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 18, 2024
Q4 2023
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.37KNew |
$205K - $250K
|
1.37K
$294K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
1.52KNew |
$226K - $276K
|
1.52K
$325K
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
844New |
$126K - $154K
|
844
$181K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
2.21KNew |
$330K - $402K
|
2.21K
$473K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.32KClosed |
$198K - $241K
|
0
$0
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-13- 0.87% |
$1.94K - $2.37K
|
1.48K
$317K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
12New |
$1.79K - $2.18K
|
12
$2.57K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
41+ 4100.0% |
$6.12K - $7.46K
|
42
$8.99K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
307New |
$45.8K - $55.9K
|
307
$65.7K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
5New |
$746 - $910
|
5
$1.07K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
21New |
$3.13K - $3.82K
|
21
$4.49K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-17- 0.52% |
$2.54K - $3.09K
|
3.28K
$702K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
17New |
$2.54K - $3.09K
|
17
$3.64K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-117- 11.87% |
$17.5K - $21.3K
|
869
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
9.61KNew |
$1.43M - $1.75M
|
9.61K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-235- 38.91% |
$35.1K - $42.8K
|
369
$79K
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
12.4KNew |
$1.85M - $2.26M
|
12.4K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
139New |
$20.7K - $25.3K
|
139
$29.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
1.27KNew |
$189K - $231K
|
1.27K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-38- 1.36% |
$5.67K - $6.91K
|
2.75K
$589K
|
|
|
Feb 14, 2024
Q4 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
1.42KNew |
$212K - $258K
|
1.42K
$304K
|
|
|
Feb 14, 2024
Q4 2023
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-50.5K- 26.99% |
$7.53M - $9.18M
|
137K
$29.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
2.05KNew |
$306K - $373K
|
2.05K
$439K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
769New |
$115K - $140K
|
769
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.16KNew |
$172K - $210K
|
1.16K
$247K
|
|
|
Feb 14, 2024
Q4 2023
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
4.55KNew |
$678K - $827K
|
4.55K
$973K
|
|
|
Feb 13, 2024
Q4 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-4- 0.11% |
$597 - $728
|
3.7K
$792K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-22- 1.29% |
$3.28K - $4K
|
1.69K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Advisory Services & Investments, LLC
|
BUY
|
- |
1.19KNew |
$178K - $217K
|
1.19K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.42K- 59.65% |
$361K - $440K
|
1.64K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.92KNew |
$286K - $349K
|
1.92K
$410K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
2.38KNew |
$354K - $432K
|
2.38K
$509K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-22- 4.91% |
$3.28K - $4K
|
426
$91.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
321+ 2.32% |
$47.9K - $58.4K
|
14.2K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
21.2K+ 96.07% |
$3.16M - $3.85M
|
43.2K
$9.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-50- 1.09% |
$7.46K - $9.1K
|
4.56K
$975K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
SELL
|
- |
-28- 1.83% |
$4.18K - $5.09K
|
1.5K
$321K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.17KNew |
$1.07M - $1.3M
|
7.17K
$1.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
38.8KNew |
$5.79M - $7.06M
|
38.8K
$8.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
385New |
$57.4K - $70K
|
385
$82.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
5.86KNew |
$874K - $1.07M
|
5.86K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
782+ 6.41% |
$117K - $142K
|
13K
$2.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
7.9KNew |
$1.18M - $1.44M
|
7.9K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.38KNew |
$206K - $251K
|
1.38K
$296K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
99+ 6.66% |
$14.8K - $18K
|
1.59K
$339K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-40- 46.51% |
$5.97K - $7.28K
|
46
$9.84K
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
155+ 1.45% |
$23.1K - $28.2K
|
10.8K
$2.32M
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
15KNew |
$2.24M - $2.73M
|
15K
$3.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1KNew |
$149K - $182K
|
1K
$214K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.2KNew |
$178K - $217K
|
1.2K
$256K
|