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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2024
Q2 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
3.39KNew |
$603K - $649K
|
3.39K
$728K
|
|
|
Aug 13, 2024
Q2 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.8K+ 7.45% |
$498K - $536K
|
40.4K
$8.67M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.77KNew |
$491K - $528K
|
2.77K
$593K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
2.64KNew |
$469K - $505K
|
2.64K
$566K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.6KNew |
$462K - $497K
|
2.6K
$558K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.4K+ 157.0% |
$426K - $458K
|
3.93K
$842K
|
|
|
Aug 13, 2024
Q2 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
2.38KNew |
$424K - $456K
|
2.38K
$511K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.7K+ 476.19% |
$302K - $325K
|
2.06K
$441K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.5KNew |
$266K - $286K
|
1.5K
$321K
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.47K+ 25.68% |
$261K - $281K
|
7.18K
$1.54M
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.19KNew |
$211K - $227K
|
1.19K
$255K
|
|
|
Jul 23, 2024
Q2 2024
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
1.18KNew |
$210K - $226K
|
1.18K
$253K
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.12KNew |
$198K - $213K
|
1.12K
$239K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
950+ 16.31% |
$169K - $182K
|
6.77K
$1.45M
|
|
|
Jul 12, 2024
Q2 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
645+ 19.75% |
$115K - $123K
|
3.91K
$838K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
601+ 27.99% |
$107K - $115K
|
2.75K
$589K
|
|
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
582+ 111.07% |
$103K - $111K
|
1.11K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
502New |
$89.2K - $95.9K
|
502
$108K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
459New |
$81.5K - $87.7K
|
459
$98.4K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
330+ 197.6% |
$58.6K - $63.1K
|
497
$107K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
315New |
$56K - $60.2K
|
315
$67.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
310+ 26.61% |
$55.1K - $59.2K
|
1.48K
$316K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
300New |
$53.3K - $57.3K
|
300
$64.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
252New |
$44.8K - $48.2K
|
252
$54K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
220+ 13.48% |
$39.1K - $42K
|
1.85K
$397K
|
|
|
Jul 26, 2024
Q2 2024
|
Hall Capital Management CO Inc
|
BUY
|
- |
163+ 2.64% |
$29K - $31.2K
|
6.33K
$1.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
142+ 3.8% |
$25.2K - $27.1K
|
3.88K
$832K
|
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
136+ 2.96% |
$24.2K - $26K
|
4.73K
$1.01M
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
115+ 5.86% |
$20.4K - $22K
|
2.08K
$446K
|
|
|
Jul 02, 2024
Q2 2024
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
110+ 2.28% |
$19.5K - $21K
|
4.93K
$1.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
109+ 153.52% |
$19.4K - $20.8K
|
180
$38.6K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
100New |
$17.8K - $19.1K
|
100
$21.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
83New |
$14.7K - $15.9K
|
83
$17.8K
|
|
|
Aug 01, 2024
Q2 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
79+ 5.09% |
$14K - $15.1K
|
1.63K
$350K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
71+ 2.73% |
$12.6K - $13.6K
|
2.67K
$573K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
56+ 800.0% |
$9.95K - $10.7K
|
63
$13.5K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
55New |
$9.77K - $10.5K
|
55
$11.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50New |
$8.88K - $9.56K
|
50
$10.7K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
49New |
$8.7K - $9.36K
|
49
$10.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
48New |
$8.53K - $9.17K
|
48
$10.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
40+ 18.69% |
$7.11K - $7.64K
|
254
$54.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
32+ 6.23% |
$5.68K - $6.12K
|
546
$117K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
30+ 2.37% |
$5.33K - $5.73K
|
1.3K
$278K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
30New |
$5.33K - $5.73K
|
30
$6.43K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
27New |
$4.8K - $5.16K
|
27
$5.79K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$4.44K - $4.78K
|
25
$5.36K
|
|
|
Jul 30, 2024
Q2 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
23+ 5.4% |
$4.09K - $4.4K
|
449
$96.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
21+ 1.7% |
$3.73K - $4.01K
|
1.26K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
18+ 1.12% |
$3.2K - $3.44K
|
1.63K
$350K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15+ 9.74% |
$2.66K - $2.87K
|
169
$36.2K
|