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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2KNew |
$337K - $371K
|
2K
$432K
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
289New |
$48.8K - $53.7K
|
289
$62.4K
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-23Closed |
$3.88K - $4.27K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-279Closed |
$47.1K - $51.8K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-61.3KClosed |
$10.3M - $11.4M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-109Closed |
$18.4K - $20.2K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-9.62KClosed |
$1.62M - $1.79M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
99New |
$16.7K - $18.4K
|
99
$21.4K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
100New |
$16.9K - $18.6K
|
100
$21.6K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-338Closed |
$57K - $62.8K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-7.62KClosed |
$1.29M - $1.42M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-100Closed |
$16.9K - $18.6K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-68Closed |
$11.5K - $12.6K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
134New |
$22.6K - $24.9K
|
134
$28.9K
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.25KClosed |
$211K - $232K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Geneva Partners, LLC
|
SELL
|
- |
-3.22KClosed |
$543K - $598K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.5KClosed |
$253K - $279K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-55.5KClosed |
$9.37M - $10.3M
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-80- 55.94% |
$13.5K - $14.9K
|
63
$13.6K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-36Closed |
$6.07K - $6.69K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-336Closed |
$56.7K - $62.4K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-8- 47.06% |
$1.35K - $1.49K
|
9
$1.94K
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2KNew |
$337K - $371K
|
2K
$432K
|
|
Jan 26, 2022
Q4 2021
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.59KClosed |
$268K - $295K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.75KNew |
$296K - $326K
|
1.75K
$379K
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-108Closed |
$18.2K - $20.1K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
SELL
|
- |
-1.24KClosed |
$209K - $230K
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-348- 23.5% |
$58.7K - $64.6K
|
1.13K
$245K
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.58KClosed |
$266K - $293K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
91+ 9.1% |
$14.8K - $16K
|
1.09K
$235K
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-233Closed |
$37.9K - $40.9K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-9.29KClosed |
$1.51M - $1.63M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
3 Edge Asset Management, LP
|
SELL
|
- |
-5.77KClosed |
$938K - $1.01M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-2.14KClosed |
$347K - $375K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-42.3KClosed |
$6.88M - $7.43M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.17KClosed |
$190K - $206K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-61.4KClosed |
$9.98M - $10.8M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
56New |
$9.11K - $9.84K
|
56
$12.1K
|
|
Nov 10, 2021
Q3 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-21.3KClosed |
$3.46M - $3.74M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-12Closed |
$1.95K - $2.11K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-15.1KClosed |
$2.46M - $2.66M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Arjuna Capital
|
SELL
|
- |
-207Closed |
$33.7K - $36.4K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-97.8KClosed |
$15.9M - $17.2M
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-60- 48.0% |
$9.76K - $10.5K
|
65
$14K
|
|
Nov 03, 2021
Q3 2021
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.52KClosed |
$248K - $268K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Davidson Investment Advisors
|
SELL
|
- |
-4.89KClosed |
$795K - $859K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-446Closed |
$72.5K - $78.4K
|
0
$0
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-1.45KClosed |
$235K - $254K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-35- 2.85% |
$5.69K - $6.15K
|
1.2K
$258K
|
|
Oct 26, 2021
Q3 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-2.23KClosed |
$363K - $392K
|
0
$0
|