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
Sep 26, 2023 Q2 2023
Intrepid Capital Management Inc

Jacksonville Beach, FL
BUY
 -
56
New
$8.44K - $9.26K
56 $11.5K
Jul 19, 2023 Q2 2023
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
41
+ 40.2%
$6.18K - $6.78K
143 $29.4K
Aug 09, 2023 Q2 2023
Institutional & Family Asset Management, LLC

BUY
 -
35
New
$5.28K - $5.79K
35 $7.19K
Aug 08, 2023 Q2 2023
Mcmillion Capital Management Inc

BUY
 -
15
New
$2.26K - $2.48K
15 $3.08K
Aug 09, 2023 Q2 2023
Alpha Core Capital LLC

La Jolla, CA
BUY
 -
10
New
$1.51K - $1.65K
10 $2.05K
Aug 11, 2023 Q2 2023
Fairhaven Wealth Management, LLC

BUY
 -
9
+ 0.49%
$1.36K - $1.49K
1.85K $379K
Aug 10, 2023 Q2 2023
Global Wealth Management Investment Advisory, Inc.

Fort Lauderdale, FL
BUY
 -
7
New
$1.06K - $1.16K
7 $1.44K
Aug 08, 2023 Q2 2023
Lee Financial CO

Dallas, TX
BUY
 -
4
New
$603 - $662
4 $821
Jul 28, 2023 Q2 2023
Costello Asset Management, Inc

BUY
 -
1
+ 0.61%
$151 - $165
166 $34.1K
Jul 27, 2023 Q2 2023
Horan Securities, Inc.

BUY
 -
1
+ 0.12%
$151 - $165
864 $177K
Q1 2023
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
30.8K
New
$4.63M - $5.47M
30.8K $6.32M
Apr 28, 2023 Q1 2023
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
BUY
 -
6.66K
+ 15.34%
$1M - $1.18M
50K $10.3M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
5.5K
+ 247.52%
$825K - $976K
7.72K $1.58M
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
3.28K
New
$492K - $582K
3.28K $673K
May 15, 2023 Q1 2023
Two Sigma Securities, LLC

New York, NY
BUY
 -
2.29K
New
$343K - $406K
2.29K $469K
May 15, 2023 Q1 2023
Spears Abacus Advisors LLC

BUY
 -
2.16K
New
$324K - $383K
2.16K $443K
May 15, 2023 Q1 2023
Avalon Investment & Advisory

Houston, TX
BUY
 -
1.55K
New
$232K - $275K
1.55K $317K
May 03, 2023 Q1 2023
Le Jeune Puetz Investment Counsel LLC

BUY
 -
1.48K
+ 10.89%
$222K - $263K
15.1K $3.09M
Apr 11, 2023 Q1 2023
Catalyst Wealth Management, LLC

Atlanta, GA
BUY
 -
1.29K
New
$193K - $229K
1.29K $264K
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
292
New
$43.9K - $51.9K
292 $59.9K
Jan 29, 2025 Q1 2023
Westmount Partners, LLC

Los Angeles, CA
BUY
 -
236
+ 21.93%
$35.5K - $41.9K
1.31K $269K
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 PUT
200
New
$30K - $35.5K
200 $41.1K
May 03, 2023 Q1 2023
First Purpose Wealth LLC

BUY
 -
123
+ 9.76%
$18.5K - $21.9K
1.38K $284K
Apr 17, 2023 Q1 2023
Baldrige Asset Management LLC

BUY
 -
121
+ 0.19%
$18.2K - $21.5K
64.9K $13.3M
May 30, 2023 Q1 2023
Fullen Financial Group

BUY
 -
80
+ 0.52%
$12K - $14.2K
15.5K $3.18M
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

BUY
 -
75
New
$11.3K - $13.3K
75 $15.4K
May 15, 2023 Q1 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
70
New
$10.5K - $12.4K
70 $14.4K
May 09, 2023 Q1 2023
Column Capital Advisors, LLC

BUY
 -
50
+ 0.23%
$7.51K - $8.88K
21.9K $4.49M
May 03, 2023 Q1 2023
Monumental Financial Group Inc.

BUY
 -
48
New
$7.21K - $8.53K
48 $9.85K
Apr 20, 2023 Q1 2023
Blue Zone Wealth Advisors, LLC

BUY
 -
26
+ 1.5%
$3.91K - $4.62K
1.76K $362K
May 12, 2023 Q1 2023
Mrp Capital Investments, LLC

Alpharetta, GA
BUY
 -
21
New
$3.15K - $3.73K
21 $4.31K
May 03, 2023 Q1 2023
Syverson Strege & CO

West Des Moines, IA
BUY
 -
9
New
$1.35K - $1.6K
9 $1.85K
Apr 20, 2023 Q1 2023
Riverview Trust CO

BUY
 -
7
New
$1.05K - $1.24K
7 $1.44K
May 12, 2023 Q1 2023
Southern Wealth Management, LLP

Dallas, TX
BUY
 -
5
+ 0.03%
$751 - $888
18.3K $3.76M
May 10, 2023 Q1 2023
One Capital Management, LLC

Westlake Village, CA
BUY
 -
1
+ 0.01%
$150 - $178
11K $2.25M
May 02, 2023 Q1 2023
Friedenthal Financial

BUY
 -
1
+ 0.02%
$150 - $178
4.09K $839K
Q4 2022
Feb 27, 2023 Q4 2022
Gallagher Benefit Services, Inc.

Rolling Meadows, IL
BUY
 -
192K
New
$28.3M - $32.6M
192K $39.5M
Feb 14, 2023 Q4 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
99.1K
New
$14.6M - $16.8M
99.1K $20.4M
Feb 14, 2023 Q4 2022
Robbie L. Kennerson P.A., Inc.

Port Orange, FL
BUY
 -
20.3K
New
$2.99M - $3.44M
20.3K $4.17M
Jan 19, 2023 Q4 2022
Mayflower Financial Advisors, LLC

BUY
 -
20.2K
New
$2.97M - $3.42M
20.2K $4.15M
Jan 24, 2023 Q4 2022
Tillar Wenstrup Advisors, LLC

BUY
 -
8.58K
+ 34.15%
$1.26M - $1.45M
33.7K $6.92M
Jan 19, 2023 Q4 2022
Cfm Wealth Partners LLC

BUY
 -
8.56K
New
$1.26M - $1.45M
8.56K $1.76M
Feb 14, 2023 Q4 2022
F3 Logic, LLC

BUY
 -
7.76K
+ 4.2%
$1.14M - $1.31M
192K $39.5M
Feb 10, 2023 Q4 2022
Bbr Partners, LLC

New York, NY
BUY
 -
7.08K
New
$1.04M - $1.2M
7.08K $1.45M
Feb 13, 2023 Q4 2022
Worth Financial Advisory Group, LLC

Charlotte, NC
BUY
 -
6.7K
New
$987K - $1.14M
6.7K $1.38M
Jan 26, 2023 Q4 2022
Alesco Advisors LLC

Pittsford, NY
BUY
 -
6.47K
New
$952K - $1.1M
6.47K $1.33M
Jan 18, 2023 Q4 2022
Arlington Financial Advisors, LLC

BUY
 -
5.36K
New
$789K - $908K
5.36K $1.1M
Mar 01, 2023 Q4 2022
Panoramic Investment Advisors, LLC

Denver, CO
BUY
 -
4.88K
New
$719K - $828K
4.88K $1M
Jan 19, 2023 Q4 2022
Dougherty Wealth Advisers LLC

BUY
 -
4.25K
New
$626K - $721K
4.25K $873K

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