Bwm Planning, LLC Vanguard Small Cap Value ETF Transaction History

Bwm Planning, LLC

  • $336 Billion
  • Q3 2025

A detailed history of Bwm Planning, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Bwm Planning, LLC holds 1,653 shares of VBR stock, worth $339,625. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,653
Previous 1,651 0.12%
Holding current value
$339,625
Previous $308 Million 12.12%
% of portfolio
0.1%
Previous 0.13%

Shares

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

Oct 31, 2025
BUY
$195.41 - $212.37 $390 - $424
2 Added 0.12%
1,653 $345 Million
Q1 2025

May 14, 2025
BUY
$183.02 - $207.75 $183 - $207
1 Added 0.06%
1,651 $308 Million
Q4 2024

Jan 22, 2025
BUY
$197.36 - $217.3 $6,907 - $7,605
35 Added 2.17%
1,650 $327 Million
Q3 2024

Oct 09, 2024
BUY
$179.99 - $201.6 $290,683 - $325,584
1,615 New
1,615 $324 Million

Others Institutions Holding VBR

# of Institutions
1,795
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
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