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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
6.66K+ 15.34% |
$1M - $1.18M
|
50K
$10.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-669- 14.14% |
$100K - $119K
|
4.06K
$877K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-105- 9.5% |
$15.8K - $18.7K
|
1K
$216K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
SELL
|
- |
-7- 8.14% |
$1.05K - $1.24K
|
79
$17K
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-39.9K- 82.4% |
$5.99M - $7.08M
|
8.52K
$1.84M
|
|
|
Apr 24, 2023
Q1 2023
|
Capital Square, LLC
|
SELL
|
- |
-721- 7.39% |
$108K - $128K
|
9.04K
$1.95M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
288New |
$43.3K - $51.2K
|
288
$62.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.78KClosed |
$267K - $316K
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-2- 2.35% |
$300 - $355
|
83
$17.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
75New |
$11.3K - $13.3K
|
75
$16.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-29- 1.62% |
$4.36K - $5.15K
|
1.76K
$379K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
BUY
|
- |
7New |
$1.05K - $1.24K
|
7
$1.51K
|
|
|
Apr 20, 2023
Q1 2023
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
26+ 1.5% |
$3.91K - $4.62K
|
1.76K
$381K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
121+ 0.19% |
$18.2K - $21.5K
|
64.9K
$14M
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-123- 38.92% |
$18.5K - $21.9K
|
193
$41.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-30.7K- 69.6% |
$4.62M - $5.46M
|
13.4K
$2.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
104New |
$15.6K - $18.5K
|
104
$22.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
30.8KNew |
$4.63M - $5.47M
|
30.8K
$6.65M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.29KNew |
$193K - $229K
|
1.29K
$278K
|
|
| Q4 2022 | |||||||
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.72KNew |
$401K - $461K
|
2.72K
$587K
|
|
|
May 11, 2023
Q4 2022
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
1.31KNew |
$193K - $222K
|
1.31K
$282K
|
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.88KNew |
$719K - $828K
|
4.88K
$1.05M
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
192New |
$28.3K - $32.6K
|
192
$41.4K
|
|
|
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
192KNew |
$28.3M - $32.6M
|
192K
$41.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
648New |
$95.4K - $110K
|
648
$140K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.37K+ 106.7% |
$349K - $402K
|
4.6K
$992K
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
13New |
$1.91K - $2.2K
|
13
$2.81K
|
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
7.76K+ 4.2% |
$1.14M - $1.31M
|
192K
$41.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
14+ 35.9% |
$2.06K - $2.37K
|
53
$11.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
29New |
$4.27K - $4.92K
|
29
$6.26K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1+ 0.05% |
$147 - $170
|
1.84K
$398K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
99.1KNew |
$14.6M - $16.8M
|
99.1K
$21.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-12- 0.64% |
$1.77K - $2.03K
|
1.85K
$399K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
135New |
$19.9K - $22.9K
|
135
$29.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Forest Hill Capital, LLC
Little Rock, AR |
BUY
|
- |
600+ 9.52% |
$88.4K - $102K
|
6.9K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
296New |
$43.6K - $50.2K
|
296
$63.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
20.3KNew |
$2.99M - $3.44M
|
20.3K
$4.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$295 - $339
|
1.72K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.09K+ 16.69% |
$307K - $354K
|
14.6K
$3.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
143New |
$21.1K - $24.2K
|
143
$30.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-128- 1.99% |
$18.8K - $21.7K
|
6.32K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
784New |
$115K - $133K
|
784
$169K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
102+ 1.56% |
$15K - $17.3K
|
6.66K
$1.44M
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-180- 12.08% |
$26.5K - $30.5K
|
1.31K
$283K
|
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.7KNew |
$987K - $1.14M
|
6.7K
$1.45M
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
8+ 36.36% |
$1.18K - $1.36K
|
30
$6.47K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
2.81KNew |
$413K - $476K
|
2.81K
$606K
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
7.08KNew |
$1.04M - $1.2M
|
7.08K
$1.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.38KNew |
$202K - $233K
|
1.38K
$297K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.49KNew |
$219K - $252K
|
1.49K
$321K
|
|