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 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
23+ 1.0% |
$4.14K - $4.64K
|
2.33K
$499K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-495- 1.02% |
$89.1K - $99.8K
|
48K
$10.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
67+ 0.39% |
$12.1K - $13.5K
|
17.4K
$3.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
12.2K+ 64.96% |
$2.19M - $2.46M
|
31K
$6.63M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-560- 3.95% |
$101K - $113K
|
13.6K
$2.91M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
391+ 7.38% |
$70.4K - $78.8K
|
5.69K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-264- 18.31% |
$47.5K - $53.2K
|
1.18K
$252K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-40- 0.02% |
$7.2K - $8.06K
|
243K
$52M
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
45+ 0.05% |
$8.1K - $9.07K
|
83K
$17.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
570+ 8.61% |
$103K - $115K
|
7.19K
$1.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-563- 3.58% |
$101K - $114K
|
15.2K
$3.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
197+ 0.62% |
$35.5K - $39.7K
|
32.2K
$6.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1+ 4.0% |
$180 - $202
|
26
$5.56K
|
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
SELL
|
- |
-421- 25.83% |
$75.8K - $84.9K
|
1.21K
$259K
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-901- 9.57% |
$162K - $182K
|
8.51K
$1.82M
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.96% |
$180 - $202
|
52
$11.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-62- 3.59% |
$11.2K - $12.5K
|
1.66K
$356K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
9.4K+ 8.66% |
$1.69M - $1.9M
|
118K
$25.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Investments & Financial Planning, LLC
Lexington, KY |
SELL
|
- |
-1.04K- 35.36% |
$186K - $209K
|
1.89K
$405K
|
|
|
Oct 15, 2024
Q3 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
1KNew |
$181K - $202K
|
1K
$215K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9.03K+ 8.03% |
$1.62M - $1.82M
|
121K
$26M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.36K+ 12.88% |
$245K - $275K
|
11.9K
$2.56M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.1K+ 5.39% |
$197K - $221K
|
21.4K
$4.58M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
143+ 1.22% |
$25.7K - $28.8K
|
11.8K
$2.53M
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-102- 7.61% |
$18.4K - $20.6K
|
1.24K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-3.92K- 7.26% |
$705K - $789K
|
50.1K
$10.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
401+ 3.93% |
$72.2K - $80.8K
|
10.6K
$2.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
132+ 0.21% |
$23.8K - $26.6K
|
63.6K
$13.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-893- 5.32% |
$161K - $180K
|
15.9K
$3.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Olio Financial Planning
|
BUY
|
- |
92+ 0.23% |
$16.6K - $18.5K
|
39.9K
$8.54M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
65+ 0.41% |
$11.7K - $13.1K
|
15.8K
$3.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Ervin Investment Management, LLC
|
BUY
|
- |
802+ 3.29% |
$144K - $162K
|
25.2K
$5.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.38KNew |
$248K - $278K
|
1.38K
$295K
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.08K+ 0.84% |
$374K - $419K
|
248K
$53.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
4+ 0.03% |
$720 - $806
|
12K
$2.57M
|
|
|
Oct 11, 2024
Q3 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.43K+ 46.45% |
$258K - $289K
|
4.52K
$968K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
11+ 0.99% |
$1.98K - $2.22K
|
1.12K
$239K
|
|
|
Oct 11, 2024
Q3 2024
|
Willis Investment Counsel
Gainesville, GA |
BUY
|
- |
1.6K+ 6.98% |
$288K - $323K
|
24.5K
$5.25M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$1.44K - $1.61K
|
13.6K
$2.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-414- 2.25% |
$74.5K - $83.5K
|
18K
$3.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.19K- 3.37% |
$215K - $241K
|
34.2K
$7.32M
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
7+ 0.08% |
$1.26K - $1.41K
|
9.19K
$1.97M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.92K+ 2.83% |
$1.25M - $1.39M
|
251K
$53.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
95+ 0.43% |
$17.1K - $19.2K
|
22.4K
$4.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
250+ 17.78% |
$45K - $50.4K
|
1.66K
$354K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-2.63K- 10.64% |
$473K - $530K
|
22.1K
$4.72M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
SELL
|
- |
-867- 9.4% |
$156K - $175K
|
8.35K
$1.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
315+ 14.79% |
$56.7K - $63.5K
|
2.45K
$523K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
9+ 0.82% |
$1.62K - $1.81K
|
1.11K
$237K
|