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 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-41- 47.13% |
$6.45K - $7.15K
|
46
$9.93K
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$315 - $349
|
2.5K
$540K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
338New |
$53.2K - $58.9K
|
338
$72.9K
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
245+ 16.77% |
$38.5K - $42.7K
|
1.71K
$368K
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
9+ 1.38% |
$1.42K - $1.57K
|
659
$142K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
499New |
$78.5K - $87K
|
499
$108K
|
|
Oct 11, 2023
Q3 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-1.21K- 4.02% |
$191K - $211K
|
28.9K
$6.25M
|
|
Oct 10, 2023
Q3 2023
|
Kwmg, LLC
|
BUY
|
- |
3.21K+ 4.92% |
$505K - $560K
|
68.5K
$14.8M
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
28New |
$4.41K - $4.88K
|
28
$6.04K
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
BUY
|
- |
94New |
$14.8K - $16.4K
|
94
$20.3K
|
|
Q2 2023 | |||||||
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.42KClosed |
$817K - $896K
|
0
$0
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-6- 18.18% |
$904 - $992
|
27
$5.83K
|
|
Apr 22, 2024
Q2 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-35- 33.02% |
$5.28K - $5.79K
|
71
$15.3K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-66.5K- 69.16% |
$10M - $11M
|
29.7K
$6.4M
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-72Closed |
$10.9K - $11.9K
|
0
$0
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.26KNew |
$190K - $208K
|
1.26K
$272K
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
56New |
$8.44K - $9.26K
|
56
$12.1K
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.07K- 56.52% |
$462K - $507K
|
2.36K
$509K
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.9KNew |
$287K - $314K
|
1.9K
$410K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
176New |
$26.5K - $29.1K
|
176
$38K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-6- 8.57% |
$904 - $992
|
64
$13.8K
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.4KNew |
$211K - $231K
|
1.4K
$302K
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.71KNew |
$258K - $283K
|
1.71K
$369K
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
430+ 0.64% |
$64.8K - $71.1K
|
67.4K
$14.5M
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-15- 1.05% |
$2.26K - $2.48K
|
1.41K
$304K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
75New |
$11.3K - $12.4K
|
75
$16.2K
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-59- 4.32% |
$8.89K - $9.76K
|
1.31K
$282K
|
|
Aug 14, 2023
Q2 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-51- 2.75% |
$7.69K - $8.44K
|
1.81K
$390K
|
|
Aug 14, 2023
Q2 2023
|
Weik Capital Management
Wyomissing, PA |
SELL
|
- |
-250- 12.5% |
$37.7K - $41.4K
|
1.75K
$378K
|
|
Aug 14, 2023
Q2 2023
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
15.4KNew |
$2.32M - $2.54M
|
15.4K
$3.31M
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
91KNew |
$13.7M - $15M
|
91K
$19.6M
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
50.5KNew |
$7.61M - $8.35M
|
50.5K
$10.9M
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-345- 33.92% |
$52K - $57.1K
|
672
$145K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-104- 1.25% |
$15.7K - $17.2K
|
8.2K
$1.77M
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
9+ 0.49% |
$1.36K - $1.49K
|
1.85K
$399K
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-387- 17.44% |
$58.3K - $64K
|
1.83K
$395K
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
1.31KNew |
$198K - $217K
|
1.31K
$283K
|
|
Aug 11, 2023
Q2 2023
|
Granby Capital Management, LLC
|
BUY
|
- |
35KNew |
$5.28M - $5.79M
|
35K
$7.55M
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
7New |
$1.06K - $1.16K
|
7
$1.51K
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-13- 1.0% |
$1.96K - $2.15K
|
1.29K
$278K
|
|
Aug 09, 2023
Q2 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
35New |
$5.28K - $5.79K
|
35
$7.55K
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-62- 3.77% |
$9.35K - $10.3K
|
1.58K
$342K
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-201- 83.4% |
$30.3K - $33.2K
|
40
$8.63K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
12K+ 23.45% |
$1.81M - $1.99M
|
63.3K
$13.7M
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10New |
$1.51K - $1.65K
|
10
$2.16K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
15New |
$2.26K - $2.48K
|
15
$3.24K
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-14.3K- 88.8% |
$2.15M - $2.36M
|
1.8K
$388K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
4New |
$603 - $662
|
4
$863
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-8- 1.35% |
$1.21K - $1.32K
|
586
$126K
|
|
Aug 07, 2023
Q2 2023
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
2.18KNew |
$329K - $361K
|
2.18K
$471K
|