.1K
$668K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-210- 13.25% |
$37.8K - $42.3K
|
1.38K
$297K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
55+ 2.91% |
$9.9K - $11.1K
|
1.94K
$419K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-117- 6.45% |
$21.1K - $23.6K
|
1.7K
$366K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
409+ 4.83% |
$73.6K - $82.5K
|
8.88K
$1.92M
|
|
|
Oct 16, 2024
Q3 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-163- 3.28% |
$29.3K - $32.9K
|
4.8K
$1.04M
|
|
|
Oct 16, 2024
Q3 2024
|
Mayport, LLC
|
BUY
|
- |
1.94K+ 6.63% |
$350K - $392K
|
31.3K
$6.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Mokosak Advisory Group, LLC
|
BUY
|
- |
13.1K+ 4.75% |
$2.35M - $2.64M
|
289K
$62.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
655+ 1.39% |
$118K - $132K
|
47.8K
$10.3M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
1.71KNew |
$307K - $344K
|
1.71K
$368K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-18K- 44.19% |
$3.23M - $3.62M
|
22.7K
$4.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-322- 3.21% |
$58K - $64.9K
|
9.7K
$2.09M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.34K- 17.15% |
$780K - $874K
|
21K
$4.52M
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-547- 10.93% |
$98.5K - $110K
|
4.46K
$962K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
79+ 2.66% |
$14.2K - $15.9K
|
3.05K
$658K
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
22+ 0.84% |
$3.96K - $4.44K
|
2.65K
$572K
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
960+ 60.53% |
$173K - $194K
|
2.55K
$549K
|
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7+ 0.87% |
$1.26K - $1.41K
|
816
$176K
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-200- 1.91% |
$36K - $40.3K
|
10.3K
$2.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
82+ 7.38% |
$14.8K - $16.5K
|
1.19K
$257K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-16- 0.31% |
$2.88K - $3.23K
|
5.09K
$1.1M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
1.24K+ 0.7% |
$222K - $249K
|
177K
$38.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-381- 2.05% |
$68.6K - $76.8K
|
18.2K
$3.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3.24K+ 3.15% |
$583K - $653K
|
106K
$22.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-470- 7.76% |
$84.6K - $94.8K
|
5.58K
$1.21M
|