Hb Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Hb Wealth Management, LLC

  • $14.5 Billion
  • Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 61,593 shares of VBR stock, worth $12.7 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
61,593
Previous 61,675 0.13%
Holding current value
$12.7 Million
Previous $12 Million 6.88%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Oct 23, 2025
SELL
$195.41 - $212.37 $16,023 - $17,414
-82 Reduced 0.13%
61,593 $12.9 Million
Q2 2025

Jul 17, 2025
BUY
$162.76 - $195.77 $561,033 - $674,819
3,447 Added 5.92%
61,675 $12 Million
Q1 2025

May 07, 2025
BUY
$183.02 - $207.75 $1.76 Million - $2 Million
9,635 Added 19.83%
58,228 $10.8 Million
Q4 2024

Jan 15, 2025
BUY
$197.36 - $217.3 $120,192 - $132,335
609 Added 1.27%
48,593 $9.63 Million
Q3 2024

Oct 15, 2024
SELL
$179.99 - $201.6 $89,095 - $99,792
-495 Reduced 1.02%
47,984 $9.63 Million
Q2 2024

Jul 26, 2024
BUY
$177.65 - $191.11 $7,638 - $8,217
43 Added 0.09%
48,479 $8.85 Million
Q1 2024

Apr 30, 2024
SELL
$172.45 - $191.88 $43,284 - $48,161
-251 Reduced 0.52%
48,436 $9.29 Million
Q4 2023

Jan 16, 2024
BUY
$149.18 - $181.94 $574,044 - $700,105
3,848 Added 8.58%
48,687 $8.76 Million
Q3 2023

Oct 13, 2023
BUY
$157.33 - $174.39 $340,934 - $377,903
2,167 Added 5.08%
44,839 $7.15 Million
Q2 2023

Jul 13, 2023
SELL
$150.74 - $165.4 $55,170 - $60,536
-366 Reduced 0.85%
42,672 $7.06 Million
Q1 2023

Apr 13, 2023
BUY
$150.22 - $177.69 $504,288 - $596,505
3,357 Added 8.46%
43,038 $6.83 Million
Q4 2022

Jan 20, 2023
SELL
$147.25 - $169.54 $171,546 - $197,514
-1,165 Reduced 2.85%
39,681 $0
Q3 2022

Oct 19, 2022
SELL
$143.4 - $172.87 $909,012 - $1.1 Million
-6,339 Reduced 13.43%
40,846 $5.86 Million
Q2 2022

Jul 15, 2022
SELL
$146.67 - $178.24 $69,521 - $84,485
-474 Reduced 0.99%
47,185 $7.07 Million
Q1 2022

May 16, 2022
BUY
$165.62 - $182.58 $3.13 Million - $3.45 Million
18,891 Added 65.67%
47,659 $8.39 Million
Q4 2021

Feb 15, 2022
BUY
$168.72 - $185.72 $4.85 Million - $5.34 Million
28,768 New
28,768 $5.15 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

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Hb Wealth Management, LLC Portfolio

Follow Hb Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email