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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.07K+ 67.23% |
$159K - $194K
|
2.65K
$568K
|
|
|
Feb 07, 2024
Q4 2023
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1.24KNew |
$186K - $226K
|
1.24K
$266K
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
1+ 0.71% |
$149 - $182
|
142
$30.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.26KNew |
$188K - $229K
|
1.26K
$269K
|
|
|
Feb 06, 2024
Q4 2023
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
1.84KNew |
$275K - $335K
|
1.84K
$394K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-37- 42.05% |
$5.52K - $6.73K
|
51
$10.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
50New |
$7.46K - $9.1K
|
50
$10.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
1.48KNew |
$220K - $269K
|
1.48K
$316K
|
|
|
Feb 05, 2024
Q4 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
799+ 1.65% |
$119K - $145K
|
49.2K
$10.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-39K- 92.01% |
$5.82M - $7.09M
|
3.38K
$724K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-400- 28.57% |
$59.7K - $72.8K
|
1K
$214K
|
|
|
Feb 02, 2024
Q4 2023
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
1.45KNew |
$216K - $264K
|
1.45K
$310K
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-200- 33.33% |
$29.8K - $36.4K
|
400
$85.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4New |
$597 - $728
|
4
$856
|
|
|
Jan 31, 2024
Q4 2023
|
University Of Maryland Foundation, Inc.
|
BUY
|
- |
22.4K+ 24.56% |
$3.34M - $4.07M
|
114K
$24.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-370- 20.25% |
$55.2K - $67.3K
|
1.46K
$312K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
156+ 0.64% |
$23.3K - $28.4K
|
24.6K
$5.27M
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.02K- 25.59% |
$301K - $367K
|
5.87K
$1.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Peirce Capital Management, LLC
The Woodlands, TX |
BUY
|
- |
2.72KNew |
$406K - $495K
|
2.72K
$582K
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
BUY
|
- |
1.22KNew |
$182K - $221K
|
1.22K
$260K
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
1.12KNew |
$167K - $204K
|
1.12K
$240K
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
BUY
|
- |
25.8KNew |
$3.85M - $4.7M
|
25.8K
$5.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-661- 9.76% |
$98.6K - $120K
|
6.11K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-268- 13.33% |
$40K - $48.8K
|
1.74K
$373K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-220- 2.11% |
$32.8K - $40K
|
10.2K
$2.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Garland Capital Management Inc
|
BUY
|
- |
2+ 0.79% |
$298 - $364
|
254
$54.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-212- 9.28% |
$31.6K - $38.6K
|
2.07K
$443K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
295New |
$44K - $53.7K
|
295
$63.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-17- 0.28% |
$2.54K - $3.09K
|
6.06K
$1.3M
|
|
|
Jan 25, 2024
Q4 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-1.2K- 16.38% |
$179K - $218K
|
6.12K
$1.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-33- 1.95% |
$4.92K - $6K
|
1.66K
$355K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
140New |
$20.9K - $25.5K
|
140
$30K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
28+ 2.01% |
$4.18K - $5.09K
|
1.42K
$304K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5+ 14.71% |
$746 - $910
|
39
$8.35K
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
2.1KNew |
$313K - $381K
|
2.1K
$449K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
445+ 45.73% |
$66.4K - $81K
|
1.42K
$303K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
152+ 5.81% |
$22.7K - $27.7K
|
2.77K
$593K
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
1.18KNew |
$176K - $215K
|
1.18K
$253K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$29.8K - $36.4K
|
200
$42.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
7New |
$1.04K - $1.27K
|
7
$1.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.92KNew |
$287K - $350K
|
1.92K
$412K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
264New |
$39.4K - $48K
|
264
$56.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
BUY
|
- |
1.54KNew |
$229K - $279K
|
1.54K
$329K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
14New |
$2.09K - $2.55K
|
14
$3K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.37K- 28.03% |
$204K - $249K
|
3.51K
$751K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
12.4KNew |
$1.85M - $2.26M
|
12.4K
$2.66M
|
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-22- 8.66% |
$3.28K - $4K
|
232
$49.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-3.36K- 71.28% |
$501K - $611K
|
1.35K
$289K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
6.22KNew |
$927K - $1.13M
|
6.22K
$1.33M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
263+ 5.03% |
$39.2K - $47.9K
|
5.49K
$1.17M
|