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 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
96+ 0.73% |
$17.3K - $19.4K
|
13.2K
$2.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
141+ 1.87% |
$25.4K - $28.4K
|
7.67K
$1.66M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
SELL
|
- |
-6.87K- 10.45% |
$1.24M - $1.38M
|
58.8K
$12.7M
|
|
|
Oct 07, 2024
Q3 2024
|
Foster Group, Inc.
|
SELL
|
- |
-6.36K- 2.78% |
$1.14M - $1.28M
|
222K
$48M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-88- 4.05% |
$15.8K - $17.7K
|
2.09K
$450K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-391K- 26.92% |
$70.4M - $78.8M
|
1.06M
$229M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
608+ 36.67% |
$109K - $123K
|
2.27K
$489K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.04% |
$180 - $202
|
2.85K
$615K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-102- 4.41% |
$18.4K - $20.6K
|
2.21K
$477K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
8+ 0.3% |
$1.44K - $1.61K
|
2.65K
$572K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-832- 4.83% |
$150K - $168K
|
16.4K
$3.54M
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-296- 2.21% |
$53.3K - $59.7K
|
13.1K
$2.82M
|
|
|
Oct 04, 2024
Q3 2024
|
Collective Family Office LLC
|
SELL
|
- |
-3.11K- 7.13% |
$559K - $626K
|
40.5K
$8.73M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.33K- 3.29% |
$240K - $269K
|
39.2K
$8.46M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-450- 31.03% |
$81K - $90.7K
|
1K
$216K
|
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
102+ 0.71% |
$18.4K - $20.6K
|
14.5K
$3.13M
|
|
|
Oct 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
11+ 0.56% |
$1.98K - $2.22K
|
1.98K
$427K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
4.8K+ 2.19% |
$864K - $967K
|
224K
$48.4M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-251- 5.15% |
$45.2K - $50.6K
|
4.63K
$998K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
10+ 0.73% |
$1.8K - $2.02K
|
1.39K
$299K
|
|
|
Oct 04, 2024
Q3 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-47- 2.39% |
$8.46K - $9.48K
|
1.92K
$414K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
974+ 0.75% |
$175K - $196K
|
130K
$28.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
155+ 0.6% |
$27.9K - $31.2K
|
25.8K
$5.57M
|
|
|
Oct 04, 2024
Q3 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-579- 26.02% |
$104K - $117K
|
1.65K
$355K
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
82+ 1.01% |
$14.8K - $16.5K
|
8.21K
$1.77M
|
|
|
Oct 03, 2024
Q3 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
SELL
|
- |
-54- 0.09% |
$9.72K - $10.9K
|
61.2K
$13.2M
|
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
SELL
|
- |
-234- 1.68% |
$42.1K - $47.2K
|
13.7K
$2.96M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-1.1K- 17.04% |
$199K - $223K
|
5.37K
$1.16M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2.45K- 2.97% |
$441K - $494K
|
80.2K
$17.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-9- 0.43% |
$1.62K - $1.81K
|
2.06K
$445K
|
|
|
Oct 03, 2024
Q3 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-51- 0.23% |
$9.18K - $10.3K
|
22.2K
$4.79M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
21.5K+ 7.51% |
$3.87M - $4.33M
|
307K
$66.4M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.87K- 27.49% |
$336K - $376K
|
4.92K
$1.06M
|
|
|
Oct 03, 2024
Q3 2024
|
Meritas Wealth Management, LLC
Larkspur, CA |
SELL
|
- |
-34- 0.62% |
$6.12K - $6.85K
|
5.48K
$1.18M
|
|
|
Oct 03, 2024
Q3 2024
|
Marotta Asset Management
|
BUY
|
- |
1.73K+ 1.28% |
$312K - $349K
|
137K
$29.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-521- 8.32% |
$93.8K - $105K
|
5.74K
$1.24M
|
|
|
Oct 02, 2024
Q3 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
22.2K+ 11.38% |
$3.99M - $4.47M
|
217K
$46.8M
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-10- 0.56% |
$1.8K - $2.02K
|
1.79K
$387K
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
388+ 1.01% |
$69.8K - $78.2K
|
38.8K
$8.38M
|
|
|
Oct 02, 2024
Q3 2024
|
Praetorian Wealth Management, Inc.
|
SELL
|
- |
-1.5K- 2.49% |
$269K - $302K
|
58.5K
$12.6M
|
|
|
Oct 02, 2024
Q3 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.94K+ 10.55% |
$709K - $794K
|
41.3K
$8.91M
|
|
|
Oct 01, 2024
Q3 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
SELL
|
- |
-501- 0.85% |
$90.2K - $101K
|
58.4K
$12.6M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-98- 66.22% |
$17.6K - $19.8K
|
50
$10.8K
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-5- 0.28% |
$900 - $1.01K
|
1.81K
$391K
|
|
| Q2 2024 | |||||||
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-75- 3.65% |
$13.3K - $14.3K
|
1.98K
$428K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.19KNew |
$211K - $227K
|
1.19K
$257K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-22- 20.95% |
$3.91K - $4.2K
|
83
$17.9K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-2.77K- 5.46% |
$492K - $529K
|
48K
$10.4M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-11- 13.58% |
$1.95K - $2.1K
|
70
$15.1K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100New |
$17.8K - $19.1K
|
100
$21.6K
|
|