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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-633- 5.2% |
$114K - $128K
|
11.5K
$2.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-43- 2.6% |
$7.74K - $8.67K
|
1.61K
$344K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
44.1K+ 8.1% |
$7.94M - $8.89M
|
588K
$126M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.94K- 35.53% |
$1.61M - $1.8M
|
16.2K
$3.47M
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-50- 0.3% |
$9K - $10.1K
|
16.4K
$3.51M
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
740New |
$133K - $149K
|
740
$158K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
618+ 7.06% |
$111K - $125K
|
9.37K
$2M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-27.7K- 27.27% |
$4.98M - $5.58M
|
73.8K
$15.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
940+ 5.3% |
$169K - $190K
|
18.7K
$4M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-339- 6.48% |
$61K - $68.3K
|
4.89K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.68K- 1.41% |
$302K - $338K
|
118K
$25.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
61+ 1.77% |
$11K - $12.3K
|
3.5K
$749K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-41- 0.65% |
$7.38K - $8.27K
|
6.3K
$1.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
906New |
$163K - $183K
|
906
$194K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-140- 15.91% |
$25.2K - $28.2K
|
740
$158K
|
|
|
Nov 08, 2024
Q3 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-503- 2.72% |
$90.5K - $101K
|
18K
$3.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-29.2K- 43.15% |
$5.25M - $5.88M
|
38.4K
$8.23M
|
|
|
Nov 08, 2024
Q3 2024
|
Compass Financial Group, Inc/Sd
Sioux Falls, SD |
SELL
|
- |
-36- 0.67% |
$6.48K - $7.26K
|
5.34K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-29- 1.9% |
$5.22K - $5.85K
|
1.5K
$321K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
531New |
$95.6K - $107K
|
531
$114K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-602- 12.45% |
$108K - $121K
|
4.23K
$906K
|
|
|
Nov 08, 2024
Q3 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-75- 1.1% |
$13.5K - $15.1K
|
6.72K
$1.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
BUY
|
- |
225+ 7.87% |
$40.5K - $45.4K
|
3.09K
$660K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.43K+ 0.65% |
$438K - $490K
|
377K
$80.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
80.3K+ 6.98% |
$14.4M - $16.2M
|
1.23M
$263M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
157+ 1.75% |
$28.3K - $31.7K
|
9.12K
$1.95M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
259+ 8.45% |
$46.6K - $52.2K
|
3.33K
$712K
|
|
|
Nov 08, 2024
Q3 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-1.69K- 3.38% |
$305K - $341K
|
48.4K
$10.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-344- 2.41% |
$61.9K - $69.4K
|
13.9K
$2.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-53- 1.65% |
$9.54K - $10.7K
|
3.16K
$675K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
9New |
$1.62K - $1.81K
|
9
$1.93K
|
|
|
Nov 08, 2024
Q3 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-26- 0.88% |
$4.68K - $5.24K
|
2.93K
$626K
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
319+ 0.72% |
$57.4K - $64.3K
|
44.8K
$9.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
87+ 0.31% |
$15.7K - $17.5K
|
28.5K
$6.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
942+ 4.27% |
$170K - $190K
|
23K
$4.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-363- 57.53% |
$65.3K - $73.2K
|
268
$57.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1+ 0.04% |
$180 - $202
|
2.77K
$592K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
329+ 0.78% |
$59.2K - $66.3K
|
42.4K
$9.08M
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
SELL
|
- |
-346- 12.6% |
$62.3K - $69.8K
|
2.4K
$513K
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
71KNew |
$12.8M - $14.3M
|
71K
$15.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-206- 7.53% |
$37.1K - $41.5K
|
2.53K
$541K
|
|
|
Nov 08, 2024
Q3 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-155- 6.74% |
$27.9K - $31.2K
|
2.15K
$459K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
SELL
|
- |
-2.21K- 2.7% |
$398K - $445K
|
79.7K
$17.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.95K+ 20.18% |
$1.79M - $2M
|
59.2K
$12.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
119+ 0.85% |
$21.4K - $24K
|
14.1K
$3.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
34+ 0.12% |
$6.12K - $6.85K
|
28.8K
$6.16M
|
|
|
Nov 07, 2024
Q3 2024
|
Bowman & CO S.C.
|
SELL
|
- |
-114- 2.4% |
$20.5K - $23K
|
4.63K
$992K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.27K- 0.38% |
$589K - $660K
|
848K
$181M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 0.1% |
$720 - $806
|
3.94K
$843K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-683- 2.77% |
$123K - $138K
|
24K
$5.14M
|