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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2020
Q4 2019
|
Rice Partnership, LLC
|
SELL
|
- |
-247Closed |
$30.6K - $34.1K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-170Closed |
$21K - $23.5K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
155New |
$19.2K - $21.4K
|
155
$33.5K
|
|
|
Jan 27, 2020
Q4 2019
|
Ma Private Wealth
|
SELL
|
- |
-9.21KClosed |
$1.14M - $1.27M
|
0
$0
|
|
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-110Closed |
$13.6K - $15.2K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Center Star Asset Management, LLC
|
SELL
|
- |
-1.26KClosed |
$156K - $174K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Center Star Asset Management, LLC
|
SELL
|
PUT |
-5.4KClosed |
$668K - $746K
|
0
$0
|
|
|
Jan 14, 2020
Q4 2019
|
Corbenic Partners LLC
|
SELL
|
- |
-202Closed |
$25K - $27.9K
|
0
$0
|
|
|
Jan 13, 2020
Q4 2019
|
Polianta LTD
|
SELL
|
- |
-87.1KClosed |
$10.8M - $12M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Mar 16, 2021
Q3 2019
|
Axiom Investment Management LLC
New York, NY |
SELL
|
- |
-93Closed |
$11.9K - $12.2K
|
0
$0
|
|
|
Nov 20, 2019
Q3 2019
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-795Closed |
$102K - $105K
|
0
$0
|
|
|
Nov 15, 2019
Q3 2019
|
Sws Partners
|
BUY
|
- |
2.72KNew |
$349K - $358K
|
2.72K
$587K
|
|
|
Nov 14, 2019
Q3 2019
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-1.59KClosed |
$204K - $209K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-3.86KClosed |
$494K - $508K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.44KClosed |
$185K - $190K
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-206KClosed |
$26.5M - $27.2M
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-1.54KClosed |
$198K - $203K
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Allen Investment Management LLC
|
SELL
|
- |
-38.8KClosed |
$4.98M - $5.11M
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-70.3KClosed |
$9.02M - $9.26M
|
0
$0
|
|
|
Oct 31, 2019
Q3 2019
|
Orser Capital Management, LLC
|
BUY
|
- |
90New |
$11.5K - $11.9K
|
90
$19.4K
|
|
|
Oct 31, 2019
Q3 2019
|
Rkl Wealth Management LLC
|
SELL
|
- |
-1.74KClosed |
$223K - $229K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
745New |
$95.5K - $98.1K
|
745
$161K
|
|
|
Oct 28, 2019
Q3 2019
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.15KClosed |
$276K - $284K
|
0
$0
|
|
|
Oct 24, 2019
Q3 2019
|
Transform Wealth, LLC
|
SELL
|
- |
-4.56KClosed |
$585K - $601K
|
0
$0
|
|
|
Oct 22, 2019
Q3 2019
|
Patten Group, Inc.
|
SELL
|
- |
-3.53KClosed |
$453K - $465K
|
0
$0
|
|
|
Oct 08, 2019
Q3 2019
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-40Closed |
$5.13K - $5.27K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-60Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Bremer Bank National Association
|
SELL
|
- |
-515Closed |
N/A
|
0
$0
|
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-501Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-91Closed |
N/A
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
Burt Wealth Advisors
|
SELL
|
- |
-500Closed |
N/A
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
Aug 01, 2019
Q2 2019
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-2.74KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Santori & Peters, Inc.
|
SELL
|
- |
-2.43KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-53Closed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-74Closed |
N/A
|
0
$0
|
|
|
Jul 26, 2019
Q2 2019
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-143Closed |
N/A
|
0
$0
|
|
|
Jul 25, 2019
Q2 2019
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-1.79KClosed |
N/A
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-76Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.37KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-504Closed |
N/A
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-1.79KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-938Closed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Chartist Inc
Seal Beach, CA |
SELL
|
- |
-1.88KClosed |
N/A
|
0
$0
|
|
|
May 07, 2019
Q1 2019
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-110Closed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
1.91KNew |
N/A
|
1.91K
$412K
|
|
|
Apr 19, 2019
Q1 2019
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-2.45KClosed |
N/A
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Triangle Securities Wealth Management
|
BUY
|
- |
24.4KNew |
N/A
|
24.4K
$5.26M
|
|
|
Apr 08, 2019
Q1 2019
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-86.2KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 10, 2021
Q4 2018
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-12Closed |
N/A
|
0
$0
|
|