Csm Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Csm Advisors, LLC

$3.58 Billion
Q3 2025

A detailed history of Csm Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Csm Advisors, LLC holds 19,493 shares of VBR stock, worth $4.01 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

19,493

Previous 20,419 4.53%

Holding current value

$4.01 Million

Previous $3.98 Million 2.06%

% of portfolio

0.11%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$195.41 - $212.37 $180,949 - $196,654	-926 Reduced 4.53%	19,493 $4.07 Million
Q2 2025 Aug 07, 2025	SELL	$162.76 - $195.77 $69,498 - $83,593	-427 Reduced 2.05%	20,419 $3.98 Million
Q1 2025 May 14, 2025	SELL	$183.02 - $207.75 $577,977 - $656,074	-3,158 Reduced 13.16%	20,846 $3.88 Million
Q4 2024 Feb 14, 2025	BUY	$197.36 - $217.3 $1.11 Million - $1.22 Million	5,600 Added 30.43%	24,004 $4.76 Million
Q3 2024 Nov 14, 2024	BUY	$179.99 - $201.6 $66,776 - $74,793	371 Added 2.06%	18,404 $3.7 Million

Q2 2024 Aug 14, 2024	SELL	$177.65 - $191.11 $582,692 - $626,840	-3,280 Reduced 15.39%	18,033 $3.29 Million
Q1 2024 May 15, 2024	BUY	$172.45 - $191.88 $668,933 - $744,302	3,879 Added 22.25%	21,313 $4.09 Million
Q4 2023 Feb 14, 2024	BUY	$149.18 - $181.94 $10,293 - $12,553	69 Added 0.4%	17,434 $3.14 Million
Q3 2023 Nov 13, 2023	BUY	$157.33 - $174.39 $2,989 - $3,313	19 Added 0.11%	17,365 $2.77 Million
Q2 2023 Aug 14, 2023	SELL	$150.74 - $165.4 $308,564 - $338,573	-2,047 Reduced 10.56%	17,346 $2.87 Million
Q1 2023 May 15, 2023	SELL	$150.22 - $177.69 $106,806 - $126,337	-711 Reduced 3.54%	19,393 $3.08 Million
Q4 2022 Feb 14, 2023	BUY	$147.25 - $169.54 $3,092 - $3,560	21 Added 0.1%	20,104 $3.19 Million
Q3 2022 Nov 14, 2022	BUY	$143.4 - $172.87 $486,843 - $586,893	3,395 Added 20.34%	20,083 $2.88 Million
Q1 2022 May 16, 2022	BUY	$165.62 - $182.58 $2.76 Million - $3.05 Million	16,688 New	16,688 $2.94 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

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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