Latest Institutional Purchases of Vanguard Small Cap Value ETF (VBR)
This list provides information on the latest institutional transactions involving Vanguard Small Cap Value ETF (VBR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4+ 0.35% |
$720 - $806
|
1.14K
$243K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4+ 0.14% |
$720 - $806
|
2.91K
$623K
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$720 - $806
|
6.05K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
4+ 0.29% |
$720 - $806
|
1.4K
$300K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4+ 0.33% |
$720 - $806
|
1.22K
$262K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
4+ 0.03% |
$720 - $806
|
12K
$2.57M
|
|
|
Oct 10, 2024
Q3 2024
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
4+ 0.01% |
$720 - $806
|
32.8K
$7.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
4+ 0.36% |
$720 - $806
|
1.12K
$239K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
3+ 0.23% |
$540 - $605
|
1.31K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
3+ 5.56% |
$540 - $605
|
57
$12.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
3+ 0.43% |
$540 - $605
|
694
$149K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.16% |
$540 - $605
|
1.85K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.24% |
$360 - $403
|
820
$176K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2+ 0.21% |
$360 - $403
|
958
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
2+ 0.85% |
$360 - $403
|
236
$50.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
2+ 0.16% |
$360 - $403
|
1.22K
$262K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
2+ 0.04% |
$360 - $403
|
5.21K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
2+ 0.14% |
$360 - $403
|
1.39K
$297K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
BUY
|
- |
2+ 0.93% |
$360 - $403
|
216
$46.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2+ 0.05% |
$360 - $403
|
3.71K
$796K
|
|
|
Oct 22, 2024
Q3 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
2+ 0.02% |
$360 - $403
|
12.2K
$2.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.31% |
$180 - $202
|
320
$68.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1+ 2.86% |
$180 - $202
|
36
$7.72K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
1+ 0.04% |
$180 - $202
|
2.4K
$515K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
1+ 0.04% |
$180 - $202
|
2.77K
$594K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
1+ 1.11% |
$180 - $202
|
91
$19.5K
|
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1+ 2.04% |
$180 - $202
|
50
$10.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.19% |
$180 - $202
|
533
$114K
|
|
|
Oct 31, 2024
Q3 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.86% |
$180 - $202
|
117
$25.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.03% |
$180 - $202
|
3.54K
$760K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1+ 0.0% |
$180 - $202
|
42.3K
$9.07M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.02% |
$180 - $202
|
4.29K
$919K
|
|
|
Oct 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1+ 1.79% |
$180 - $202
|
57
$12.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1+ 0.52% |
$180 - $202
|
194
$41.6K
|
|
|
Oct 22, 2024
Q3 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
1+ 0.93% |
$180 - $202
|
108
$23.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1+ 1.23% |
$180 - $202
|
82
$17.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$180 - $202
|
1
$214
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1+ 4.0% |
$180 - $202
|
26
$5.58K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.96% |
$180 - $202
|
52
$11.2K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1+ 0.04% |
$180 - $202
|
2.85K
$611K
|
|
|
Oct 15, 2024
Q3 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
16.2KNew |
$2.88M - $3.1M
|
16.2K
$3.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
15K+ 26.78% |
$2.66M - $2.86M
|
70.8K
$15.2M
|
|
|
Jul 22, 2024
Q2 2024
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
12.1KNew |
$2.14M - $2.31M
|
12.1K
$2.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
BUY
|
- |
9.25K+ 39.77% |
$1.64M - $1.77M
|
32.5K
$6.97M
|
|
|
Jul 05, 2024
Q2 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
5.07K+ 21.65% |
$900K - $968K
|
28.5K
$6.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
4.69K+ 11.94% |
$834K - $897K
|
44K
$9.44M
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
4.66K+ 63.23% |
$827K - $890K
|
12K
$2.58M
|
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
4.08K+ 308.39% |
$725K - $780K
|
5.4K
$1.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
3.48KNew |
$618K - $664K
|
3.48K
$745K
|
|