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 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
601+ 2.08% |
$108K - $121K
|
29.6K
$6.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
595+ 29.97% |
$107K - $120K
|
2.58K
$553K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
590+ 12.09% |
$106K - $119K
|
5.47K
$1.17M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
585+ 2.23% |
$105K - $118K
|
26.8K
$5.74M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
585+ 1.73% |
$105K - $118K
|
34.5K
$7.39M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
575+ 12.28% |
$103K - $116K
|
5.26K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
570+ 8.61% |
$103K - $115K
|
7.19K
$1.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
554+ 4.09% |
$99.7K - $112K
|
14.1K
$3.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
553+ 5.03% |
$99.5K - $111K
|
11.5K
$2.47M
|
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
553+ 5.49% |
$99.5K - $111K
|
10.6K
$2.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
549+ 43.54% |
$98.8K - $111K
|
1.81K
$388K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
547+ 3.48% |
$98.5K - $110K
|
16.3K
$3.49M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
544New |
$97.9K - $110K
|
544
$117K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
531New |
$95.6K - $107K
|
531
$114K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
503+ 13.24% |
$90.5K - $101K
|
4.3K
$922K
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
501+ 11.95% |
$90.2K - $101K
|
4.69K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
496+ 5.89% |
$89.3K - $100K
|
8.91K
$1.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
494+ 57.78% |
$88.9K - $99.6K
|
1.35K
$289K
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
493+ 4.69% |
$88.7K - $99.4K
|
11K
$2.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
492+ 3.18% |
$88.6K - $99.2K
|
16K
$3.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
487+ 2.75% |
$87.7K - $98.2K
|
18.2K
$3.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Clarity Capital Advisors, LLC
Lakewood Ranch, FL |
BUY
|
- |
483+ 8.63% |
$86.9K - $97.4K
|
6.08K
$1.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
478+ 6.58% |
$86K - $96.4K
|
7.74K
$1.66M
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
468+ 2.86% |
$84.2K - $94.3K
|
16.8K
$3.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
467New |
$84.1K - $94.1K
|
467
$100K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
459+ 4.31% |
$82.6K - $92.5K
|
11.1K
$2.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
433+ 3.5% |
$77.9K - $87.3K
|
12.8K
$2.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
430+ 1.76% |
$77.4K - $86.7K
|
24.9K
$5.33M
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
425+ 3.28% |
$76.5K - $85.7K
|
13.4K
$2.87M
|
|
|
Oct 31, 2024
Q3 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
420+ 2.37% |
$75.6K - $84.7K
|
18.1K
$3.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
409+ 4.83% |
$73.6K - $82.5K
|
8.88K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
407New |
$73.3K - $82.1K
|
407
$87.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
405+ 31.2% |
$72.9K - $81.6K
|
1.7K
$365K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
404+ 23.57% |
$72.7K - $81.4K
|
2.12K
$454K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
402+ 20.23% |
$72.4K - $81K
|
2.39K
$512K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
401+ 3.93% |
$72.2K - $80.8K
|
10.6K
$2.28M
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
399+ 11.74% |
$71.8K - $80.4K
|
3.8K
$814K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
395+ 7.49% |
$71.1K - $79.6K
|
5.67K
$1.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
392+ 1.33% |
$70.6K - $79K
|
29.8K
$6.39M
|
|
|
Oct 15, 2024
Q3 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
391+ 7.38% |
$70.4K - $78.8K
|
5.69K
$1.22M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
388+ 1.01% |
$69.8K - $78.2K
|
38.8K
$8.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Wrenne Financial Planning LLC
Lexington, KY |
BUY
|
- |
382+ 1.48% |
$68.8K - $77K
|
26.2K
$5.61M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
381+ 2.92% |
$68.6K - $76.8K
|
13.4K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
371+ 2.06% |
$66.8K - $74.8K
|
18.4K
$3.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
368+ 1.47% |
$66.2K - $74.2K
|
25.5K
$5.46M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
365+ 26.45% |
$65.7K - $73.6K
|
1.75K
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
363+ 14.86% |
$65.3K - $73.2K
|
2.81K
$601K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
362+ 29.12% |
$65.2K - $73K
|
1.61K
$344K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
359+ 4.73% |
$64.6K - $72.4K
|
7.94K
$1.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
351+ 0.51% |
$63.2K - $70.8K
|
69.7K
$14.9M
|