Annis Gardner Whiting Capital Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Annis Gardner Whiting Capital Advisors, LLC

  • $485 Billion
  • Q3 2025

A detailed history of Annis Gardner Whiting Capital Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Annis Gardner Whiting Capital Advisors, LLC holds 3,843 shares of VBR stock, worth $789,582. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,843
Previous 3,841 0.05%
Holding current value
$789,582
Previous $753 Million 7.06%
% of portfolio
0.17%
Previous 0.26%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$195.41 - $212.37 $390 - $424
2 Added 0.05%
3,843 $806 Million
Q2 2025

Aug 11, 2025
SELL
$162.76 - $195.77 $32,552 - $39,154
-200 Reduced 4.95%
3,841 $753 Million
Q1 2025

May 09, 2025
SELL
$183.02 - $207.75 $164,168 - $186,351
-897 Reduced 18.17%
4,041 $753 Million
Q4 2024

Feb 12, 2025
BUY
$197.36 - $217.3 $380,115 - $418,519
1,926 Added 63.94%
4,938 $979 Million
Q2 2024

Aug 12, 2024
SELL
$177.65 - $191.11 $6,928 - $7,453
-39 Reduced 1.28%
3,012 $553 Million
Q1 2024

May 13, 2024
SELL
$172.45 - $191.88 $37,076 - $41,254
-215 Reduced 6.58%
3,051 $585 Million
Q4 2023

Feb 09, 2024
BUY
$149.18 - $181.94 $37,891 - $46,212
254 Added 8.43%
3,266 $588 Million
Q3 2023

Nov 08, 2023
BUY
$157.33 - $174.39 $473,877 - $525,262
3,012 New
3,012 $480 Million

Others Institutions Holding VBR

# of Institutions
1,802
Shares Held
91.6M
Call Options Held
70.1K
Put Options Held
8.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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