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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
BUY
|
- |
27+ 1.06% |
$3.96K - $4.81K
|
2.57K
$527K
|
|
|
Aug 10, 2022
Q2 2022
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
25New |
$3.67K - $4.46K
|
25
$5.13K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
24New |
$3.52K - $4.28K
|
24
$4.93K
|
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
23+ 1.73% |
$3.37K - $4.1K
|
1.35K
$278K
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
19New |
$2.79K - $3.39K
|
19
$3.9K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
15New |
$2.2K - $2.67K
|
15
$3.08K
|
|
|
Aug 01, 2022
Q2 2022
|
Schubert & CO
|
BUY
|
- |
12New |
$1.76K - $2.14K
|
12
$2.46K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
9New |
$1.32K - $1.6K
|
9
$1.85K
|
|
|
Aug 10, 2022
Q2 2022
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
8+ 0.47% |
$1.17K - $1.43K
|
1.71K
$352K
|
|
|
Jul 22, 2022
Q2 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
7New |
$1.03K - $1.25K
|
7
$1.44K
|
|
|
Aug 05, 2022
Q2 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
5+ 0.33% |
$733 - $891
|
1.51K
$310K
|
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
3New |
$440 - $535
|
3
$616
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.62% |
$293 - $356
|
327
$67.1K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
2+ 0.18% |
$293 - $356
|
1.11K
$227K
|
|
| Q1 2022 | |||||||
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
38.6KNew |
$6.4M - $7.05M
|
38.6K
$7.93M
|
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
3.55KNew |
$588K - $648K
|
3.55K
$728K
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
2.05KNew |
$339K - $374K
|
2.05K
$420K
|
|
|
May 16, 2022
Q1 2022
|
Athena Investment Management
|
BUY
|
- |
2KNew |
$331K - $365K
|
2K
$410K
|
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
1.37KNew |
$227K - $250K
|
1.37K
$281K
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
BUY
|
- |
281+ 19.99% |
$46.5K - $51.3K
|
1.69K
$346K
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
218New |
$36.1K - $39.8K
|
218
$44.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
210New |
$34.8K - $38.3K
|
210
$43.1K
|
|
|
May 12, 2022
Q1 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
200New |
$33.1K - $36.5K
|
200
$41.1K
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
91New |
$15.1K - $16.6K
|
91
$18.7K
|
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
82New |
$13.6K - $15K
|
82
$16.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
40New |
$6.62K - $7.3K
|
40
$8.21K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
17New |
$2.82K - $3.1K
|
17
$3.49K
|
|
| Q4 2021 | |||||||
|
Mar 09, 2022
Q4 2021
|
Latigo Investments, LLC
|
BUY
|
- |
8.86KNew |
$1.49M - $1.64M
|
8.86K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2KNew |
$337K - $371K
|
2K
$411K
|
|
|
Jan 26, 2022
Q4 2021
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
2KNew |
$337K - $371K
|
2K
$411K
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.75KNew |
$296K - $326K
|
1.75K
$360K
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
134New |
$22.6K - $24.9K
|
134
$27.5K
|
|
|
May 09, 2023
Q4 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
100New |
$16.9K - $18.6K
|
100
$20.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
100New |
$16.9K - $18.6K
|
100
$20.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
99New |
$16.7K - $18.4K
|
99
$20.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
30New |
$5.06K - $5.57K
|
30
$6.16K
|
|
|
Feb 14, 2022
Q4 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
11New |
$1.86K - $2.04K
|
11
$2.26K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
9New |
$1.52K - $1.67K
|
9
$1.85K
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
91+ 9.1% |
$14.8K - $16K
|
1.09K
$224K
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
56New |
$9.11K - $9.84K
|
56
$11.5K
|
|
|
Oct 07, 2021
Q3 2021
|
West Oak Capital, LLC
|
BUY
|
- |
19New |
$3.09K - $3.34K
|
19
$3.9K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
21.8KNew |
$3.63M - $3.95M
|
21.8K
$4.48M
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
55New |
$9.16K - $9.94K
|
55
$11.3K
|
|
|
Jul 16, 2021
Q2 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
21New |
$3.5K - $3.8K
|
21
$4.31K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
2.04KNew |
$286K - $353K
|
2.04K
$419K
|
|
|
May 12, 2021
Q1 2021
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
506New |
$70.8K - $87.4K
|
506
$104K
|
|
| Q4 2020 | |||||||
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
22.2KNew |
$2.48M - $3.16M
|
22.2K
$4.55M
|
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
BUY
|
- |
73New |
$8.17K - $10.4K
|
73
$15K
|
|
| Q3 2020 | |||||||
|
Nov 03, 2020
Q3 2020
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
277New |
$28.4K - $32.7K
|
277
$56.9K
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
7.05KNew |
$572K - $850K
|
7.05K
$1.45M
|
|