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 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
330+ 197.6% |
$58.6K - $63.1K
|
497
$106K
|
|
|
Aug 06, 2024
Q2 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-60- 3.95% |
$10.7K - $11.5K
|
1.46K
$312K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-332- 39.29% |
$59K - $63.4K
|
513
$110K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
SELL
|
- |
-98- 3.43% |
$17.4K - $18.7K
|
2.76K
$590K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.47K+ 25.68% |
$261K - $281K
|
7.18K
$1.54M
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Futures LTD Liability Co.
|
SELL
|
- |
-31- 1.42% |
$5.51K - $5.92K
|
2.15K
$460K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50New |
$8.88K - $9.56K
|
50
$10.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-4- 0.31% |
$711 - $764
|
1.3K
$278K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15+ 9.74% |
$2.66K - $2.87K
|
169
$36.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-2.77K- 53.48% |
$491K - $528K
|
2.41K
$515K
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.82% |
$8.88K - $9.56K
|
6.04K
$1.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-203- 2.7% |
$36.1K - $38.8K
|
7.3K
$1.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
252New |
$44.8K - $48.2K
|
252
$53.9K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
79+ 5.09% |
$14K - $15.1K
|
1.63K
$349K
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
SELL
|
- |
-586- 12.67% |
$104K - $112K
|
4.04K
$865K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-50- 3.7% |
$8.88K - $9.56K
|
1.3K
$278K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
32+ 6.23% |
$5.68K - $6.12K
|
546
$117K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
1+ 2.86% |
$178 - $191
|
36
$7.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
83New |
$14.7K - $15.9K
|
83
$17.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-537- 18.33% |
$95.4K - $103K
|
2.39K
$512K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-52- 3.2% |
$9.24K - $9.94K
|
1.58K
$337K
|
|
|
Jul 30, 2024
Q2 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-61- 3.41% |
$10.8K - $11.7K
|
1.73K
$370K
|
|
|
Jul 30, 2024
Q2 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-24- 0.9% |
$4.26K - $4.59K
|
2.63K
$564K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.79K- 14.32% |
$495K - $532K
|
16.7K
$3.57M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30+ 2.37% |
$5.33K - $5.73K
|
1.3K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
23+ 5.4% |
$4.09K - $4.4K
|
449
$96.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
30New |
$5.33K - $5.73K
|
30
$6.42K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
2+ 5.71% |
$355 - $382
|
37
$7.92K
|
|
|
Jul 30, 2024
Q2 2024
|
Empowered Funds, LLC
|
SELL
|
- |
-89.4K- 94.42% |
$15.9M - $17.1M
|
5.28K
$1.13M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
145+ 1.58% |
$25.8K - $27.7K
|
9.3K
$1.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-35- 2.38% |
$6.22K - $6.69K
|
1.44K
$307K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
136+ 2.96% |
$24.2K - $26K
|
4.73K
$1.01M
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
56+ 800.0% |
$9.95K - $10.7K
|
63
$13.5K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
21+ 1.7% |
$3.73K - $4.01K
|
1.26K
$269K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
7+ 9.72% |
$1.24K - $1.34K
|
79
$16.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-313- 12.74% |
$55.6K - $59.8K
|
2.14K
$459K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
4.66K+ 63.23% |
$827K - $890K
|
12K
$2.57M
|
|
|
Jul 26, 2024
Q2 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
7New |
$1.24K - $1.34K
|
7
$1.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
163+ 2.64% |
$29K - $31.2K
|
6.33K
$1.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
9.25K+ 39.77% |
$1.64M - $1.77M
|
32.5K
$6.96M
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-206- 11.09% |
$36.6K - $39.4K
|
1.65K
$353K
|
|
|
Jul 25, 2024
Q2 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-873- 42.32% |
$155K - $167K
|
1.19K
$255K
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
10+ 0.54% |
$1.78K - $1.91K
|
1.87K
$400K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
SELL
|
- |
-72- 56.69% |
$12.8K - $13.8K
|
55
$11.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-224- 67.07% |
$39.8K - $42.8K
|
110
$23.5K
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-159- 7.05% |
$28.2K - $30.4K
|
2.1K
$449K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
12New |
$2.13K - $2.29K
|
12
$2.57K
|
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.18KNew |
$210K - $226K
|
1.18K
$253K
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
SELL
|
- |
-320- 9.43% |
$56.8K - $61.2K
|
3.08K
$658K
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-2- 0.04% |
$355 - $382
|
5.1K
$1.09M
|