Latest Institutional Purchases of Vanguard Small Cap Value ETF (VBR)

VBR Quotes by TradingView

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 09, 2024 Q2 2024
Olistico Wealth, LLC

Tulsa, OK
BUY
 -
15
New
$2.66K - $2.87K
15 $3.22K
Jul 24, 2024 Q2 2024
Transcendent Capital Group LLC

Edmond, OK
BUY
 -
12
New
$2.13K - $2.29K
12 $2.57K
Jul 25, 2024 Q2 2024
Capital Advisors, Ltd. LLC

BUY
 -
10
+ 0.54%
$1.78K - $1.91K
1.87K $401K
Jul 12, 2024 Q2 2024
Register Financial Advisors LLC

Atlanta, GA
BUY
 -
10
+ 500.0%
$1.78K - $1.91K
12 $2.57K
Jul 26, 2024 Q2 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
7
+ 9.72%
$1.24K - $1.34K
79 $16.9K
Jul 26, 2024 Q2 2024
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
7
New
$1.24K - $1.34K
7 $1.5K
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
5
New
$888 - $956
5 $1.07K
Aug 13, 2024 Q2 2024
Hm Payson & CO

Portland, ME
BUY
 -
4
New
$711 - $764
4 $858
Jul 30, 2024 Q2 2024
Steph & CO

BUY
 -
2
+ 5.71%
$355 - $382
37 $7.93K
Jul 31, 2024 Q2 2024
Concord Wealth Partners

BUY
 -
1
+ 2.86%
$178 - $191
36 $7.72K
Q1 2024
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
25.6K
+ 81.32%
$4.41M - $4.91M
57.1K $12.2M
May 15, 2024 Q1 2024
Jane Street Group, LLC

New York, NY
BUY
 -
17K
New
$2.93M - $3.26M
17K $3.64M
May 13, 2024 Q1 2024
Hrt Financial LP

New York, NY
BUY
 -
12.2K
New
$2.1M - $2.34M
12.2K $2.61M
May 15, 2024 Q1 2024
Toroso Investments, LLC

Massapequa, NY
BUY
 -
9.68K
New
$1.67M - $1.86M
9.68K $2.08M
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
8.53K
+ 2.08%
$1.47M - $1.64M
419K $89.8M
May 06, 2024 Q1 2024
Portfolio Strategies, Inc.

BUY
 -
8.45K
New
$1.46M - $1.62M
8.45K $1.81M
Apr 30, 2024 Q1 2024
Hartline Investment Corp

Winnetka, IL
BUY
 -
6.92K
New
$1.19M - $1.33M
6.92K $1.48M
May 15, 2024 Q1 2024
Wellington Management Group LLP

Boston, MA
BUY
 -
6.2K
New
$1.07M - $1.19M
6.2K $1.33M
May 21, 2024 Q1 2024
Big Sur Wealth Management LLC

Miami, FL
BUY
 -
4.3K
+ 135.82%
$742K - $825K
7.47K $1.6M
Apr 15, 2024 Q1 2024
Cascade Wealth Advisors, Inc

Wenatchee, WA
BUY
 -
3.46K
New
$597K - $664K
3.46K $742K
Jul 31, 2024 Q1 2024
Brass Tax Wealth Management, Inc

Cincinnati, OH
BUY
 -
3.19K
New
$551K - $613K
3.19K $685K
May 10, 2024 Q1 2024
Rockport Wealth LLC

Fairview Park, OH
BUY
 -
2.62K
New
$451K - $502K
2.62K $561K
Apr 10, 2024 Q1 2024
Trust CO Of The South

Greensboro, NC
BUY
 -
2.05K
+ 72.93%
$353K - $393K
4.86K $1.04M
May 15, 2024 Q1 2024
Options Solutions, LLC

Chevy Chase, MD
BUY
 -
2K
New
$345K - $384K
2K $429K
Apr 30, 2024 Q1 2024
Wilson & Boucher Capital Management, LLC

BUY
 -
1.92K
New
$331K - $369K
1.92K $412K
May 15, 2024 Q1 2024
Camden Capital, LLC

BUY
 -
1.9K
New
$328K - $365K
1.9K $408K
Apr 18, 2024 Q1 2024
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
1.88K
New
$324K - $360K
1.88K $403K
Apr 17, 2024 Q1 2024
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
1.71K
+ 12.45%
$295K - $329K
15.5K $3.32M
Apr 16, 2024 Q1 2024
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
1.4K
New
$241K - $269K
1.4K $300K
Apr 25, 2024 Q1 2024
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
1.37K
New
$237K - $263K
1.37K $294K
May 10, 2024 Q1 2024
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
1.23K
New
$212K - $236K
1.23K $264K
May 07, 2024 Q1 2024
Ndvr, Inc.

Boston, MA
BUY
 -
1.22K
New
$210K - $233K
1.22K $261K
May 03, 2024 Q1 2024
Litman Gregory Wealth Management LLC

BUY
 -
1.17K
New
$202K - $224K
1.17K $251K
May 08, 2024 Q1 2024
Seven Mile Advisory

Ewing, NJ
BUY
 -
1.11K
New
$191K - $212K
1.11K $237K
May 15, 2024 Q1 2024
Bank Of America Corp

Charlotte, NC
BUY
 PUT
1.1K
New
$190K - $211K
1.1K $236K
May 15, 2024 Q1 2024
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
1.07K
New
$185K - $205K
1.07K $229K
Apr 29, 2024 Q1 2024
Meritage Portfolio Management

BUY
 -
1.06K
New
$183K - $204K
1.06K $228K
May 09, 2024 Q1 2024
Prosperitas Financial LLC

Valencia, CA
BUY
 -
1.06K
New
$183K - $203K
1.06K $227K
Apr 25, 2024 Q1 2024
Villere St Denis J & CO LLC

BUY
 -
865
+ 74.76%
$149K - $166K
2.02K $434K
May 13, 2024 Q1 2024
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
769
+ 3.73%
$133K - $148K
21.4K $4.59M
Apr 09, 2024 Q1 2024
New Hampshire Trust

Concord, NH
BUY
 -
688
+ 59.01%
$119K - $132K
1.85K $398K
Apr 23, 2024 Q1 2024
Godsey & Gibb Associates

BUY
 -
447
+ 19.07%
$77.1K - $85.8K
2.79K $599K
Apr 15, 2024 Q1 2024
Dgs Capital Management, LLC

BUY
 -
292
+ 17.53%
$50.4K - $56K
1.96K $420K
Apr 16, 2024 Q1 2024
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
285
+ 17.08%
$49.1K - $54.7K
1.95K $419K
May 13, 2024 Q1 2024
Cbiz Investment Advisory Services, LLC

BUY
 -
248
New
$42.8K - $47.6K
248 $53.2K
May 01, 2024 Q1 2024
Palisade Asset Management, LLC

BUY
 -
228
New
$39.3K - $43.7K
228 $48.9K
Apr 26, 2024 Q1 2024
Life Steps Financial, Inc.

BUY
 -
192
New
$33.1K - $36.8K
192 $41.2K
Apr 17, 2024 Q1 2024
Skyline Advisors, Inc.

Bellingham, WA
BUY
 -
150
+ 8.66%
$25.9K - $28.8K
1.88K $404K
Apr 18, 2024 Q1 2024
Allspring Global Investments Holdings, LLC

BUY
 -
127
+ 2.99%
$21.9K - $24.4K
4.37K $937K

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