Essential Planning, Llc. Vanguard Small Cap Value ETF Transaction History

Essential Planning, Llc.

  • $290 Billion
  • Q3 2025

A detailed history of Essential Planning, Llc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Essential Planning, Llc. holds 1,000 shares of VBR stock, worth $205,460. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,000
Holding current value
$205,460
% of portfolio
0.07%

Shares

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

Oct 28, 2025
BUY
$195.41 - $212.37 $195,410 - $212,370
1,000 New
1,000 $209 Million
Q4 2024

Feb 07, 2025
BUY
$197.36 - $217.3 $11 Million - $12.2 Million
55,956 New
55,956 $11.1 Million

Others Institutions Holding VBR

# of Institutions
1,797
Shares Held
91.8M
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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