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

Hb Wealth Management, LLC

$15 Billion
Q4 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 64,301 shares of VBR stock, worth $13.2 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

64,301

Previous 61,593 4.4%

Holding current value

$13.2 Million

Previous $12.9 Million 2.77%

% of portfolio

0.09%

Previous 0.09%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 28, 2026	BUY	$201.42 - $211.15 $545,445 - $571,794	2,708 Added 4.4%	64,301 $13.2 Million
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

1,802

Shares Held

91.6M

Call Options Held

70.1K

Put Options Held

8.2K

View Full List

About VANGUARD SMALL-CAP VALUE ETF

Ticker VBR
Sector ETFs
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Hb Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History