High Net Worth Advisory Group LLC Vanguard Small Cap Value ETF Transaction History

High Net Worth Advisory Group LLC

  • $388 Million
  • Q3 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 5,427 shares of VBR stock, worth $1.12 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,427
Previous 5,213 4.11%
Holding current value
$1.12 Million
Previous $1.02 Million 11.42%
% of portfolio
0.29%
Previous 0.28%

Shares

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

Oct 29, 2025
BUY
$195.41 - $212.37 $41,817 - $45,447
214 Added 4.11%
5,427 $1.13 Million
Q2 2025

Jul 10, 2025
BUY
$162.76 - $195.77 $26,692 - $32,106
164 Added 3.25%
5,213 $1.02 Million
Q1 2025

Apr 09, 2025
BUY
$183.02 - $207.75 $3,477 - $3,947
19 Added 0.38%
5,049 $936,000
Q4 2024

Jan 21, 2025
BUY
$197.36 - $217.3 $100,456 - $110,605
509 Added 11.26%
5,030 $996,000
Q3 2024

Oct 11, 2024
BUY
$179.99 - $201.6 $258,105 - $289,094
1,434 Added 46.45%
4,521 $907,000
Q2 2024

Jul 17, 2024
BUY
$177.65 - $191.11 $268,784 - $289,149
1,513 Added 96.12%
3,087 $563,000
Q1 2024

Apr 11, 2024
BUY
$172.45 - $191.88 $271,436 - $302,019
1,574 New
1,574 $302,000
Q4 2022

Feb 14, 2023
SELL
$147.25 - $169.54 $1,472 - $1,695
-10 Reduced 8.85%
103 $16,000
Q3 2022

Oct 24, 2022
BUY
$143.4 - $172.87 $16,204 - $19,534
113 New
113 $16,000

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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