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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1+ 0.01% |
$150 - $178
|
11K
$2.19M
|
|
May 02, 2023
Q1 2023
|
Friedenthal Financial
|
BUY
|
- |
1+ 0.02% |
$150 - $178
|
4.09K
$816K
|
|
Q4 2022 | |||||||
Feb 27, 2023
Q4 2022
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
BUY
|
- |
192KNew |
$28.3M - $32.6M
|
192K
$38.4M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
99.1KNew |
$14.6M - $16.8M
|
99.1K
$19.8M
|
|
Feb 14, 2023
Q4 2022
|
Robbie L. Kennerson P.A., Inc.
Port Orange, FL |
BUY
|
- |
20.3KNew |
$2.99M - $3.44M
|
20.3K
$4.06M
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
20.2KNew |
$2.97M - $3.42M
|
20.2K
$4.03M
|
|
Jan 24, 2023
Q4 2022
|
Tillar Wenstrup Advisors, LLC
|
BUY
|
- |
8.58K+ 34.15% |
$1.26M - $1.45M
|
33.7K
$6.73M
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
8.56KNew |
$1.26M - $1.45M
|
8.56K
$1.71M
|
|
Feb 14, 2023
Q4 2022
|
F3 Logic, LLC
|
BUY
|
- |
7.76K+ 4.2% |
$1.14M - $1.31M
|
192K
$38.4M
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
7.08KNew |
$1.04M - $1.2M
|
7.08K
$1.41M
|
|
Feb 13, 2023
Q4 2022
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
6.7KNew |
$987K - $1.14M
|
6.7K
$1.34M
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
6.47KNew |
$952K - $1.1M
|
6.47K
$1.29M
|
|
Jan 18, 2023
Q4 2022
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
5.36KNew |
$789K - $908K
|
5.36K
$1.07M
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
4.88KNew |
$719K - $828K
|
4.88K
$975K
|
|
Jan 19, 2023
Q4 2022
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
4.25KNew |
$626K - $721K
|
4.25K
$849K
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
3.87KNew |
$570K - $656K
|
3.87K
$773K
|
|
Jan 26, 2023
Q4 2022
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.44KNew |
$506K - $583K
|
3.44K
$687K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.25K+ 68.54% |
$478K - $550K
|
7.98K
$1.59M
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
2.72KNew |
$401K - $461K
|
2.72K
$543K
|
|
Jan 30, 2023
Q4 2022
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
2.44KNew |
$359K - $414K
|
2.44K
$487K
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.41KNew |
$355K - $409K
|
2.41K
$481K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.37K+ 106.7% |
$349K - $402K
|
4.6K
$918K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.09K+ 16.69% |
$307K - $354K
|
14.6K
$2.91M
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.82KNew |
$268K - $308K
|
1.82K
$363K
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
1.49KNew |
$219K - $252K
|
1.49K
$297K
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.37KNew |
$202K - $232K
|
1.37K
$274K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.29KNew |
$190K - $218K
|
1.29K
$257K
|
|
Jan 25, 2023
Q4 2022
|
Wealth Advisors, Inc.
|
BUY
|
- |
1.27KNew |
$187K - $215K
|
1.27K
$254K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
784New |
$115K - $133K
|
784
$157K
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
648New |
$95.4K - $110K
|
648
$129K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
626+ 517.36% |
$92.2K - $106K
|
747
$149K
|
|
Feb 14, 2023
Q4 2022
|
Forest Hill Capital, LLC
Little Rock, AR |
BUY
|
- |
600+ 9.52% |
$88.4K - $102K
|
6.9K
$1.38M
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
408New |
$60.1K - $69.2K
|
408
$81.5K
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
296New |
$43.6K - $50.2K
|
296
$59.1K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
223New |
$32.8K - $37.8K
|
223
$44.5K
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
200+ 14.29% |
$29.5K - $33.9K
|
1.6K
$320K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
192New |
$28.3K - $32.6K
|
192
$38.3K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
143New |
$21.1K - $24.2K
|
143
$28.6K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
135New |
$19.9K - $22.9K
|
135
$27K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
134New |
$19.7K - $22.7K
|
134
$26.8K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
102+ 1.56% |
$15K - $17.3K
|
6.66K
$1.33M
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
101+ 439.13% |
$14.9K - $17.1K
|
124
$24.8K
|
|
Feb 02, 2023
Q4 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
78+ 0.21% |
$11.5K - $13.2K
|
36.8K
$7.35M
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
72New |
$10.6K - $12.2K
|
72
$14.4K
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
43New |
$6.33K - $7.29K
|
43
$8.59K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
37New |
$5.45K - $6.27K
|
37
$7.39K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
29New |
$4.27K - $4.92K
|
29
$5.79K
|
|
Jan 27, 2023
Q4 2022
|
Asio Capital, LLC
|
BUY
|
- |
23New |
$3.39K - $3.9K
|
23
$4.59K
|
|
Jan 12, 2023
Q4 2022
|
Beacon Capital Management, Inc.
|
BUY
|
- |
18New |
$2.65K - $3.05K
|
18
$3.6K
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
BUY
|
- |
14+ 35.9% |
$2.06K - $2.37K
|
53
$10.6K
|