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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.48KNew |
$618K - $664K
|
3.48K
$744K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.6KNew |
$462K - $497K
|
2.6K
$557K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-371- 3.5% |
$65.9K - $70.9K
|
10.2K
$2.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
601+ 27.99% |
$107K - $115K
|
2.75K
$588K
|
|
|
Aug 14, 2024
Q2 2024
|
Comprehensive Financial Management LLC
Los Gatos, CA |
SELL
|
- |
-52.5K- 13.93% |
$9.33M - $10M
|
324K
$69.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
142+ 3.8% |
$25.2K - $27.1K
|
3.88K
$830K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
18+ 1.12% |
$3.2K - $3.44K
|
1.63K
$349K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.4K+ 157.0% |
$426K - $458K
|
3.93K
$840K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
459New |
$81.5K - $87.7K
|
459
$98.2K
|
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
16.2KNew |
$2.88M - $3.1M
|
16.2K
$3.47M
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.25K- 18.11% |
$400K - $430K
|
10.2K
$2.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
SELL
|
- |
-4- 0.46% |
$711 - $764
|
873
$187K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.69K+ 11.94% |
$834K - $897K
|
44K
$9.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-42- 1.85% |
$7.46K - $8.03K
|
2.23K
$477K
|
|
|
Aug 13, 2024
Q2 2024
|
B&D White Capital Company, LLC
|
SELL
|
- |
-15.9K- 72.18% |
$2.83M - $3.05M
|
6.15K
$1.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.8K+ 7.45% |
$498K - $536K
|
40.4K
$8.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-630- 20.99% |
$112K - $120K
|
2.37K
$507K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
15K+ 26.78% |
$2.66M - $2.86M
|
70.8K
$15.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
4New |
$711 - $764
|
4
$856
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.96K- 4.33% |
$526K - $565K
|
65.4K
$14M
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
502New |
$89.2K - $95.9K
|
502
$107K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-238- 22.73% |
$42.3K - $45.5K
|
809
$173K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-82- 29.5% |
$14.6K - $15.7K
|
196
$41.9K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
582+ 111.07% |
$103K - $111K
|
1.11K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
2.38KNew |
$424K - $456K
|
2.38K
$510K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-500- 9.45% |
$88.8K - $95.6K
|
4.79K
$1.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-6.46K- 3.02% |
$1.15M - $1.23M
|
207K
$44.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-1- 0.03% |
$178 - $191
|
3.86K
$826K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
49New |
$8.7K - $9.36K
|
49
$10.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-39- 1.28% |
$6.93K - $7.45K
|
3.01K
$645K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-236- 50.64% |
$41.9K - $45.1K
|
230
$49.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-24- 0.26% |
$4.26K - $4.59K
|
9.28K
$1.99M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.65K- 4.88% |
$648K - $697K
|
71.1K
$15.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-40- 1.49% |
$7.11K - $7.64K
|
2.65K
$567K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
27New |
$4.8K - $5.16K
|
27
$5.78K
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-85- 6.21% |
$15.1K - $16.2K
|
1.28K
$275K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$4.44K - $4.78K
|
25
$5.35K
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-10- 13.16% |
$1.78K - $1.91K
|
66
$14.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-201- 10.9% |
$35.7K - $38.4K
|
1.64K
$352K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.77KNew |
$491K - $528K
|
2.77K
$592K
|
|
|
Aug 09, 2024
Q2 2024
|
True Vision Mn LLC
Woodbury, MN |
SELL
|
- |
-2.41K- 66.93% |
$427K - $460K
|
1.19K
$254K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.5KNew |
$266K - $286K
|
1.5K
$321K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-244- 40.13% |
$43.3K - $46.6K
|
364
$77.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
SELL
|
- |
-22- 1.83% |
$3.91K - $4.2K
|
1.18K
$253K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-21- 4.0% |
$3.73K - $4.01K
|
504
$108K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-122- 64.21% |
$21.7K - $23.3K
|
68
$14.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-249- 12.96% |
$44.2K - $47.6K
|
1.67K
$358K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
220+ 13.48% |
$39.1K - $42K
|
1.85K
$396K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-65- 7.03% |
$11.5K - $12.4K
|
859
$184K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.59K- 44.55% |
$460K - $494K
|
3.22K
$689K
|