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 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.38K- 4.55% |
$608K - $681K
|
70.9K
$14.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Planning Directions Inc
|
SELL
|
- |
-240- 2.78% |
$43.2K - $48.4K
|
8.4K
$1.74M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
958+ 7.69% |
$172K - $193K
|
13.4K
$2.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-438- 2.44% |
$78.8K - $88.3K
|
17.5K
$3.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
SELL
|
- |
-32- 0.31% |
$5.76K - $6.45K
|
10.2K
$2.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-8- 0.28% |
$1.44K - $1.61K
|
2.85K
$592K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
362+ 29.12% |
$65.2K - $73K
|
1.61K
$333K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-536- 11.77% |
$96.5K - $108K
|
4.02K
$834K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.79K- 11.76% |
$322K - $360K
|
13.4K
$2.79M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.23K+ 32.02% |
$762K - $854K
|
17.5K
$3.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.08KNew |
$194K - $218K
|
1.08K
$224K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.19KNew |
$214K - $240K
|
1.19K
$247K
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-157- 1.21% |
$28.3K - $31.7K
|
12.8K
$2.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-126- 1.26% |
$22.7K - $25.4K
|
9.9K
$2.06M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.26KNew |
$227K - $254K
|
1.26K
$262K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
16+ 2.99% |
$2.88K - $3.23K
|
551
$114K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-488- 0.71% |
$87.8K - $98.4K
|
68K
$14.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
240+ 4.07% |
$43.2K - $48.4K
|
6.14K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Elm Partners Management LLC
|
BUY
|
- |
805+ 40.82% |
$145K - $162K
|
2.78K
$577K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.97K- 4.53% |
$535K - $599K
|
62.6K
$13M
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2KNew |
$360K - $403K
|
2K
$415K
|
|
|
Nov 06, 2024
Q3 2024
|
Dopkins Wealth Management, LLC
|
SELL
|
- |
-323- 10.79% |
$58.1K - $65.1K
|
2.67K
$555K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
496+ 5.89% |
$89.3K - $100K
|
8.91K
$1.85M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
12.2K+ 30.51% |
$2.2M - $2.46M
|
52.3K
$10.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
182+ 2.28% |
$32.8K - $36.7K
|
8.16K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-399- 7.11% |
$71.8K - $80.4K
|
5.21K
$1.08M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
200+ 1.55% |
$36K - $40.3K
|
13.1K
$2.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.23K+ 14.03% |
$762K - $853K
|
34.4K
$7.14M
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 32.47% |
$220K - $247K
|
4.99K
$1.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-269- 20.0% |
$48.4K - $54.2K
|
1.08K
$224K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
110+ 95.65% |
$19.8K - $22.2K
|
225
$46.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
12+ 1.03% |
$2.16K - $2.42K
|
1.18K
$244K
|
|
|
Nov 06, 2024
Q3 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
20+ 1.23% |
$3.6K - $4.03K
|
1.64K
$341K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
230+ 13.82% |
$41.4K - $46.4K
|
1.89K
$393K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
13+ 0.42% |
$2.34K - $2.62K
|
3.08K
$639K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
168New |
$30.2K - $33.9K
|
168
$34.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6New |
$1.08K - $1.21K
|
6
$1.25K
|
|
|
Nov 06, 2024
Q3 2024
|
Coastline Trust CO
|
BUY
|
- |
740+ 0.53% |
$133K - $149K
|
141K
$29.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
554+ 4.09% |
$99.7K - $112K
|
14.1K
$2.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-101- 0.71% |
$18.2K - $20.4K
|
14K
$2.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
203+ 0.51% |
$36.5K - $40.9K
|
39.6K
$8.23M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1+ 1.11% |
$180 - $202
|
91
$18.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-233- 13.21% |
$41.9K - $47K
|
1.53K
$318K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
BUY
|
- |
27+ 2.44% |
$4.86K - $5.44K
|
1.13K
$235K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
849+ 5.26% |
$153K - $171K
|
17K
$3.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
1.21KNew |
$218K - $244K
|
1.21K
$251K
|
|
|
Nov 06, 2024
Q3 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-11- 0.12% |
$1.98K - $2.22K
|
9.43K
$1.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 2.04% |
$180 - $202
|
50
$10.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2+ 0.16% |
$360 - $403
|
1.22K
$253K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
BUY
|
- |
15.7K+ 68.05% |
$2.83M - $3.17M
|
38.8K
$8.06M
|