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 25, 2024
Q3 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
1+ 1.79% |
$180 - $202
|
57
$12K
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1New |
$180 - $202
|
1
$211
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
1+ 4.0% |
$180 - $202
|
26
$5.48K
|
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 1.96% |
$180 - $202
|
52
$11K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
16.2KNew |
$2.88M - $3.1M
|
16.2K
$3.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.77KNew |
$491K - $528K
|
2.77K
$583K
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2.6KNew |
$462K - $497K
|
2.6K
$549K
|
|
|
Aug 13, 2024
Q2 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
2.38KNew |
$424K - $456K
|
2.38K
$503K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
1.7K+ 476.19% |
$302K - $325K
|
2.06K
$434K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1.5KNew |
$266K - $286K
|
1.5K
$316K
|
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
1.19KNew |
$211K - $227K
|
1.19K
$251K
|
|
|
Jul 19, 2024
Q2 2024
|
Greenspring Advisors, LLC
|
BUY
|
- |
1.12KNew |
$198K - $213K
|
1.12K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
502New |
$89.2K - $95.9K
|
502
$106K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
330+ 197.6% |
$58.6K - $63.1K
|
497
$105K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
315New |
$56K - $60.2K
|
315
$66.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
300New |
$53.3K - $57.3K
|
300
$63.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
252New |
$44.8K - $48.2K
|
252
$53.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
BUY
|
- |
109+ 153.52% |
$19.4K - $20.8K
|
180
$38K
|
|
|
Jul 29, 2024
Q2 2024
|
First Personal Financial Services
|
BUY
|
- |
56+ 800.0% |
$9.95K - $10.7K
|
63
$13.3K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
55New |
$9.77K - $10.5K
|
55
$11.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
50New |
$8.88K - $9.56K
|
50
$10.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
48New |
$8.53K - $9.17K
|
48
$10.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
32+ 6.23% |
$5.68K - $6.12K
|
546
$115K
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
30New |
$5.33K - $5.73K
|
30
$6.33K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
25New |
$4.44K - $4.78K
|
25
$5.27K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
18+ 1.12% |
$3.2K - $3.44K
|
1.63K
$344K
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
15+ 9.74% |
$2.66K - $2.87K
|
169
$35.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
15New |
$2.66K - $2.87K
|
15
$3.16K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
12New |
$2.13K - $2.29K
|
12
$2.53K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
10+ 500.0% |
$1.78K - $1.91K
|
12
$2.53K
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
2+ 5.71% |
$355 - $382
|
37
$7.8K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.6K+ 81.32% |
$4.41M - $4.91M
|
57.1K
$12M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17KNew |
$2.93M - $3.26M
|
17K
$3.58M
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
9.68KNew |
$1.67M - $1.86M
|
9.68K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.53K+ 2.08% |
$1.47M - $1.64M
|
419K
$88.3M
|
|
|
May 06, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
8.45KNew |
$1.46M - $1.62M
|
8.45K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.92KNew |
$1.19M - $1.33M
|
6.92K
$1.46M
|
|
|
May 21, 2024
Q1 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
4.3K+ 135.82% |
$742K - $825K
|
7.47K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
2.62KNew |
$451K - $502K
|
2.62K
$552K
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
2KNew |
$345K - $384K
|
2K
$422K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
1.92KNew |
$331K - $369K
|
1.92K
$405K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.9KNew |
$328K - $365K
|
1.9K
$401K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.71K+ 12.45% |
$295K - $329K
|
15.5K
$3.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.4KNew |
$241K - $269K
|
1.4K
$295K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.37KNew |
$237K - $263K
|
1.37K
$290K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.23KNew |
$212K - $236K
|
1.23K
$259K
|
|
|
May 07, 2024
Q1 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
1.22KNew |
$210K - $233K
|
1.22K
$256K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.17KNew |
$202K - $224K
|
1.17K
$247K
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
1.06KNew |
$183K - $203K
|
1.06K
$224K
|
|
|
Apr 25, 2024
Q1 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
865+ 74.76% |
$149K - $166K
|
2.02K
$427K
|
|