Leeward Financial Partners, LLC Vanguard Small Cap Value ETF Transaction History

Leeward Financial Partners, LLC

  • $342 Million
  • Q3 2025

A detailed history of Leeward Financial Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Leeward Financial Partners, LLC holds 39,276 shares of VBR stock, worth $8.07 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
39,276
Previous 36,862 6.55%
Holding current value
$8.07 Million
Previous $7.19 Million 14.04%
% of portfolio
2.39%
Previous 2.34%

Shares

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

Nov 12, 2025
BUY
$195.41 - $212.37 $471,719 - $512,661
2,414 Added 6.55%
39,276 $8.2 Million
Q2 2025

Aug 04, 2025
SELL
$162.76 - $195.77 $11,881 - $14,291
-73 Reduced 0.2%
36,862 $7.19 Million
Q1 2025

May 09, 2025
BUY
$183.02 - $207.75 $177,346 - $201,309
969 Added 2.69%
36,935 $6.88 Million
Q4 2024

Feb 12, 2025
BUY
$197.36 - $217.3 $297,816 - $327,905
1,509 Added 4.38%
35,966 $7.13 Million
Q3 2024

Oct 29, 2024
BUY
$179.99 - $201.6 $105,294 - $117,936
585 Added 1.73%
34,457 $6.92 Million
Q2 2024

Jul 30, 2024
BUY
$177.65 - $191.11 $546,451 - $587,854
3,076 Added 9.99%
33,872 $6.18 Million
Q1 2024

Apr 19, 2024
BUY
$172.45 - $191.88 $673,934 - $749,867
3,908 Added 14.53%
30,796 $5.91 Million
Q4 2023

Jan 26, 2024
BUY
$149.18 - $181.94 $2.8 Million - $3.41 Million
18,739 Added 229.95%
26,888 $4.84 Million
Q3 2023

Oct 31, 2023
SELL
$157.33 - $174.39 $5,821 - $6,452
-37 Reduced 0.45%
8,149 $1.3 Million
Q2 2023

Aug 07, 2023
SELL
$150.74 - $165.4 $229,727 - $252,069
-1,524 Reduced 15.7%
8,186 $1.35 Million
Q1 2023

Apr 25, 2023
BUY
$150.22 - $177.69 $450 - $533
3 Added 0.03%
9,710 $1.54 Million
Q4 2022

Jan 30, 2023
BUY
$147.25 - $169.54 $63,023 - $72,563
428 Added 4.61%
9,707 $1.54 Million
Q3 2022

Nov 03, 2022
SELL
$143.4 - $172.87 $36,853 - $44,427
-257 Reduced 2.7%
9,279 $1.33 Million
Q2 2022

Jul 19, 2022
SELL
$146.67 - $178.24 $8,946 - $10,872
-61 Reduced 0.64%
9,536 $1.43 Million
Q1 2022

May 12, 2022
BUY
$165.62 - $182.58 $114,277 - $125,980
690 Added 7.75%
9,597 $1.69 Million
Q4 2021

Jan 27, 2022
BUY
$168.72 - $185.72 $1.5 Million - $1.65 Million
8,907 New
8,907 $1.59 Million

Others Institutions Holding VBR

# of Institutions
1,804
Shares Held
91.7M
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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