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 07, 2020
Q2 2020
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2KNew |
$162K - $241K
|
2K
$432K
|
|
|
Aug 06, 2020
Q2 2020
|
Royal Fund Management, LLC
|
SELL
|
- |
-29Closed |
$2.35K - $3.49K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Cambiar Investors LLC
|
SELL
|
- |
-2.95KClosed |
$239K - $355K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Jordan Park Group LLC
|
SELL
|
- |
-6.19KClosed |
$503K - $746K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-3.1KClosed |
$251K - $373K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-258Closed |
$20.9K - $31.1K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Barnett & Company, Inc.
|
SELL
|
- |
-155Closed |
$12.6K - $18.7K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Optimum Investment Advisors
|
SELL
|
- |
-20Closed |
$1.62K - $2.41K
|
0
$0
|
|
|
Jul 15, 2020
Q2 2020
|
360 Financial, Inc.
|
SELL
|
- |
-34.8KClosed |
$2.82M - $4.19M
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-10.1KClosed |
$820K - $1.22M
|
0
$0
|
|
|
Jul 09, 2020
Q2 2020
|
Unison Advisors LLC
|
SELL
|
- |
-9.77KClosed |
$793K - $1.18M
|
0
$0
|
|
|
Jul 06, 2020
Q2 2020
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-2.56KClosed |
$208K - $308K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 02, 2022
Q1 2020
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.47KClosed |
$111K - $204K
|
0
$0
|
|
|
Nov 18, 2020
Q1 2020
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-16Closed |
$1.21K - $2.22K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$75.8 - $139
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-1.82KClosed |
$138K - $253K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-432Closed |
$32.7K - $60.1K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-18.4K- 96.79% |
$1.4M - $2.56M
|
610
$132K
|
|
|
May 14, 2020
Q1 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-141KClosed |
$10.7M - $19.6M
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-41Closed |
$3.11K - $5.7K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-4.63KClosed |
$351K - $644K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-22.2KClosed |
$1.68M - $3.08M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-10KClosed |
$761K - $1.4M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Meitav Dash Investments LTD
|
SELL
|
- |
-2.1KClosed |
$159K - $292K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Mirador Capital Partners LP
|
SELL
|
- |
-13.6KClosed |
$1.03M - $1.89M
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-2.39KClosed |
$181K - $332K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-2.03KClosed |
$154K - $283K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-1.82KClosed |
$138K - $253K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.49KClosed |
$113K - $207K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-5.37KClosed |
$407K - $747K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Claybrook Capital, LLC
|
SELL
|
- |
-1.94KClosed |
$147K - $270K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-2.78KClosed |
$211K - $387K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
4.11KNew |
$312K - $572K
|
4.11K
$888K
|
|
|
May 04, 2020
Q1 2020
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-301Closed |
$22.8K - $41.9K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-31Closed |
$2.35K - $4.31K
|
0
$0
|
|
|
Apr 30, 2020
Q1 2020
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-2.63KClosed |
$199K - $366K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-712Closed |
$54K - $99K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.91KClosed |
$221K - $405K
|
0
$0
|
|
|
Apr 08, 2020
Q1 2020
|
Modus Advisors, LLC
|
SELL
|
- |
-5.3KClosed |
$402K - $736K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Aug 06, 2021
Q4 2019
|
Schroders Is LTD
|
SELL
|
- |
-17.1KClosed |
$2.11M - $2.36M
|
0
$0
|
|
|
Feb 26, 2020
Q4 2019
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-4.23KClosed |
$524K - $585K
|
0
$0
|
|
|
Feb 19, 2020
Q4 2019
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-11.7KClosed |
$1.45M - $1.62M
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-10Closed |
$1.24K - $1.38K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-90KClosed |
$11.1M - $12.4M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Impax Asset Management Group PLC
|
SELL
|
- |
-70KClosed |
$8.66M - $9.67M
|
0
$0
|
|
|
Feb 13, 2020
Q4 2019
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-13.7KClosed |
$1.7M - $1.9M
|
0
$0
|
|
|
Feb 12, 2020
Q4 2019
|
Fulcrum Equity Management
|
SELL
|
- |
-143Closed |
$17.7K - $19.8K
|
0
$0
|
|
|
Feb 11, 2020
Q4 2019
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-6.94KClosed |
$859K - $959K
|
0
$0
|
|
|
Feb 10, 2020
Q4 2019
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.98KClosed |
$245K - $273K
|
0
$0
|
|
|
Feb 07, 2020
Q4 2019
|
Ti Trust, Inc
|
BUY
|
- |
790New |
$97.8K - $109K
|
790
$170K
|
|