Diversify Advisory Services, LLC Vanguard Small Cap Value ETF Transaction History

Diversify Advisory Services, LLC

$3.16 Trillion
Q4 2025

A detailed history of Diversify Advisory Services, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 4,901 shares of VBR stock, worth $1.01 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,901

Previous 4,898 0.06%

Holding current value

$1.01 Million

Previous $1.01 Billion 9.29%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	BUY	$201.42 - $211.15 $604 - $633	3 Added 0.06%	4,901 $1.1 Billion
Q3 2025 Nov 12, 2025	BUY	$195.41 - $212.37 $33,219 - $36,102	170 Added 3.6%	4,898 $1.01 Billion
Q2 2025 Aug 14, 2025	BUY	$162.76 - $195.77 $24,902 - $29,952	153 Added 3.34%	4,728 $958 Million
Q1 2025 May 05, 2025	BUY	$183.02 - $207.75 $2,745 - $3,116	15 Added 0.33%	4,575 $826 Million
Q4 2024 Jan 16, 2025	SELL	$197.36 - $217.3 $159,861 - $176,013	-810 Reduced 15.08%	4,560 $890 Million

Q3 2024 Oct 24, 2024	SELL	$179.99 - $201.6 $204,648 - $229,219	-1,137 Reduced 17.47%	5,370 $1.08 Billion
Q2 2024 Jul 12, 2024	BUY	$177.65 - $191.11 $116,716 - $125,559	657 Added 11.23%	6,507 $1.17 Billion
Q1 2024 Apr 30, 2024	BUY	$172.45 - $191.88 $1.01 Million - $1.12 Million	5,850 New	5,850 $1.11 Billion

Others Institutions Holding VBR

# of Institutions

1,800

Shares Held

91.7M

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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Diversify Advisory Services, LLC Vanguard Small Cap Value ETF Transaction History