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 15, 2022
Q2 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.29KClosed |
$189K - $230K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.21KClosed |
$177K - $215K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-125K- 68.3% |
$18.4M - $22.3M
|
58.1K
$12.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-3.27KClosed |
$479K - $582K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1K- 27.32% |
$147K - $178K
|
2.66K
$574K
|
|
|
Aug 15, 2022
Q2 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-1.18KClosed |
$173K - $211K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-553Closed |
$81.1K - $98.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.16KClosed |
$171K - $207K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
2.6KNew |
$381K - $463K
|
2.6K
$561K
|
|
|
Aug 15, 2022
Q2 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-3.69KClosed |
$541K - $657K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-21Closed |
$3.08K - $3.74K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-133K- 98.38% |
$19.6M - $23.8M
|
2.2K
$475K
|
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.86K- 46.51% |
$1.3M - $1.58M
|
10.2K
$2.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.3K+ 37.53% |
$191K - $232K
|
4.77K
$1.03M
|
|
|
Aug 12, 2022
Q2 2022
|
Milestone Wealth, LLC
Buffalo, NY |
SELL
|
- |
-170- 9.76% |
$24.9K - $30.3K
|
1.57K
$339K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
231+ 2.29% |
$33.9K - $41.2K
|
10.3K
$2.23M
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.37KClosed |
$200K - $244K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
375+ 32.61% |
$55K - $66.8K
|
1.53K
$329K
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-213Closed |
$31.2K - $38K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-13.3KClosed |
$1.95M - $2.37M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-50- 5.39% |
$7.33K - $8.91K
|
877
$189K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-300Closed |
$44K - $53.5K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
5.54KNew |
$813K - $988K
|
5.54K
$1.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
55+ 1.52% |
$8.07K - $9.8K
|
3.67K
$791K
|
|
|
Aug 11, 2022
Q2 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-36Closed |
$5.28K - $6.42K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-1.07K- 18.32% |
$157K - $191K
|
4.78K
$1.03M
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
8+ 0.47% |
$1.17K - $1.43K
|
1.71K
$370K
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
25New |
$3.67K - $4.46K
|
25
$5.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.69K+ 8.94% |
$394K - $479K
|
32.7K
$7.07M
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
45New |
$6.6K - $8.02K
|
45
$9.71K
|
|
|
Aug 08, 2022
Q2 2022
|
Rezny Wealth Management, Inc.
|
BUY
|
- |
3.02KNew |
$444K - $539K
|
3.02K
$653K
|
|
|
Aug 08, 2022
Q2 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-1.23KClosed |
$180K - $219K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
8.87KNew |
$1.3M - $1.58M
|
8.87K
$1.91M
|
|
|
Aug 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.12KNew |
$311K - $378K
|
2.12K
$458K
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
5.63KNew |
$826K - $1M
|
5.63K
$1.22M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
803New |
$118K - $143K
|
803
$173K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-2.21K- 50.62% |
$324K - $394K
|
2.16K
$465K
|
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
5+ 0.33% |
$733 - $891
|
1.51K
$325K
|
|
|
Aug 04, 2022
Q2 2022
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-2.3KClosed |
$337K - $410K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-60Closed |
$8.8K - $10.7K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
166New |
$24.3K - $29.6K
|
166
$35.8K
|
|
|
Aug 03, 2022
Q2 2022
|
Motive Wealth Advisors
|
SELL
|
- |
-901- 34.08% |
$132K - $161K
|
1.74K
$376K
|
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
BUY
|
- |
30+ 1.22% |
$4.4K - $5.35K
|
2.48K
$536K
|
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.25KNew |
$183K - $223K
|
1.25K
$270K
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-29KClosed |
$4.25M - $5.17M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
23+ 1.73% |
$3.37K - $4.1K
|
1.35K
$292K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
729New |
$107K - $130K
|
729
$157K
|
|
|
Aug 01, 2022
Q2 2022
|
Pflug Koory, LLC
|
BUY
|
- |
2.78KNew |
$408K - $496K
|
2.78K
$600K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
12New |
$1.76K - $2.14K
|
12
$2.59K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 0.3% |
$293 - $356
|
661
$143K
|