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 09, 2024
Q3 2024
|
Arbor Wealth Advisors LLC
Troy, MI |
BUY
|
- |
69+ 0.2% |
$12.4K - $13.9K
|
34.9K
$7.53M
|
|
|
Oct 09, 2024
Q3 2024
|
Family Wealth Partners, LLC
Matthews, NC |
SELL
|
- |
-1.12K- 2.3% |
$202K - $226K
|
47.6K
$10.3M
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
688+ 4.57% |
$124K - $139K
|
15.7K
$3.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
77New |
$13.9K - $15.5K
|
77
$16.6K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.13K- 38.79% |
$564K - $631K
|
4.94K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.02K+ 498.54% |
$184K - $206K
|
1.23K
$265K
|
|
|
Oct 08, 2024
Q3 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
6.99K+ 11.26% |
$1.26M - $1.41M
|
69K
$14.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
2.23K+ 459.18% |
$401K - $449K
|
2.71K
$585K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.85K+ 11.6% |
$332K - $372K
|
17.7K
$3.83M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
12+ 0.83% |
$2.16K - $2.42K
|
1.46K
$316K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
11+ 0.96% |
$1.98K - $2.22K
|
1.16K
$250K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
2K+ 14.2% |
$359K - $402K
|
16.1K
$3.46M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
BUY
|
- |
14+ 0.33% |
$2.52K - $2.82K
|
4.31K
$930K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-112- 7.28% |
$20.2K - $22.6K
|
1.43K
$308K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
2.41K+ 5.09% |
$433K - $485K
|
49.7K
$10.7M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-1.05K- 5.77% |
$188K - $211K
|
17.1K
$3.69M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-173- 4.51% |
$31.1K - $34.9K
|
3.67K
$791K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
365+ 26.45% |
$65.7K - $73.6K
|
1.75K
$377K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-638- 23.83% |
$115K - $129K
|
2.04K
$440K
|
|
|
Oct 08, 2024
Q3 2024
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
167+ 0.96% |
$30.1K - $33.7K
|
17.6K
$3.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
49New |
$8.82K - $9.88K
|
49
$10.6K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
575+ 12.28% |
$103K - $116K
|
5.26K
$1.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
25+ 0.17% |
$4.5K - $5.04K
|
15.1K
$3.25M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-592- 6.56% |
$107K - $119K
|
8.44K
$1.82M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-21- 0.68% |
$3.78K - $4.23K
|
3.06K
$660K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
492+ 3.18% |
$88.6K - $99.2K
|
16K
$3.45M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.49K- 11.93% |
$448K - $502K
|
18.4K
$3.97M
|
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.01KNew |
$182K - $204K
|
1.01K
$218K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1.73K+ 5.87% |
$311K - $349K
|
31.2K
$6.73M
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-2.18K- 5.75% |
$392K - $439K
|
35.7K
$7.71M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
1.37K+ 11.06% |
$247K - $277K
|
13.8K
$2.98M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-1.21K- 4.09% |
$217K - $243K
|
28.3K
$6.11M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.09% |
$360 - $403
|
2.3K
$497K
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
1.15KNew |
$208K - $233K
|
1.15K
$249K
|
|
|
Oct 07, 2024
Q3 2024
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-74- 4.31% |
$13.3K - $14.9K
|
1.64K
$355K
|
|
|
Oct 07, 2024
Q3 2024
|
White Wing Wealth Management
The Wodlands, TX |
SELL
|
- |
-546- 31.73% |
$98.3K - $110K
|
1.18K
$254K
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4+ 0.36% |
$720 - $806
|
1.12K
$241K
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
728+ 0.46% |
$131K - $147K
|
157K
$33.9M
|
|
|
Oct 07, 2024
Q3 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-100- 2.48% |
$18K - $20.2K
|
3.93K
$848K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.3K+ 12.86% |
$235K - $263K
|
11.4K
$2.47M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
1.05KNew |
$188K - $211K
|
1.05K
$226K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-603- 9.25% |
$109K - $122K
|
5.92K
$1.28M
|
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
102K+ 7.59% |
$18.4M - $20.6M
|
1.45M
$313M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-445- 1.72% |
$80.1K - $89.7K
|
25.4K
$5.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
478+ 6.58% |
$86K - $96.4K
|
7.74K
$1.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-412- 5.64% |
$74.2K - $83.1K
|
6.89K
$1.49M
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-526- 0.86% |
$94.7K - $106K
|
60.6K
$13.1M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
547+ 3.48% |
$98.5K - $110K
|
16.3K
$3.51M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-13- 0.5% |
$2.34K - $2.62K
|
2.56K
$553K
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
10+ 0.28% |
$1.8K - $2.02K
|
3.62K
$780K
|