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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.53KNew |
$230K - $252K
|
1.53K
$329K
|
|
|
Aug 04, 2023
Q2 2023
|
Shayne & Co., LLC
|
SELL
|
- |
-17- 0.16% |
$2.56K - $2.81K
|
10.8K
$2.34M
|
|
|
Aug 03, 2023
Q2 2023
|
State Of Wisconsin Board Of Commissioners Of Public Lands
Madison, WI |
BUY
|
- |
2K+ 2.99% |
$301K - $331K
|
69K
$14.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
1.26KNew |
$189K - $208K
|
1.26K
$271K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
275New |
$41.5K - $45.5K
|
275
$59.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.74KNew |
$413K - $454K
|
2.74K
$592K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
95+ 12.04% |
$14.3K - $15.7K
|
884
$191K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
8.23K+ 1.34% |
$1.24M - $1.36M
|
623K
$135M
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-39- 1.68% |
$5.88K - $6.45K
|
2.28K
$492K
|
|
|
Jul 28, 2023
Q2 2023
|
Resource Planning Group
|
BUY
|
- |
1.29KNew |
$194K - $213K
|
1.29K
$278K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.61% |
$151 - $165
|
166
$35.8K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.12% |
$151 - $165
|
864
$186K
|
|
|
Jul 26, 2023
Q2 2023
|
Relaxing Retirement Coach
|
SELL
|
- |
-31- 0.42% |
$4.67K - $5.13K
|
7.31K
$1.58M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-84- 4.7% |
$12.7K - $13.9K
|
1.7K
$367K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.49% |
$4.37K - $4.8K
|
5.86K
$1.27M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.05% |
$151 - $165
|
1.84K
$396K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
11.7KNew |
$1.77M - $1.94M
|
11.7K
$2.53M
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
41+ 40.2% |
$6.18K - $6.78K
|
143
$30.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-154- 48.43% |
$23.2K - $25.5K
|
164
$35.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Financial Life Advisors
|
SELL
|
- |
-1.41K- 52.42% |
$213K - $233K
|
1.28K
$276K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
594New |
$89.5K - $98.2K
|
594
$128K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-4- 0.21% |
$603 - $662
|
1.94K
$418K
|
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1K- 3.91% |
$151K - $166K
|
24.6K
$5.32M
|
|
| Q1 2023 | |||||||
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-1.63KClosed |
$244K - $289K
|
0
$0
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
80+ 0.52% |
$12K - $14.2K
|
15.5K
$3.34M
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-284- 89.31% |
$42.7K - $50.5K
|
34
$7.34K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-27- 11.16% |
$4.06K - $4.8K
|
215
$46.4K
|
|
|
May 15, 2023
Q1 2023
|
Spears Abacus Advisors LLC
|
BUY
|
- |
2.16KNew |
$324K - $383K
|
2.16K
$466K
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-1.74K- 15.92% |
$262K - $310K
|
9.21K
$1.99M
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
70New |
$10.5K - $12.4K
|
70
$15.1K
|
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
1.55KNew |
$232K - $275K
|
1.55K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.29KNew |
$343K - $406K
|
2.29K
$493K
|
|
|
May 12, 2023
Q1 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
21New |
$3.15K - $3.73K
|
21
$4.53K
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
5+ 0.03% |
$751 - $888
|
18.3K
$3.95M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-168- 91.8% |
$25.2K - $29.9K
|
15
$3.24K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
200New |
$30K - $35.5K
|
200
$43.2K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
292New |
$43.9K - $51.9K
|
292
$63K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1+ 0.01% |
$150 - $178
|
11K
$2.36M
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-885- 3.24% |
$133K - $157K
|
26.4K
$5.71M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-455- 12.12% |
$68.4K - $80.8K
|
3.3K
$712K
|
|
|
May 09, 2023
Q1 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
50+ 0.23% |
$7.51K - $8.88K
|
21.9K
$4.72M
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
SELL
|
- |
-108- 5.45% |
$16.2K - $19.2K
|
1.87K
$404K
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-95- 2.12% |
$14.3K - $16.9K
|
4.38K
$946K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
1.48K+ 10.89% |
$222K - $263K
|
15.1K
$3.25M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
9New |
$1.35K - $1.6K
|
9
$1.94K
|
|
|
May 03, 2023
Q1 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
123+ 9.76% |
$18.5K - $21.9K
|
1.38K
$298K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
48New |
$7.21K - $8.53K
|
48
$10.4K
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
5.5K+ 247.52% |
$825K - $976K
|
7.72K
$1.67M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.28KNew |
$492K - $582K
|
3.28K
$707K
|
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
1+ 0.02% |
$150 - $178
|
4.09K
$882K
|
|