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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-7- 43.75% |
$1.03K - $1.25K
|
9
$1.94K
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
30New |
$4.4K - $5.35K
|
30
$6.47K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-47.2K- 93.46% |
$6.92M - $8.41M
|
3.3K
$712K
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
2.37KNew |
$347K - $422K
|
2.37K
$511K
|
|
|
Jul 27, 2022
Q2 2022
|
Progressive Investment Management Corp
|
SELL
|
- |
-897Closed |
$132K - $160K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
SELL
|
- |
-350- 1.96% |
$51.3K - $62.4K
|
17.5K
$3.78M
|
|
|
Jul 26, 2022
Q2 2022
|
Systelligence, LLC
|
BUY
|
- |
5.09K+ 18.41% |
$746K - $907K
|
32.7K
$7.07M
|
|
|
Jul 25, 2022
Q2 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-725Closed |
$106K - $129K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-324- 14.09% |
$47.5K - $57.7K
|
1.98K
$426K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-200- 49.38% |
$29.3K - $35.6K
|
205
$44.2K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
314New |
$46.1K - $56K
|
314
$67.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
7New |
$1.03K - $1.25K
|
7
$1.51K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-27Closed |
$3.96K - $4.81K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-30Closed |
$4.4K - $5.35K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-180Closed |
$26.4K - $32.1K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
60+ 26.91% |
$8.8K - $10.7K
|
283
$61.1K
|
|
|
Jul 20, 2022
Q2 2022
|
Bullseye Investment Management, LLC
|
BUY
|
- |
19.2KNew |
$2.81M - $3.41M
|
19.2K
$4.13M
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
9New |
$1.32K - $1.6K
|
9
$1.94K
|
|
|
Jul 19, 2022
Q2 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
5.49KNew |
$806K - $979K
|
5.49K
$1.19M
|
|
|
Jul 19, 2022
Q2 2022
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-160Closed |
$23.5K - $28.5K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
3New |
$440 - $535
|
3
$647
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
19New |
$2.79K - $3.39K
|
19
$4.1K
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
BUY
|
- |
27+ 1.06% |
$3.96K - $4.81K
|
2.57K
$554K
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-1.34KClosed |
$196K - $238K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
2+ 0.18% |
$293 - $356
|
1.11K
$239K
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-100Closed |
$14.7K - $17.8K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
36.3KNew |
$5.32M - $6.47M
|
36.3K
$7.83M
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
BUY
|
- |
1.06K+ 1729.51% |
$155K - $188K
|
1.12K
$241K
|
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-8.29KClosed |
$1.22M - $1.48M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
24New |
$3.52K - $4.28K
|
24
$5.18K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-123- 3.32% |
$18K - $21.9K
|
3.58K
$772K
|
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
BUY
|
- |
400+ 19.02% |
$58.7K - $71.3K
|
2.5K
$540K
|
|
|
Jul 07, 2022
Q2 2022
|
Virginia National Bank
|
SELL
|
- |
-1.79KClosed |
$263K - $319K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-61Closed |
$8.95K - $10.9K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-154Closed |
$25.5K - $28.1K
|
0
$0
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.55KNew |
$588K - $648K
|
3.55K
$766K
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-6KClosed |
$994K - $1.1M
|
0
$0
|
|
|
Aug 31, 2022
Q1 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
SELL
|
- |
-9.64KClosed |
$1.6M - $1.76M
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-267Closed |
$44.2K - $48.7K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
1.37KNew |
$227K - $250K
|
1.37K
$296K
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
2KNew |
$331K - $365K
|
2K
$431K
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.98KClosed |
$328K - $361K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Css LLC
Chicago, IL |
SELL
|
- |
-29.7KClosed |
$4.91M - $5.42M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-318Closed |
$52.7K - $58.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-11.4KClosed |
$1.89M - $2.09M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-1.35KClosed |
$223K - $246K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3Closed |
$497 - $548
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Concorde Financial Corp
Dallas, TX |
SELL
|
- |
-33Closed |
$5.47K - $6.03K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
82New |
$13.6K - $15K
|
82
$17.7K
|
|
|
May 16, 2022
Q1 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-231Closed |
$38.3K - $42.2K
|
0
$0
|
|