Inspirion Wealth Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Inspirion Wealth Advisors, LLC

  • $778 Million
  • Q4 2025

A detailed history of Inspirion Wealth Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Inspirion Wealth Advisors, LLC holds 124,858 shares of VBR stock, worth $25.7 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares
124,858
Previous 224,362 44.35%
Holding current value
$25.7 Million
Previous $46.8 Million 45.22%
% of portfolio
3.3%
Previous 6.03%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$201.42 - $211.15 $20 Million - $21 Million
-99,504 Reduced 44.35%
124,858 $25.7 Million
Q3 2025

Oct 06, 2025
SELL
$195.41 - $212.37 $1.48 Million - $1.61 Million
-7,562 Reduced 3.26%
224,362 $46.8 Million
Q2 2025

Jul 09, 2025
SELL
$162.76 - $195.77 $440,916 - $530,340
-2,709 Reduced 1.15%
231,924 $45.2 Million
Q1 2025

Apr 09, 2025
BUY
$183.02 - $207.75 $638,373 - $724,632
3,488 Added 1.51%
234,633 $43.5 Million
Q4 2024

Jan 14, 2025
BUY
$197.36 - $217.3 $1.34 Million - $1.47 Million
6,783 Added 3.02%
231,145 $45.8 Million
Q3 2024

Oct 04, 2024
BUY
$179.99 - $201.6 $863,592 - $967,276
4,798 Added 2.19%
224,362 $45 Million
Q2 2024

Jul 12, 2024
BUY
$177.65 - $191.11 $1.07 Million - $1.15 Million
6,002 Added 2.81%
219,564 $40.1 Million
Q1 2024

Apr 12, 2024
BUY
$172.45 - $191.88 $812,756 - $904,330
4,713 Added 2.26%
213,562 $41 Million
Q4 2023

Jan 10, 2024
BUY
$149.18 - $181.94 $989,212 - $1.21 Million
6,631 Added 3.28%
208,849 $37.6 Million
Q3 2023

Oct 13, 2023
BUY
$157.33 - $174.39 $654,807 - $725,811
4,162 Added 2.1%
202,218 $32.3 Million
Q2 2023

Jul 20, 2023
BUY
$150.74 - $165.4 $1.06 Million - $1.17 Million
7,062 Added 3.7%
198,056 $32.8 Million
Q1 2023

Apr 07, 2023
SELL
$150.22 - $177.69 $11,566 - $13,682
-77 Reduced 0.04%
190,994 $30.3 Million
Q4 2022

Jan 18, 2023
SELL
$147.25 - $169.54 $1.6 Million - $1.85 Million
-10,890 Reduced 5.39%
191,071 $0
Q3 2022

Oct 18, 2022
BUY
$143.4 - $172.87 $891,517 - $1.07 Million
6,217 Added 3.18%
201,961 $29 Million
Q2 2022

Jul 27, 2022
SELL
$146.67 - $178.24 $1.14 Million - $1.39 Million
-7,789 Reduced 3.83%
195,744 $29.3 Million
Q1 2022

Apr 14, 2022
BUY
$165.62 - $182.58 $1.57 Million - $1.73 Million
9,499 Added 4.9%
203,533 $35.8 Million
Q4 2021

Jan 21, 2022
BUY
$168.72 - $185.72 $442,046 - $486,586
2,620 Added 1.37%
194,034 $34.7 Million
Q3 2021

Oct 08, 2021
BUY
$162.66 - $175.73 $1.36 Million - $1.47 Million
8,380 Added 4.58%
191,414 $32.4 Million
Q2 2021

Jul 16, 2021
BUY
$166.46 - $180.76 $897,552 - $974,657
5,392 Added 3.04%
183,034 $31.8 Million
Q1 2021

Apr 15, 2021
BUY
$139.89 - $172.72 $1.59 Million - $1.96 Million
11,339 Added 6.82%
177,642 $29.4 Million
Q4 2020

Jan 22, 2021
BUY
$111.89 - $142.79 $253,654 - $323,704
2,267 Added 1.38%
166,303 $23.7 Million
Q3 2020

Oct 14, 2020
BUY
$102.46 - $117.9 $5.14 Million - $5.91 Million
50,152 Added 44.04%
164,036 $18.1 Million
Q2 2020

Jul 09, 2020
BUY
$81.16 - $120.46 $99,258 - $147,322
1,223 Added 1.09%
113,884 $12.2 Million
Q1 2020

Apr 23, 2020
BUY
$75.8 - $139.04 $394,008 - $722,729
5,198 Added 4.84%
112,661 $10 Million
Q4 2019

Jan 14, 2020
BUY
$123.74 - $138.15 $155,046 - $173,101
1,253 Added 1.18%
107,463 $14.7 Million
Q3 2019

Oct 22, 2019
BUY
$128.22 - $131.67 $117,321 - $120,478
915 Added 0.87%
106,210 $13.7 Million
Q2 2019

Jul 15, 2019
BUY
N/A
3,617 Added 3.56%
105,295 $13.7 Million
Q1 2019

Apr 16, 2019
BUY
N/A
6,689 Added 7.04%
101,678 $13.1 Million
Q4 2018

Jan 22, 2019
SELL
N/A
-10,519 Reduced 9.97%
94,989 $10.8 Million
Q3 2018

Nov 14, 2018
BUY
N/A
2,222 Added 2.15%
105,508 $14.7 Million
Q2 2018

Jul 19, 2018
BUY
N/A
4,206 Added 4.25%
103,286 $14 Million
Q1 2018

Apr 18, 2018
BUY
N/A
5,749 Added 6.16%
99,080 $12.8 Million
Q4 2017

Jan 16, 2018
BUY
N/A
478 Added 0.51%
93,331 $12.4 Million
Q3 2017

Nov 14, 2017
BUY
N/A
92,853
92,853 $11.9 Million

Others Institutions Holding VBR

# of Institutions
1,798
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 Inspirion Wealth Advisors, LLC Portfolio

Follow Inspirion Wealth Advisors, 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 Inspirion Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Inspirion Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email