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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-176- 73.95% |
$26.3K - $32K
|
62
$13.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.46K- 1.86% |
$218K - $266K
|
77.1K
$16.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
75+ 2.04% |
$11.2K - $13.6K
|
3.75K
$803K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.24KNew |
$185K - $225K
|
1.24K
$265K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
6New |
$895 - $1.09K
|
6
$1.28K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-89- 5.31% |
$13.3K - $16.2K
|
1.59K
$339K
|
|
| Q3 2023 | |||||||
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.73KNew |
$272K - $302K
|
1.73K
$371K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18+ 34.62% |
$2.83K - $3.14K
|
70
$15K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
111New |
$17.5K - $19.4K
|
111
$23.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
120New |
$18.9K - $20.9K
|
120
$25.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.52KNew |
$1.18M - $1.31M
|
7.52K
$1.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
84New |
$13.2K - $14.6K
|
84
$18K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
75New |
$11.8K - $13.1K
|
75
$16.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.19KNew |
$1.29M - $1.43M
|
8.19K
$1.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.87K- 1.22% |
$452K - $500K
|
232K
$49.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-42- 1.4% |
$6.61K - $7.32K
|
2.95K
$632K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1+ 0.51% |
$157 - $174
|
197
$42.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Hackensack Meridian Health, Inc.
Edison, NJ |
SELL
|
- |
-372K- 32.31% |
$58.6M - $64.9M
|
780K
$167M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-410KClosed |
$64.6M - $71.6M
|
0
$0
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-319- 45.83% |
$50.2K - $55.6K
|
377
$80.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-229- 15.15% |
$36K - $39.9K
|
1.28K
$275K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
SELL
|
- |
-38.5K- 16.14% |
$6.05M - $6.71M
|
200K
$42.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Centered Wealth LLC Dba Miller Equity Capital Advisors
|
BUY
|
- |
5+ 0.04% |
$787 - $872
|
12.7K
$2.72M
|
|
|
Nov 08, 2023
Q3 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-150- 8.63% |
$23.6K - $26.2K
|
1.59K
$340K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
551+ 2.71% |
$86.7K - $96.1K
|
20.9K
$4.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Claris Advisors, LLC
|
BUY
|
- |
1.32KNew |
$207K - $229K
|
1.32K
$281K
|
|
|
Nov 08, 2023
Q3 2023
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
1.64KNew |
$258K - $286K
|
1.64K
$351K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
100+ 3.97% |
$15.7K - $17.4K
|
2.62K
$560K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.5K- 7.17% |
$2.28M - $2.52M
|
187K
$40.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
301New |
$47.4K - $52.5K
|
301
$64.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
94New |
$14.8K - $16.4K
|
94
$20.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
1.35KNew |
$213K - $236K
|
1.35K
$290K
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-58.8K- 52.37% |
$9.25M - $10.3M
|
53.5K
$11.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
5New |
$787 - $872
|
5
$1.07K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
PUT |
46.2KNew |
$7.27M - $8.06M
|
46.2K
$9.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
351+ 16.24% |
$55.2K - $61.2K
|
2.51K
$538K
|
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
133+ 37.46% |
$20.9K - $23.2K
|
488
$104K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
500New |
$78.7K - $87.2K
|
500
$107K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-1.66K- 38.24% |
$260K - $289K
|
2.67K
$572K
|
|
|
Oct 27, 2023
Q3 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
200+ 200.0% |
$31.5K - $34.9K
|
300
$64.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.48K+ 6.43% |
$548K - $607K
|
57.6K
$12.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
87+ 3.75% |
$13.7K - $15.2K
|
2.41K
$515K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-1.21K- 6.18% |
$191K - $211K
|
18.4K
$3.94M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
SELL
|
- |
-1.78K- 48.53% |
$280K - $310K
|
1.89K
$404K
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-2.54K- 5.47% |
$399K - $442K
|
43.8K
$9.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-3.36K- 7.9% |
$528K - $585K
|
39.1K
$8.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
24New |
$3.78K - $4.19K
|
24
$5.14K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
79+ 3.13% |
$12.4K - $13.8K
|
2.6K
$557K
|
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-20- 1.19% |
$3.15K - $3.49K
|
1.66K
$356K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-41- 47.13% |
$6.45K - $7.15K
|
46
$9.84K
|
|