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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-3.37KClosed |
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
$387K
|
|
|
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
$4.94M
|
|
|
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
|
|
|
Feb 15, 2019
Q4 2018
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-81Closed |
N/A
|
0
$0
|
|
|
Feb 15, 2019
Q4 2018
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
49+ 816.67% |
N/A
|
55
$11.1K
|
|
|
Feb 14, 2019
Q4 2018
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-119KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-28.9KClosed |
N/A
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
PUT |
-4.1KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Rbo & CO LLC
St Helena, CA |
SELL
|
- |
-3KClosed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-436Closed |
N/A
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Washington Trust Bank
|
SELL
|
- |
-2.27KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.71KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Mainstay Capital Management LLC
|
SELL
|
- |
-198Closed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-635Closed |
N/A
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-50.4KClosed |
N/A
|
0
$0
|
|
|
Feb 06, 2019
Q4 2018
|
Janus Henderson Group PLC
London, X0 |
SELL
|
- |
-5.29KClosed |
N/A
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Portfolio Solutions, LLC
Troy, MI |
BUY
|
- |
500New |
N/A
|
500
$101K
|
|
|
Feb 04, 2019
Q4 2018
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-4.03KClosed |
N/A
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
10New |
N/A
|
10
$2.03K
|
|
|
Jan 24, 2019
Q4 2018
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-20.4KClosed |
N/A
|
0
$0
|
|
|
Jan 23, 2019
Q4 2018
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-173Closed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Gofen & Glossberg LLC
|
SELL
|
- |
-1.45KClosed |
N/A
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-294Closed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.8KClosed |
N/A
|
0
$0
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.88KNew |
N/A
|
1.88K
$381K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
104KNew |
N/A
|
104K
$21.1M
|
|
|
Nov 14, 2018
Q3 2018
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-3.5KClosed |
N/A
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-355Closed |
N/A
|
0
$0
|
|