Balance Wealth, LLC Vanguard Small Cap Value ETF Transaction History

Balance Wealth, LLC

  • $312 Billion
  • Q4 2025

A detailed history of Balance Wealth, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Balance Wealth, LLC holds 47,740 shares of VBR stock, worth $9.81 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares
47,740
Previous 100,413 52.46%
Holding current value
$9.81 Million
Previous $21 Billion 51.75%
% of portfolio
3.25%
Previous 5.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
SELL
$201.42 - $211.15 $10.6 Million - $11.1 Million
-52,673 Reduced 52.46%
47,740 $10.1 Billion
Q3 2025

Oct 20, 2025
BUY
$195.41 - $212.37 $19.6 Million - $21.3 Million
100,413 New
100,413 $21 Billion

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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