Bestgate Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Bestgate Wealth Advisors, LLC

  • $56.9 Billion
  • Q4 2025

A detailed history of Bestgate Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bestgate Wealth Advisors, LLC holds 5,212 shares of VBR stock, worth $1.07 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares
5,212
Previous 4,443 17.31%
Holding current value
$1.07 Million
Previous $927 Million 19.04%
% of portfolio
1.94%
Previous 1.64%

Shares

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

Jan 16, 2026
BUY
$201.42 - $211.15 $154,891 - $162,374
769 Added 17.31%
5,212 $1.1 Billion
Q3 2025

Oct 27, 2025
BUY
$195.41 - $212.37 $5,471 - $5,946
28 Added 0.63%
4,443 $927 Million
Q1 2025

Apr 29, 2025
BUY
$183.02 - $207.75 $109,995 - $124,857
601 Added 15.76%
4,415 $822 Million
Q4 2024

Feb 10, 2025
BUY
$197.36 - $217.3 $752,731 - $828,782
3,814 New
3,814 $756 Million

Others Institutions Holding VBR

# of Institutions
1,797
Shares Held
91.3M
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
Track This Portfolio

Track Bestgate Wealth Advisors, LLC Portfolio

Follow Bestgate Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bestgate Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bestgate Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email