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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
BUY
|
- |
66+ 1.25% |
$13K - $14.3K
|
5.33K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
63New |
$12.4K - $13.7K
|
63
$13.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
62New |
$12.2K - $13.5K
|
62
$13.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
50+ 1.87% |
$9.87K - $10.9K
|
2.72K
$575K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
47New |
$9.28K - $10.2K
|
47
$9.91K
|
|
|
Feb 04, 2025
Q4 2024
|
Shayne & Co., LLC
|
BUY
|
- |
45+ 0.42% |
$8.88K - $9.78K
|
10.9K
$2.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
40+ 1.4% |
$7.89K - $8.69K
|
2.89K
$610K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
40New |
$7.89K - $8.69K
|
40
$8.44K
|
|
|
Feb 10, 2025
Q4 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
38+ 3.8% |
$7.5K - $8.26K
|
1.04K
$219K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
37New |
$7.3K - $8.04K
|
37
$7.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
35New |
$6.91K - $7.61K
|
35
$7.38K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
34New |
$6.71K - $7.39K
|
34
$7.17K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
32New |
$6.32K - $6.95K
|
32
$6.75K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
32+ 0.86% |
$6.32K - $6.95K
|
3.75K
$791K
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
29+ 2.62% |
$5.72K - $6.3K
|
1.14K
$239K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
28New |
$5.53K - $6.08K
|
28
$5.91K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
20New |
$3.95K - $4.35K
|
20
$4.22K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
20New |
$3.95K - $4.35K
|
20
$4.22K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
16+ 22.86% |
$3.16K - $3.48K
|
86
$18.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
13+ 0.55% |
$2.57K - $2.82K
|
2.37K
$501K
|
|
|
Jan 21, 2025
Q4 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13+ 0.57% |
$2.57K - $2.82K
|
2.31K
$487K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
BUY
|
- |
10+ 5.26% |
$1.97K - $2.17K
|
200
$42.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
8+ 0.11% |
$1.58K - $1.74K
|
7.44K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
7New |
$1.38K - $1.52K
|
7
$1.48K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
7+ 0.56% |
$1.38K - $1.52K
|
1.25K
$263K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
7+ 0.61% |
$1.38K - $1.52K
|
1.16K
$246K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
7New |
$1.38K - $1.52K
|
7
$1.48K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
6+ 0.22% |
$1.18K - $1.3K
|
2.75K
$579K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
6New |
$1.18K - $1.3K
|
6
$1.27K
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6+ 0.37% |
$1.18K - $1.3K
|
1.65K
$348K
|
|
|
Jan 22, 2025
Q4 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
6+ 0.6% |
$1.18K - $1.3K
|
1.01K
$213K
|
|
|
Jan 15, 2025
Q4 2024
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
6+ 0.52% |
$1.18K - $1.3K
|
1.16K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
5New |
$987 - $1.09K
|
5
$1.05K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
5+ 0.45% |
$987 - $1.09K
|
1.1K
$233K
|
|
|
Feb 14, 2025
Q4 2024
|
Spurstone Advisory Services, LLC
Higganum, CT |
BUY
|
- |
3New |
$592 - $652
|
3
$633
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
2New |
$395 - $435
|
2
$422
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2+ 0.38% |
$395 - $435
|
533
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2+ 1.82% |
$395 - $435
|
112
$23.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
2+ 0.18% |
$395 - $435
|
1.12K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.85% |
$197 - $217
|
118
$24.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.15% |
$197 - $217
|
673
$142K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
1+ 0.46% |
$197 - $217
|
217
$45.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 2.94% |
$197 - $217
|
35
$7.38K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 1.1% |
$197 - $217
|
92
$19.4K
|
|
| Q3 2024 | |||||||
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
102K+ 7.59% |
$18.4M - $20.6M
|
1.45M
$306M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
36.2KNew |
$6.51M - $7.3M
|
36.2K
$7.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
25.1KNew |
$4.52M - $5.07M
|
25.1K
$5.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.5K+ 3.44% |
$3.15M - $3.52M
|
526K
$111M
|
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
11.2KNew |
$2.01M - $2.26M
|
11.2K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
7.83K+ 13.61% |
$1.41M - $1.58M
|
65.4K
$13.8M
|
|