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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Lincoln National Corp
|
BUY
|
- |
6.93K+ 3.46% |
$1.25M - $1.4M
|
207K
$43.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.75K+ 5.65% |
$676K - $757K
|
70.2K
$14.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
PUT |
3.39KNew |
$611K - $684K
|
3.39K
$716K
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
3.38KNew |
$608K - $681K
|
3.38K
$713K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.22KNew |
$400K - $448K
|
2.22K
$469K
|
|
|
Oct 18, 2024
Q3 2024
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.08KNew |
$375K - $420K
|
2.08K
$440K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.88KNew |
$339K - $379K
|
1.88K
$397K
|
|
|
Oct 08, 2024
Q3 2024
|
Hyperion Partners, LLC
Berwyn, PA |
BUY
|
- |
1.73K+ 5.87% |
$311K - $349K
|
31.2K
$6.58M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.67K+ 843.94% |
$301K - $337K
|
1.87K
$394K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.19KNew |
$214K - $240K
|
1.19K
$251K
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
1.16KNew |
$208K - $233K
|
1.16K
$244K
|
|
|
Nov 01, 2024
Q3 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.07KNew |
$192K - $215K
|
1.07K
$225K
|
|
|
Oct 25, 2024
Q3 2024
|
Tnf LLC
|
BUY
|
- |
1.04KNew |
$188K - $210K
|
1.04K
$220K
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
1.03KNew |
$184K - $207K
|
1.03K
$216K
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.02KNew |
$184K - $206K
|
1.02K
$215K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
BUY
|
- |
1KNew |
$180K - $202K
|
1K
$211K
|
|
|
Oct 24, 2024
Q3 2024
|
Hedges Asset Management LLC
|
BUY
|
- |
1KNew |
$180K - $202K
|
1K
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
990+ 4.16% |
$178K - $200K
|
24.8K
$5.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
900New |
$162K - $181K
|
900
$190K
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
744New |
$134K - $150K
|
744
$157K
|
|
|
Nov 08, 2024
Q3 2024
|
New Potomac Partners, LLC
|
BUY
|
- |
740New |
$133K - $149K
|
740
$156K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
321+ 1.19% |
$57.8K - $64.7K
|
27.4K
$5.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
319+ 0.72% |
$57.4K - $64.3K
|
44.8K
$9.45M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
285New |
$51.3K - $57.5K
|
285
$60.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
265+ 38.57% |
$47.7K - $53.4K
|
952
$201K
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
168New |
$30.2K - $33.9K
|
168
$35.4K
|
|
|
Jul 30, 2025
Q3 2024
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
149+ 10.92% |
$26.8K - $30K
|
1.51K
$319K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
120New |
$21.6K - $24.2K
|
120
$25.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
115New |
$20.7K - $23.2K
|
115
$24.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
110+ 95.65% |
$19.8K - $22.2K
|
225
$47.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
84New |
$15.1K - $16.9K
|
84
$17.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
77New |
$13.9K - $15.5K
|
77
$16.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
52+ 2.43% |
$9.36K - $10.5K
|
2.19K
$462K
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
51+ 3.31% |
$9.18K - $10.3K
|
1.59K
$336K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
49New |
$8.82K - $9.88K
|
49
$10.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
45+ 0.05% |
$8.1K - $9.07K
|
83K
$17.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
29+ 0.56% |
$5.22K - $5.85K
|
5.2K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
19+ 0.3% |
$3.42K - $3.83K
|
6.34K
$1.34M
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
16+ 2.99% |
$2.88K - $3.23K
|
551
$116K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
BUY
|
- |
14+ 0.33% |
$2.52K - $2.82K
|
4.21K
$887K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
12New |
$2.16K - $2.42K
|
12
$2.53K
|
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10New |
$1.8K - $2.02K
|
10
$2.11K
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
10+ 0.73% |
$1.8K - $2.02K
|
1.39K
$292K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
9New |
$1.62K - $1.81K
|
9
$1.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
9+ 0.82% |
$1.62K - $1.81K
|
1.11K
$234K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
6New |
$1.08K - $1.21K
|
6
$1.27K
|
|
|
Nov 14, 2024
Q3 2024
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
5+ 0.43% |
$900 - $1.01K
|
1.17K
$246K
|
|
|
Nov 15, 2024
Q3 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
3+ 0.23% |
$540 - $605
|
1.31K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.24% |
$360 - $403
|
820
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1+ 2.86% |
$180 - $202
|
36
$7.59K
|