Gladstone Institutional Advisory LLC Vanguard Small Cap Value ETF Transaction History

Gladstone Institutional Advisory LLC

  • $2.5 Billion
  • Q3 2025

A detailed history of Gladstone Institutional Advisory LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 4,480 shares of VBR stock, worth $920,460. This represents 0.04% of its overall portfolio holdings.

Number of Shares
4,480
Previous 4,671 4.09%
Holding current value
$920,460
Previous $870,000 7.47%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 22, 2025
SELL
$195.41 - $212.37 $37,323 - $40,562
-191 Reduced 4.09%
4,480 $935,000
Q1 2025

May 15, 2025
BUY
$183.02 - $207.75 $35,322 - $40,095
193 Added 4.31%
4,671 $870,000
Q4 2024

Jan 29, 2025
BUY
$197.36 - $217.3 $34,932 - $38,462
177 Added 4.12%
4,478 $887,000
Q3 2024

Oct 28, 2024
BUY
$179.99 - $201.6 $90,534 - $101,404
503 Added 13.24%
4,301 $863,000
Q2 2024

Aug 02, 2024
BUY
$177.65 - $191.11 $38,905 - $41,853
219 Added 6.12%
3,798 $693,000
Q1 2024

May 14, 2024
SELL
$172.45 - $191.88 $64,841 - $72,146
-376 Reduced 9.51%
3,579 $686,000
Q4 2023

Feb 09, 2024
BUY
$149.18 - $181.94 $54,301 - $66,226
364 Added 10.14%
3,955 $711,000
Q3 2023

Nov 13, 2023
BUY
$157.33 - $174.39 $4,562 - $5,057
29 Added 0.81%
3,591 $572,000
Q2 2023

Aug 10, 2023
SELL
$150.74 - $165.4 $27,736 - $30,433
-184 Reduced 4.91%
3,562 $589,000
Q1 2023

May 12, 2023
BUY
$150.22 - $177.69 $21,631 - $25,587
144 Added 4.0%
3,746 $594,000
Q4 2022

Feb 01, 2023
SELL
$147.25 - $169.54 $14,725 - $16,954
-100 Reduced 2.7%
3,602 $571,000
Q3 2022

Jan 27, 2023
SELL
$143.4 - $172.87 $42,876 - $51,688
-299 Reduced 7.47%
3,702 $531,000
Q3 2022

Oct 20, 2022
SELL
$143.4 - $172.87 $42,876 - $51,688
-299 Reduced 7.47%
3,702 $531,000
Q2 2022

Jan 27, 2023
SELL
$146.67 - $178.24 $7,186 - $8,733
-49 Reduced 1.21%
4,001 $599,000
Q2 2022

Aug 15, 2022
SELL
$146.67 - $178.24 $7,186 - $8,733
-49 Reduced 1.21%
4,001 $599,000
Q1 2022

Jan 27, 2023
SELL
$165.62 - $182.58 $8,943 - $9,859
-54 Reduced 1.32%
4,050 $713,000
Q1 2022

May 04, 2022
SELL
$165.62 - $182.58 $8,943 - $9,859
-54 Reduced 1.32%
4,050 $713,000
Q4 2021

Jan 27, 2023
BUY
$168.72 - $185.72 $246,331 - $271,151
1,460 Added 55.22%
4,104 $734,000
Q4 2021

Feb 11, 2022
BUY
$168.72 - $185.72 $246,331 - $271,151
1,460 Added 55.22%
4,104 $734,000
Q3 2021

Jan 27, 2023
BUY
$162.66 - $175.73 $73,684 - $79,605
453 Added 20.68%
2,644 $448,000
Q3 2021

Nov 15, 2021
BUY
$162.66 - $175.73 $73,684 - $79,605
453 Added 20.68%
2,644 $448,000
Q2 2021

Jan 27, 2023
SELL
$166.46 - $180.76 $499 - $542
-3 Reduced 0.14%
2,191 $380,000
Q2 2021

Aug 13, 2021
SELL
$166.46 - $180.76 $499 - $542
-3 Reduced 0.14%
2,191 $380,000
Q1 2021

Jan 27, 2023
SELL
$139.89 - $172.72 $2,657 - $3,281
-19 Reduced 0.86%
2,194 $363,000
Q1 2021

May 17, 2021
SELL
$139.89 - $172.72 $2,657 - $3,281
-19 Reduced 0.86%
2,194 $363,000
Q4 2020

Jan 27, 2023
BUY
$111.89 - $142.79 $36,252 - $46,263
324 Added 17.15%
2,213 $315,000
Q4 2020

Feb 16, 2021
BUY
$111.89 - $142.79 $36,252 - $46,263
324 Added 17.15%
2,213 $315,000
Q3 2020

Jan 27, 2023
SELL
$102.46 - $117.9 $185,759 - $213,752
-1,813 Reduced 48.97%
1,889 $209,000
Q3 2020

Nov 16, 2020
BUY
$102.46 - $117.9 $193,546 - $222,713
1,889 New
1,889 $209,000
Q1 2020

May 14, 2020
SELL
$75.8 - $139.04 $264,011 - $484,276
-3,483 Closed
0 $0
Q4 2019

Feb 12, 2020
SELL
$123.74 - $138.15 $24,500 - $27,353
-198 Reduced 5.38%
3,483 $478,000
Q3 2019

Nov 13, 2019
SELL
$128.22 - $131.67 $62,186 - $63,859
-485 Reduced 11.64%
3,681 $475,000
Q2 2019

Aug 14, 2019
SELL
N/A
-509 Reduced 10.89%
4,166 $544,000
Q1 2019

May 10, 2019
SELL
N/A
-256 Reduced 5.19%
4,675 $602,000
Q4 2018

Feb 13, 2019
BUY
N/A
4,931 New
4,931 $562,000

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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