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 12, 2021
Q2 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-521Closed |
$86.7K - $94.2K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-4.24KClosed |
$705K - $766K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-63- 4.03% |
$10.5K - $11.4K
|
1.5K
$282K
|
|
|
Aug 06, 2021
Q2 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-4.43KClosed |
$737K - $800K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-54Closed |
$8.99K - $9.76K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-6.74KClosed |
$1.12M - $1.22M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
SELL
|
- |
-3.65KClosed |
$608K - $660K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-155Closed |
$25.8K - $28K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-43.6KClosed |
$7.25M - $7.88M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.26KClosed |
$209K - $227K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Hwg Holdings LP
Houston, TX |
SELL
|
- |
-27Closed |
$4.49K - $4.88K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-605Closed |
$101K - $109K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
21.8KNew |
$3.63M - $3.95M
|
21.8K
$4.11M
|
|
|
Jul 21, 2021
Q2 2021
|
Hapanowicz & Associates Financial Services, Inc
|
SELL
|
- |
-1.23KClosed |
$205K - $223K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-136Closed |
$22.6K - $24.6K
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
21New |
$3.5K - $3.8K
|
21
$3.95K
|
|
|
Jul 16, 2021
Q2 2021
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-1.61KClosed |
$268K - $291K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.26KClosed |
$376K - $408K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Kennicott Capital Management LLC
|
SELL
|
- |
-1.29KClosed |
$214K - $233K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-6.67KClosed |
$1.11M - $1.21M
|
0
$0
|
|
|
Jul 07, 2021
Q2 2021
|
Ellenbecker Investment Group
|
SELL
|
- |
-3.01KClosed |
$501K - $544K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-199Closed |
$27.8K - $34.4K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-110Closed |
$15.4K - $19K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Kerrisdale Advisers, LLC
Miami, FL |
SELL
|
- |
-79.1KClosed |
$11.1M - $13.7M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-64KClosed |
$8.95M - $11.1M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
2.04KNew |
$286K - $353K
|
2.04K
$384K
|
|
|
May 13, 2021
Q1 2021
|
Wexford Capital LP
Greenwich, CT |
SELL
|
- |
-5KClosed |
$699K - $864K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-638Closed |
$89.2K - $110K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-70Closed |
$9.79K - $12.1K
|
0
$0
|
|
|
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
$95.2K
|
|
|
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 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
|
|