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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.92KNew |
$1.19M - $1.33M
|
6.92K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-52- 50.0% |
$8.97K - $9.98K
|
52
$11.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
65New |
$11.2K - $12.5K
|
65
$13.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.92KNew |
$331K - $369K
|
1.92K
$411K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
SELL
|
- |
-100- 14.29% |
$17.2K - $19.2K
|
600
$128K
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
1.06KNew |
$183K - $204K
|
1.06K
$228K
|
|
|
Apr 29, 2024
Q1 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
100+ 12.22% |
$17.2K - $19.2K
|
918
$196K
|
|
|
Apr 26, 2024
Q1 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-38- 3.3% |
$6.55K - $7.29K
|
1.11K
$238K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
192New |
$33.1K - $36.8K
|
192
$41.1K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-39Closed |
$6.73K - $7.48K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-320- 9.09% |
$55.2K - $61.4K
|
3.2K
$685K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.37KNew |
$237K - $263K
|
1.37K
$294K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
865+ 74.76% |
$149K - $166K
|
2.02K
$433K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-30- 10.53% |
$5.17K - $5.76K
|
255
$54.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
447+ 19.07% |
$77.1K - $85.8K
|
2.79K
$597K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
61+ 1.91% |
$10.5K - $11.7K
|
3.25K
$696K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-682- 34.53% |
$118K - $131K
|
1.29K
$277K
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
299+ 10.35% |
$51.6K - $57.4K
|
3.19K
$683K
|
|
|
Apr 22, 2024
Q1 2024
|
Bts Asset Management, Inc.
|
SELL
|
- |
-166- 8.82% |
$28.6K - $31.9K
|
1.72K
$367K
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
36+ 1.9% |
$6.21K - $6.91K
|
1.93K
$413K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-2.2K- 33.85% |
$379K - $422K
|
4.3K
$920K
|
|
|
Apr 19, 2024
Q1 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-292- 15.3% |
$50.4K - $56K
|
1.62K
$346K
|
|
|
Apr 18, 2024
Q1 2024
|
Chico Wealth Ria
|
SELL
|
- |
-167- 13.76% |
$28.8K - $32K
|
1.05K
$224K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.88KNew |
$324K - $360K
|
1.88K
$402K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
127+ 2.99% |
$21.9K - $24.4K
|
4.37K
$935K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.71K+ 12.45% |
$295K - $329K
|
15.5K
$3.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-370- 4.87% |
$63.8K - $71K
|
7.22K
$1.55M
|
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
12+ 0.3% |
$2.07K - $2.3K
|
3.97K
$851K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
150+ 8.66% |
$25.9K - $28.8K
|
1.88K
$403K
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.4KNew |
$241K - $269K
|
1.4K
$300K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
285+ 17.08% |
$49.1K - $54.7K
|
1.95K
$418K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-2.39K- 58.21% |
$413K - $459K
|
1.72K
$367K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-350- 6.57% |
$60.4K - $67.2K
|
4.98K
$1.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Hillman CO
|
BUY
|
- |
36.3K+ 135.2% |
$6.26M - $6.96M
|
63.1K
$13.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
292+ 17.53% |
$50.4K - $56K
|
1.96K
$419K
|
|
|
Apr 15, 2024
Q1 2024
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
BUY
|
- |
3.46KNew |
$597K - $664K
|
3.46K
$741K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
111+ 5.11% |
$19.1K - $21.3K
|
2.28K
$488K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
123+ 10.28% |
$21.2K - $23.6K
|
1.32K
$282K
|
|
|
Apr 11, 2024
Q1 2024
|
Soundmark Wealth Management, LLC
|
SELL
|
- |
-51- 1.29% |
$8.79K - $9.79K
|
3.89K
$833K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-28- 30.43% |
$4.83K - $5.37K
|
64
$13.7K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
11+ 0.58% |
$1.9K - $2.11K
|
1.92K
$411K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-132- 2.48% |
$22.8K - $25.3K
|
5.2K
$1.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
2.05K+ 72.93% |
$353K - $393K
|
4.86K
$1.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
19+ 0.08% |
$3.28K - $3.65K
|
24.1K
$5.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
33+ 0.62% |
$5.69K - $6.33K
|
5.33K
$1.14M
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
688+ 59.01% |
$119K - $132K
|
1.85K
$397K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-169- 14.59% |
$29.1K - $32.4K
|
989
$212K
|
|
| Q4 2023 | |||||||
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-226- 4.24% |
$33.7K - $41.1K
|
5.1K
$1.09M
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-1- 1.1% |
$149 - $182
|
90
$19.3K
|
|
|
Oct 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.37KNew |
$205K - $250K
|
1.37K
$294K
|
|