Family Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History

Family Wealth Partners, LLC

$267 Billion
Q3 2025

A detailed history of Family Wealth Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Family Wealth Partners, LLC holds 49,445 shares of VBR stock, worth $10.2 Million. This represents 3.87% of its overall portfolio holdings.

Number of Shares

49,445

Previous 47,579 3.92%

Holding current value

$10.2 Million

Previous $9.28 Billion 11.22%

% of portfolio

3.87%

Previous 3.71%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$195.41 - $212.37 $364,635 - $396,282	1,866 Added 3.92%	49,445 $10.3 Billion
Q2 2025 Jul 14, 2025	SELL	$162.76 - $195.77 $246,093 - $296,004	-1,512 Reduced 3.08%	47,579 $9.28 Billion
Q1 2025 Apr 16, 2025	SELL	$183.02 - $207.75 $173,869 - $197,362	-950 Reduced 1.9%	49,091 $9.15 Billion
Q4 2024 Jan 14, 2025	BUY	$197.36 - $217.3 $489,058 - $538,469	2,478 Added 5.21%	50,041 $9.92 Billion
Q3 2024 Oct 09, 2024	SELL	$179.99 - $201.6 $201,588 - $225,792	-1,120 Reduced 2.3%	47,563 $9.55 Billion

Q2 2024 Jul 10, 2024	BUY	$177.65 - $191.11 $722,147 - $776,862	4,065 Added 9.11%	48,683 $8.89 Billion
Q1 2024 Apr 16, 2024	SELL	$172.45 - $191.88 $608,403 - $676,952	-3,528 Reduced 7.33%	44,618 $8.56 Billion
Q4 2023 Mar 20, 2024	BUY	$149.18 - $181.94 $7.18 Million - $8.76 Million	48,146 New	48,146 $8.66 Billion

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

Ticker VBR
Sector ETFs
Industry ETFs

More about VBR

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Family Wealth Partners, LLC Vanguard Small Cap Value ETF Transaction History