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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2021
Q1 2021
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.66KClosed |
$232K - $286K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
506New |
$70.8K - $87.4K
|
506
$109K
|
|
|
May 11, 2021
Q1 2021
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-20.9KClosed |
$2.92M - $3.6M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-364Closed |
$50.9K - $62.9K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Beck Bode, LLC
|
SELL
|
- |
-7Closed |
$979 - $1.21K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-2.85KClosed |
$398K - $492K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-1.77KClosed |
$247K - $305K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-12Closed |
$1.68K - $2.07K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Hunter Perkins Capital Management, LLC
|
SELL
|
- |
-1.62KClosed |
$226K - $279K
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Forth Right Wealth Management, LLC
|
SELL
|
- |
-80Closed |
$11.2K - $13.8K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-20Closed |
$2.8K - $3.45K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Goodwin Daniel L
|
SELL
|
- |
-9.81KClosed |
$1.37M - $1.69M
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-319Closed |
$44.6K - $55.1K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-93Closed |
$13K - $16.1K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-4Closed |
$448 - $571
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-45Closed |
$5.04K - $6.43K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-43Closed |
$4.81K - $6.14K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-57.6KClosed |
$6.44M - $8.22M
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.84KClosed |
$205K - $262K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Slow Capital, Inc.
|
SELL
|
- |
-31Closed |
$3.47K - $4.43K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-2.07KClosed |
$231K - $295K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Adams Wealth Management
|
SELL
|
- |
-77Closed |
$8.62K - $11K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-35Closed |
$3.92K - $5K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Cubic Asset Management, LLC
|
SELL
|
- |
-2.14KClosed |
$239K - $305K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Retirement Systems Of Alabama
|
SELL
|
- |
-200K- 34.34% |
$22.4M - $28.6M
|
382K
$82.5M
|
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22.2KNew |
$2.48M - $3.16M
|
22.2K
$4.78M
|
|
|
Jan 21, 2021
Q4 2020
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-182Closed |
$20.4K - $26K
|
0
$0
|
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
73New |
$8.17K - $10.4K
|
73
$15.8K
|
|
|
Jan 12, 2021
Q4 2020
|
Pacific Financial Group Inc
|
SELL
|
- |
-7Closed |
$783 - $1K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 18, 2024
Q3 2020
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
82+ 1.84% |
$8.4K - $9.67K
|
4.55K
$982K
|
|
|
Nov 16, 2020
Q3 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-112Closed |
$11.5K - $13.2K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-40.9KClosed |
$4.19M - $4.82M
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-63.9KClosed |
$6.54M - $7.53M
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Forte Capital LLC
|
SELL
|
- |
-2KClosed |
$205K - $235K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
277New |
$28.4K - $32.7K
|
277
$59.8K
|
|
|
Oct 29, 2020
Q3 2020
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-82Closed |
$8.4K - $9.67K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-52Closed |
$5.33K - $6.13K
|
0
$0
|
|
|
Oct 19, 2020
Q3 2020
|
Northstar Asset Management LLC
|
SELL
|
- |
-2.23KClosed |
$228K - $262K
|
0
$0
|
|
|
Oct 13, 2020
Q3 2020
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-2.67KClosed |
$274K - $315K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
75+ 2.07% |
$6.09K - $9.03K
|
3.7K
$799K
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-495Closed |
$40.2K - $59.6K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-322Closed |
$26.1K - $38.8K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-40KClosed |
$3.25M - $4.82M
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-133Closed |
$10.8K - $16K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-100Closed |
$8.12K - $12K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Cap Wealth Advisors, LLC
|
SELL
|
- |
-13KClosed |
$1.06M - $1.57M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
7.05KNew |
$572K - $850K
|
7.05K
$1.52M
|
|
|
Aug 11, 2020
Q2 2020
|
Princeton Global Asset Management LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Hamel Associates, Inc.
|
SELL
|
- |
-3.89KClosed |
$315K - $468K
|
0
$0
|
|
|
Aug 07, 2020
Q2 2020
|
Financial Advantage, Inc.
|
SELL
|
- |
-550Closed |
$44.6K - $66.3K
|
0
$0
|
|